Business
Blue Bird Reports Fiscal 2025 Fourth Quarter and Full-Year Results; Beats Guidance With Record Results
Net Sales of $1,480M and GAAP Net Income of $128M Adj. EBITDA of $221M with 15% Margin and 9,409 Buses Sold FY2026 Adj. EBITDA Guidance Reaffirmed MACON,
About this update from Blue Bird Corporation
[{"type":"text","content":"\nNet Sales of $1,480M and GAAP Net Income of $128M\n\nAdj. EBITDA of $221M with 15% Margin and 9,409 Buses Sold\n\nFY2026 Adj. EBITDA Guidance Reaffirmed\n\n MACON, Ga.--(BUSINESS WIRE)--\nBlue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 fourth quarter and full year financial results.\n\nHighlights\n\n\n\n(in millions except Unit Sales and EPS data)\n\n\n\nThree Months Ended\nSeptember 27, 2025\n\n\n\n \n\n\n\nB/(W) Prior\nYear\n\n\n\n \n\n\n\nTwelve Months Ended\nSeptember 27, 2025\n\n\n\n \n\n\n\nB/(W) Prior\nYear\n\n\n\n\n\nUnit Sales\n\n\n\n \n\n\n\n2,517\n\n\n\n \n\n\n\n \n\n\n\n51\n\n\n\n \n\n\n\n \n\n\n\n9,409\n\n\n\n \n\n\n\n \n\n\n\n409\n\n\n\n\n\nGAAP Measures:\n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n\n\nRevenue\n\n\n\n$\n\n\n\n409.4\n\n\n\n \n\n\n\n$\n\n\n\n59.2\n\n\n\n \n\n\n\n$\n\n\n\n1,480.1\n\n\n\n \n\n\n\n$\n\n\n\n132.9\n\n\n\n\n\nNet Income\n\n\n\n$\n\n\n\n36.5\n\n\n\n \n\n\n\n$\n\n\n\n11.8\n\n\n\n \n\n\n\n$\n\n\n\n127.7\n\n\n\n \n\n\n\n$\n\n\n\n22.2\n\n\n\n\n\nDiluted EPS\n\n\n\n$\n\n\n\n1.11\n\n\n\n \n\n\n\n$\n\n\n\n0.38\n\n\n\n \n\n\n\n$\n\n\n\n3.88\n\n\n\n \n\n\n\n$\n\n\n\n0.72\n\n\n\n\n\nNon-GAAP Measures1:\n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n \n\n\n\n\n\nAdjusted EBITDA\n\n\n\n$\n\n\n\n67.9\n\n\n\n \n\n\n\n$\n\n\n\n26.6\n\n\n\n \n\n\n\n$\n\n\n\n221.3\n\n\n\n \n\n\n\n$\n\n\n\n38.4\n\n\n\n\n\nAdjusted Net Income\n\n\n\n$\n\n\n\n43.4\n\n\n\n \n\n\n\n$\n\n\n\n17.6\n\n\n\n \n\n\n\n$\n\n\n\n144.1\n\n\n\n \n\n\n\n$\n\n\n\n28.8\n\n\n\n\n\nAdjusted Diluted EPS\n\n\n\n$\n\n\n\n1.32\n\n\n\n \n\n\n\n$\n\n\n\n0.55\n\n\n\n \n\n\n\n$\n\n\n\n4.38\n\n\n\n \n\n\n\n$\n\n\n\n0.92\n\n\n\n\n\n1 Reconciliation to relevant GAAP metrics shown below\n\n\n\n\n“I am incredibly proud of our team in delivering another outstanding result, achieving a new all-time record revenue and profit for the quarter and year,” said John Wyskiel, President & CEO of Blue Bird Corporation. “The Blue Bird team continued to exceed expectations, improving operations, navigating tariffs, and expanding our leadership in alternative-powered buses. Unit sales were above last year by 409 units, and revenue was up by $133M, driven by higher volume, product mix and pricing. We delivered an exceptional Adj. EBITDA of $2...