Industry demand remains challenging, but Rev Group’s streamlined RV segment recorded sales of $161.7 million in the third quarter, up 9.7% from the same quarter in 2024.
Rev Group President and CEO Mark Skonieczny said the company’s Lance Camper sale will enable the company to focus on motorized RVs moving forward.
“I want to sincerely thank the Lance Camper team for their hard work, commitment and contribution to the company,” Skonieczny said. “To employees, we wish you continued success and the very best in this next chapter for Lance Camper.”
The company’s remaining RV segment includes Type A, B and C motorhomes through the American Coach, Fleetwood RV, Holiday Rambler, Midwest Automotive Designs and Renegade RV brands. Skonieczny said the brands are well-positioned for continued success and value creation.
“What truly distinguishes this portfolio is not only the technical excellence and innovation found in each product line,” Skonieczny said, “but also the operational resilience and forward-thinking culture that drives continued growth with a strong dealer network, cutting-edge design and unwavering commitment to the RV lifestyle.”
Rev Group Chief Financial Officer Amy Campbell said the RV segment continues to execute despite a challenging end market and tariff headwinds outside of its control. She said she expects the RV segment’s fourth quarter to be relatively flat, based on the current inventory backlog. She said she hopes to have a better feel for the coming year after new RV models are introduced at shows in Hershey, Pennsylvania; Elkhart, Indiana; and Tampa, Florida.
“These fall shows provide insight to customer and dealer sentiment, and the interactions and feedback are expected to provide an early read on calendar year 2026 demand,” she said. “Through this period, we will continue to work closely with our dealers to focus on production of units that align with consumer preferences and maintain a cost structure that is appropriately calibrated to the industry’s variable demand patterns that have been impacted by economic uncertainty.”
Skonieczny said the company has the financial flexibility to continue investing in its business, which could include mergers and acquisitions.
“Internal investment into our productivity improvements are really the key that we are driving right now, but we do have to be opportunistic when it comes to M&A,” he said. “We will look at opportunities as they come up. We are not going to go out and buy companies just to buy companies. We want to look at creative acquisitions that will build off the quality process that we inherently built over the last three years within our existing portfolio.”
