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Side-by-side financial comparison of REV Group, Inc. (REVG) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
REV Group, Inc. is the larger business by last-quarter revenue ($664.4M vs $625.1M, roughly 1.1× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 4.3%, a 9.0% gap on every dollar of revenue. On growth, WATTS WATER TECHNOLOGIES INC posted the faster year-over-year revenue change (15.7% vs 11.1%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $53.7M). Over the past eight quarters, REV Group, Inc.'s revenue compounded faster (6.5% CAGR vs 4.6%).
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AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
REVG vs WTS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $664.4M | $625.1M |
| Net Profit | $28.9M | $83.7M |
| Gross Margin | 15.4% | 49.5% |
| Operating Margin | 7.1% | 18.2% |
| Net Margin | 4.3% | 13.4% |
| Revenue YoY | 11.1% | 15.7% |
| Net Profit YoY | -30.7% | 24.0% |
| EPS (diluted) | $0.57 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $644.9M | $611.7M | ||
| Q2 25 | $629.1M | $643.7M | ||
| Q1 25 | $525.1M | $558.0M | ||
| Q4 24 | $597.9M | $540.4M | ||
| Q3 24 | $579.4M | $543.6M | ||
| Q2 24 | $616.9M | $597.3M | ||
| Q1 24 | $586.0M | $570.9M |
| Q4 25 | $28.9M | $83.7M | ||
| Q3 25 | $29.1M | $82.2M | ||
| Q2 25 | $19.0M | $100.9M | ||
| Q1 25 | $18.2M | $74.0M | ||
| Q4 24 | $41.7M | $67.5M | ||
| Q3 24 | $18.0M | $69.1M | ||
| Q2 24 | $15.2M | $82.0M | ||
| Q1 24 | $182.7M | $72.6M |
| Q4 25 | 15.4% | 49.5% | ||
| Q3 25 | 15.8% | 48.8% | ||
| Q2 25 | 15.2% | 50.6% | ||
| Q1 25 | 13.3% | 48.8% | ||
| Q4 24 | 13.2% | 46.7% | ||
| Q3 24 | 13.5% | 47.3% | ||
| Q2 24 | 12.5% | 47.7% | ||
| Q1 24 | 10.7% | 46.9% |
| Q4 25 | 7.1% | 18.2% | ||
| Q3 25 | 8.8% | 18.2% | ||
| Q2 25 | 7.9% | 21.0% | ||
| Q1 25 | 5.3% | 15.7% | ||
| Q4 24 | 5.8% | 16.5% | ||
| Q3 24 | 4.9% | 17.1% | ||
| Q2 24 | 3.7% | 18.7% | ||
| Q1 24 | -1.1% | 16.9% |
| Q4 25 | 4.3% | 13.4% | ||
| Q3 25 | 4.5% | 13.4% | ||
| Q2 25 | 3.0% | 15.7% | ||
| Q1 25 | 3.5% | 13.3% | ||
| Q4 24 | 7.0% | 12.5% | ||
| Q3 24 | 3.1% | 12.7% | ||
| Q2 24 | 2.5% | 13.7% | ||
| Q1 24 | 31.2% | 12.7% |
| Q4 25 | $0.57 | $2.50 | ||
| Q3 25 | $0.59 | $2.45 | ||
| Q2 25 | $0.38 | $3.01 | ||
| Q1 25 | $0.35 | $2.21 | ||
| Q4 24 | $1.03 | $2.02 | ||
| Q3 24 | $0.35 | $2.06 | ||
| Q2 24 | $0.28 | $2.44 | ||
| Q1 24 | $3.06 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $416.3M | $2.0B |
| Total Assets | $1.2B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $34.7M | $405.5M | ||
| Q3 25 | $36.0M | $457.7M | ||
| Q2 25 | $28.8M | $369.3M | ||
| Q1 25 | $31.6M | $336.8M | ||
| Q4 24 | $24.6M | $386.9M | ||
| Q3 24 | $50.5M | $303.9M | ||
| Q2 24 | $38.2M | $279.4M | ||
| Q1 24 | $87.9M | $237.1M |
| Q4 25 | $416.3M | $2.0B | ||
| Q3 25 | $387.3M | $2.0B | ||
| Q2 25 | $357.8M | $1.9B | ||
| Q1 25 | $428.8M | $1.8B | ||
| Q4 24 | $435.1M | $1.7B | ||
| Q3 24 | $394.6M | $1.7B | ||
| Q2 24 | $379.7M | $1.6B | ||
| Q1 24 | $496.1M | $1.6B |
| Q4 25 | $1.2B | $2.9B | ||
| Q3 25 | $1.2B | $2.7B | ||
| Q2 25 | $1.2B | $2.6B | ||
| Q1 25 | $1.2B | $2.5B | ||
| Q4 24 | $1.2B | $2.4B | ||
| Q3 24 | $1.3B | $2.4B | ||
| Q2 24 | $1.3B | $2.4B | ||
| Q1 24 | $1.4B | $2.3B |
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 | $154.7M |
| Free Cash FlowOCF − Capex | $53.7M | $140.3M |
| FCF MarginFCF / Revenue | 8.1% | 22.4% |
| Capex IntensityCapex / Revenue | 3.5% | 2.3% |
| Cash ConversionOCF / Net Profit | 2.66× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $190.0M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $76.9M | $154.7M | ||
| Q3 25 | $60.3M | $122.4M | ||
| Q2 25 | $117.0M | $69.7M | ||
| Q1 25 | $-13.1M | $55.2M | ||
| Q4 24 | $68.6M | $139.5M | ||
| Q3 24 | $14.4M | $90.7M | ||
| Q2 24 | $40.1M | $85.3M | ||
| Q1 24 | $-69.7M | $45.6M |
| Q4 25 | $53.7M | $140.3M | ||
| Q3 25 | $48.7M | $110.9M | ||
| Q2 25 | $105.6M | $59.5M | ||
| Q1 25 | $-18.0M | $45.6M | ||
| Q4 24 | $63.3M | $127.5M | ||
| Q3 24 | $8.5M | $84.3M | ||
| Q2 24 | $34.2M | $78.5M | ||
| Q1 24 | $-80.2M | $35.5M |
| Q4 25 | 8.1% | 22.4% | ||
| Q3 25 | 7.6% | 18.1% | ||
| Q2 25 | 16.8% | 9.2% | ||
| Q1 25 | -3.4% | 8.2% | ||
| Q4 24 | 10.6% | 23.6% | ||
| Q3 24 | 1.5% | 15.5% | ||
| Q2 24 | 5.5% | 13.1% | ||
| Q1 24 | -13.7% | 6.2% |
| Q4 25 | 3.5% | 2.3% | ||
| Q3 25 | 1.8% | 1.9% | ||
| Q2 25 | 1.8% | 1.6% | ||
| Q1 25 | 0.9% | 1.7% | ||
| Q4 24 | 0.9% | 2.2% | ||
| Q3 24 | 1.0% | 1.2% | ||
| Q2 24 | 1.0% | 1.1% | ||
| Q1 24 | 1.8% | 1.8% |
| Q4 25 | 2.66× | 1.85× | ||
| Q3 25 | 2.07× | 1.49× | ||
| Q2 25 | 6.16× | 0.69× | ||
| Q1 25 | -0.72× | 0.75× | ||
| Q4 24 | 1.65× | 2.07× | ||
| Q3 24 | 0.80× | 1.31× | ||
| Q2 24 | 2.64× | 1.04× | ||
| Q1 24 | -0.38× | 0.63× |
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% |
WTS
Segment breakdown not available.
