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Jul 31, 2025
REV Group Q3 2025 Earnings Report
REV Group reported a strong third quarter with significant earnings growth and a healthy increase in Specialty Vehicles sales.
Key Takeaways
REV Group delivered a solid Q3 2025, with revenue rising to $644.9M and net income climbing to $29.1M, driven by strength in the Specialty Vehicles segment and higher operational efficiency.
Revenue by Segment
Forward Guidance
REV Group updated its fiscal 2025 guidance upward across key metrics, reflecting stronger-than-expected performance.
Positive Outlook
- Net income raised to $95M–$108M
- Adjusted EBITDA guidance increased to $220M–$230M
- Adjusted net income projected at $127M–$138M
- Free cash flow outlook improved to $140M–$150M
- Reinforced strong balance sheet and cash position
Challenges Ahead
- Recreational Vehicles segment EBITDA declined YoY
- Backlog in Recreational Vehicles fell from prior year
- Tariffs impacted luxury van margins
- Dealer assistance increased on select models
- No share repurchases in the quarter despite authorization
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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