Blue Bird Corporation (BLBD) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, and thank you for attending today's Bluebird Fiscal 2025 Fourth Quarter and Full Year Earnings Call. My name is Jayla, and I'll be your moderator for today. All lines will be muted in the presentation portion of the call, with opportunity for questions and answers at the end. At this time, I'd like to pass the conference over to our host, Mark Binfield. Please proceed. Thank you, and welcome to Bluebird's Fiscal 2025 Fourth Quarter Earnings Conference Call. The audio for our call is webcast live on blue-bird.com under the investor relations tab. You can access the supporting slides on our website by clicking on the presentations box on the IR landing page. Our comments today include forward-looking statements that are subject to risks that could cause actual results to be materially different. Those risks include, among others, matters we have noted on the following two slides in our filings with the SEC. Bluebird disclaims any obligation to update the information in this call. This afternoon, you will hear from Bluebird's president and CEO, John Weiskopf, and CFO, Razvan Radulescu. Then we'll take some questions. Let's get started. John? Thanks, Mark, and good afternoon, everyone, and thanks for joining us today. It's great to be here, and we're excited to share with you our fiscal 2025 fourth quarter and full year financial results. The Bluebird team did an outstanding job, once again, delivering record sales and adjusted EBITDA for the year. Razvan will be taking you through the details of our financial results shortly, so let me get started with some of the key takeaways for the fourth quarter and full year on slide six. As shown in the first box, Bluebird beat guidance on all metrics and delivered a record year. And this is despite the impact and...