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Oct 31, 2025
REV Group Q4 2025 Earnings Report
REV Group reported increased revenue and adjusted earnings in Q4 2025 driven by strong performance in Specialty Vehicles.
Key Takeaways
REV Group delivered solid Q4 2025 results with notable revenue growth and improved adjusted EBITDA, primarily led by its Specialty Vehicles segment. The company also reported robust cash flow and reduced debt significantly.
Consolidated net sales for Q4 2025 increased to $664.4 million, up from $597.9 million in Q4 2024.
Net income for Q4 2025 was $28.9 million, or $0.59 per diluted share, compared to $41.7 million, or $0.80 per diluted share, in Q4 2024.
Adjusted EBITDA for Q4 2025 increased to $69.7 million, up from $49.6 million in Q4 2024.
The company's net debt was reduced to $5.3 million as of October 31, 2025, with $307.6 million available under its ABL revolving credit facility.
Revenue by Segment
Forward Guidance
REV Group enters FY2026 with strong operational momentum and confidence following strategic execution and the announced merger with Terex.
Positive Outlook
- Operational efficiency and throughput improvements.
- Strong performance from Specialty Vehicles segment.
- Record cash flow generation.
- Reduction in net debt to $5.3M.
- Capital investments supported by performance and cash flow.
Challenges Ahead
- Lower net income year-over-year.
- Recreational Vehicles segment showed slight sales decline.
- Increased retail assistance impacting margins in RV segment.
- Inflationary pressures affecting segment profitability.
- Pending regulatory approval for Terex merger adds uncertainty.
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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