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Side-by-side financial comparison of REV Group, Inc. (REVG) and UDR, Inc. (UDR). Click either name above to swap in a different company.
REV Group, Inc. is the larger business by last-quarter revenue ($664.4M vs $425.8M, roughly 1.6× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 4.3%, a 40.2% gap on every dollar of revenue. On growth, REV Group, Inc. posted the faster year-over-year revenue change (11.1% vs 0.9%). Over the past eight quarters, REV Group, Inc.'s revenue compounded faster (6.5% CAGR vs 1.3%).
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UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
REVG vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $664.4M | $425.8M |
| Net Profit | $28.9M | $189.8M |
| Gross Margin | 15.4% | — |
| Operating Margin | 7.1% | 54.0% |
| Net Margin | 4.3% | 44.6% |
| Revenue YoY | 11.1% | 0.9% |
| Net Profit YoY | -30.7% | 147.2% |
| EPS (diluted) | $0.57 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $664.4M | $433.1M | ||
| Q3 25 | $644.9M | $431.9M | ||
| Q2 25 | $629.1M | $425.4M | ||
| Q1 25 | $525.1M | $421.9M | ||
| Q4 24 | $597.9M | $422.7M | ||
| Q3 24 | $579.4M | $420.2M | ||
| Q2 24 | $616.9M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $28.9M | $222.9M | ||
| Q3 25 | $29.1M | $40.4M | ||
| Q2 25 | $19.0M | $37.7M | ||
| Q1 25 | $18.2M | $76.7M | ||
| Q4 24 | $41.7M | $-5.0M | ||
| Q3 24 | $18.0M | $22.6M | ||
| Q2 24 | $15.2M | $28.9M |
| 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 | — | 54.0% | ||
| Q4 25 | 7.1% | 64.1% | ||
| Q3 25 | 8.8% | 17.7% | ||
| Q2 25 | 7.9% | 18.2% | ||
| Q1 25 | 5.3% | 29.0% | ||
| Q4 24 | 5.8% | 15.7% | ||
| Q3 24 | 4.9% | 16.6% | ||
| Q2 24 | 3.7% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 4.3% | 51.5% | ||
| Q3 25 | 4.5% | 9.4% | ||
| Q2 25 | 3.0% | 8.9% | ||
| Q1 25 | 3.5% | 18.2% | ||
| Q4 24 | 7.0% | -220.5% | ||
| Q3 24 | 3.1% | 5.4% | ||
| Q2 24 | 2.5% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $0.57 | $0.67 | ||
| Q3 25 | $0.59 | $0.12 | ||
| Q2 25 | $0.38 | $0.11 | ||
| Q1 25 | $0.35 | $0.23 | ||
| Q4 24 | $1.03 | $-0.01 | ||
| Q3 24 | $0.35 | $0.06 | ||
| Q2 24 | $0.28 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $416.3M | $3.3B |
| Total Assets | $1.2B | $10.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $34.7M | $1.2M | ||
| Q3 25 | $36.0M | $1.2M | ||
| Q2 25 | $28.8M | $1.5M | ||
| Q1 25 | $31.6M | $1.3M | ||
| Q4 24 | $24.6M | $1.3M | ||
| Q3 24 | $50.5M | $2.3M | ||
| Q2 24 | $38.2M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $5.8B | ||
| Q3 25 | — | $5.8B | ||
| Q2 25 | — | $5.8B | ||
| Q1 25 | — | $5.8B | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | $5.9B | ||
| Q2 24 | — | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $416.3M | $3.3B | ||
| Q3 25 | $387.3M | $3.3B | ||
| Q2 25 | $357.8M | $3.3B | ||
| Q1 25 | $428.8M | $3.3B | ||
| Q4 24 | $435.1M | $3.4B | ||
| Q3 24 | $394.6M | $3.5B | ||
| Q2 24 | $379.7M | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $1.2B | $10.6B | ||
| Q3 25 | $1.2B | $10.6B | ||
| Q2 25 | $1.2B | $10.6B | ||
| Q1 25 | $1.2B | $10.7B | ||
| Q4 24 | $1.2B | $10.9B | ||
| Q3 24 | $1.3B | $11.1B | ||
| Q2 24 | $1.3B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.77× | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | 1.74× | ||
| Q1 25 | — | 1.74× | ||
| Q4 24 | — | 1.69× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $60.3M | $234.9M | ||
| Q2 25 | $117.0M | $250.3M | ||
| Q1 25 | $-13.1M | $156.2M | ||
| Q4 24 | $68.6M | $876.8M | ||
| Q3 24 | $14.4M | $230.3M | ||
| Q2 24 | $40.1M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $53.7M | $650.0M | ||
| Q3 25 | $48.7M | $164.6M | ||
| Q2 25 | $105.6M | $190.1M | ||
| Q1 25 | $-18.0M | $103.2M | ||
| Q4 24 | $63.3M | $627.0M | ||
| Q3 24 | $8.5M | $161.3M | ||
| Q2 24 | $34.2M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 8.1% | 150.1% | ||
| Q3 25 | 7.6% | 38.1% | ||
| Q2 25 | 16.8% | 44.7% | ||
| Q1 25 | -3.4% | 24.5% | ||
| Q4 24 | 10.6% | 148.3% | ||
| Q3 24 | 1.5% | 38.4% | ||
| Q2 24 | 5.5% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 3.5% | 58.4% | ||
| Q3 25 | 1.8% | 16.3% | ||
| Q2 25 | 1.8% | 14.2% | ||
| Q1 25 | 0.9% | 12.6% | ||
| Q4 24 | 0.9% | 59.1% | ||
| Q3 24 | 1.0% | 16.4% | ||
| Q2 24 | 1.0% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.66× | 4.05× | ||
| Q3 25 | 2.07× | 5.81× | ||
| Q2 25 | 6.16× | 6.64× | ||
| Q1 25 | -0.72× | 2.04× | ||
| Q4 24 | 1.65× | — | ||
| Q3 24 | 0.80× | 10.19× | ||
| Q2 24 | 2.64× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
