Earnings summaries and quarterly performance for Blue Bird.
Executive leadership at Blue Bird.
Board of directors at Blue Bird.
Research analysts who have asked questions during Blue Bird earnings calls.
CI
Craig Irwin
ROTH Capital Partners
6 questions for BLBD
Also covers: AMRC, ANDE, ASYS +25 more
Eric Stine
Craig-Hallum Capital Group LLC
6 questions for BLBD
Also covers: ALTO, AMRC, AMSC +18 more
Christopher Pierce
Needham & Company
4 questions for BLBD
Also covers: ACHR, ACVA, AUR +12 more
Michael Shlisky
D.A. Davidson
3 questions for BLBD
Also covers: ALG, CENN, CNH +19 more
CP
Chris Pierce
Needham
2 questions for BLBD
Also covers: BETA, CHPT, KMX
GL
Greg Lewis
BTIG
2 questions for BLBD
Also covers: BORR, CLSK, HLX +6 more
GL
Gregory Lewis
BTIG, LLC
2 questions for BLBD
Also covers: BTDR, CIFR, CLSK +26 more
Mike Shlisky
D.A. Davidson
2 questions for BLBD
Also covers: LAKE, OSK, SHYF
SE
Sherif El-Sabbahy
Bank of America
2 questions for BLBD
Also covers: ALSN, CTRI, ESAB +6 more
Tyler DiMatteo
BTIG, LLC
2 questions for BLBD
Also covers: CLSK, CORZ, NEXN +3 more
Recent press releases and 8-K filings for BLBD.
Blue Bird Corporation Reports Record Fiscal 2025 Results and Reaffirms Fiscal 2026 Guidance
BLBD
Earnings
Guidance Update
New Projects/Investments
- Blue Bird Corporation reported record financial results for Fiscal Year 2025, achieving $1.48 billion in revenue and $221 million in adjusted EBITDA, representing 15% of revenue.
- The company sold 9,409 units in FY 2025, including 901 electric vehicles, and generated $153 million in free cash flow.
- For Fiscal Year 2026, Blue Bird reconfirmed its guidance, projecting 9,500 units and $1.5 billion in revenue, with an adjusted EBITDA of $220 million.
- The backlog, which was 3,100 units at the end of Q4 2025, has since increased to nearly 4,000 units, including 850 EVs.
- Blue Bird plans to invest up to $200 million over the next two years in manufacturing capabilities and has an ongoing share buyback program, with $50 million completed in FY 2025 Q4 and a new program for up to $100 million.
Nov 24, 2025, 9:30 PM
Blue Bird Reports Record Q4 and Full-Year 2025 Results, Provides FY 2026 Guidance
BLBD
Earnings
Guidance Update
New Projects/Investments
- Blue Bird reported record financial results for Fiscal Year 2025, achieving $1.48 billion in revenue and $221 million in adjusted EBITDA, marking increases of 10% and 21% respectively from the prior year. The fourth quarter of 2025 also set records with $409 million in net revenue and $68 million in adjusted EBITDA.
- The company sold 9,409 buses in FY 2025, including 901 electric vehicles. The backlog, which was 3,100 units at the end of Q4 2025, has since grown to nearly 4,000 units, including over 850 EVs, as of the earnings call date.
- For Fiscal Year 2026, Blue Bird reconfirmed its guidance, expecting 9,500 units and $1.5 billion in revenue (midpoint), with adjusted EBITDA projected at $220 million (midpoint).
- Strategic investments include up to $200 million over the next two years for manufacturing capabilities, such as a new plant, and a new share buyback program of up to $100 million over the next two years.
- The company's long-term target for 2029 and beyond aims for $1.8-$2 billion in revenue, 12,000-13,500 units, and EBITDA of $280-$320+ million.
Nov 24, 2025, 9:30 PM
Blue Bird Reports Record Fiscal 2025 Results and Provides Fiscal 2026 Guidance
BLBD
Earnings
Guidance Update
New Projects/Investments
- Blue Bird delivered record sales and Adjusted EBITDA for fiscal year 2025, with revenue of $1.48 billion and Adjusted EBITDA of $221 million (15% of revenue). The company also achieved a record $153 million in free cash flow.
- For the fourth quarter of fiscal 2025, the company reported record consolidated net revenue of $409 million and a record Adjusted EBITDA of $68 million (16.6%), with adjusted diluted earnings per share of $1.32.
- The company provided fiscal year 2026 guidance, targeting net revenue of $1.45 billion to $1.55 billion and Adjusted EBITDA of $210 million to $230 million.
- The backlog at the end of Q4 2025 was 3,100 units, including 680 EVs, which has since increased to nearly 4,000 units and over 850 EVs. Blue Bird sold 901 electric vehicles in fiscal 2025.
Nov 24, 2025, 9:30 PM
Blue Bird Corporation Reports Record Fiscal 2025 Fourth Quarter and Full-Year Results
BLBD
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Blue Bird Corporation announced record fiscal 2025 full-year results, with Net Sales of $1,480.1 million and GAAP Net Income of $127.7 million.
