Company Overview - Blue Bird Corporation is a bus manufacturer that is significantly investing in the electric bus market, indicating a strategic shift towards sustainable transportation solutions [1]. Recent Performance - The company has experienced a positive trend recently, suggesting strong market performance and potential growth opportunities [1].

The company is clearly managing the shift to alt-fuel vehicles very well.A beat-and-raise fiscal third quarter was the fuel driving Blue Bird (BLBD 5.56%) stock forward this week. Thanks mostly to this the company's shares motored over 27% higher during the period, according to data compiled by S&P Global Market Intelligence.Blue's success with yellowThat three-month period saw Blue Bird, a longtime manufacturer of school buses, hit new highs for both quarterly revenue and profitability. The former line ite ...

Blue Bird (BLBD) Q3 2025 Earnings Call August 06, 2025 04:30 PM ET Speaker0GoodSpeaker1afternoon. Thank you for attending the Blue Bird Fiscal twenty twenty five Third Quarter Earnings Call. My name is Matt and I'll be the moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I would now like to pass the conference over to our host, Mark Benfield, Head of Investor Relations.Mark, please go ahead.Speaker2Thank ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 28, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ................................ to ............................................... Commission File Number 001-36267 BLUE BIRD CORPORATION (Exact name of registrant as spe ...

BLUE BIRD REPORTS FISCAL 2025 THIRD QUARTER RESULTS; BEATS THIRD QUARTER GUIDANCE WITH RECORD RESULTS; RAISING 2025 GUIDANCE AND LONG-TERM OUTLOOK; $100M SHARE BUY-BACK ANNOUNCED Net Sales of $398M and GAAP Net Income of $36M Adj. EBITDA of $58M with 14.7% Margin and 2,467 Buses Sold FY2025 Adj. EBITDA Guidance Raised to $210M or 14.5% of Revenue MACON, Ga. (August 6, 2025) – Blue Bird Corporation ("Blue Bird") (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal ...

BLUE BIRD CORPORATION (NASDAQ: BLBD) FY2025 Third Quarter Results Earnings Conference Call August 6, 2025 Agenda | Introductions & | Mark Benfield | | --- | --- | | Forward-Looking Statements | Executive Director, Investor Relations | | Key Results and Highlights | John Wyskiel | | | President & CEO | | Financial Results | Razvan Radulescu | | | CFO | | Outlook | John Wyskiel | | | President & CEO | | Q&A | Group | Important Disclaimers Forward Looking Statements This presentation includes forward-looking s ...

Blue Bird Corporation (NASDAQ: BLBD ) is facing some short-term supply chain challenges, but it is managing them well with a strong backlog of 4,900 units , revenue growth, and margin expansion. However, the company primarily operates in a mature market thatI have a long-term investment horizon and look for companies with strong fundamentals that have been beaten down due to short-term headwinds. I believe the market is overly concerned with the short-term, which leaves many great companies mispriced. I see ...

Financial Performance and Guidance - Blue Bird confirms FY25 revenue guidance of $1425 million to $1475 million[45] - The company anticipates an adjusted EBITDA of approximately $200 million with a margin of ~14% for FY25[45, 47] - Q2 FY25 adjusted EBITDA reached $49 million with a 14% margin, marking a $3 million increase compared to Q2 FY24[66, 67, 69] - Adjusted free cash flow for Q2 FY25 was $19 million[66, 69] Industry and Market Position - The school bus industry is expected to reach approximately 31,000 units in FY25[22] - Over 47% of school buses in service are 10 years or older, supporting replacement demand[24] - Blue Bird holds a leading market position in alternative power and electric school buses, with over 60% of sales being non-diesel[31, 34] Strategic Initiatives - Blue Bird is expanding its total addressable market (TAM) through the introduction of an EV commercial chassis offering[15, 40] - The company is focused on reducing structural costs through Lean Transformation initiatives[15] - Blue Bird was awarded an $80 million grant by the DOE for a new plant to support profitable growth plans for 12,000+ units[50, 52]

Company Performance - Blue Bird (BLBD) closed at $44.20, reflecting a +2.41% increase from the previous day, outperforming the S&P 500's loss of 0.11% [1] - Over the past month, shares of Blue Bird gained 13.71%, significantly surpassing the Auto-Tires-Trucks sector's decline of 5.6% and the S&P 500's increase of 5.17% [1] Upcoming Earnings - Blue Bird is expected to report an EPS of $0.9, which represents a 1.1% decrease compared to the same quarter last year [2] - The Zacks Consensus Estimate projects net sales of $375 million, indicating a 12.49% increase from the previous year [2] Annual Estimates - For the annual period, the Zacks Consensus Estimates predict earnings of $3.74 per share and revenue of $1.42 billion, reflecting increases of +8.09% and +5.61% respectively from the last year [3] Analyst Estimates - Recent changes to analyst estimates for Blue Bird are crucial as they reflect short-term business trends [4] - Upward revisions in estimates indicate analysts' positive outlook on the company's operations and profit generation capabilities [4] Zacks Rank and Valuation - Blue Bird currently holds a Zacks Rank of 5 (Strong Sell), with the Zacks Consensus EPS estimate remaining unchanged over the last 30 days [6] - The company is trading at a Forward P/E ratio of 11.53, which aligns with its industry's Forward P/E of 11.53, and has a PEG ratio of 0.97 compared to the industry average of 1.15 [7] Industry Context - The Automotive - Domestic industry, part of the Auto-Tires-Trucks sector, has a Zacks Industry Rank of 213, placing it in the bottom 14% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Blue Bird (BLBD) closed at $42.88, reflecting a +2.17% increase from the previous day, outperforming the S&P 500 which gained 0.96% [1] - Over the past month, Blue Bird's shares have risen by 8.65%, while the Auto-Tires-Trucks sector has declined by 6.24% [1] Upcoming Financial Results - Analysts expect Blue Bird to report earnings of $0.9 per share, indicating a year-over-year decline of 1.1% [2] - Revenue is anticipated to be $375 million, representing a 12.49% increase from the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at $3.74 per share, with revenue expected to reach $1.42 billion, reflecting changes of +8.09% and +5.61% respectively from the previous year [3] - Recent analyst estimate revisions suggest a positive outlook for the business [3][4] Valuation Metrics - Blue Bird has a Forward P/E ratio of 11.21, which is in line with its industry's Forward P/E [5] - The company has a PEG ratio of 0.95, compared to the Automotive - Domestic industry's average PEG ratio of 1.12 [6] Industry Context - The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector, which has a Zacks Industry Rank of 188, placing it in the bottom 24% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]