Blue Bird Corporation Q4 2025 Earnings Recap

BLBD Q4 2025 November 25, 2025

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Blue Bird reported a record fiscal 2025 with $1.48 billion in revenue and $221 million in adjusted EBITDA, despite ongoing tariff challenges and a reduction in backlog.

Earnings Per Share Beat

$1.32 vs $1.05 est.

+25.7% surprise

Revenue Beat

409365000 vs 380375294 est.

+7.6% surprise

Market Reaction

1-Day -5.5%

5-Day -4.81%

30-Day -5.72%

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Key Takeaways

Achieved record sales of 9,409 buses, $133 million higher than last year, with 901 electric vehicles sold, accounting for 9.6% of total sales.
Adjusted EBITDA increased by $38 million year-over-year, representing 15% of total revenue.
Backlog decreased to 3,100 units, but has since improved to nearly 4,000 units, including 850 EVs, indicating strong future demand.
Continued investment in manufacturing automation and expansion strategies aimed at enhancing cost efficiencies and competitiveness.
Pricing discipline remains strong with year-over-year bus price increases, maintaining margin neutrality amid tariff recovery efforts.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit BLBD on AllInvestView.

Next Q1 2026