【招银国际】–2Q rev／np +1%／3%; all eyes on cost savings.pdf

REV Group Inc 2024年度报告

REV Group Inc 2025年季度报告

–3Q prelim rev／np +28%／93%; estimates unchanged

–1H core rev／np +3%／10%; a surprising beat

–3Q rev／np -11%／40%; a significant miss

–1H rev／EBIT +13%／26%; Heineken grew 60%

4Q preview: rev/np reach RMB30.7bn/1.1bn

在哪里 Rev Up

- 2Q Rev ／ NP + 20.4 ／ 21.0% ， 如预先公布

–1H rev／np +23%／25%; a neat beat on tea beverage