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REV Group Inc (REVG)
NYSE:REVG
Earnings Data
Report Date
Jun 04, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.57Last Year’s EPS
0.39Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 05, 2025
|% Change Since: 7.38%
|Next Earnings Date:Jun 04, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted a strong start to the fiscal year with record first quarter adjusted EBITDA and a robust backlog providing long-term demand visibility. While there are challenges in the recreational vehicle segment and concerns about potential tariff impacts, the company's performance in specialty vehicles and recent retail successes contribute to an optimistic outlook.Company Guidance
During the REV Group's first quarter 2025 earnings call, the company provided guidance reflecting a strong start to the fiscal year with record first-quarter adjusted EBITDA and cash efficiency that surpassed typical seasonality. The fiscal 2025 outlook was reaffirmed with consolidated revenue expected to range between $2.3 billion to $2.4 billion, representing mid single-digit growth compared to fiscal 2024. Adjusted EBITDA is projected between $190 million to $220 million, a 48% increase at the midpoint from the previous year. The specialty vehicle segment is anticipated to achieve high single to low double-digit revenue growth, while the recreational vehicle segment is expected to remain roughly flat compared to fiscal 2024. The backlog remains robust at $4.5 billion, providing 2 to 2.5 years of demand visibility, particularly within the specialty vehicles segment. Despite potential macroeconomic challenges, such as recently enacted tariffs, the company highlighted its multi-sourcing strategy and disciplined commercial activities as key factors underpinning its confidence in maintaining momentum and achieving financial targets.Record First Quarter Adjusted EBITDA
The company reported a record first quarter adjusted EBITDA of $36.8 million, which increased by $6.3 million year-over-year, and by $16.2 million or 79% excluding divested businesses.
Strong Backlog and Demand Visibility
The company's backlog remains strong at $4.5 billion, providing 2 to 2.5 years of demand visibility within the specialty vehicles segment.
Specialty Vehicle Segment Growth
Year-over-year revenue growth in the specialty vehicle segment was driven by increases in fire and ambulance groups, with a first quarter record adjusted EBITDA of $35.2 million and a segment margin of 9.5%.
Retail Success at Florida RV SuperShow
Despite a decline in overall show attendance, REV Group's recreational vehicle segment saw notable increases in retail sales across multiple brands at the Florida RV SuperShow.
Share Repurchase Program
The company repurchased approximately 579,000 shares, returning $19.2 million to shareholders, with an additional 425,000 shares purchased after the first quarter, totaling $13.8 million.
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REVG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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REVG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Mar 05, 2025 | $27.25 | $27.90 | +2.39% |
| Dec 11, 2024 | $29.49 | $33.56 | +13.80% |
| Sep 04, 2024 | $30.04 | $26.71 | -11.09% |
| Jun 05, 2024 | $24.60 | $27.58 | +12.11% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does REV Group Inc (REVG) report earnings?
REV Group Inc (REVG) is schdueled to report earning on Jun 04, 2025, TBA Not Confirmed.
What is REV Group Inc (REVG) earnings time?
REV Group Inc (REVG) earnings time is at Jun 04, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is REVG EPS forecast?
REVG EPS forecast for the fiscal quarter 2025 (Q2) is 0.57.
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