緊急対応車両 (第1巻)：緊急対応車両、消防車、現在の市場状況、Oshkosh Corporation、大手3社、主要業績指標 (KPI)、消防署、山火事、放火・テロリズム

当レポートでは、世界の緊急対応車両の市場について分析し、緊急対応車両の種類 (特に消防車の種類)、市場の現状と見通し、Oshkosh Corporationを始め消防車メーカー大手3社の主要業績指標 (KPI)、米国の消防署の現状、山火事や放火・テロリズムの状況などを調査しております。

シリーズ第1巻となる当レポートでは消防車に焦点を当てています。消防車は米国の重要インフラ、特に緊急サービス部門 (ESS) の一部と考えられている消防・救助サービスで使用されています。ESSには、連邦政府や州政府・自治体など (警察・消防署、国防総省の警察・消防部門、都市の公共事業部門ほか) が組織した、全米各地の有給・ボランティア両方の施設や設備が含まれます。ESSにはまた、産業消防部門、民間警備組織、民間救急医療サービス業者などの民間部門も含まれます。

2023年の北米の消防車生産台数は、サプライチェーンと労働力の問題により、過去の平均を下回りました。さらに、消防車の顧客は、歴史的な高価格に苦しんでいます。新しいエンジンの排気ガス規制も目前に迫っています。

消防車市場を独占しているのは、上位3社とそのブランドです。当レポートでは、市場リーダーであるOshkosh Corp.を詳細に分析すると共に、上位3社の主要業績指標 (KPI) を推計しています。

米国には約27,185の消防局があります。ペンシルベニア州が最も多いですが、ニューヨーク市は米国最大の消防局で、職員数は17,329人、2023年の予算は約23億米ドルです。

米国の山火事の年間発生件数は変動はありますが、過去30年間でわずかに減少しています。一方で年間被害面積は、変動はあるものの、概して増加しています。米国における山火事の総費用は、毎年4,000億米ドルから9,000億米ドルと推定されています。

第1巻の重要なテーマは、米国で放火・テロ事件が発生する確率が高まっているということです。ウクライナ・ロシア戦争、10月7日のハマスによるイスラエル攻撃、不法移民による米国南部国境侵犯はすべて、中東や欧州から米国に放火犯やテロリストが入ってくる可能性を高めています。

目次

イントロダクション

緊急対応車両

• 種類別：消防車・救急車・緊急管理車両、パトカー、救助車両、危険物対応車両

消防車の種類

• タイプ1、タイプ2、タイプ3、タイプ4、タイプ5・6・7、電動

現在の市場状況と見通し

• 過去の生産、世界金融危機、新型コロナウイルス感染症 (COVID-19) 感染拡大、2023年の生産動向、種類別の生産動向、生産見通し、価格、消防車の顧客、リードタイム、サプライチェーンの問題、労働問題、利益、消防車の寿命、新しいエンジン規制、エンジンの問題、運転台の問題、流通、輸出、競合情勢、

Oshkosh Corporation

• 企業概要、セグメント、業務用、消防・救急、Pierce社の製品、ARFF、最前線通信、流通、エンジニアリング、研究開発、受注残、競合、サプライチェーン、製造施設、経営状況、財務実績

主要業績指標 (KPI)

付録

米国の消防署

山火事

• リソース、山火事による被害、大火事、経済的コスト、

放火・テロリズム

• テロリズムの定義、放火・テロリズム、潜在的な脅威、リスク、攻撃、米国国内のテロリスト集団、気候変動、不法移民テロリズムの次の波

"Emergency Response Vehicles Volume 1" focuses on Emergency Response Vehicle Types, Fire Truck Types, Current Market Conditions and Outlook, Oshkosh Corporation, Key Performance Indicators for the Big 3 Fire Truck Producers, U.S. Fire Departments, Wildfires and Pyro-Terrorism.

Fire trucks, the focus of Volume 1, are used by Fire and Rescue Services, which are considered part of critical U.S. infrastructure, specifically the Emergency Services Sector (ESS). The ESS includes geographically distributed facilities and equipment in both paid and volunteer capacities organized primarily at the federal, state, local, tribal, and territorial levels of government, such as city police departments and fire stations, county sheriff's offices, Department of Defense police and fire departments, and town public works departments. The ESS also includes private sector resources, such as industrial fire departments, private security organizations, and private emergency medical services providers.

North American Fire truck production in 2023 was lower than the historical average due to supply chain and labor issues. Additionally, Fire truck customers are struggling with prices that are at historic highs. New engine emission requirements also are on the horizon.

Three companies and their brands dominate the Fire truck market. The market leader, Oshkosh Corp., is analyzed in detail. Key performance indicators for the Big 3 are provided.

There are approximately 27,185 Fire departments in the U.S. Pennsylvania has the most, but New York City has the largest Fire department in the U.S. with 17,329 employees and a 2023 budget of ~$2.3 billion.

The number of U.S. annual wildfires is variable but has decreased slightly over the last 30 years. However, the number of acres affected annually, while also variable, generally has increased. The total cost of wildfires in the United States is estimated at between ~$400 billion to ~$900 billion each year.

An important thesis of Volume 1 is that the odds of Pyro-Terrorism events in the U.S. are increasing. The Ukraine-Russia war, the October 7 Hamas attack in Israel, and the invasion of the Southern U.S. border by illegal migrants all have increased the likelihood of Pyro-Terrorism coming to the U.S. from the Middle East and Europe.

