Rev Group, INC

Market Movers (8-K)

REV Group, Inc. filed supplemental disclosures to its merger proxy statement with Terex Corporation following shareholder lawsuits alleging material information omissions, while reaffirming its merger recommendation.
Delay expected
REV Group, Inc. announced strong fiscal year and fourth quarter 2025 financial results, with significant increases in net sales and Adjusted EBITDA, and confirmed its strategic merger with Terex Corporation is on schedule to close in the first half of calendar 2026.
Better than expected
Terex Corporation and REV Group announce a definitive merger agreement to create a leading specialty equipment manufacturer, aiming for $75 million in run-rate synergies by 2028.
Better than expected
Capital raise
REV Group, Inc. announced robust third-quarter fiscal 2025 results, driven by strong Specialty Vehicles performance, and raised its full-year financial guidance.
Better than expected
REV Group, Inc. announced robust second quarter 2025 financial results, including increased net sales and Adjusted EBITDA, and updated its full-year fiscal 2025 guidance with higher net sales and free cash flow targets, despite a revised lower net income outlook.
Better than expected
REV Group announces solid first quarter fiscal 2025 results, with increased Adjusted EBITDA and reaffirms its full-year 2025 guidance.
Better than expected

Quarterly Earnings (10-Q)

REV Group reports a significant increase in third-quarter net income and adjusted EBITDA, driven by strong performance in its Specialty Vehicles segment and strategic portfolio optimization.
Better than expected
Capital raise
REV Group, a leading manufacturer of specialty vehicles, announced improved profitability for the second fiscal quarter of 2025, driven by strong performance in its Specialty Vehicles segment and ongoing strategic divestitures.
Better than expected
REV Group's Q1 2025 net sales decreased, but adjusted EBITDA increased, driven by Specialty Vehicles performance.
Better than expected
REV Group's Q3 2024 results show a mixed performance with a decrease in overall sales but an increase in profitability driven by the Specialty Vehicles segment.
Worse than expected
REV Group's second quarter results show a significant increase in net income, driven by gains from divestitures and strong performance in the Specialty Vehicles segment, despite a decline in Recreational Vehicles sales.
Better than expected
REV Group's first quarter of fiscal year 2024 saw a significant increase in net income driven by the sale of Collins Bus Corporation and strong performance in the Specialty Vehicles segment.
Better than expected
Capital raise

Annual Reports (10-K)

REV Group, a specialty vehicle manufacturer, reported a significant increase in Adjusted EBITDA for fiscal year 2025, driven by its Specialty Vehicles segment, while also announcing a proposed merger with Terex Corporation.
Better than expected
REV Group's fiscal year 2024 saw a significant increase in net income, driven by gains from divestitures and strong performance in the Specialty Vehicles segment, despite a decrease in overall net sales.
Better than expected

Insider Trading (Form 4)

Maureen O'Connell, a director of REV Group, Inc., converted her common stock and restricted stock units into Terex Corporation shares and cash following the company's merger.
Mark A. Skonieczny Jr., President & CEO of REV Group, Inc., converted his holdings of REV Group common stock and equity awards into Terex Corporation securities and cash following the merger effective February 2, 2026.
REV Group Director Kathleen M. Steele reports the conversion of her common stock and restricted stock units into Terex Corporation shares and cash following the merger.
Joseph LaDue, VP, Corp. Controller & CAO of REV Group, Inc., converted his common stock and restricted stock units into Terex Corporation shares and cash as part of the recent merger.
A director of REV Group, Inc. reported the conversion of common stock and restricted stock units into Terex Corporation shares and cash as part of a merger effective February 2, 2026.
A director of REV Group, Inc. reported the conversion of common stock and restricted stock units into Terex Corporation securities and cash following the acquisition of REV Group by Terex.

Proxy Statements (Def-14A)

Terex Corporation and REV Group, Inc. propose a strategic stock-and-cash merger, creating a diversified specialty equipment manufacturer with significant synergies.
Delay expected
Capital raise
REV Group, Inc. will hold its annual stockholder meeting on February 27, 2025, to vote on director elections and several key proposals, including amendments to the company's certificate of incorporation.
REV Group is asking shareholders to vote on several key proposals at its 2025 annual meeting, including the election of directors and amendments to the company's charter.

Schedule 13G - Passive Investments

FMR LLC and Abigail P. Johnson report zero beneficial ownership of REV Group Inc. common stock in an amended Schedule 13G filing.
Worse than expected
FMR LLC and its affiliates, including Abigail P. Johnson, reported a continued beneficial ownership of 11.0% of REV Group Inc.'s common stock as of December 31, 2025.
FMR LLC and its affiliates, along with Abigail P. Johnson, have reported a combined beneficial ownership of 13.9% of REV Group Inc.'s common stock.
Segall Bryant & Hamill, LLC has filed an amended Schedule 13G, disclosing a 3.4% beneficial ownership stake in REV Group, Inc. as of June 30, 2025.
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a passive beneficial ownership of 15.0% in REV Group Inc. as of December 31, 2024.
Dimensional Fund Advisors LP reports beneficial ownership of 4.3% of REV Group Inc.'s common stock as of December 31, 2024.