Blue Bird Corp. CFO Sells 7,984 Shares After Record Fiscal Year. Can the Electric School Bus Company Keep Delivering?

Core Insights - Blue Bird Corporation shares closed at $50.91 on December 10, 2025, reflecting a 27.24% increase over the trailing year, with CFO Razvan Radulescu retaining a holding valued at approximately $2.5 million post-sale [1][5] - The company specializes in manufacturing school buses and related parts, including alternative fuel and electric vehicle offerings, leveraging nearly a century of operational experience [6] - Radulescu's recent share sale of 7,984 shares for approximately $402,300 was executed under a Rule 10b5-1 trading plan, indicating a prearranged schedule for transactions [7][5] Financial Performance - Blue Bird Corporation reported record financial results for fiscal year 2025, with the highest revenue and adjusted EBITDA to date [9] - The company reaffirmed its full-year 2026 guidance for net revenue at approximately $1.5 billion and adjusted EBITDA guidance of $220 million, with a long-term profit outlook targeting an adjusted EBITDA margin of over 16% on approximately $2 billion in revenue [9] Market Position - The stock has outperformed the S&P 500 over the past year, returning over 27% compared to the benchmark's gain of about 14%, and has increased by 137% over the past five years compared to the market's 83% gain [8] - Blue Bird's focus on innovation and alternative energy solutions positions it as a key supplier for safe, efficient, and sustainable transportation for students [6]