TABLE OF CONTENTS

INTRODUCTION

EMERGENCY RESPONSE VEHICLES

• Types, Fire Trucks, Ambulances, Emergency Management Vehicles, Police Cars, Rescue Vehicles, Hazardous Materials Response Vehicles

FIRE TRUCK TYPES

• Type 1, Type 2, Type 3, Type 4, Types 5, 6, 7, Electric

CURRENT MARKET CONDITIONS AND OUTLOOK

• Historical Production, Great Financial Crisis, Covid Pandemic, 2023 Production, Production by Type, Production Outlook, Prices, Fire Truck Customers, Lead Times, Supply Chain Issues, Labor Issues, Profits, Fire Truck Lifespans, New Engine Regulations, Engine Issues, Cab Issues, Distribution, Exports, Competitive Landscape,

OSHKOSH CORPORATION

• Company Description, Segments, Vocational, Fire & Emergency, Pierce Products, ARFF, Frontline Communications, Distribution, Engineering, Research and Development, Backlog, Competition, Supply Chains, Manufacturing Facilities, Management, Financial Results,

KEY PERFORMANCE INDICATORS

APPENDIXES

U.S. FIRE DEPARTMENTS

WILDFIRES

• Resources, Wildfire Damages, Conflagrations, Financial Costs,

PYRO-TERRORISM

• Terrorism Definition, Pyro-Terrorism, Potential Threats, Risks, Attacks, U.S. Domestic Terrorist Groups, Climate Change, Illegal Migrants Terrorism's Next Wave,

TABLES

• 1.) Fire Truck Standards by Type
• 2.) North American Fire Truck Production (Volume, ASP, Value): 2023-2027
• 3.) North American Fire Truck Production Volume, ASP, Value by Type: 2023
• 4.) North American Fire Truck Production Market Shares by Company ($ Billion): 2023
• 5.) Oshkosh Sales and Operating Income by Segment for First Nine Months 2023
• 6.) Oshkosh Management Team
• 7.) Oshkosh Income Statement ($ Million, EPS $): 2020-2025
• 8.) Oshkosh Balance Sheet ($ Million, Book Value $): 2020-2025
• 9.) Oshkosh Cash Flow Statement ($ Million): 2020-2025
• 10.) Oshkosh Valuation Metrics ($ Million): 2020-2025
• 11.) Oshkosh Segment Revenue, Operating Income, Operating Margin, Revenue by Region ($ Million): 2018-2022
• 12.) Oshkosh Revenue, Operating Income, Operating Margin by Segment ($ Million): 2022 vs. 2023
• 13.) Oshkosh Backlog by Segment ($ Million): 2022-2023
• 14.) Big 3 Fire Truck Producers Revenues ($ Billion), EBITDA ($ Million): 2022-2023
• 15.) Big 3 Fire Truck Producers Free Cash Flow, Capital Expenditures ($ Million): 2022-2023
• 16.) Big 3 Fire Truck Producers Stock Prices: 2022-2023
• 17.) Big 3 Fire Truck Producers Stock Price P/Es: 2022-2023
• 18.) Big 3 Fire Truck Producers Market Caps, Shares Outstanding ($ Million): 12/19/23
• 19.) Big 3 Fire Truck Producers EPS: 2022-2023
• 20.) Big 3 Fire Truck Producers Economic Value/EBITDA, Price/Book Value: 2023
• 21.) Big 3 Fire Truck Producers Return on Equity, EBITDA Margin (%): 2022-2023
• 22.) U.S. Population and Fire Departments by State: 2023
• 23.) 10 Largest U.S. Cities Population, Fire Department Budgets and Headcounts: 2023
• 24.) U.S. Federal vs. Nonfederal Wildfires Number (Thousands): 2018-2022
• 25.) U.S. Federal vs. Nonfederal Wildfires Acres Burned (Million): 2018-2022
• 26.) Wildfire Structures Burned by Number and Ownership: 2019-2022
• 27.) Foreign Nationals by Hostile Country Found at U.S. Southern Border (Number): FY 2022-2023
• 28.) Number of Illegal Migrants on U.S. Terrorist Watchlist: FY17-FY24

FIGURES

• 1.) Type 1 Fire Truck
• 2.) Type 2 Fire Truck
• 3.) Type 3 Fire Truck
• 4.) Type 4 Fire Truck
• 5.) Types 5, 6, 7 Fire Truck
• 6.) Electric Fire Truck
• 7.) Oshkosh Corporation Brands: 2023
• 8.) Annual Wildfires and Acres Burned (Millions): 1993-2022
• 9.) Top Five Years for U.S. Number of Largest Wildfires and Acreage Burned Since 1960
• 10.) Percentage Acreage Burned by Ownership: 2018-2022
• 11.) Acreage Burned by Region and Ownership: 2018-2022
• 12.) U.S. Wildfire Costs and Loses by Type ($ Billion)
• 13.) Global Pyro-Terrorism Incidents (Number): 1970-2020
• 14.) Primary Weapon Used in U.S. Violent Far-Right and Violent Far-Left Terrorist Attacks and Plots: 2021
• 15.) U.S. ELF and ALF Terrorist Attack Targets by Type (%): 1995-2010
• 16.) Global Number of Environmentally Motivated Terrorist Attacks: 1975-2019