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Joe Grabowski

Senior Research Associate at Baird

Joe Grabowski is a Senior Research Associate at Robert W. Baird & Co., specializing in equity research within the Industrials sector, particularly machinery and diversified industrial companies. He works on the research team led by Senior Research Analyst Mircea (Mig) Dobre, contributing to coverage of a range of industrial manufacturers and distributors and supporting stock rating actions that have been featured in market commentary, including upgrades on names such as Alamo Group. His role at Baird focuses on in-depth fundamental analysis, financial modeling, and published research to support institutional clients, following a career path that has advanced into senior associate responsibilities within the firm’s institutional equities and research group. Grabowski holds the Chartered Financial Analyst (CFA) designation, underscoring his professional credentials in securities analysis and investment decision-making.

Joe Grabowski's questions to REV Group (REVG) leadership

Question · Q4 2025

Joe Grabowski inquired about the progress of efficiency gains within the specialty vehicle segment, particularly for fire apparatus and ambulances, asking what "inning" the company is in regarding these improvements. He also sought an update on demand trends across Class A, B, and C recreational vehicle categories following recent industry shows.

Answer

President and CEO Mark Skonieczny described the efficiency gains in specialty vehicles as being in the "middle innings" (sixth or seventh), with further opportunities in simplification and standardization. Regarding RV demand, he noted continued lumpiness in Class A, strong performance for Class C (especially the Renegade brand), and persistent challenges in the Class B market.

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