REV Group (NYSE:REVG) Q4 Earnings: Leading The Heavy Transportation Equipment Pack

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Anthony Lee

Mon, Mar 31, 2025, 3:03 AM 4 min read

Heavy transportation equipment companies are investing in automated vehicles that increase efficiencies and connected machinery that collects actionable data. Some are also developing electric vehicles and mobility solutions to address customers’ concerns about carbon emissions, creating new sales opportunities. Additionally, they are increasingly offering automated equipment that increases efficiencies and connected machinery that collects actionable data. On the other hand, heavy transportation equipment companies are at the whim of economic cycles. Interest rates, for example, can greatly impact the construction and transport volumes that drive demand for these companies’ offerings.

The 14 heavy transportation equipment stocks we track reported a satisfactory Q4. As a group, revenues beat analysts’ consensus estimates by 1.5%.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 15.2% since the latest earnings results.

Best Q4: REV Group (NYSE:REVG)

Offering the first full-electric North American fire truck, REV (NYSE:REVG) manufactures and sells specialty vehicles.

REV Group reported revenues of $525.1 million, down 10.4% year on year. This print exceeded analysts’ expectations by 6.5%. Overall, it was an incredible quarter for the company with a solid beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates.

The stock is up 7% since reporting and currently trades at $29.19.

Is now the time to buy REV Group? Access our full analysis of the earnings results here, it’s free.

Cummins (NYSE:CMI)

With more than half of the heavy-duty truck market using its engines at one point, Cummins (NYSE:CMI) offers engines and power systems.

Cummins reported revenues of $8.45 billion, down 1.1% year on year, outperforming analysts’ expectations by 4.7%. The business had a stunning quarter with a solid beat of analysts’ adjusted operating income estimates and an impressive beat of analysts’ Engine revenue estimates.

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 10.5% since reporting. It currently trades at $311.52.

Is now the time to buy Cummins? Access our full analysis of the earnings results here, it’s free.

Weakest Q4: Wabtec (NYSE:WAB)

Also known as Wabtec, Westinghouse Air Brake Technologies (NYSE:WAB) provides equipment, systems, and related software for the railway industry.

Wabtec reported revenues of $2.58 billion, up 2.3% year on year, falling short of analysts’ expectations by 0.6%. It was a softer quarter as it posted a significant miss of analysts’ EBITDA estimates.

As expected, the stock is down 13.1% since the results and currently trades at $180.80.

Read our full analysis of Wabtec’s results here.

Wabash (NYSE:WNC)

With its first trailer reportedly built on two sawhorses, Wabash (NYSE:WNC) offers semi trailers, liquid transportation containers, truck bodies, and equipment for moving goods.

Wabash reported revenues of $416.8 million, down 30.1% year on year. This print beat analysts’ expectations by 0.9%. Aside from that, it was a slower quarter as it produced full-year EPS guidance missing analysts’ expectations.

Wabash pulled off the highest full-year guidance raise but had the slowest revenue growth among its peers. The stock is down 30.7% since reporting and currently trades at $10.84.

Read our full, actionable report on Wabash here, it’s free.

Blue Bird (NASDAQ:BLBD)

With around a century of experience, Blue Bird (NASDAQ:BLBD) is a manufacturer of school buses and complementary parts.

Blue Bird reported revenues of $313.9 million, down 1.2% year on year. This result surpassed analysts’ expectations by 1.3%. Overall, it was a very strong quarter as it also recorded an impressive beat of analysts’ sales volume estimates and a solid beat of analysts’ EBITDA estimates.

The stock is down 8.6% since reporting and currently trades at $32.69.

Read our full, actionable report on Blue Bird here, it’s free.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Quality Compounder Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.

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