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Earnings transcript
Read the complete earnings call transcript.
REVG
REV Group, Inc.
$63.9
-1.3
(-1.99%)
[ms_data_label text=’Delayed data’]
| Exchange: | NYSE |
| Market Cap: | 3.119B |
| Shares Outstanding: | 64.087M |
About The Company
| Sector: | Industrials | |||||
| Industry: | Agricultural – Machinery | |||||
| CEO: | Mark A. Skonieczny Jr. | |||||
| Full Time Employees: | 5500 | |||||
| Address: |
| |||||
| Website: | https://www.revgroup.com |
REV Group, Inc. designs, manufactures, and distributes specialty vehicles, and related aftermarket parts and services in the United States, Canada, Europe, Africa, and internationally. It operates through three segments: Fire & Emergency, Commercial, and Recreation. The Fire & Emergency segment provides fire apparatus equipment under the Emergency One, Kovatch Mobile Equipment, Ferrara, Spartan Emergency Response, Smeal, and Ladder Tower brands; and ambulances under the American Emergency Vehicles, Horton Emergency Vehicles, Leader Emergency Vehicles, Road Rescue, and Wheeled Coach brands. The Commercial segment offers transit buses, type A school buses, sweepers, and terminal trucks under the Collins Bus, Capacity, ENC, and Lay-Mor brands. The Recreation segment offers motorized and towable RV models under the American Coach, Fleetwood RV, Holiday Rambler, Renegade, Midwest, and Lance brands; and produces a range of custom molded fiberglass products for the heavy-duty truck, RV, and broader industrial markets. The company sells its products to municipalities, government agencies, private contractors, consumers, and industrial and commercial end users through its direct sales force or dealer network. The company was formerly known as Allied Specialty Vehicles, Inc. and changed its name to REV Group, Inc. in November 2015. REV Group, Inc. is based in Brookfield, Wisconsin.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 2,638,000 | 2,380,200 | 2,463,500 |
| Gross Profit | 316,100 | 297,300 | 369,800 |
| EBITDA | 113,000 | 394,300 | 168,600 |
| Operating Income | 88,600 | 79,600 | 192,800 |
| Net Income | 45,300 | 257,600 | 95,200 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 1,410,400 | 1,213,000 | 1,200,000 |
| Total Liabilities | 912,400 | 777,900 | 783,700 |
| Total Stockholders Equity | 498,000 | 435,100 | 416,300 |
| Total Debt | 187,400 | 118,000 | 56,100 |
| Cash and Cash Equivalents | 21,300 | 24,600 | 34,700 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 126,500 | 53,400 | 241,100 |
| Capital Expenditure | -32,800 | -27,600 | -51,100 |
| Free Cash Flow | 93,700 | 25,800 | 190,000 |
| Net Income | 45,300 | 257,600 | 95,200 |
| Net Change in Cash | 900 | 3,300 | 10,100 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 3,181,119.816 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 3,345,460.848 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 3,272,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 227,113.938 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 238,846.957 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 233,602.269 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 252,732.067 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 265,788.554 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 259,952.272 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 0 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 0 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 0 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance in Q1 2025: As highlighted in the latest earnings call transcript, REV Group reported a strong start to fiscal 2025 with record quarterly revenue and improved net income, reflecting operational efficiency and effective cost management. This performance exceeded market expectations, underscoring the company’s ability to deliver consistent results.
- Strong Operating Cash Flow and Free Cash Flow: Analysis of the cash flow statements indicates healthy net cash provided by operating activities and positive free cash flow trends over recent periods, providing financial flexibility for reinvestment and debt management.
- Favorable Valuation Metrics: The forward P/E ratio data suggests REVG is trading at a reasonable valuation compared to industry averages, with the forward P/E average indicating potential undervaluation relative to expected earnings growth, making it attractive to value-focused investors.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates REVG intrinsic value between $6.95 – $40.52 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about REVG valuation
Is REV Group, Inc. (REVG) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for REV Group, Inc. (REVG) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is REVG a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether REVG trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is REVG’s P/E ratio?
You can see REVG’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for REVG?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is REVG a good long-term investment?
Whether REVG fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
REVG
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
[ms_data_label text="Daily snapshot"]
-1.99
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 26.51 | Year High: | 69.92 | |
| Price Avg 50: | 60.82 | Price Avg 200: | 51.61 | |
| Volume: | 1.249M | Average Volume: | 721722 |
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Login — it's freeREVG full analysis
Welcome to MARKETSNAP’s SWOT analysis for REV Group, a company that might not be on everyone’s radar but is definitely worth a closer look if you’re hunting for solid long-term investment opportunities. I’m pumped to dive into this one with you today, breaking down the strengths, weaknesses, opportunities, and threats for REV Group, a key player in the specialty vehicle manufacturing space. We’ll cover everything from their latest financials to industry trends, so let’s get started and see if this…
