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REV Group, Inc.NYSE:REVG 주식 보고서

시가총액 US$3.1b
주가
US$63.90
US$60.2
6.1% 고평가 내재 할인율
1Y91.3%
7D-4.7%
포트폴리오 가치
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REV Group, Inc.

NYSE:REVG 주식 리포트

시가총액: 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 (REVG) 주식 개요

는 자회사와 함께 북미 및 전 세계에서 특수 차량 및 관련 애프터마켓 부품과 서비스를 설계, 제조, 유통하고 있습니다. 자세히 보기

REVG 펀더멘털 분석
스노우플레이크 점수
가치 평가2/6
미래 성장4/6
과거 실적2/6
재무 건전성6/6
배당0/6

REVG Community Fair Values

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REV Group, Inc. 경쟁사

가격 이력 및 성과

REV Group 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$63.90
52주 최고가US$69.92
52주 최저가US$26.51
베타1.09
1개월 변동2.58%
3개월 변동20.38%
1년 변동91.26%
3년 변동401.57%
5년 변동459.54%
IPO 이후 변동155.60%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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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새로운 내러티브 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

주주 수익률

REVGUS MachineryUS 시장
7D-4.7%-2.6%-0.3%
1Y91.3%40.4%26.7%

수익률 대 산업: REVG은 지난 1년 동안 40.4%의 수익을 기록한 US Machinery 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: REVG은 지난 1년 동안 26.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is REVG's price volatile compared to industry and market?
REVG volatility
REVG Average Weekly Movement4.3%
Machinery Industry Average Movement6.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: REVG는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: REVG의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
20085,500Mark Skoniecznywww.revgroup.com

는 자회사와 함께 북미 및 전 세계에 특수 차량과 관련 애프터마켓 부품 및 서비스를 설계, 제조, 유통합니다. 이 회사는 특수 차량과 레저용 차량의 두 부문으로 운영됩니다. 특수 차량 부문에서는 이머전시 원, 코바치 모바일 장비, 페라라, 스파르탄 비상 대응, 스밀, 스파르탄 파이어 섀시, 래더 타워 브랜드로 소방 장비 장비를, 아메리칸 응급 차량, 호튼 응급 차량, 리더 응급 차량, 로드 레스큐, 휠드 코치 브랜드로 구급차를, 캐퍼시티와 레이모 브랜드 이름으로 터미널 트럭과 스위퍼를 공급하고 있습니다.

REV Group, Inc. 기초 지표 요약

REV Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
REVG 기초 통계
시가총액US$3.12b
순이익 (TTM)US$95.20m
매출 (TTM)US$2.46b
32.8x
주가수익비율(P/E)
1.3x
주가매출비율(P/S)

REVG는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
REVG 손익계산서 (TTM)
매출US$2.46b
매출원가US$2.09b
총이익US$369.80m
기타 비용US$274.60m
순이익US$95.20m

최근 보고된 실적

Oct 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)1.95
총이익률15.01%
순이익률3.86%
부채/자본 비율9.6%

REVG의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

0.4%
현재 배당 수익률
13%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/02/02 04:54
종가2026/01/30 00:00
수익2025/10/31
연간 수익2025/10/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

REV Group, Inc.는 10명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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