Specialty vehicle maker REV Group beats Q4 profit expectations

Rev

10/12/2025 12:09

Overview

REV's fiscal Q4 revenue rose 13%, driven by Specialty Vehicles segment

Adjusted EPS for fiscal Q4 beat analyst expectations

Company's strategic merger with Terex on track to close in first half of 2026

Outlook

Company expects Terex merger to close in first half of 2026

Result Drivers

SPECIALTY VEHICLES GROWTH - Specialty Vehicles segment net sales increased due to higher unit shipments of fire apparatus and ambulances, and price realization

RECREATIONAL VEHICLES DECLINE - Recreational Vehicles segment saw a slight sales decrease due to lower shipments of Class A units and increased dealer assistance

OPERATIONAL IMPROVEMENTS - Co improved efficiency and throughput, with strong execution from supply chain group helping manage costs

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$664.40 mln
$645.30 mln (2 Analysts)
Q4 Adjusted EPS
Beat
$0.83
$0.78 (3 Analysts)
Q4 Net Income
$28.90 mln
Q4 Gross Profit
$102.60 mln
Q4 Operating Expenses
$55.10 mln
Q4 Operating Income
$47.50 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the heavy machinery & vehicles peer group is "buy."

Wall Street's median 12-month price target for REV Group Inc is $57.00, about 2.4% above its December 9 closing price of $55.65

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nBwGdtxYa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)