Christian Dialon

Christian Dialon asked if a normal sequential step-up in Access segment orders is still expected in Q4, or if it's shifting to Q1, and how the Access backlog is split between national and independent customers. He also inquired about the demand for transport-type vehicles in the defense business and Oshkosh's differentiation in the CTT program.

Answer

CFO Matt Field stated that while Q4 traditionally sees a higher book-to-bill for Access, it's unclear if that will hold this year due to price negotiations potentially shifting to January. CEO John Pfeifer highlighted Oshkosh's technological capability, quality, and service reputation as differentiators in the defense market, particularly with autonomous functionality in tactical wheeled vehicles.

Christian Dialon inquired if the Access segment would see a normal sequential step-up in Q4 orders or if it would shift to Q1, and how the Access backlog was split between national and independent customers. He also asked about differentiators for Oshkosh's defense portfolio, specifically for the CTT program.

Answer

Matt Field, EVP and CFO, stated it was presumptive to assume a normal Q4 step-up in Access orders, as price negotiations might push some to January. John Pfeifer, President and CEO, highlighted Oshkosh's technological capability (autonomous functionality) and strong quality/service reputation as key differentiators in the defense market, emphasizing reliability and performance.