earnings
confidence high
sentiment positive
materiality 0.70
Blue Bird Q2 FY2025 net sales $359M, Adj. EBITDA $49.2M, beats guidance
Blue Bird Corp
2025-Q2 EPS
reported $1.65
vs consensus $0.98
▲ beat
(+67.9%)
- Unit sales 2,295 (+41 YoY); revenue up 3.7% to $358.9M; record 265 electric buses sold in Q2.
- GAAP net income $26.0M ($0.79 diluted EPS); Adjusted diluted EPS $0.96.
- Adjusted EBITDA $49.2M (14% margin), up $3.5M YoY; FY2025 guidance reaffirmed: Adj. EBITDA $190-210M.
- Record 1,100+ EV buses in order backlog; order backlog approx. 4,900 units.
- CEO cites strong demand; long-term target Adj. EBITDA margin 15%+ on ~$2B revenue.