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REV Group

REVGleader

REV Group is the leading US manufacturer of specialty vehicles — fire trucks, ambulances, transit buses, and motorhomes — serving municipalities, first responders, and transit agencies.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($2.40B)

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Fire & Emergency (55%)
Recreation (25%)
Commercial (20%)

Segment Breakdown & Key Customers

Product Details

Fire & Emergency Vehicles55%

Custom fire trucks (E-ONE, KME, American LaFrance) and ambulances (Wheeled Coach, Road Rescue) for first responders.

Transit & Shuttle Buses25%

Eldorado National bus and ENC (Equess) electric transit buses for public transit and airport service.

Recreation (Midwest, Lance)20%

Class A and B motorhomes and camper trailers — higher-cyclicality consumer segment.

Supply Chain Relationships

Key Suppliers

Ford Motor Company

Ford chassis for ambulances/buses

Impact: critical

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)◆보잉 737 MAX 생산 재개 일정◆미국 인프라 2차 집행 예산 확정

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of REV Group.

Company Info

Headquarters

Milwaukee, Wisconsin, USA

Founded

2010

Employees

6,200

Sector Overview — 산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • •CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • •GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • •방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • ◆GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • ◆보잉 737 MAX 생산 재개 일정