REV Group Inc (NYSE:REVG)
$ 27.85 0.82 (3.03%) Market Cap: 1.45 Bil Enterprise Value: 1.60 Bil PE Ratio: 6.65 PB Ratio: 3.67 GF Score: 70/100

REV Group Inc at Morgan Stanley Laguna Conference Transcript

Sep 11, 2019 / 07:50PM GMT
Release Date Price: $10.07 (+4.46%)
Courtney Yakavonis
Morgan Stanley, Research Division - Research Associate

All right. Good afternoon, everyone. Next up, we've REV Group, a designer, manufacturer and distributor of specialty vehicle brands including fire trucks, ambulances, buses and RVs. We're pleased to have Dean Nolden, CFO and Drew Konop, our new head of IR. So thank you both for being here today.

Dean J. Nolden
REV Group, Inc. - CFO

Our pleasure.

Questions & Answers

Courtney Yakavonis
Morgan Stanley, Research Division - Research Associate

So Dean, maybe you can just start off by giving us a little bit of background on REV. You know you'd historically been a consolidator in the industry and maybe just walk us through a little bit about how the strategy is shifted over the past year or so where it seems like margin growth has stalled a little bit relative to what we were expecting.

Dean J. Nolden
REV Group, Inc. - CFO

Right. So REV is a group of companies that grew up from, as you know,

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