Loading...
•
Sep 27, 2025
Blue Bird Q4 2025 Earnings Report
Blue Bird reported strong Q4 results, setting quarterly records in revenue and profit.
Key Takeaways
Blue Bird delivered a record quarter with substantial increases in revenue, adjusted EBITDA, and net income, driven by higher bus unit sales and price mix improvements.
Revenue by Segment
Forward Guidance
Blue Bird reaffirmed its FY2026 guidance, targeting revenue of ~$1.5B and adjusted EBITDA of $220M, supported by strong demand for alternative-powered buses.
Positive Outlook
- Reaffirmed FY2026 revenue guidance at ~$1.5B
- Targeting $220M in adjusted EBITDA for FY2026
- EV bus sales reached a record 901 units in FY25
- Backlog includes ~680 EV buses entering FY2026
- Long-term goal of $2B revenue and 16%+ EBITDA margin
Challenges Ahead
- Parts sales declined 5.3% YoY in Q4
- Equity income fell due to a $7.4M impairment
- Income tax expense increased YoY in Q4
- Ongoing cost pressures from tariffs on imports
- Decreased revenue contribution from Clean Bus Solutions
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...