earnings
confidence high
sentiment positive
materiality 0.85
Blue Bird reports record FY2025 revenue $1.48B, Adj. EBITDA $221M; reaffirms FY2026 guidance
Blue Bird Corp
2025-FY EPS reported
$3.88
revenue$1,480,099,000
- Full-year net sales of $1,480.1M (+9.9% YoY); GAAP net income $127.7M, diluted EPS $3.88.
- Adjusted EBITDA $221.3M (15.0% margin); adjusted diluted EPS $4.38.
- Q4 revenue $409.4M (+16.9% YoY); Q4 net income $36.5M vs. $24.7M a year ago.
- Record 901 electric buses delivered in FY2025; 680 EV buses in firm order backlog.
- FY2026 guidance reaffirmed: revenue ~$1.5B, Adj. EBITDA ~$220M; long-term target 16%+ margin on ~$2B revenue.