REVG Earnings

REVG reported its FY2025Q4 earnings on 2025-12-10, showcasing a revenue of 664.40M against an estimate of 646.77M, resulting in a 2.73% surprise. The EPS was 0.78, surpassing the expected 0.78 by 0%. The stock experienced a 5.91% price change on the earnings day and a 6.38% change over the next five days, reflecting market reactions to the results.

Following REVG's FY2025Q4 earnings announcement on 2025-12-10, the stock price moved by 5.91% on the day of the release. Over the subsequent five days, it saw a 6.38% change. Historically, REVG's stock price tends to shift by an average of -3.87% in the 10 days leading up to earnings and 2.57% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate REVG's annual revenue to reach 589.73M, while the EPS is projected at 0.58. These estimates reflect recent revisions, with revenue estimates revised downward by -2.09% and EPS estimates revised upward by 1.03% over the past three months, indicating analyst expectation in the company's performance.

The correlation between REVG's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised downward by -2.09%, while EPS estimates moved revised upward by 1.03%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, REVG's stock price typically moves by -3.87% in the 10 days before its earnings and 2.57% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.58 and revenue of 589.73M.

The earnings call indicates strong financial performance with increased revenue and EBITDA, raised guidance, and significant shareholder returns. The Specialty Vehicles segment shows robust growth, and despite mixed demand in RV classes, the company is investing in capacity and efficiency. The Q&A reveals some lack of detail but overall positive sentiment, with no major risks identified. The raised guidance and strong cash flow further support a positive outlook. Given the market cap, a 2% to 8% stock price increase is likely.