Blue Bird Stock Price, News & Analysis

Blue Bird (NASDAQ: BLBD) reported fiscal 2025 results on November 24, 2025, with net sales of $1,480.1M, GAAP net income of $127.7M, and adjusted EBITDA of $221.3M (15% margin). The company sold 9,409 buses in FY2025 (up 409 units year-over-year) and delivered a record 901 electric buses with ~680 EVs in firm backlog. Management reaffirmed FY2026 guidance for ~$1.5B revenue and $220M adjusted EBITDA and reiterated a long-term target toward ~$2B revenue and 16%+ adjusted EBITDA margin.

Management will host a conference call the same day and expects continued profitable growth driven by alternative-powered bus demand and operational improvements.

Blue Bird (Nasdaq: BLBD) will release its fiscal 2025 fourth quarter and full year results on November 24, 2025. An audio webcast featuring President and CEO John Wyskiel and CFO Razvan Radulescu will begin at 4:30 PM ET that day.

A slide presentation will support the webcast and will be posted on the Blue Bird Investor Relations website. Dial-in and webcast access details are available in the Events box on the Investor Relations landing page. A replay will be posted approximately two hours after the call concludes via the same link.

Blue Bird (Nasdaq: BLBD) welcomed Central States Bus Sales' new Prattville, Alabama dealership: a 15,000 square-foot Sales, Parts and Service Center with eight service bays, a full parts warehouse, and administrative offices.

The facility expands Central States' footprint to six states, creates approximately 20 new jobs (sales, parts, technicians, drivers) and supports service for Blue Bird Type A, C and D buses across diesel, gasoline, propane, and electric powertrains. Blue Bird noted reported fuel/energy costs of $0.79/mile (diesel), $0.52/mile (propane), and $0.19/mile (electric), and emphasized its U.S. manufacturing and >25,000 low-/zero-emission buses sold.

Blue Bird Corporation (Nasdaq: BLBD) announced that the Blue Bird School Bus Foundation donated $60,000 to eleven Georgia-based nonprofits on October 28, 2025, to support education, health, and child safety programs.

Grants ranged from $2,500 to $10,000; the largest recipient was Middle Georgia Community Food Bank at $10,000. Since 2015 the foundation has donated approximately $715,000, including nearly 80 Georgia nonprofits. The company also runs a Dealers Driving Communities Forward program offering up to $2,500 per dealer annually.

Guilford County Schools (BLBD) unveiled 10 new 2025 Blue Bird Vision Propane 72-passenger buses to run on propane autogas, each fitted with a Ford 7.3L V8 (335 hp) and ROUSH CleanTech propane fuel system.

The district installed a 1,990-gallon onsite propane tank at Dudley High School; Sharp Energy will supply fuel and Gregory Poole provided the buses. Propane is cited as lower-cost fueling infrastructure, lowers maintenance and can save up to $3,700 per bus annually versus diesel, and cuts nitrogen oxides by 95% versus diesel.

Micro Bird USA LLC, a joint venture between Girardin Minibus and Blue Bird Corporation (NYSE:BLBD), has officially opened its new 156,000 square-foot manufacturing facility in Plattsburgh, New York. The company invested $38 million in the state-of-the-art plant, which will double its bus production capacity.

The facility, which began operations just seven months after site acquisition, currently employs 225 team members with plans to expand to 350 employees at full capacity. The plant will manufacture Type A school, commercial, and electric buses compliant with the Buy America Act, strengthening Micro Bird's presence in the U.S. market and its ability to serve North American customers more efficiently.

Blue Bird Corporation (NYSE:BLBD) announced that Seymour Community School District, through contractor Kobussen Buses, has deployed 20 new Blue Bird Vision Propane school buses for the 2025/2026 school year. Each 77-passenger bus features a 7.3L V8 Ford engine with ROUSH CleanTech propane fuel system.

The district secured a locked-in propane rate of $1.20 per gallon for the 2025-26 school year through Country Visions Cooperative. The near-zero emission vehicles reduce nitrogen oxides by 95% compared to diesel. Blue Bird, the only U.S.-owned school bus manufacturer, has over 22,000 propane buses operating across 1,100 districts in North America.

Blue Bird Corporation (Nasdaq: BLBD) is delivering 25 electric Vision school buses to Little Rock School District (LRSD) in Arkansas, marking a significant shift towards clean student transportation. The buses, featuring a 130-mile range and 2-hour recharge time, will serve LRSD's 19,000+ students across 40+ schools.

The project is funded by a $9.875 million EPA Clean School Bus Program grant. These zero-emission buses will cover nearly 1,400 daily miles, transporting 500 students. LRSD expects significant operational savings, with electric buses costing about 19 cents per mile compared to 79 cents per mile for diesel buses.

Blue Bird Corporation (Nasdaq: BLBD) reported exceptional fiscal 2025 Q3 results, surpassing guidance with record-breaking performance. The company achieved net sales of $398M, up 19.4% year-over-year, and GAAP net income of $36.5M. Adjusted EBITDA reached a record $58.5M with a 14.7% margin.

The company delivered 2,467 buses in Q3, including a record 271 electric buses. Based on strong performance, Blue Bird raised its FY2025 guidance, projecting revenue of ~$1.45B and adjusted EBITDA of $205-215M. The company also announced a new $100M share repurchase program and raised its long-term outlook to 16%+ adjusted EBITDA margin on ~$2B revenue.

[ "Record quarterly revenue of $398M, up 19.4% year-over-year", "Record Adjusted EBITDA of $58.5M with 14.7% margin", "Net income increased to $36.5M, up $7.7M from previous year", "Record delivery of 271 electric buses in Q3", "Strong backlog of 3,900 units including 1,200 EV buses", "Announced $100M share buyback program", "Raised FY2025 guidance with Adj. EBITDA target of $210M", "Increased long-term outlook to 16%+ Adj. EBITDA margin" ]