Earnings Performance: BRP Inc. reported quarterly earnings of $1.15 per share, exceeding the Zacks Consensus Estimate of $0.88, marking a 30.68% earnings surprise and an increase from $0.85 per share a year ago.
Revenue Growth: The company achieved revenues of $1.63 billion for the quarter, surpassing estimates by 11.73% and showing growth from $1.43 billion in the previous year.
Stock Outlook: Despite a strong performance with a 39.1% increase in shares this year, BRP holds a Zacks Rank #3 (Hold), indicating expected performance in line with the market, influenced by mixed earnings estimate revisions.
Industry Context: The Automotive - Original Equipment industry ranks in the top 34% of Zacks industries, suggesting that industry trends will significantly impact BRP's stock performance moving forward.
Wall Street analysts forecast REVG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for REVG is 61.00 USD with a low forecast of 55.00 USD and a high forecast of 71.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast REVG stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for REVG is 61.00 USD with a low forecast of 55.00 USD and a high forecast of 71.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
3 Hold
0 Sell
Hold
Current: 68.950
Low
55.00
Averages
61.00
High
71.00
Current: 68.950
Low
55.00
Averages
61.00
High
71.00
DA Davidson
Buy -> Neutral
downgrade
$57
2025-10-31
Reason
DA Davidson
Price Target
$57
AI Analysis
2025-10-31
downgrade
Buy -> Neutral
Reason
DA Davidson downgraded REV Group to Neutral from Buy with a $57 price target after Terex and REV Group announced that they have entered into a definitive agreement to merge in a stock and cash transaction.
Morgan Stanley
Equal Weight
maintain
$46 -> $64
2025-09-09
Reason
Morgan Stanley
Price Target
$46 -> $64
2025-09-09
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on REV Group to $64 from $46 and keeps an Equal Weight rating on the shares. Following REV's fiscal Q3 report, the firm marks to market its model, noting that it lifts its FY25 EPS forecast to $2.58 from a prior $2.28 estimate.
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DA Davidson
Buy
maintain
$55 -> $68
2025-09-04
Reason
DA Davidson
Price Target
$55 -> $68
2025-09-04
maintain
Buy
Reason
DA Davidson raised the firm's price target on REV Group to $68 from $55 and keeps a Buy rating on the shares. The company reported another beat-and-raise quarter, with REV Group now "well on its way" to meeting its FY27 financial goals, the analyst tells investors in a research note. REV Group continues to have multi-year visibility on Fire/Ambulance sales and margins, with recreation now appearing to be stable, the firm added.
Baird
NULL -> Outperform
maintain
$50 -> $64
2025-09-04
Reason
Baird
Price Target
$50 -> $64
2025-09-04
maintain
NULL -> Outperform
Reason
Baird raised the firm's price target on REV Group to $64 from $50 and keeps an Outperform rating on the shares. The firm updated its model following its results which showed consistent execution and provinding visibility into 2026.
About REVG
REV Group, Inc. is a designer, manufacturer, and distributor of specialty vehicles and related aftermarket parts and services, serving a diversified customer base, primarily in the North America. The Company's segments include Specialty Vehicles and Recreational Vehicles. The Specialty Vehicles segment sells fire apparatus equipment under the E-ONE, KME, and Ferrara brands, and Spartan ER, which consists of the Spartan Emergency Response, Smeal, Spartan Fire Chassis, and Ladder Tower brands, ambulances under the AEV, Horton, Leader, Road Rescue and Wheeled Coach brands, and terminal trucks and sweepers under the Capacity and Laymor brands, respectively. The Recreational Vehicles segment serves the RV market through brands, such as American Coach, Fleetwood RV, Holiday Rambler, Renegade RV, and Midwest Automotive Designs. The Company’s products in the segment include Class A motorized RVs, Class C and Super C motorized RVs, Class B RVs, and towable travel trailers and truck campers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.