Top DoD light truck and utility vehicle manufacturing contractors
In the 12 months ending Oct 5, 2026, the Department of Defense obligated $181.0M in net prime contract dollars under NAICS 336112, down 49.0% from $355.0M in the preceding 12 months. 18 prime contractors received positive obligations, and 2 of them accounted for 80% of that spend.
Prime contracts funded by the Department of Defense. Latest 12 months: Oct 6, 2025 to Oct 5, 2026. Source: USAspending.gov.
DoD publishes contract data to USAspending with a 90-day delay, so the most recent months understate DoD activity.
Obligations by fiscal year
Net prime contract obligations by federal fiscal year (October to September).
Top DoD contractors for NAICS 336112
Ranked by positive obligations in the latest 12 months. Share is of all positive obligations in this market.
| # | Contractor | Latest 12 mo | Prior 12 mo | Share | Rank change |
|---|---|---|---|---|---|
| 1 | GM Defense LLC | $137.9M | $251.4M | 76.2% | — |
| 2 | Bukkehave, Inc. | $13.8M | $16.4M | 7.6% | ▲ 2 |
| 3 | Polaris Sales Inc | $13.4M | $11.9M | 7.4% | ▲ 2 |
| 4 | Federal Contracts LLC | $6.8M | $20.9M | 3.7% | ▼ 1 |
| 5 | TLD Wollard LLC | $4.3M | $10.7M | 2.4% | ▲ 1 |
| 6 | Aero Specialties Inc | $1.3M | $474K | 0.7% | ▲ 4 |
| 7 | Macgyver Solutions, Inc. | $931K | $38.5M | 0.5% | ▼ 5 |
| 8 | a3 Systems Corporation | $928K | $1.6M | 0.5% | ▼ 1 |
| 9 | Gaithersburg Farmers Supply, Inc. | $795K | $257K | 0.4% | ▲ 3 |
| 10 | Kirila Fire Training Facilities, Inc. | $350K | $0 | 0.2% | New |
| 11 | Owen Motor Sports Inc | $125K | $7K | 0.1% | ▲ 12 |
| 12 | Davis Service Center, Inc. | $113K | $685K | 0.1% | ▼ 3 |
| 13 | HOK, Inc. | $87K | $248K | 0.1% | — |
| 14 | Textron, Inc | $76K | $49K | 0.0% | ▲ 6 |
| 15 | LEE H. Carter Building Service Inc. | $34K | $124K | 0.0% | ▲ 1 |
What changed in the last 12 months
Contractors with the largest change in reported obligations versus the preceding 12 months.
Largest gains
- Polaris Sales Inc$11.9M → $13.4M (+$1.5M) · now #3
- Aero Specialties Inc$474K → $1.3M (+$862K) · now #6
- Gaithersburg Farmers Supply, Inc.$257K → $795K (+$538K) · now #9
Largest declines
- GM Defense LLC$251.4M → $137.9M (−$113.5M) · now #1
- Macgyver Solutions, Inc.$38.5M → $931K (−$37.5M) · now #7
- Federal Contracts LLC$20.9M → $6.8M (−$14.1M) · now #4
New to this market
1 contractors received their first obligations in this market (since FY2022) during the latest 12 months. The largest:
| Contractor | First obligation | Latest 12 mo |
|---|---|---|
| Kirila Fire Training Facilities, Inc. | Jan 21, 2026 | $350K |
Where the money comes from
Funding sub-agencies within the Department of Defense, latest 12 months. The funding organization can differ from the office that runs the requirement.
| Funding sub-agency | Latest 12 mo | Prior 12 mo | Change |
|---|---|---|---|
| Department of the Army | $154.4M | $295.1M | Down $140.8M (47.7%) |
| Department of the Air Force | $25.1M | $58.2M | Down $33.1M (56.9%) |
| Missile Defense Agency | $1.3M | $0 | New |
| Defense Logistics Agency | $158K | $149K | Up $9K (6.1%) |
| Department of the Navy | $84K | $1.1M | Down $969K (92.0%) |
Potential recompetes
Large awards in this market whose current period of performance ends in the next 18 months. Treat these as research leads: options, extensions, and follow-on vehicles often change the timing.
| Award | Incumbent | Obligated | Current end |
|---|---|---|---|
| W912CH25F0454 | GM Defense LLC ACQUIRE 829 ISV VEHICLES WITH ABS/ESC KITS AND VEHICLE COVERS | $99.9M | Oct 31, 2026 |
| W912CH26F0178 | Bukkehave, Inc. MITSUBISHI CARGO TRUCKS | $8.4M | Dec 23, 2026 |
| 47QSWC25F0176 | Federal Contracts LLC BPA CALL ORDER 12K TELEHANDLER CALL 0001 | $12.7M | Dec 24, 2026 |
| W912CH26F0022 | Bukkehave, Inc. TOYOTA LAND CRUISER TRUCK AND SPARE PARTS | $4.1M | Dec 31, 2026 |
| W912CH25F0473 | GM Defense LLC THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE 206 INFANTRY SQUAD VEHICLES, ANTI-LOCK BRAKING SYSTEM/ELECTRONIC STABILITY CONTROL KITS, AND VEHICLE STORAGE COVERS. | $32.0M | Mar 31, 2027 |
| W912CH26F0123 | GM Defense LLC THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE 121 INFANTRY SQUAD VEHICLES, ANTI-LOCK BRAKING SYSTEM/ELECTRONIC STABILITY KITS, AND VEHICLE STORAGE COVERS. | $18.8M | Apr 30, 2027 |
| 47QFSA24F0027 | Polaris Sales Inc WINCH IMPROVEMENT AND INTERNAL BYPASS SUSPENSION ECPS AND INSTALL AND TEST FOR 1KW KITS | $5.6M | May 18, 2027 |
| W912CH26F0339 | GM Defense LLC THE PURPOSE OF THIS DELIVERY ORDER IS TO PROCURE 691 ISVS AND WINCH KITS AS WELL AS OBLIGATE FUNDING FOR A PORTION OF IPS AND SEPM AS REQUIRED. | $105.9M | Jun 24, 2027 |
| 47QFSA25F0034 | Polaris Sales Inc OP6 ACQUISITIONS | $10.8M | Sep 28, 2027 |
| 47QFSA24F0093 | Polaris Sales Inc ARCTIC VEHICLES | $9.8M | Sep 28, 2027 |
Common questions
Who are the top DoD contractors for NAICS 336112?
In the latest 12 months, GM Defense LLC ($137.9M), Bukkehave, Inc. ($13.8M), Polaris Sales Inc ($13.4M) received the most DoD obligations for light truck and utility vehicle manufacturing.
How concentrated is this market?
The eight largest primes held 99.1% of positive obligations, and GM Defense LLC alone held 76.2%. 1 contractors won their first obligations in this market during the latest 12 months.
Are any large DoD NAICS 336112 contracts ending soon?
10 of the largest awards in this market reach their current end date in the next 18 months. The first is W912CH25F0454 (GM Defense LLC, $99.9M obligated), ending Oct 31, 2026. An end date is a research lead, not a confirmed recompete: options and extensions often move it.
Related markets
NAICS 336112 across all agencies
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$7.9MFigures are net obligations on prime contracts (award types A–D) from USAspending.gov, grouped by funding agency and the NAICS code on each award. Net obligations include deobligations and corrections, so they can differ from positive-obligation totals. See methodology.
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