- For fiscal year 2025, Adjusted EBITDA was $221.3 million with a 15% margin, and 9,409 buses were sold.
- The company reaffirmed its fiscal year 2026 guidance, projecting revenues of approximately $1.5 billion and Adjusted EBITDA of $220 million.
Nov 24, 2025, 9:26 PM
Blue Bird Announces Record Fiscal Year 2025 Financial Results
BLBD
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Blue Bird Corporation reported record financial results for fiscal year 2025, with net sales reaching $1.48 billion and GAAP net income of $128 million.
- The company sold 9,409 buses, including a record 901 electric-powered units, demonstrating strong demand and a strategic focus on alternative-powered vehicles.
- Adjusted EBITDA reached an all-time high of $221 million, equating to 15% of net sales, underscoring robust profitability and operational efficiency.
- Fiscal 2025 revenue increased by 9.9% compared to fiscal 2024, with gross profit rising 20.0% year-over-year to $167.2 million.
- Analysts rate Blue Bird stock as a Buy with an Outperform rating, reflecting confidence in its strategic initiatives and future prospects.
Nov 23, 2025, 11:16 PM
Rush Enterprises Reports Third Quarter 2025 Results and Declares Dividend
BLBD
Earnings
Dividends
Share Buyback
- For the third quarter ended September 30, 2025, Rush Enterprises, Inc. reported revenues of $1.881 billion, net income of $66.7 million, and $0.83 per diluted share.
- The company's Board of Directors declared a cash dividend of $0.19 per share of Class A and Class B Common Stock and repurchased $9.2 million of its common stock during the quarter.
- Management cited challenging market conditions, particularly in new Class 8 truck sales, but noted strength in aftermarket, used truck sales, and leasing, expecting a challenging end to 2025 and start to 2026 for new truck sales.
Oct 29, 2025, 8:05 PM
Blue Bird Corporation Terminates Joint Venture and Appoints New COO
BLBD
Management Change
Executive Compensation
New Projects/Investments
- Blue Bird Corporation and Generate Capital, PBC terminated their joint venture, Clean Bus Solutions, LLC, on October 22, 2025, because it was unable to generate profitable business within the partners' expectations.
- Blue Bird had provided $1,678,934 in capital infusions to the joint venture, and Generate Capital was granted warrants to purchase 1,000,000 shares of common stock at an exercise price of $25.00 per share in connection with the original joint venture agreement.
- On October 22, 2025, the Board of Blue Bird Corporation approved the appointment and elevation of Mr. Jeff Sanfrey as an executive officer, serving as Chief Operating Officer.
- Mr. Sanfrey's compensation includes an annual base salary of $416,000, with eligibility for a Management Incentive Plan at a target of 65% of his base salary and a Long Term Incentive Plan equity target of 50% of his base salary.
Oct 24, 2025, 8:20 PM
Blue Bird Reports Record Fiscal 2025 Third Quarter Results and Raises Full-Year Guidance
BLBD
Earnings
Guidance Update
Share Buyback
- Blue Bird reported record fiscal 2025 third quarter results, with Net Sales of $398 million, GAAP Net Income of $36 million, and Adjusted EBITDA of $58 million.
- The company delivered 2,467 buses in Q3 2025, including a record 271 electric-powered buses, and maintains a strong backlog of approximately 3,900 units.
- Blue Bird raised its full-year 2025 financial guidance, with Adjusted EBITDA now projected at $205-215 million and Net Revenue at ~$1.45 Billion.
- A new $100 million share repurchase program was announced.
Aug 6, 2025, 12:00 AM
Blue Bird Reports Record Q2 2025 Financial Performance
BLBD
Earnings
Guidance Update
New Projects/Investments
- Record Q2 results: Blue Bird achieved a quarterly record with $359 million in net revenue and $49 million in adjusted EBITDA, driven by strong pricing actions and a high mix of alternative power vehicles, as well as solid bus sales and backlog performance.
- Guidance maintained amid tariff challenges: The company confirmed its full-year guidance of approximately $1.45 billion in revenue and $200 million in adjusted EBITDA despite tariff impacts, particularly on the EV segment, and has implemented targeted pricing actions to mitigate these challenges.
- Strategic adjustments due to tariffs: Tariff increases – including a 2% immediate tariff increase and additional price hikes – are impacting EV pricing, prompting Blue Bird to prioritize production of ICE buses in Q4 while evaluating the full effect on EV pricing strategies.
May 7, 2025, 8:31 PM
Blue Bird Corp FY2025 Investor Presentation Highlights
BLBD
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- FY2025 Outlook: The presentation outlines strong full-year guidance with $1.45B in revenue and an adjusted EBITDA of ~$200M at ~14% margin, along with near-record Q1 performance details.
- Leadership in Alternative Power: The company emphasized its market leadership in electric and non-diesel bus sales, supported by a robust EV backlog of approximately 1,000 EVs.
- Strategic Investments: A key highlight is the $80M DOE MESC grant awarded for a new 600k sq.ft. production facility in Fort Valley, GA, aimed at increasing production capacity and supporting long-term growth.
Feb 12, 2025, 12:00 PM
Quarterly earnings call transcripts for Blue Bird.
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