Rev Group Inventory Stockpile Minimizes Tariff Impact in 2Q -- Market Talk

Dow Jones

Jun 05, 2025

1208 ET - Rev Group saw minimal impact from tariffs in 2Q thanks to around three months of inventory as it entered the quarter. The maker of specialty vehicles and related aftermarket parts expects a $5 million impact within the RV segment in the second half of the year related to luxury van chassis imported from Europe. CEO Mark Skonieczny on an earnings call says that impact is related to purchases and commitments that were already in place, and the company has transitioned future purchases of the chassis to domestic plants. Rev's adjusted guidance includes a roughly $10 million second half impact of tariffs on its material spend largely within its specialty vehicles segment. Shares surge 15% to $42.78, on pace for a new all-time high. (denny.jacob@wsj.com; @pennedbyden)

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June 04, 2025 12:08 ET (16:08 GMT)

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The maker of specialty vehicles and related aftermarket parts expects a $5 million impact within the RV segment in the second half of the year related to luxury van chassis imported from Europe. CEO Mark Skonieczny on an earnings call says that impact is related to purchases and commitments that were already in place, and the company has transitioned future purchases of the chassis to domestic plants. Rev's adjusted guidance includes a roughly $10 million second half impact of tariffs on its material spend largely within its specialty vehicles segment. Shares surge 15% to $42.78, on pace for a new all-time high. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2025 12:08 ET (16:08 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rev Group Inventory Stockpile Minimizes Tariff Impact in 2Q -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRev Group Inventory Stockpile Minimizes Tariff Impact in 2Q -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-06-05 00:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1208 ET - Rev Group saw minimal impact from tariffs in 2Q thanks to around three months of inventory as it entered the quarter. The maker of specialty vehicles and related aftermarket parts expects a $5 million impact within the RV segment in the second half of the year related to luxury van chassis imported from Europe. CEO Mark Skonieczny on an earnings call says that impact is related to purchases and commitments that were already in place, and the company has transitioned future purchases of the chassis to domestic plants. Rev's adjusted guidance includes a roughly $10 million second half impact of tariffs on its material spend largely within its specialty vehicles segment. Shares surge 15% to $42.78, on pace for a new all-time high. (denny.jacob@wsj.com; @pennedbyden) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2025 12:08 ET (16:08 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"REVG","symbol_name":"Rev Group Inc.","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2541060884","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2541060884","pubTimestamp":1749053280,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1208 ET - Rev Group saw minimal impact from tariffs in 2Q thanks to around three months of inventory as it entered the quarter. The maker of specialty vehicles and related aftermarket parts expects a $5 million impact within the RV segment in the second half of the year related to luxury van chassis imported from Europe. CEO Mark Skonieczny on an earnings call says that impact is related to purchases and commitments that were already in place, and the company has transitioned future purchases of the chassis to domestic plants. Rev's adjusted guidance includes a roughly $10 million second half impact of tariffs on its material spend largely within its specialty vehicles segment. Shares surge 15% to $42.78, on pace for a new all-time high. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"REVG":"Rev Group Inc.","BK4149":"建筑机械与重型卡车","LU1559883803.SGD":"Aberdeen Standard SICAV I - North American Smaller Companies Fund A Acc SGD-H","LU0566484027.USD":"安本美国小盘成长股"},"translate_title":"Rev集团库存将第二季度关税影响降至最低——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REVG":0.9},"content_text":"1208 ET - Rev Group saw minimal impact from tariffs in 2Q thanks to around three months of inventory as it entered the quarter. The maker of specialty vehicles and related aftermarket parts expects a $5 million impact within the RV segment in the second half of the year related to luxury van chassis imported from Europe. CEO Mark Skonieczny on an earnings call says that impact is related to purchases and commitments that were already in place, and the company has transitioned future purchases of the chassis to domestic plants. Rev's adjusted guidance includes a roughly $10 million second half impact of tariffs on its material spend largely within its specialty vehicles segment. Shares surge 15% to $42.78, on pace for a new all-time high. (denny.jacob@wsj.com; @pennedbyden) \n\n\n  (END) Dow Jones Newswires\n\n\n  June 04, 2025 12:08 ET (16:08 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}