NASDAQ$SHYF

The Shyft Group Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

SHYF Q4 2025 — $110.2M revenue

Company,” “we,” “us” or “our”) future results, performance or achievements may differ materially from the results, performance or achievements discussed in the forward-looking statements. The Shyft Group Inc reported Q4 2025 results. Net income of $9.3M. Headline numbers extracted from the Form 10-K press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $110.2M.
  • Net income: $9.3M.
  • Operating income: $4.1M.
  • Gross profit: $20.

Headline financials

Total Revenue

$110M

No prior period
EPS (adj)

$0.15

No prior period
Capital Expenditures

-$2.18M

No prior period
Free Cash Flow

$10.7M

No prior period
Net Income

$9.3M

No prior period
Operating Income

$4.1M

No prior period
Gross Profit

$20.00

No prior period
R&D Expense

$3.89M

No prior period

Revenue & EPS history

The Shyft Group · Revenue · Quarterly

$110M

Q4 2025
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

The Shyft Group · $187M total across 2 segments · Q4 2019

  • Fleet Vehicles & Services
    $121M
  • Specialty Chassis & Vehicles
    $66M

Forward guidance

The company expects continued improvement in profitability in 2025, supported by Blue Arc EV production and anticipated recovery of the parcel market in the second half of the year.

Tailwinds

  • Sales of $870 to $970 million
  • Adjusted EBITDA of $62 to $72 million
  • Adjusted earnings per share of $0.69 to $0.92
  • Free cash flow of $25 to $30 million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 6 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.8%

Avg return

Earnings day

+5.6%

Avg return

5 days after

+9.1%

Avg return

30 days after

61%

38 / 62 earnings

Positive

+28.0%

Q1 2020

Best reaction

-33.6%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2025+4.6%+0.0%+19.9%
Q4 2025-1.0%-14.6%-28.4%
Q3 2024+4.3%+11.8%+17.8%
Q2 2024+18.5%+42.2%+21.8%
Q1 2024+4.8%+1.3%+17.6%
Q4 2023+2.8%-7.2%+5.8%
Q3 2023-5.9%
Q2 2023-28.5%
Q1 2023+6.4%
Q4 2022-15.4%
Q3 2022+2.9%
Q2 2022+12.8%
Q1 2022-9.7%
Q4 2021-3.4%
Q3 2021+18.5%
Q2 2021+3.9%
Q1 2021+7.7%
Q4 2020+18.7%
Q3 2020+4.0%
Q2 2020+1.3%
Q1 2020+28.0%
Q4 2019+2.8%
Q3 2019+16.0%
Q2 2019+8.3%
Q1 2019+0.4%
Q4 2018+4.9%
Q3 2018-33.6%
Q2 2018+7.3%
Q1 2018-6.8%
Q4 2017+13.2%
Q3 2017-5.6%
Q2 2017+4.0%
Q1 2017+4.1%
Q4 2016-15.1%
Q3 2016+3.2%
Q2 2016+4.1%
Q1 2016+13.4%
Q4 2015+21.0%
Q3 2015-1.2%
Q2 2015+6.1%
Q1 2015-6.4%
Q4 2014-1.1%
Q3 2014+12.5%
Q2 2014+3.0%
Q1 2014-6.0%
Q4 2013-3.7%
Q3 2013-1.9%
Q2 2013-1.8%
Q1 2013+3.9%
Q4 2012-4.3%
Q3 2012-2.1%
Q2 2012+6.6%
Q1 2011-0.2%
Q1 2012+1.1%
Q4 2009-1.4%
Q4 2011-1.4%
Q3 2010-6.5%
Q3 2011-6.5%
Q2 2010+2.0%
Q2 2011+2.0%
Q4 2010+2.0%
Q1 2010+2.0%

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