The JLTV prime changed. What happened to the supplier base?
Published September 9, 2026 / JLTV supplier analysis, FY2021-FY2025
Three years after JLTV production moved from Oshkosh Defense to AM General, the program's sourcing structure is back in focus.
The Marine Corps is assessing whether a second source could provide production-ready JLTVs alongside the existing Army-led contract. Meanwhile, AM General expects its JLTV A2 operation to reach full production in 2027.
This raises an important question: when production moved to AM General, did the underlying supplier base move with it?
maximum follow-on contract value
visible AM General supplier sites
direct carryover supplier sites
mapped value through the established network
The production transition
In February 2023, the Army awarded AM General a follow-on contract worth up to $8.66 billion, covering as many as 20,682 JLTVs and 9,883 trailers.
AM General follow-on award
Marine Corps assessing production-ready options
AM General JLTV A2 operation
The direct supplier list looks different
Mimir-mapped first-tier JLTV supplier sites, FY2021-FY2025
Mimir's data identifies 129 first-tier supplier sites in AM General's emerging JLTV network. Only 44 of these sites had also appeared in Oshkosh's mapped JLTV subcontract records over the same period.
This is a direct first-tier comparison. Suppliers working beneath Oshkosh after the transition are not visible in AM General's first-tier supplier total.
The distribution of value tells a different story
Approximately $262 million in mapped first-tier subcontract obligations under AM General
The 44 carryover suppliers accounted for approximately $118 million, or 45%, of the mapped first-tier value. Oshkosh Defense itself was the largest mapped recipient, with approximately $83 million in subcontract obligations associated with the JLTV contract.
Together, Oshkosh and the carryover suppliers accounted for approximately 77% of the subcontract value mapped under AM General.
Selected supplier positions
Visible under both primes
Selected direct JLTV supplier sites
Other AM General sites
Not previously visible under Oshkosh's mapped JLTV records
What this means for a potential second source
The prime contractor changed and much of the visible supplier network changed with it. But most of the mapped subcontract value continued to flow through Oshkosh itself or suppliers already supporting JLTV production.
As the Marine Corps considers another production source, that distinction matters. Adding another vehicle assembler would not necessarily create an entirely separate supply chain. The next source could still depend heavily on many of the same established, high-value suppliers.
U.S. Army JLTV follow-on production award, U.S. Marine Corps market research, USAspending, FPDS and Mimir Data Platform and Modeling.
Mimir analysis of positive first-tier JLTV subcontract records, FY2021-FY2025. Supplier counts refer to identified CAGE/site records, not total companies. Supplier continuity measures direct first-tier relationships under the two primes. Values are rounded and do not represent total company or facility revenue.