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 향후 성장

Future 기준 점검 4/6

REV Group (는) 각각 연간 26.8% 및 6.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 29.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 31.3% 로 예상됩니다.

핵심 정보

26.8%

이익 성장률

29.70%

EPS 성장률

Machinery 이익 성장16.3%
매출 성장률6.5%
향후 자기자본이익률31.32%
애널리스트 커버리지

Low

마지막 업데이트15 Dec 2025

최근 향후 성장 업데이트

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...

이익 및 매출 성장 예측

NYSE:REVG - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: REVG 의 연간 예상 수익 증가율(26.8%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: REVG 의 연간 수익(26.8%)이 US 시장(16.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: REVG 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: REVG 의 수익(연간 6.5%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: REVG 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: REVG의 자본 수익률은 3년 후 31.3%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

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.

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산업 및 섹터 지표

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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