REV Group, Inc.

NYSE:REVG Lagerbericht

Marktkapitalisierung: US$3.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

REV Group Management

Management Kriterienprüfungen 3/4

REV Group CEO ist Mark Skonieczny , ernannt in Jan 2023, hat eine Amtszeit von 3.08 Jahren. Die jährliche Gesamtvergütung beträgt $5.15M , bestehend aus 17.5% Gehalt und 82.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.1% der Aktien des Unternehmens, im Wert von $34.40M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3 Jahre bzw. 2.5 Jahre.

Wichtige Informationen

Mark Skonieczny

Geschäftsführender

US$5.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts17.48%
Amtszeit als Geschäftsführer3.1yrs
Eigentum des Geschäftsführers1.1%
Durchschnittliche Amtszeit des Managements3yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder2.5yrs

Jüngste Management Updates

Recent updates

Narrativ-Update Jan 22

REVG: Terex Merger Will Build A Larger Aerials Platform Despite Deal Risks

Narrative Update on REV Group Analysts have trimmed their price target on REV Group to US$55 from US$64, citing the merger with Terex as a source of timing, structure and valuation risk that could create dilution concerns around the combined aerials business. Analyst Commentary Recent research points to a mixed, but generally constructive, view on REV Group as it moves ahead with its merger plans with Terex.
Narrativ-Update Jan 08

REVG: Terex Merger Execution Risks Will Pressure Dilutive Aerials Combination

Narrative Update on REV Group The analyst fair value estimate for REV Group has been adjusted from US$46.00 to US$57.00. Analysts are pointing to both the perceived value and the added risks of the Terex merger, including potential dilution and uncertainty around the combined aerials business, as key drivers of the revised price target and assumptions.
Narrativ-Update Dec 20

REVG: Terex Merger Is Expected To Build A More Resilient Aerials Platform

Analysts have raised their fair value estimate for REV Group to $76.00 from $68.00 per share, even as they trim near term growth expectations and acknowledge dilution and deal structure risks around the Terex merger, which could pressure the stock. Analyst Commentary Bullish analysts acknowledge that recent target revisions reflect a more balanced risk reward for REV Group following the announced Terex merger, but they continue to highlight strategic merits that could support the higher fair value estimate over time.
Narrativ-Update Dec 06

REVG: Terex Merger Dynamics Will Shape Future Risk Reward Profile

Analysts have trimmed their price target on REV Group to $55 from $64, reflecting a slightly lower fair value estimate of about $60 per share as they weigh modestly softer growth and margin assumptions, along with heightened deal risk from the Terex merger. Analyst Commentary Recent revisions to estimates and price targets highlight a more balanced risk reward profile for REV Group as it pursues the Terex transaction and integrates aerials into its broader platform.
Narrativ-Update Nov 22

REVG: Future Deal With Terex Will Drive Share Performance And Reduce Uncertainty

Analysts have reduced their price target for REV Group from $64 to $55, citing elevated risk and uncertainties surrounding the company's merger with Terex. The analysts noted that there is strategic value in the deal.
Narrativ-Update Nov 04

REVG: Merger Execution And Dilution Risk Will Shape Share Performance Ahead

Analysts have reduced their price target for REV Group from $65.75 to $62.80, citing elevated risks surrounding the company's merger with Terex and potential dilution that may weigh on share performance. Analyst Commentary Recent analyst activity around REV Group reflects a diverse set of perspectives on the company’s outlook, especially in light of its merger with Terex and recent financial performance.
Analyseartikel Oct 08

Is REV Group, Inc. (NYSE:REVG) Potentially Undervalued?

REV Group, Inc. ( NYSE:REVG ), is not the largest company out there, but it saw a double-digit share price rise of over...
Analyseartikel Sep 11

REV Group, Inc.'s (NYSE:REVG) P/E Is Still On The Mark Following 26% Share Price Bounce

REV Group, Inc. ( NYSE:REVG ) shares have continued their recent momentum with a 26% gain in the last month alone. The...
Narrativ-Update Sep 05

Facility Expansion And Electrification Will Reshape Municipal Vehicle Demand

Upward revisions to REV Group’s price target reflect consistent operational execution, sustained demand in its Fire/Ambulance segment, and improved efficiency, prompting analysts to raise fair value from $55.00 to $59.33. Analyst Commentary Bullish analysts highlight consistent operational execution, providing greater visibility into performance through 2026 and beyond.
Analyseartikel Jul 31

Is REV Group (NYSE:REVG) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Jul 16

We Like REV Group's (NYSE:REVG) Returns And Here's How They're Trending

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Jul 01

Why Investors Shouldn't Be Surprised By REV Group, Inc.'s (NYSE:REVG) 27% Share Price Surge

Despite an already strong run, REV Group, Inc. ( NYSE:REVG ) shares have been powering on, with a gain of 27% in the...
Seeking Alpha Jun 22

