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Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
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Blue Bird (BLBD) investor relations material
Blue Bird Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Aug, 2025
Executive summary
Achieved record Q3 sales and adjusted EBITDA, surpassing guidance and raising full-year and long-term outlooks despite tariff-related market uncertainty and industry volatility.
Backlog remains strong at 3,900 units, considered optimal, even as industry-wide orders declined due to tariff volatility.
Operational execution and manufacturing strategy review underway, with focus on automation, cost reduction, and expanded plant capacity for future competitiveness.
Maintains leadership in alternative power vehicles; EV demand softened near-term but long-term outlook and order backlog remain strong.
Announced $100M share repurchase program following strong cash flow and confidence in future growth.
Financial highlights
Q3 revenue reached $398M, a quarterly record, up 19.4% year-over-year; 2,467 buses sold, up 14.7%.
Adjusted EBITDA was $58.5M (14.7% margin), up $10M year-over-year; adjusted net income hit $39M, up $8M.
Free cash flow for the quarter was $52M, with nine-month free cash flow at $92.9M, both significantly higher year-over-year.
Gross margin improved to 21.6%, up 80 basis points year-over-year.
Cash balance at quarter-end was $173.1M, with liquidity at $315M, both record highs.
Outlook and guidance
FY2025 guidance raised: revenue to ~$1.45B, adjusted EBITDA to $205–215M (14.5% margin), and free cash flow to $90–100M.
FY2026 preliminary guidance: 9,500 units (750 EVs), revenue ~$1.5B, adjusted EBITDA ~$220M (14.5%).
Long-term target: $2B revenue and 16%+ adjusted EBITDA margin by 2029–2030.
Orders expected to pick up as tariff situation stabilizes; pricing certainty extended through March.
Ongoing supply chain and inflationary pressures expected to impact results for the remainder of FY2025.
How does Blue Bird manage tariff volatility?
Explain the capital allocation strategy.
What are the FY26 revenue and EBITDA estimates?
How will automation impact future margin improvements?
What states drive EV momentum besides EPA, CA, and NY?
Explain the strategy for commercial chassis volume.
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Q4 202526 Nov, 2025
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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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