United States Attorney General Pam Bondi and Federal Trade Commission Chair Andrew Ferguson have a new letter on their desk. It’s from the International Association of Fire Fighters as well as the American Economic Liberties Project, an anti-monopoly group. The letter is a call to action, as the two organizations are asking the Department of Justice’s Antitrust Division and the FTC to investigate the consolidation of fire vehicle manufacturers. They believe that said consolidation has caused ladder trucks to quickly double in price, up to $2 million apiece, plus wait times that can stretch up to four and a half years for delivery.
The letter states that the industry, which once consisted of more than two dozen manufacturers, is being dominated by just three manufacturers: the private equity-owned REV Group, Oshkosh, and Rosenbauer. U.S. Senators Elizabeth Warren of Massachusetts and Jim Banks of Indiana have already been investigating private equity’s role in the skyrocketing costs of fire trucks, writing to the IAFF in April about their concerns that companies are “padding shareholders’ wallets at the expense of public safety.” This is the main point that the IAFF hammers home in its cry for help to the feds.
A market research report claims that the REV Group captures roughly a third of the $3 billion in annual U.S. fire truck sales, with Oshkosh—which the letter labels “a serial acquirer”—nabbing around a quarter. Rosenbauer takes home a smaller 8% cut. Still, these manufacturers collectively claim more than two-thirds of the national market.
While this raises concerns about a short list of superpowers controlling prices, the IAFF and AELP’s letter also warns of the consolidation’s effect on order wait times. They claim that these higher prices aren’t accompanied by quicker deliveries but rather by brutal backlogs. One of the letter’s footnotes links to a Reuters report from January, which contrasts the fire truck industry’s boom to the rest of the nation’s manufacturing downturn. It cites data from REV Group itself, as it reported a record $3.6 billion backlog in its fire and emergency vehicle division at the end of 2024. Oshkosh had an even greater number of $5.3 billion, showing the great demand that couldn’t be immediately met, given the company’s production capacity.
The Fire Apparatus Manufacturers’ Association reports that orders for new mainline fire trucks are up significantly—about 43% annually from 2021-2023 compared to 2011-2020.
When reached for comment by The Drive, a REV Group spokesperson responded, “An unprecedented spike in demand and ongoing skilled labor shortages have contributed to increased costs and delivery times across the industry. We take our responsibility to deliver for America’s first responders seriously and have increased our vehicle production 30% in the last two years, and developed new lines of semi-custom trucks that deliver in under a year.”
For its part, Oshkosh told The Drive, “We are honored to do our part in supporting the brave men and women of the fire service across the country. Global supply challenges, unprecedented demand, and significant inflation since the pandemic started in 2020 have resulted in extended delivery times and increased prices. We continue to work to address this surge in demand with investments in manufacturing, including capacity, technology, and process improvements. Oshkosh has a long history of reinvesting in our businesses, focusing on organic growth to enhance efficiency, expand capacity, and support our customers. We remain committed to delivering the highest quality apparatus to the fire service across the country.”
Finally, a Rosenbauer spokesperson commented, “Rosenbauer exists to support firefighters’ mission of saving lives and protecting property. We are currently engaged in productive dialogue with our government stakeholders regarding supply chain challenges mostly related to the COVID-19 pandemic. While we are proud that Rosenbauer’s production backlog is significantly shorter than the industry average, we are working tirelessly to expedite production even further by hiring American workers and increasing output at our plants. We look forward to continued dialogue regarding these and other issues affecting our first responders.”
The IAFF and AELP pointed to the real-world consequences of these hang-ups. The organizations claim that when January’s disastrous wildfires decimated Los Angeles, more than 100 of the LAFD’s 183 fire trucks were out of service. Of that fleet, “dozens” of the trucks were custom-built by KME, a 70-year-old independent company that was acquired by REV Group in 2016. Five years after the acquisition, in 2021, REV Group announced plans to shut down two of KME’s manufacturing facilities.
“We are paying the price for all these corporate decisions,” IAFF President Edward Kelly said. ” It serves the investor well, but it doesn’t serve the public when you call 911 and the ladder truck is out of service.”
Updated at 3:05 p.m. ET and 4:30 p.m. ET on 5/14/2025: This story now includes a comment from Rosenbauer, Oshkosh, and REV Group, as well as data from FAMA about annual fire truck orders in the U.S.
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