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REV Group Earnings Calls
| Release date | Dec 10, 2025 |
| EPS estimate | $0.780 |
| EPS actual | - |
| Revenue estimate | 646.767M |
| Revenue actual | - |
| Expected change | +/- 11.24% |
| Release date | Sep 03, 2025 |
| EPS estimate | $0.630 |
| EPS actual | $0.790 |
| EPS Surprise | 25.40% |
| Revenue estimate | 646.767M |
| Revenue actual | 644.9M |
| Revenue Surprise | -0.289% |
| Release date | Jun 04, 2025 |
| EPS estimate | $0.570 |
| EPS actual | $0.700 |
| EPS Surprise | 22.81% |
| Revenue estimate | 603.511M |
| Revenue actual | 629.1M |
| Revenue Surprise | 4.24% |
| Release date | Mar 05, 2025 |
| EPS estimate | $0.290 |
| EPS actual | $0.400 |
| EPS Surprise | 37.93% |
| Revenue estimate | 594.635M |
| Revenue actual | 525.1M |
| Revenue Surprise | -11.69% |
Last 4 Quarters for REV Group
Below you can see how REVG performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 05, 2025 |
| Price on release | $27.95 |
| EPS estimate | $0.290 |
| EPS actual | $0.400 |
| EPS surprise | 37.93% |
| Date | Price |
|---|---|
| Feb 27, 2025 | $30.39 |
| Feb 28, 2025 | $30.50 |
| Mar 03, 2025 | $28.09 |
| Mar 04, 2025 | $27.30 |
| Mar 05, 2025 | $27.95 |
| Mar 06, 2025 | $30.00 |
| Mar 07, 2025 | $31.01 |
| Mar 10, 2025 | $30.48 |
| Mar 11, 2025 | $30.86 |
| 4 days before | -8.03% |
| 4 days after | 10.41% |
| On release day | 7.33% |
| Change in period | 1.55% |
| Release date | Jun 04, 2025 |
| Price on release | $42.94 |
| EPS estimate | $0.570 |
| EPS actual | $0.700 |
| EPS surprise | 22.81% |
| Date | Price |
|---|---|
| May 29, 2025 | $37.28 |
| May 30, 2025 | $37.49 |
| Jun 02, 2025 | $36.53 |
| Jun 03, 2025 | $37.22 |
| Jun 04, 2025 | $42.94 |
| Jun 05, 2025 | $42.92 |
| Jun 06, 2025 | $44.82 |
| Jun 09, 2025 | $45.94 |
| Jun 10, 2025 | $44.90 |
| 4 days before | 15.18% |
| 4 days after | 4.56% |
| On release day | -0.0466% |
| Change in period | 20.44% |
| Release date | Sep 03, 2025 |
| Price on release | $58.32 |
| EPS estimate | $0.630 |
| EPS actual | $0.790 |
| EPS surprise | 25.40% |
| Date | Price |
|---|---|
| Aug 27, 2025 | $54.56 |
| Aug 28, 2025 | $53.78 |
| Aug 29, 2025 | $53.21 |
| Sep 02, 2025 | $51.80 |
| Sep 03, 2025 | $58.32 |
| Sep 04, 2025 | $61.56 |
| Sep 05, 2025 | $62.52 |
| Sep 08, 2025 | $62.19 |
| Sep 09, 2025 | $62.16 |
| 4 days before | 6.89% |
| 4 days after | 6.58% |
| On release day | 5.56% |
| Change in period | 13.93% |
| Release date | Dec 10, 2025 |
| Price on release | - |
| EPS estimate | $0.780 |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $51.43 |
| Nov 12, 2025 | $52.64 |
| Nov 13, 2025 | $52.76 |
| Nov 14, 2025 | $52.57 |
| Nov 17, 2025 | $50.94 |
REV Group Earnings Call Transcript Summary of Q3 2025
REV Group delivered a strong Q3 FY2025 driven by specialty vehicle throughput gains and improved operational execution. Consolidated net sales rose to $644.9M (up ~11% reported; ~20.5% excluding exited bus business) and adjusted EBITDA improved to $64.1M; management raised full-year consolidated revenue guidance to $2.40B–$2.45B and adjusted EBITDA to $220M–$230M. Specialty Vehicles led the recovery with fire shipments +11% and ambulance shipments +7%, a $4.3B backlog (roughly two years of demand), and improved margins (specialty adjusted EBITDA margins 13.4%, up 370 bps). REV is investing in capacity and productivity — notably a ~$20M expansion at Spartan (expected +40% fire apparatus capacity) — while continuing to manage tariff and inflation headwinds (Q4 specialty tariff headwind ~$5M–$7M; Q4 incremental margin guidance 20–25%). The RV segment faces softer retail demand and tariff impacts on imported Class B vans, but management maintained RV full-year revenue guidance of $625M–$650M and adjusted EBITDA $30M–$35M. Cash generation is a highlight: Q3 operating cash $60.3M, YTD $164.7M, net debt ~$54M with ample liquidity (~$247M available on ABL), and full-year free cash flow guidance raised to $140M–$150M; capital allocation priorities remain reinvestment, opportunistic M&A, and returning capital to shareholders.
