REV Group, Inc.

Report azionario NYSE:REVG

Capitalizzazione di mercato: 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 Performance degli utili passati

Criteri Il passato verificati 2/6

REV Group ha registrato una crescita degli utili a un tasso medio annuo di 48.4%, mentre il settore Machinery ha registrato utili in crescita a un tasso medio annuo di 8.3%. I ricavi sono stati in crescita a un tasso medio annuo di 1.1%. Il ritorno sul capitale proprio di REV Group è 22.9% e ha margini netti di 3.9%.

Informazioni chiave

48.39%

Tasso di crescita degli utili

50.83%

Tasso di crescita dell'EPS

Machinery Crescita del settore8.77%
Tasso di crescita dei ricavi1.10%
Rendimento del capitale proprio22.87%
Margine netto3.86%
Ultimo aggiornamento sugli utili31 Oct 2025

Aggiornamenti sulle prestazioni recenti

Articolo 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...

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 Alpha
Articolo 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 Alpha
Articolo 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 Alpha
Articolo 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...
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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 Alpha
Articolo 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...

Ripartizione dei ricavi e delle spese

Come REV Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:REVG Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Oct 252,464951826
31 Jul 252,3971081710
30 Apr 252,332971760
31 Jan 252,319931800
31 Oct 242,3802581813
31 Jul 242,4762462000
30 Apr 242,5762432040
31 Jan 242,6412422070
31 Oct 232,638452095
31 Jul 232,56824224-3
30 Apr 232,48319216-2
31 Jan 232,3782214-1
31 Oct 222,332151940
31 Jul 222,29871924
30 Apr 222,297211914
31 Jan 222,364441894
31 Oct 212,381441930
31 Jul 212,407341825
30 Apr 212,39671896
31 Jan 212,300-211956
31 Oct 202,278-301946
31 Jul 202,314-292086
30 Apr 202,349-202045
31 Jan 202,417-71985
31 Oct 192,404-121995
31 Jul 192,411-251955
30 Apr 192,391-131896
31 Jan 192,385-111906
31 Oct 182,381131837
31 Jul 182,405581826
30 Apr 182,403551795
31 Jan 182,340541735
31 Oct 172,268311884
29 Jul 172,129211824
29 Apr 172,061191765
28 Jan 171,996201695
29 Oct 161,926301405
30 Jul 161,844311254
31 Oct 151,735231025

Guadagni di qualità: REVG ha un grande una tantum perdita di $39.6M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st October, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di REVG (3.9%) sono inferiori rispetto allo scorso anno (10.8%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: REVG è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 48.4% all'anno.

Accelerare la crescita: REVG ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: REVG ha avuto una crescita negativa degli utili ( -63% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Machinery ( 2.1% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 22.9% ) di REVG è considerato alto.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/02/02 19:37
Prezzo dell'azione a fine giornata2026/01/30 00:00
Utili2025/10/31
Utili annuali2025/10/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

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