REV Group, Inc.

NYSE:REVG 株式レポート

時価総額：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 将来の成長

Future 基準チェック /46

REV Group利益と収益がそれぞれ年間26.8%と6.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に31.3% 29.7%なると予測されています。

主要情報

26.8%

収益成長率

29.70%

EPS成長率

Machinery 収益成長16.3%
収益成長率6.5%
将来の株主資本利益率31.32%
アナリストカバレッジ

Low

最終更新日15 Dec 2025

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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
分析記事 • 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...
分析記事 • 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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新しいナラティブ • 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
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...

業績と収益の成長予測

NYSE:REVG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
10/31/20282,900225N/A2541
10/31/20272,8541981592145
10/31/20262,645164581055
10/31/20252,46495190241N/A
7/31/20252,397108200233N/A
4/30/20252,33297159187N/A
1/31/20252,3199388110N/A
10/31/20242,3802582653N/A
7/31/20242,476246338N/A
4/30/20242,5762435089N/A
1/31/20242,6412422464N/A
10/31/20232,6384594127N/A
7/31/20232,5682477106N/A
4/30/20232,483194672N/A
1/31/20232,37826488N/A
10/31/20222,332156792N/A
7/31/20222,298791117N/A
4/30/20222,29721124149N/A
1/31/20222,36444126153N/A
10/31/20212,38144134158N/A
7/31/20212,40734114131N/A
4/30/20212,39675671N/A
1/31/20212,300-215771N/A
10/31/20202,278-303956N/A
7/31/20202,314-293656N/A
4/30/20202,349-2092114N/A
1/31/20202,417-75879N/A
10/31/20192,404-122953N/A
7/31/20192,411-25N/A60N/A
4/30/20192,391-13N/A-15N/A
1/31/20192,385-11N/A14N/A
10/31/20182,38113N/A-19N/A
7/31/20182,40558N/A36N/A
4/30/20182,40355N/A48N/A
1/31/20182,34054N/A-5N/A
10/31/20172,26831N/A33N/A
7/29/20172,12921N/A27N/A
4/29/20172,06119N/A28N/A
1/28/20171,99620N/A40N/A
10/29/20161,92630N/A76N/A
7/30/20161,84431N/A26N/A
10/31/20151,73523N/A26N/A

アナリストによる今後の成長予測

収入対貯蓄率: REVGの予測収益成長率 (年間26.8% ) は 貯蓄率 ( 3.3% ) を上回っています。

収益対市場: REVGの収益 ( 26.8% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: REVGの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: REVGの収益 ( 6.5% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: REVGの収益 ( 6.5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: REVGの 自己資本利益率 は、3年後には高くなると予測されています ( 31.3 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/02/02 16:56
終値2026/01/30 00:00
収益2025/10/31
年間収益2025/10/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

REV Group, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Mircea DobreBaird
Joel TissBMO Capital Markets Equity Research
Charles Albert DillardDeutsche Bank