REV Group: Margin Strength Outshines Modest Sales Growth, Reiterating Buy

Summary REVG has returned to topline growth after four quarters of declines, driven by strength in its specialty vehicle segment and a $4.3B backlog. Despite ongoing weakness in the RV segment, robust demand for the company's specialty vehicles and production acceleration should sustain topline growth in the quarters ahead. Margin expansion is expected to be supported by higher pricing, operational improvements, and a favorable sales mix in FY25. With reasonable valuation, solid growth prospects, and continued operational enhancements, I reiterate my BUY rating for long-term investors at current levels. Read the full article on Seeking Alpha
Analyseartikel Jun 12

Investors Can Find Comfort In REV Group's (NYSE:REVG) Earnings Quality

REV Group, Inc.'s ( NYSE:REVG ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
Analyseartikel May 17

Market Participants Recognise REV Group, Inc.'s (NYSE:REVG) Earnings Pushing Shares 28% Higher

REV Group, Inc. ( NYSE:REVG ) shares have had a really impressive month, gaining 28% after a shaky period beforehand...
Analyseartikel May 04

What Is REV Group, Inc.'s (NYSE:REVG) Share Price Doing?

While REV Group, Inc. ( NYSE:REVG ) might not have the largest market cap around , it led the NYSE gainers with a...
Analyseartikel Apr 21

Does REV Group (NYSE:REVG) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel Apr 07

Is There An Opportunity With REV Group, Inc.'s (NYSE:REVG) 42% Undervaluation?

Key Insights REV Group's estimated fair value is US$50.47 based on 2 Stage Free Cash Flow to Equity REV Group is...
Analyseartikel Mar 11

REV Group (NYSE:REVG) Is Due To Pay A Dividend Of $0.06

REV Group, Inc. ( NYSE:REVG ) will pay a dividend of $0.06 on the 11th of April. This means the annual payment will be...
Analyseartikel Feb 25

The Return Trends At REV Group (NYSE:REVG) Look Promising

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Seeking Alpha Feb 11

REV Group Should Maintain Its Profitable Growth For 3 More Years

Summary Despite challenges in the RV market, REV Group's specialty vehicles segment has driven strong earnings, leading to a 74.27% share price increase in the past year. Management's focus on productivity and cost control has resulted in earnings growth outpacing revenue, with a one-year price target of $48.05, a 41% increase. REV's competitive strengths and market leadership in specialty vehicles, particularly fire and ambulance, support its continued profitability and growth potential. I rate REV a Strong Buy due to effective management, high earnings growth, and shareholder rewards through dividends and share repurchases. Read the full article on Seeking Alpha
Analyseartikel Dec 18

REV Group (NYSE:REVG) Will Pay A Larger Dividend Than Last Year At $0.06

The board of REV Group, Inc. ( NYSE:REVG ) has announced that it will be paying its dividend of $0.06 on the 10th of...
Analyseartikel Dec 05

REV Group, Inc. (NYSE:REVG) Screens Well But There Might Be A Catch

You may think that with a price-to-sales (or "P/S") ratio of 0.7x REV Group, Inc. ( NYSE:REVG ) is a stock worth...
Seeking Alpha Nov 27

REV Group: RV Sales Are Taking A Hit And I Remain Cautious, Given Uncertainty

Summary REV Group, Inc.'s performance is mixed; the RV segment struggles with declining sales and backlog, while specialty vehicles show robust growth and backlog. Q3 results showed a 14.8% y/y revenue decline, missing estimates; RV sales plunged 31.3%, while specialty vehicles grew 50% in adjusted EBITDA. Concerns over economic conditions, sticky inflation, and potential recession impact RV demand; specialty vehicles may also face headwinds despite a strong backlog. Awaiting Q4 earnings call for management insights on RV demand and macroeconomic outlook; initiating coverage with a hold rating due to uncertainties. Read the full article on Seeking Alpha
Analyseartikel Nov 18

There's Been No Shortage Of Growth Recently For REV Group's (NYSE:REVG) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Analyseartikel Nov 04

If EPS Growth Is Important To You, REV Group (NYSE:REVG) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
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Neues Narrativ Sep 13

Specialty Vehicles Segment Drives Margins, Yet Analysts Forecast Shrinking Profits And High PE Risks

Operational improvements and strategic pricing in the Specialty Vehicles segment, notably in ambulances and fire apparatus, are poised to boost margins and profitability.
Seeking Alpha Sep 12

REV Group: Margin Prospects Remain Favorable, Should Own This Stock At Current Multiples.

Summary REV Group's topline contracted by 14.8% in Q3 2024 due to the divestiture of Collin Bus and weak Recreational vehicle segment sales. Despite topline decline, the Specialty vehicle segment's strong price realization and operational improvements drove a 200 bps margin growth, boosting adjusted EPS to $0.48. Topline prospects look weak in the near term due to weak demand in the Recreation segment and certain parts of the Specialty segment. Margin prospects look good, which, along with an attractive valuation, makes REVG stock a decent buy at the current price. Read the full article on Seeking Alpha
Analyseartikel Sep 11

REV Group's (NYSE:REVG) Earnings Are Built On Soft Foundations

REV Group, Inc.'s ( NYSE:REVG ) solid earnings report last week was underwhelming to investors. Our analysis has found...
Analyseartikel Sep 07

