REVG Earnings Prediction
The chart below shows how REVG performed 10 days before and after its earnings report, based on data from the past quarters. Typically, REVG sees a -5.59% change in stock price 10 days leading up to the earnings, and a -2.07% change 10 days following the report. On the earnings day itself, the stock moves by +5.48%. This data can give you a slight idea of what to expect for the next quarter's release.
REVG Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
597.90M
-13.76%
3.19%
Gross Margin
13.10%
-4.38%
-2.46%
Operating Margin
6.31%
-3.07%
3.78%
Net Margin
6.97%
62.85%
124.12%
EPS
0.79
58.00%
125.71%
No Data Available
REVG Earnings Analysis
REV Group, Inc. Corporation (REVG.N) Earnings Conference Call
Positive
EBITDA Growth Despite Sales Decline: Full-year consolidated adjusted EBITDA of $162.8 million increased by $6.2 million or 4% year-over-year despite lower sales.
Quarterly Sales Surge: Fourth-quarter segment sales were $597.9 million, a significant increase compared to the prior year's quarter.
Specialty Vehicles Margin Growth: The Specialty Vehicles segment achieved an exceptional 8.9% margin in fiscal 2024, reflecting increased demand for emergency vehicles and improvements in production efficiency.
Share Repurchase Program: The company announced a new $250 million share repurchase program, demonstrating confidence in its financial strength and long-term growth prospects.
Quarterly Dividend Increase: The board declared a quarterly cash dividend increase of 20%, reflecting a commitment to rewarding shareholders with a growing income stream.
Negative
Net Sales Decline: Full-year consolidated net sales decreased $258 million or 9.8% versus the prior year.
Segment Sales Decline: Fourth-quarter segment sales were $597.9 million, a decrease of $41.2 million or 6.4% compared to the prior year quarter.
Sales Decline Analysis: Lower net sales were primarily related to our cyclical recreation vehicle and terminal truck businesses, which experienced $257 million and $161 million full-year sales reductions respectively on a year-on-year basis due to challenged market conditions.
Specialty Vehicles Sales Decline: Fourth-quarter specialty vehicles segment sales were about $440 million, a decrease of $38.9 million compared to the prior year.
Adjusted EBITDA Decline: Adjusted EBITDA of $49.6 million decreased $4.4 million, excluding the impact of Collins Bus, which generated $13.4 million in the prior year quarter that did not recur this year.
REVG FAQs
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REVG Earning Call Sentiment
REV Group, Inc. (REVG) Q4 2024 Earnings Call Transcript
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REVG.N
-0.39%Positive
The company's earnings call revealed a mixed but overall positive sentiment. Despite some declines in sales and EBITDA, there was an increase in adjusted EBITDA and free cash flow, a strong backlog, and a new $250 million share repurchase program. The Q&A highlighted management's focus on operational improvements and M&A opportunities, with risks being monitored effectively. The market cap indicates a moderate reaction, leading to a positive stock price prediction (2% to 8%) over the next two weeks.
