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Side-by-side financial comparison of REV Group, Inc. (REVG) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
REV Group, Inc. is the larger business by last-quarter revenue ($664.4M vs $622.0M, roughly 1.1× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 4.3%, a 30.1% gap on every dollar of revenue. On growth, REV Group, Inc. posted the faster year-over-year revenue change (11.1% vs 4.8%). Over the past eight quarters, REV Group, Inc.'s revenue compounded faster (6.5% CAGR vs 4.6%).
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REVG vs RPRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $664.4M | $622.0M |
| Net Profit | $28.9M | $214.2M |
| Gross Margin | 15.4% | — |
| Operating Margin | 7.1% | 62.4% |
| Net Margin | 4.3% | 34.4% |
| Revenue YoY | 11.1% | 4.8% |
| Net Profit YoY | -30.7% | 2.9% |
| EPS (diluted) | $0.57 | $0.49 |
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.
| Q4 25 | $664.4M | $622.0M | ||
| Q3 25 | $644.9M | $609.3M | ||
| Q2 25 | $629.1M | $578.7M | ||
| Q1 25 | $525.1M | $568.2M | ||
| Q4 24 | $597.9M | $593.6M | ||
| Q3 24 | $579.4M | $564.7M | ||
| Q2 24 | $616.9M | $537.3M | ||
| Q1 24 | $586.0M | $568.0M |
| Q4 25 | $28.9M | $214.2M | ||
| Q3 25 | $29.1M | $288.2M | ||
| Q2 25 | $19.0M | $30.2M | ||
| Q1 25 | $18.2M | $238.3M | ||
| Q4 24 | $41.7M | $208.2M | ||
| Q3 24 | $18.0M | $544.0M | ||
| Q2 24 | $15.2M | $102.0M | ||
| Q1 24 | $182.7M | $4.8M |
| 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 24 | 10.7% | — |
| Q4 25 | 7.1% | 62.4% | ||
| Q3 25 | 8.8% | 70.1% | ||
| Q2 25 | 7.9% | 36.3% | ||
| Q1 25 | 5.3% | 94.0% | ||
| Q4 24 | 5.8% | 60.9% | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 3.7% | 50.2% | ||
| Q1 24 | -1.1% | -13.0% |
| Q4 25 | 4.3% | 34.4% | ||
| Q3 25 | 4.5% | 47.3% | ||
| Q2 25 | 3.0% | 5.2% | ||
| Q1 25 | 3.5% | 41.9% | ||
| Q4 24 | 7.0% | 35.1% | ||
| Q3 24 | 3.1% | 96.3% | ||
| Q2 24 | 2.5% | 19.0% | ||
| Q1 24 | 31.2% | 0.8% |
| Q4 25 | $0.57 | $0.49 | ||
| Q3 25 | $0.59 | $0.67 | ||
| Q2 25 | $0.38 | $0.07 | ||
| Q1 25 | $0.35 | $0.55 | ||
| Q4 24 | $1.03 | $0.46 | ||
| Q3 24 | $0.35 | $1.21 | ||
| Q2 24 | $0.28 | $0.23 | ||
| Q1 24 | $3.06 | $0.01 |
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 | $618.7M |
| Total DebtLower is stronger | — | $9.0B |
| Stockholders' EquityBook value | $416.3M | $9.7B |
| Total Assets | $1.2B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | $618.7M | ||
| Q3 25 | $36.0M | $938.9M | ||
| Q2 25 | $28.8M | $631.9M | ||
| Q1 25 | $31.6M | $1.1B | ||
| Q4 24 | $24.6M | $929.0M | ||
| Q3 24 | $50.5M | $950.1M | ||
| Q2 24 | $38.2M | $1.8B | ||
| Q1 24 | $87.9M | $843.0M |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
| Q4 25 | $416.3M | $9.7B | ||
| Q3 25 | $387.3M | $9.6B | ||
| Q2 25 | $357.8M | $9.5B | ||
| Q1 25 | $428.8M | $9.8B | ||
| Q4 24 | $435.1M | $10.3B | ||
| Q3 24 | $394.6M | $10.3B | ||
| Q2 24 | $379.7M | $9.8B | ||
| Q1 24 | $496.1M | $9.9B |
| Q4 25 | $1.2B | $19.6B | ||
| Q3 25 | $1.2B | $19.3B | ||
| Q2 25 | $1.2B | $18.3B | ||
| Q1 25 | $1.2B | $17.6B | ||
| Q4 24 | $1.2B | $18.2B | ||
| Q3 24 | $1.3B | $18.0B | ||
| Q2 24 | $1.3B | $17.7B | ||
| Q1 24 | $1.4B | $16.1B |
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | $53.7M | — |
| FCF MarginFCF / Revenue | 8.1% | — |
| Capex IntensityCapex / Revenue | 3.5% | — |
| Cash ConversionOCF / Net Profit | 2.66× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $190.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.9M | $827.1M | ||
| Q3 25 | $60.3M | $702.6M | ||
| Q2 25 | $117.0M | $364.0M | ||
| Q1 25 | $-13.1M | $596.1M | ||
| Q4 24 | $68.6M | $742.5M | ||
| Q3 24 | $14.4M | $703.6M | ||
| Q2 24 | $40.1M | $658.2M | ||
| Q1 24 | $-69.7M | $664.6M |
| 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 24 | $-80.2M | — |
| 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 24 | -13.7% | — |
| 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 24 | 1.8% | — |
| Q4 25 | 2.66× | 3.86× | ||
| Q3 25 | 2.07× | 2.44× | ||
| Q2 25 | 6.16× | 12.06× | ||
| Q1 25 | -0.72× | 2.50× | ||
| Q4 24 | 1.65× | 3.57× | ||
| Q3 24 | 0.80× | 1.29× | ||
| Q2 24 | 2.64× | 6.45× | ||
| Q1 24 | -0.38× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
