REV Group, Inc. (REVG)

In the past six months, REV Group's stock has been impacted by strong fiscal Q3 2025 results, including EPS of $0.79 and revenue of $644.90 million, and fiscal Q2 2025 results also showed robust growth in specialty vehicle sales. A quarterly dividend of $0.06 per share was announced and paid on October 10th, 2025. Several brokerages issued positive reports, including an upgrade from Zacks Research and target price increases from Morgan Stanley, Robert W. Baird, and DA Davidson. Shares of REVG opened at $60.91 on October 27th, 2025, with a 52-week high of $64.47 and a 52-week low of $25.76.

Demand seasonality for REV Group's products varies across its segments. The Fire & Emergency segment has inelastic demand driven by replacement cycles and long-term trends such as an aging population and legislative replacement mandates. The Recreation segment is more consumer-driven and susceptible to factors such as disposable income and consumer confidence, but is supported by long-term lifestyle trends such as increased interest in outdoor activities.

REV Group, Inc. designs, manufactures, and distributes specialty vehicles and related aftermarket parts and services. The company operates through three segments: Fire & Emergency, which produces vehicles for first responders; Commercial, which focuses on vehicles for public and private transportation and industrial applications; and Recreation, which manufactures luxury and mid-range motorhomes and towable RVs.

REV Group primarily serves clients within the United States. The company operates through a network of manufacturing facilities located across 14 states in the U.S., with its corporate headquarters in Brookfield, Wisconsin.

REV Group's brands are recognized and have a long-standing history. The company has highlighted its commitment to sustainability and employee well-being, noting the lowest workplace injury rates in its history in the 2024 Sustainability Report. The company was also recognized as a 2024 Military Friendly Employer and Military Friendly Spouse Employer. The Recreational Vehicles segment reported strong sales at America's Largest RV Show and the Elkhart Dealer Open House in October 2025.

REV Group, Inc. has significant institutional ownership, including High Ground Investment Management LLP, Invesco Ltd., DekaBank Deutsche Girozentrale, Anthracite Investment Company Inc., Convergence Investment Partners LLC, and HSBC Holdings PLC. Insider ownership stands at approximately 1.58%.