REV Group (NYSE:REVG) Is Paying Out A Dividend Of $0.05

The board of REV Group, Inc. ( NYSE:REVG ) has announced that it will pay a dividend on the 11th of October, with...
Analyseartikel Aug 30

REV Group, Inc.'s (NYSE:REVG) Business And Shares Still Trailing The Industry

You may think that with a price-to-sales (or "P/S") ratio of 0.6x REV Group, Inc. ( NYSE:REVG ) is a stock worth...
Analyseartikel Aug 13

Estimating The Fair Value Of REV Group, Inc. (NYSE:REVG)

Key Insights Using the Dividend Discount Model, REV Group fair value estimate is US$26.18 With US$28.28 share price...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Mark Skonieczny im Vergleich zu den Einnahmen von REV Group verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Oct 31 2025n/an/a

US$95m

Jul 31 2025n/an/a

US$108m

Apr 30 2025n/an/a

US$97m

Jan 31 2025n/an/a

US$93m

Oct 31 2024US$5mUS$900k

US$258m

Jul 31 2024n/an/a

US$246m

Apr 30 2024n/an/a

US$243m

Jan 31 2024n/an/a

US$242m

Oct 31 2023US$6mUS$669k

US$45m

Jul 31 2023n/an/a

US$24m

Apr 30 2023n/an/a

US$19m

Jan 31 2023n/an/a

US$2m

Oct 31 2022US$2mUS$484k

US$15m

Jul 31 2022n/an/a

US$7m

Apr 30 2022n/an/a

US$21m

Jan 31 2022n/an/a

US$44m

Oct 31 2021US$2mUS$470k

US$44m

Jul 31 2021n/an/a

US$34m

Apr 30 2021n/an/a

US$7m

Jan 31 2021n/an/a

-US$21m

Oct 31 2020US$1mUS$172k

-US$30m

Vergütung im Vergleich zum Markt: MarkDie Gesamtvergütung ($USD5.15M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD7.02M).

Entschädigung vs. Einkommen: MarkDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Mark Skonieczny (56 yo)

3.1yrs
Amtszeit
US$5,147,451
Vergütung

Mr. Mark A. Skonieczny, Jr., is CFO, Senior VP & Treasurer of REV Renegade LLC. He serves as President and Chief Executive Officer of REV Group, Inc. since May 18, 2023. He served as Interim President at R...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Mark Skonieczny
President3.1yrsUS$5.15m1.1%
$ 34.4m
Amy Campbell
Senior VP & Chief Financial Officer1.8yrsUS$1.40m0.040%
$ 1.3m
Randy Hanson
COO, VP & GM of American Emergency Vehicles3yrskeine Datenkeine Daten
Joseph LaDue
VP, Corporate Controller & Chief Accounting Officer5.1yrsUS$535.90k0.014%
$ 451.0k
Sagar Murthy
Senior VP & Chief Information Officer3.5yrskeine Datenkeine Daten
Drew Konop
Vice President of Investor Relations & Corporate Developmentno datakeine Datenkeine Daten
Stephen Zamansky
Senior VP2.3yrsUS$829.17k0.14%
$ 4.3m
Julie Nuernberg
Senior Director of Marketing & Communicationsno datakeine Datenkeine Daten
John Dreasher
Senior VP & CHRO2.7yrskeine Datenkeine Daten
Mark Van Arnam
President of REV Ambulance Group3yrskeine Datenkeine Daten
Michael Lanciotti
President of Recreational Vehicles Segment4.8yrskeine Datenkeine Daten
Linas Polteraitis
Chief Supply Chain Officerless than a yearkeine Datenkeine Daten
3.0yrs
Durchschnittliche Betriebszugehörigkeit
51yo
Durchschnittliches Alter

Erfahrenes Management: REVGDas Führungsteam des Unternehmens gilt als erfahren (3 Jahre durchschnittliche Betriebszugehörigkeit).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Mark Skonieczny
President3.1yrsUS$5.15m1.1%
$ 34.4m
David Dauch
Independent Director1.3yrsUS$184.10k0.00068%
$ 21.2k
Cynthia Augustine
Independent Director1.8yrsUS$197.43k0.011%
$ 345.9k
Maureen O'Connell
Independent Director2.5yrsUS$219.31kkeine Daten
Charles Dutil
Independent Director9.2yrsUS$212.43k0.085%
$ 2.7m
Jean-Marie Canan
Independent Chairman9.5yrsUS$288.68k0.12%
$ 3.8m
Kathleen Steele
Independent Director2.1yrsUS$212.43k0.018%
$ 557.0k
2.5yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrener Vorstand: REVGDie Vorstandsmitglieder gelten nicht als erfahren ( 2.5 Jahre durchschnittliche Amtszeit), was auf einen neuen Vorstand hindeutet.


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/02/02 17:52
Aktienkurs zum Tagesende2026/01/30 00:00
Gewinne2025/10/31
Jährliche Einnahmen2025/10/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

REV Group, Inc. wird von 10 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Mircea DobreBaird
Joel TissBMO Capital Markets Equity Research
Charles Albert DillardDeutsche Bank