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    Linda Umwali • D.A. Davidson & Co.

    Linda Umwali's questions to Blue Bird Corp (BLBD) leadership

    Linda Umwali's questions to Blue Bird Corp (BLBD) leadership • Q1 2025

    Question

    Linda Umwali, on behalf of Mike Shlisky, asked about Blue Bird's confidence in its long-term guidance if the EPA program were eliminated, questioned the company's exposure to potential 10% tariffs on Chinese imports, and inquired about any current risks related to labor or component supply.

    Answer

    CFO Razvan Radulescu affirmed the company's long-term targets, highlighting multiple growth drivers independent of federal EV funding, such as state programs, TCO improvements, the new commercial chassis business, and the Micro Bird plant expansion. Regarding tariffs, Radulescu stated that China exposure is limited and manageable. Both CEO Phil Horlock and Radulescu expressed high confidence in current operations, citing a stable supply chain, a strong labor force, and good collaboration with the USW.

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    Linda Umwali's questions to Douglas Dynamics Inc (PLOW) leadership

    Linda Umwali's questions to Douglas Dynamics Inc (PLOW) leadership • Q3 2024

    Question

    Linda Umwali, on behalf of Mike Shlisky, inquired about the growth contribution from off-highway attachments, such as wheel loader and tractor-based products, in 2024. She also asked what measures Douglas Dynamics is taking to support its dealers who are managing high inventory levels ahead of the winter season.

    Answer

    James Janik, Chairman and Interim CEO, stated that while off-highway products have a nice market position, their contribution is not yet material but is expected to grow in 2025. CFO Sarah Lauber added that non-truck sales are less than 5% of total sales but are a growing segment. COO Mark Van Genderen highlighted that new pusher plows are gaining significant attention. Regarding dealer support, Mr. Janik explained that the core issue is low demand, not product mix, so moving inventory is not a primary solution. He expressed confidence that normal snowfall would help dealer inventories normalize by 2025.

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