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REV Group Gestione
Criteri Gestione verificati 3/4
REV Group Il CEO è Mark Skonieczny, nominato in Jan2023, e ha un mandato di 3.08 anni. la retribuzione annua totale è $ 5.15M, composta da 17.5% di stipendio e 82.5% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.1% delle azioni della società, per un valore di $ 34.40M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3 anni e 2.5 anni.
Informazioni chiave
Mark Skonieczny
Amministratore delegato
US$5.1m
Compenso totale
| Percentuale dello stipendio del CEO | 17.48% |
| Mandato del CEO | 3.1yrs |
| Proprietà del CEO | 1.1% |
| Durata media del management | 3yrs |
| Durata media del Consiglio di amministrazione | 2.5yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Oct 31 2025 | n/a | n/a | US$95m |
| Jul 31 2025 | n/a | n/a | US$108m |
| Apr 30 2025 | n/a | n/a | US$97m |
| Jan 31 2025 | n/a | n/a | US$93m |
| Oct 31 2024 | US$5m | US$900k | US$258m |
| Jul 31 2024 | n/a | n/a | US$246m |
| Apr 30 2024 | n/a | n/a | US$243m |
| Jan 31 2024 | n/a | n/a | US$242m |
| Oct 31 2023 | US$6m | US$669k | US$45m |
| Jul 31 2023 | n/a | n/a | US$24m |
| Apr 30 2023 | n/a | n/a | US$19m |
| Jan 31 2023 | n/a | n/a | US$2m |
| Oct 31 2022 | US$2m | US$484k | US$15m |
| Jul 31 2022 | n/a | n/a | US$7m |
| Apr 30 2022 | n/a | n/a | US$21m |
| Jan 31 2022 | n/a | n/a | US$44m |
| Oct 31 2021 | US$2m | US$470k | US$44m |
| Jul 31 2021 | n/a | n/a | US$34m |
| Apr 30 2021 | n/a | n/a | US$7m |
| Jan 31 2021 | n/a | n/a | -US$21m |
| Oct 31 2020 | US$1m | US$172k | -US$30m |
Compensazione vs Mercato: La retribuzione totale di Mark ($USD 5.15M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 7.05M ).
Compensazione vs guadagni: La retribuzione di Mark è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Mark Skonieczny (56 yo)
3.1yrs
Mandato
US$5,147,451
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 3.1yrs | US$5.15m | 1.1% $ 34.4m | |
| Senior VP & Chief Financial Officer | 1.8yrs | US$1.40m | 0.040% $ 1.3m | |
| COO, VP & GM of American Emergency Vehicles | 3yrs | Nessun dato | Nessun dato | |
| VP, Corporate Controller & Chief Accounting Officer | 5.1yrs | US$535.90k | 0.014% $ 451.0k | |
| Senior VP & Chief Information Officer | 3.5yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations & Corporate Development | no data | Nessun dato | Nessun dato | |
| Senior VP | 2.3yrs | US$829.17k | 0.14% $ 4.3m | |
| Senior Director of Marketing & Communications | no data | Nessun dato | Nessun dato | |
| Senior VP & CHRO | 2.7yrs | Nessun dato | Nessun dato | |
| President of REV Ambulance Group | 3yrs | Nessun dato | Nessun dato | |
| President of Recreational Vehicles Segment | 4.8yrs | Nessun dato | Nessun dato | |
| Chief Supply Chain Officer | less than a year | Nessun dato | Nessun dato |
3.0yrs
Durata media
51yo
Età media
Gestione esperta: Il team dirigenziale di REVG è considerato esperto (durata media dell'incarico 3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 3.1yrs | US$5.15m | 1.1% $ 34.4m | |
| Independent Director | 1.3yrs | US$184.10k | 0.00068% $ 21.2k | |
| Independent Director | 1.8yrs | US$197.43k | 0.011% $ 345.9k | |
| Independent Director | 2.5yrs | US$219.31k | Nessun dato | |
| Independent Director | 9.2yrs | US$212.43k | 0.085% $ 2.7m | |
| Independent Chairman | 9.5yrs | US$288.68k | 0.12% $ 3.8m | |
| Independent Director | 2.1yrs | US$212.43k | 0.018% $ 557.0k |
2.5yrs
Durata media
60yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di REVG non è considerato esperto (durata media del mandato 2.5 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/02/02 11:19 |
| Prezzo dell'azione a fine giornata | 2026/01/30 00:00 |
| Utili | 2025/10/31 |
| Utili annuali | 2025/10/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
REV Group, Inc. è coperta da 10 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Mircea Dobre | Baird |
| Joel Tiss | BMO Capital Markets Equity Research |
| Charles Albert Dillard | Deutsche Bank |