earnings
confidence high
sentiment positive
materiality 0.65
Blue Bird beats Q1 guidance; Adj EBITDA $45.8M, reaffirms FY2025 outlook
Blue Bird Corp
2025-Q1 EPS reported
$0.86
revenue$313,872,000
- Q1 net sales $313.9M, GAAP net income $28.7M ($0.86 EPS), adjusted EBITDA $45.8M (14.6% margin).
- Sold 2,130 buses (flat YoY); delivered over 130 electric buses, ahead of prior plan.
- Reaffirmed FY2025 guidance: Adj EBITDA $185-215M, revenue $1.4-1.5B, free cash flow $40-60M.
- Long-term target: 15%+ Adj EBITDA margin on ~$2B revenue.
- Adjusted diluted EPS $0.92, slightly up from $0.91 in prior year.