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Blue Bird Corp (BLBD)
NASDAQ:BLBD
US Market
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Blue Bird (BLBD) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Dec 10, 2025
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
1.05
Last Year’s EPS
0.77
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Aug 06, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Blue Bird's earnings call reflected strong financial performance, record sales, and strategic initiatives in manufacturing and product development, counterbalanced by challenges related to tariff uncertainties and operational cost pressures.
Company Guidance
During the Blue Bird fiscal 2025 third quarter earnings call, the company reported record sales and adjusted EBITDA, surpassing their Q3 guidance and consequently increasing their full-year guidance despite tariff-related challenges. They sold 2,467 buses in Q3, generating $398 million in revenue, which was $65 million higher than the previous year. Adjusted EBITDA reached $58 million, marking a $10 million improvement from last year, while free cash flow was reported at $52 million. The company maintained a backlog of 3,900 units, with EVs comprising 11% of the volume, and they anticipate 900 EV unit sales for the full year. They also reported a strong financial position with $173 million in cash and an improved liquidity of $315 million. Looking forward, Blue Bird raised its full-year guidance, forecasting $210 million in adjusted EBITDA at a 14.5% margin, and they announced a $100 million share repurchase program.
Record Sales and Adjusted EBITDA
Blue Bird reported record sales of $398 million and an adjusted EBITDA of $58 million for the third quarter of fiscal 2025, exceeding guidance and increasing full-year projections.
Strong Performance in EV Segment
The company sold 271 electric vehicles in Q3, representing 11% of total volume, with a strong outlook for future EV sales.
Profitability and Cash Flow
Adjusted EBITDA margin improved to 14.7%, and free cash flow was strong at $52 million, $56 million higher than the previous year.
Increased Full-Year Guidance
The company raised its full-year guidance, projecting adjusted EBITDA to reach $210 million or 14.5%.
New Manufacturing and Product Initiatives
Blue Bird is investing in manufacturing automation and product development, with a new plant in Plattsburg, New York, and a focus on long-term competitive strategies.
Strong Liquidity and Share Repurchase Program
The company reported record liquidity of $315 million and announced a new $100 million share repurchase program.
Expansion into New Markets
The company is expanding its product line with a new commercial chassis and increasing small bus capacity through the Micro Bird joint venture.

Blue Bird (BLBD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BLBD Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Dec 10, 2025
2025 (Q4)
1.05 / -
0.77
Aug 06, 2025
2025 (Q3)
0.99 / 1.19
0.9130.77% (+0.28)
May 07, 2025
2025 (Q2)
0.95 / 0.96
0.897.87% (+0.07)
Feb 05, 2025
2025 (Q1)
0.79 / 0.92
0.911.10% (+0.01)
Nov 25, 2024
2024 (Q4)
0.65 / 0.77
0.6616.67% (+0.11)
Aug 07, 2024
2024 (Q3)
0.53 / 0.91
0.44106.82% (+0.47)
May 08, 2024
2024 (Q2)
0.47 / 0.89
0.27229.63% (+0.62)
Feb 07, 2024
2024 (Q1)
0.33 / 0.91
-0.3403.33% (+1.21)
Dec 11, 2023
2023 (Q4)
0.48 / 0.66
-0.66200.00% (+1.32)
Aug 09, 2023
2023 (Q3)
0.25 / 0.44
-0.09588.89% (+0.53)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BLBD Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 06, 2025
$44.14$52.31+18.51%
May 07, 2025
$37.74$37.22-1.38%
Feb 05, 2025
$35.73$37.23+4.20%
Nov 25, 2024
$42.83$40.69-5.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Blue Bird Corp (BLBD) report earnings?
Blue Bird Corp (BLBD) is schdueled to report earning on Dec 10, 2025, After Close (Confirmed).
    What is Blue Bird Corp (BLBD) earnings time?
    Blue Bird Corp (BLBD) earnings time is at Dec 10, 2025, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BLBD EPS forecast?
          BLBD EPS forecast for the fiscal quarter 2025 (Q4) is 1.05.

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