Firetruck Maker Heats Up 9% on Upbeat Forecast

Author

Adam Garcia
June 04, 2025

A discount chain topped their sales forecast, an RV heavyweight has revved past expectations, and a specialty vehicle maker is on fire—literally—with surging fire apparatus orders and a raised outlook. Here’s what’s moving the markets this morning.

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Futures 📈

What to Watch

Earnings:

  • MongoDB Inc. [MDB]: Aftermarket

  • Five Below Inc. [FIVE]: Aftermarket

  • PVH Corp. [PVH]: Aftermarket

  • Argan Inc. [AGX]: Aftermarket

  • Greif Inc. [GEF]: Aftermarket

  • Planet Labs PBC [PL]: Aftermarket

Economic Reports:

  • ADP Employment [May]: 8:15 am

  • S&P Final U.S. Services PMI [May]: 9:45 am

  • ISM Services [May]: 10:00 am

  • Fed Listens Event (Bostic & Cook): 10:15 am

  • Fed Beige Book: 2:00 pm

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Discount Retail

Dollar Tree Delivers on Revenue, Cautious on Outlook

Dollar Tree [NASDAQ: DLTR] reported stronger-than-expected sales in its fiscal first quarter, as shoppers tightened their budgets amid rising trade tensions.

Net revenue rose 11.3% year-over-year to $4.6 billion, edging past Bloomberg’s $4.53 billion estimate. Earnings came in at $1.26 per share, in line with preliminary results shared earlier in the week.

The uptick in sales was attributed to increased traffic from value-focused customers, particularly as tariff uncertainty continues to weigh on broader consumer sentiment.

Despite topping revenue expectations, the company chose not to raise its full-year outlook, diverging from rival Dollar General, which recently lifted its guidance.

Operating income grew modestly, helped by one-time insurance-related gains, but also included costs tied to a company-wide strategic review. Leadership did not provide significant updates on that process during the release.

Shares of Dollar Tree are flat in premarket trading, with investors appearing cautious over the decision to hold guidance steady despite a strong start to the year.

The stock has gained over 40% in the past three months but remains down more than 15% over the past 12 months.

Automobiles

Thor Industries Rolling Strong as RV Leader Defies Industry Slump

Thor Industries [NYSE: THO] impressed investors this morning with stronger-than-expected third-quarter results, reporting earnings of $2.53 per share—well above the $1.80 consensus estimate.

Revenue also beat forecasts, reaching $2.89 billion compared to the $2.61 billion projection. The stock is rising in premarket trading.

The recreational vehicle manufacturer credited its performance to aggressive cost-cutting measures and operational flexibility, particularly in North America.

Despite a sluggish macro backdrop and ongoing weakness in RV demand, Thor’s leadership highlighted its ability to scale operations efficiently as a key advantage during turbulent market cycles.

Company executives acknowledged that while top-line growth remains modest year over year, margins are improving thanks to disciplined execution on strategic initiatives.

Management remains cautious, warning that the RV industry is likely to face continued pressure over the next two quarters, but expressed confidence in the company's resilience and long-term market leadership.

Shares of THO are trading 11% up in the wake of the report, with investors encouraged by the company’s margin improvement and upbeat tone amid broader sector weakness.

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Automobiles

REV Group Accelerates on Strong Quarter and Upbeat Outlook

REV Group [NYSE: REVG] shares are rising 9% after the company posted solid second-quarter results, driven by gains in its emergency and specialty vehicle segment.

For the period ending April 30, the company reported $629.1 million in revenue, up 2% from a year earlier, or 7.7% when excluding the impact of its exited bus division. Net income rose to $19 million, compared to $15.2 million last year.

The Specialty Vehicles division led the way, with sales rising 3.8% to $453.9 million, thanks to stronger fire apparatus shipments and favorable pricing. Recreational Vehicles saw a modest decline of 2.4% as unit volumes softened and dealer incentives increased.

Operating leverage drove a sharp 64% increase in adjusted EBITDA to $58.9 million, excluding the bus business. REV also repurchased 2.9 million shares during the quarter and reaffirmed its commitment to shareholder returns with a $0.06 per-share dividend.

Looking ahead, the company has raised its full-year guidance, now targeting revenue between $2.35 billion and $2.45 billion, and adjusted EBITDA of $200 million to $220 million.

CEO Mark Skonieczny highlighted efficient production and capital allocation as key drivers of growth going forward.

Movers and Shakers

Blacksky Technology Inc [BKSY] – Last Close: $11.30

BlackSky Technology Inc. delivers satellite-based imagery and AI analytics to government and commercial clients, with revenue up 22% YoY and a $366M backlog.

Shares are up in premarket after Rocket Lab completed a key satellite launch, boosting confidence in BlackSky’s ability to scale its Gen-3 constellation.

My Take: BlackSky is quietly becoming a defense-tech sleeper hit. With recurring revenue, global tailwinds in military spending, and a proven satellite launch partner in Rocket Lab, this small-cap has upside potential if execution stays on track.

Yext, Inc. [YEXT] – Last Close $6.82

Yext helps brands manage their digital presence across search and social platforms, reporting 14% revenue growth and a record 23% EBITDA margin.

The stock is climbing 11% after B. Riley upgraded it to a Buy rating, citing strong Q1 results, AI product traction, and a new $10 price target.

My Take: Yext is turning the corner on profitability and showing momentum in key verticals like healthcare and finance. If AI-led tools like Scout gain traction, this name could surprise to the upside in 2025.

Guidewire Software [GWRE] - Last Close $218.18

Guidewire Software supports insurers with cloud-based platforms, posting $0.88 EPS (versus the $0.41 estimated) and 22% revenue growth in Q2.

Today’s 125% premarket gains follow its raised ARR guidance and strong global cloud deal momentum.

My Take: Guidewire is executing well on its cloud transformation and gaining traction globally. With recurring revenue rising and strong visibility ahead, GWRE could be a stable long-term growth story in the insurtech space.

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Everything Else

That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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