Blue Bird sees FY25 revenue $1.45B, consensus $1.45B

“We are very pleased with the third quarter results, with our highest ever quarterly Adj. EBITDA,” said Razvan Radulescu, CFO. “Our business is in a very strong position and we continue to deliver ahead of the plan we have been messaging. We are tightening our full-year 2025 guidance for Net Revenue at ~$1.45 Billion and raising our Adj. EBITDA guidance to $205-215 million and Adj. Free Cash Flow to $90-$100 million. Additionally, we are raising our long-term profit outlook towards an Adjusted EBITDA margin of 16%+ on ~$2 billion in revenue. We are confident in our profitable growth plans and are excited to announce a new $100 million share repurchase program.”