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Side-by-side financial comparison of REV Group, Inc. (REVG) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $664.4M, roughly 1.2× REV Group, Inc.). Rithm Capital Corp. runs the higher net margin — 13.2% vs 4.3%, a 8.9% gap on every dollar of revenue. On growth, Rithm Capital Corp. posted the faster year-over-year revenue change (508.5% vs 11.1%). Over the past eight quarters, REV Group, Inc.'s revenue compounded faster (6.5% CAGR vs -17.9%).
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Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
REVG vs RITM — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $664.4M | $828.2M |
| Net Profit | $28.9M | $109.5M |
| Gross Margin | 15.4% | — |
| Operating Margin | 7.1% | 29.9% |
| Net Margin | 4.3% | 13.2% |
| Revenue YoY | 11.1% | 508.5% |
| Net Profit YoY | -30.7% | 27.7% |
| EPS (diluted) | $0.57 | $0.12 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $828.2M | ||
| Q4 25 | $664.4M | $1.5B | ||
| Q3 25 | $644.9M | $1.1B | ||
| Q2 25 | $629.1M | $1.2B | ||
| Q1 25 | $525.1M | $768.4M | ||
| Q4 24 | $597.9M | $2.1B | ||
| Q3 24 | $579.4M | $619.5M | ||
| Q2 24 | $616.9M | $1.2B |
| Q1 26 | — | $109.5M | ||
| Q4 25 | $28.9M | $85.0M | ||
| Q3 25 | $29.1M | $221.5M | ||
| Q2 25 | $19.0M | $311.7M | ||
| Q1 25 | $18.2M | $78.8M | ||
| Q4 24 | $41.7M | $290.2M | ||
| Q3 24 | $18.0M | $121.7M | ||
| Q2 24 | $15.2M | $235.6M |
| Q1 26 | — | — | ||
| Q4 25 | 15.4% | — | ||
| Q3 25 | 15.8% | — | ||
| Q2 25 | 15.2% | — | ||
| Q1 25 | 13.3% | — | ||
| Q4 24 | 13.2% | — | ||
| Q3 24 | 13.5% | — | ||
| Q2 24 | 12.5% | — |
| Q1 26 | — | 29.9% | ||
| Q4 25 | 7.1% | 13.8% | ||
| Q3 25 | 8.8% | 21.4% | ||
| Q2 25 | 7.9% | 25.2% | ||
| Q1 25 | 5.3% | 7.4% | ||
| Q4 24 | 5.8% | 23.8% | ||
| Q3 24 | 4.9% | 7.3% | ||
| Q2 24 | 3.7% | 23.6% |
| Q1 26 | — | 13.2% | ||
| Q4 25 | 4.3% | 5.7% | ||
| Q3 25 | 4.5% | 20.0% | ||
| Q2 25 | 3.0% | 25.6% | ||
| Q1 25 | 3.5% | 10.3% | ||
| Q4 24 | 7.0% | 14.0% | ||
| Q3 24 | 3.1% | 19.7% | ||
| Q2 24 | 2.5% | 19.2% |
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.57 | $0.09 | ||
| Q3 25 | $0.59 | $0.35 | ||
| Q2 25 | $0.38 | $0.53 | ||
| Q1 25 | $0.35 | $0.07 | ||
| Q4 24 | $1.03 | $0.50 | ||
| Q3 24 | $0.35 | $0.20 | ||
| Q2 24 | $0.28 | $0.43 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $34.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $416.3M | $9.1B |
| Total Assets | $1.2B | $53.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $34.7M | $1.8B | ||
| Q3 25 | $36.0M | $1.6B | ||
| Q2 25 | $28.8M | $1.6B | ||
| Q1 25 | $31.6M | $1.5B | ||
| Q4 24 | $24.6M | $1.5B | ||
| Q3 24 | $50.5M | $1.6B | ||
| Q2 24 | $38.2M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
| Q1 26 | — | $9.1B | ||
| Q4 25 | $416.3M | $8.4B | ||
| Q3 25 | $387.3M | $8.5B | ||
| Q2 25 | $357.8M | $7.9B | ||
| Q1 25 | $428.8M | $7.8B | ||
| Q4 24 | $435.1M | $7.8B | ||
| Q3 24 | $394.6M | $7.7B | ||
| Q2 24 | $379.7M | $7.3B |
| Q1 26 | — | $53.4B | ||
| Q4 25 | $1.2B | $53.1B | ||
| Q3 25 | $1.2B | $47.2B | ||
| Q2 25 | $1.2B | $44.3B | ||
| Q1 25 | $1.2B | $45.3B | ||
| Q4 24 | $1.2B | $46.0B | ||
| Q3 24 | $1.3B | $42.3B | ||
| Q2 24 | $1.3B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $76.9M | — |
| Free Cash FlowOCF − Capex | $53.7M | — |
| FCF MarginFCF / Revenue | 8.1% | — |
| Capex IntensityCapex / Revenue | 3.5% | — |
| Cash ConversionOCF / Net Profit | 2.66× | — |
| TTM Free Cash FlowTrailing 4 quarters | $190.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $76.9M | $-114.6M | ||
| Q3 25 | $60.3M | $-2.0B | ||
| Q2 25 | $117.0M | $-557.1M | ||
| Q1 25 | $-13.1M | $1.4B | ||
| Q4 24 | $68.6M | $-1.8B | ||
| Q3 24 | $14.4M | $768.1M | ||
| Q2 24 | $40.1M | $-55.7M |
| Q1 26 | — | — | ||
| Q4 25 | $53.7M | — | ||
| Q3 25 | $48.7M | — | ||
| Q2 25 | $105.6M | — | ||
| Q1 25 | $-18.0M | — | ||
| Q4 24 | $63.3M | — | ||
| Q3 24 | $8.5M | — | ||
| Q2 24 | $34.2M | — |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | — | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 16.8% | — | ||
| Q1 25 | -3.4% | — | ||
| Q4 24 | 10.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 5.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 3.5% | — | ||
| Q3 25 | 1.8% | — | ||
| Q2 25 | 1.8% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.9% | — | ||
| Q3 24 | 1.0% | — | ||
| Q2 24 | 1.0% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.66× | -1.35× | ||
| Q3 25 | 2.07× | -9.22× | ||
| Q2 25 | 6.16× | -1.79× | ||
| Q1 25 | -0.72× | 18.03× | ||
| Q4 24 | 1.65× | -6.04× | ||
| Q3 24 | 0.80× | 6.31× | ||
| Q2 24 | 2.64× | -0.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
