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    Brendan Shea • Morgan Stanley

    Brendan Shea's questions to REV Group Inc (REVG) leadership

    Brendan Shea's questions to REV Group Inc (REVG) leadership • Q2 2025

    Question

    Brendan Shea inquired about the pricing environment for incremental orders in the Specialty Vehicles segment, the status of the U.S. Senate investigation into fire truck delays, and the latest trends in wholesale versus retail demand for Recreational Vehicles.

    Answer

    CFO Amy Campbell stated that REV Group has not taken a general price increase on fire trucks or ambulances this year and that any pricing actions are prospective. She declined to comment on the Senate investigation. Regarding RV demand, Campbell highlighted that April saw the first sequential monthly increase in retail shipments in 28 months and that healthier, newer dealer inventory should support improved wholesale orders.

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    Brendan Shea's questions to Oshkosh Corp (OSK) leadership

    Brendan Shea's questions to Oshkosh Corp (OSK) leadership • Q1 2025

    Question

    Brendan Shea, on for Angel Castillo, asked about the construction market conditions affecting Access segment volumes and the key drivers behind the strong performance in the Vocational segment's refuse and recycling business.

    Answer

    CEO John Pfeifer noted that Access demand is strong in mega-projects but weak in private non-residential construction, consistent with prior guidance. For the Vocational segment, he attributed the strength in refuse and recycling to strategic investments in technology and manufacturing, which have improved productivity and market reach. He expressed confidence that this performance would continue.

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