Oshkosh Corporation CEO on AI-Driven Machinery and Autonomous Vehicles

Oshkosh Corporation's Commercial Focus

• 🎯 Oshkosh Corporation primarily serves commercial markets, with approximately 90% of its revenue derived from these sectors.
• 💡 The company's critical equipment is essential for the operation of communities where people live and work.

Navigating Geopolitical and Tariff Challenges

• 🌍 Oshkosh Corporation operates as a global company with complex global supply chains, necessitating agility in response to geopolitical changes and tariff environments.
• 🛠️ The company has engaged in extensive tariff engineering work, involving significant time from supply chain professionals and engineers to adapt sophisticated components and materials.
• 📈 While progress has been made, ongoing efforts are required to mitigate the effects of tariffs and adapt to the current global economic landscape.

US Postal Service Delivery Vehicle Program

• 🚀 The US Postal Service delivery vehicle program is fully operational, with vehicles in production and deployed in almost every state, accumulating millions of miles.
• ✅ The Postal Service expresses high satisfaction with the vehicle, which is available in both battery-electric and internal combustion propulsion systems.
• 📊 The current order mix for these vehicles is approximately 70% battery-electric and 30% internal combustion, with Oshkosh meeting or exceeding Postal Service delivery requirements.

Advancements in Autonomous Machinery

• 🤖 Oshkosh Corporation is integrating moments of autonomy across various end markets, including construction, airport services, and environmental services (waste and recycling).
• ✈️ Full autonomy is expected to be commercialized first in airport markets, with applications ranging from autonomous wing-walking to jet-back pushing.
• 💡 The company's presence at CES showcases the