REV Group (REVG)

• Market cap: $1.8B
• 1 day: 1.47%
• 5 days: 7.72%
• 1 month: 5.67%
• 3 months: 15.53%
• 6 months: 42.89%
• Year to date: 8.20%
• 1 year: 99.25%
• 5 years: 214.32%
• 10 years: 37.80%
• Sector: Consumer Discretionary
• Industry: Motor Vehicles & Passenger Car Bodies

About: REV Group Inc is a United States-based designer, manufacturer, and distributor of specialty vehicles and related aftermarket parts and services. During the first fiscal quarter of 2024, the Company formed the Specialty Vehicles Segment by combining the Fire & Emergency and Commercial segment businesses. Additionally, the Recreation segment was renamed Recreational Vehicles. As a result, the Company is now organized into two reportable segments. The company operates in the United States, Canada, and the rest of the world. Maximum of revenue is gained from Specialty Vehicles Segment.

Employees: 5,700

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

544% more call options, than puts

Call options by funds: $2.78M | Put options by funds: $432K

14% more capital invested

Capital invested by funds: $1.28B [Q2] → $1.46B (+$181M) [Q3]

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0.5% more ownership

Funds ownership: 99.79% [Q2] → 100.29% (+0.5%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 7 [Q2] → 7 (+0) [Q3]

1% less funds holding

Funds holding: 182 [Q2] → 181 (-1) [Q3]

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $29 17% downside
• Avg. target: $35 2% upside
• High target: $39 13% upside

3 analyst ratings

• positive: 2 67%
• neutral: 0 0%
• negative: 1 33%

DA Davidson Michael Shlisky 44% 1-year accuracy 12 / 27 met price target	13% upside $39	Buy Maintained	13 Dec 2024
Goldman Sachs Jerry Revich 49% 1-year accuracy 18 / 37 met price target	17% downside $29	Sell Maintained	12 Dec 2024
Baird Mircea Dobre 33% 1-year accuracy 5 / 15 met price target	10% upside $38	Outperform Maintained	12 Dec 2024