NYSE$REVG

REV Group Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

REV Group reported Q4 2025, net income of $28.9M.

For Q4 2025, REV Group reported net income of $28.9M. Management discusses segment performance, capital allocation, and outlook in the earnings filing.

  • Net income $28.9M.
  • REV Group highlights liquidity, operations, and 2026 priorities.
  • REV Group highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$664M

Previous: $598M+11.1%
EPS (adj)

$0.83

Previous: $0.51+62.7%
Adjusted EBITDA

$69.7M

Previous: $49.6M+40.5%
Specialty Vehicles Adj. EBITDA

$70.5M

Previous: $50.2M+40.4%
Recreational Vehicles Adj. EBITDA

$9M

Previous: $8.1M+11.1%
Cash from Operations

$241M

No prior period
Net Income

$28.9M

Previous: $41.7M-30.7%
Operating Income

$47.5M

Previous: $34.6M+37.3%
Gross Profit

$103M

Previous: $78.8M+30.2%

Revenue & EPS history

REV Group · Revenue · Quarterly

$664M

Q4 2025+11.1%vs Q4 2024
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

REV Group · $554M total across 2 segments · Q4 2023

  • Specialty Vehicles
    $339M+34.0%
  • Recreational Vehicles
    $215M-17.3%

Forward guidance

The release discusses REV Group's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • REV Group cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.
  • Smaller-cap liquidity, restructuring, or category headwinds may pressure near-term GAAP results.

Historical earnings impact

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

Avg. return before/after earnings

Based on 7 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.4%

Avg return

Earnings day

+10.7%

Avg return

5 days after

+12.7%

Avg return

30 days after

54%

22 / 41 earnings

Positive

+24.8%

Q1 2021

Best reaction

-26.5%

Q4 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q4 2025+5.8%+6.3%+20.6%
Q3 2025+12.5%+19.8%+4.2%
Q2 2025+15.0%+23.4%+33.1%
Q1 2025+2.4%+11.8%+7.3%
Q4 2024+14.8%+15.3%+9.9%
Q3 2024-14.2%+10.0%+14.5%
Q2 2024+11.0%+10.2%-0.6%
Q1 2024-6.6%-11.6%+12.9%
Q4 2023+9.6%
Q3 2023+7.5%
Q2 2023+9.6%
Q1 2023+3.0%
Q4 2022-3.8%
Q3 2022+7.3%
Q2 2022-4.8%
Q1 2022+5.9%
Q4 2021-18.5%
Q3 2021-10.4%
Q2 2021-1.0%
Q1 2021+24.8%
Q4 2020-7.6%
Q3 2020-4.3%
Q2 2020-12.2%
Q1 2020+7.3%
Q4 2019+8.0%
Q3 2019-21.1%
Q2 2019-7.5%
Q1 2019+10.2%
Q4 2018-26.5%
Q3 2018-15.2%
Q2 2018-14.6%
Q1 2018-11.6%
Q4 2015+4.6%
Q4 2017+3.7%
Q3 2017+4.6%
Q3 2016+4.6%
Q2 2016+3.1%
Q2 2017+1.2%
Q1 2017-4.8%
Q1 2016-4.8%
Q4 2016-4.8%
Q3 2015

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