REV Group Lifts Outlook on Record Q3

REV Group(NYSE:REVG) reported fiscal third quarter 2025 results on September 3, 2025, achieving $644.9 million in consolidated net sales and adjusted EBITDA of $64.1 million, driven largely by record throughput and margin expansion in its Specialty Vehicles segment. Management raised full-year fiscal 2025 (period ending July 31, 2025) guidance for revenue ($2.4 billion to $2.45 billion) and adjusted EBITDA ($220 million to $230 million), reflecting ongoing operational and strategic execution, major facility expansion, and a strong balance sheet. The following insights highlight the expansion of production capacity, disciplined cost management against tariff risks, and sustained backlog normalization supporting long-term growth.A $20 million expansion at the Spartan Emergency Response facility in South Dakota, previously announced during the fiscal second quarter 2025, is set to nearly double the plant size and add 56,000 square feet, supporting both custom and semi-custom fire apparatus. This initiative targets reduced delivery times to less than one year and addresses a $4.3 billion Specialty Vehicles segment backlog, which remains more than two years of sales even after recent throughput increases.This expansion strategically positions REV Group to achieve industry-leading lead times, solidifying competitive differentiation as backlog trends toward normalization over the next two years.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool