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Blue Bird (BLBD) investor relations material
Blue Bird Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary24 Nov, 2025
Executive summary
Achieved record sales of $1.48 billion and Adjusted EBITDA of $221 million for fiscal 2025, surpassing guidance and prior year results, with 9,409 buses sold and strong demand for electric vehicles.
Maintained leadership in alternative-powered vehicles, with 56% of sales from alternative power units and 901 EVs delivered, and a positive long-term outlook.
Continued operational excellence, investment in automation, and disciplined pricing supported strong performance.
Ongoing investment in people, processes, products, and facilities to support growth.
Financial highlights
Fiscal 2025 revenue reached $1.48 billion, up $133 million year-over-year, with 9,409 units sold.
Adjusted EBITDA was $221 million (15% margin), $38 million higher than the previous year.
Adjusted net income for the year was $144.1 million, a $28.8 million increase year-over-year; Adjusted diluted EPS rose to $4.38.
Free cash flow hit a record $153 million, nearly 70% of Adjusted EBITDA.
Q4 net revenue was $409 million, up 17% year-over-year, with Adjusted EBITDA of $68 million (16.6% margin).
Outlook and guidance
Fiscal 2026 guidance: 9,500 units, $1.5 billion revenue, Adjusted EBITDA of $220 million (14.7%–15% margin), with a range of $210–$230 million.
Free cash flow expected at $10–$30 million after $100 million in extraordinary CapEx for a new plant.
Long-term target: $1.8–$2 billion revenue, 12,000–13,500 units, $280–$320+ million EBITDA, 15.5–16%+ margin by 2029–2030.
How is the margin-neutral tariff strategy executed?
What drives H2 EV unit sales acceleration?
What are the new plant investment's strategic goals?
Detail tariff mitigation strategies and effectiveness
Elaborate on the 2026 EV sales target
What is the future of Clean Bus Solutions LLC?
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Frequently asked questions
Blue Bird Corporation designs, manufactures, and sells school buses, including electric and alternative fuel models. It serves school districts, fleet operators, and government agencies across North America. The company is headquartered in Macon, Georgia, and its shares are listed on the NASDAQ.
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