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Earnings transcript
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REVG
REV Group, Inc.
$63.9
-1.3
(-1.99%)
| Exchange: | NYSE |
| Market Cap: | 3.119B |
| Shares Outstanding: | 64.087M |
Delayed data
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., headquartered in Brookfield, Wisconsin, specializes in the design, manufacturing, and global distribution of purpose-built vehicles, along with their accompanying aftermarket parts and maintenance services. The company’s reach extends across the United States, Canada, Europe, Africa, and various other international markets. Its operations are structured into three primary segments: Fire & Emergency, Commercial, and Recreation. The Fire & Emergency division is dedicated to public safety, producing a variety of fire apparatus under brands such as Emergency One, Ferrara, and Spartan Emergency Response. It also manufactures ambulances through well-known names like Horton Emergency Vehicles, American Emergency Vehicles, and Wheeled Coach. The Commercial segment provides an array of transport solutions, including transit buses, compact Type A school buses (under brands like Collins Bus), street sweepers, and terminal trucks, utilizing marques such as Capacity and ENC. Finally, the Recreation segment caters to the leisure and outdoor lifestyle markets. It offers both motorized and towable recreational vehicles (RVs) through brands like American Coach, Fleetwood RV, and Holiday Rambler. This segment further manufactures custom-molded fiberglass products for a broad spectrum of industrial clients, including the heavy-duty truck and RV sectors. REV Group engages with its diverse customer base – encompassing municipal organizations, government entities, private contractors, individual consumers, and industrial users – through a dual approach involving its direct sales teams and an established dealer network. The company was previously known as Allied Specialty Vehicles, Inc. before officially changing its name to REV Group, Inc. in November 2015.
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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.
[intrinsic_calculator]
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.
Daily snapshot
-1.99
Trading Metrics:
| Open: | 64.4 | Previous Close: | 65.2 | |
| Day Low: | 63.44 | Day High: | 65.3 | |
| 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…
