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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
Feb 11, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.78
Last Year’s EPS
0.92
Same Quarter Last Year
Based on 8 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Nov 24, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlights significant achievements in sales, adjusted EBITDA, and EV growth, with positive developments in manufacturing and backlog. However, challenges with tariff uncertainty and government policies remain. Despite these challenges, the overall sentiment is positive due to the company's strong performance and outlook.
Company Guidance
During the fiscal 2025 fourth quarter and full year earnings call, Blue Bird reported record-breaking financial results, surpassing guidance across all metrics despite challenges related to tariff policies. The company achieved an adjusted EBITDA of $221 million, representing 15% of revenue, which marked a $38 million improvement from the previous year. The total revenue for the year was $1.48 billion, boosted by the sale of 9,409 buses, including 901 electric vehicles (EVs), which accounted for 9.6% of the volume. Free cash flow was notably strong at $153 million. Blue Bird also ended the year with a backlog of 3,100 units, which has since increased to nearly 4,000 units, including 850 EVs. The company maintained a disciplined pricing strategy, resulting in an increase in bus prices by $8,300 per unit year-over-year, inclusive of tariff recovery measures. Looking forward, Blue Bird is optimistic about its EV segment and anticipates delivering approximately 750 EV units in fiscal 2026, with a possibility of reaching 1,000 units. The company's strong financial position and strategic investments in manufacturing and product development underscore its long-term growth potential.
Record Sales and Adjusted EBITDA
Blue Bird delivered record sales and adjusted EBITDA for Fiscal Year 2025, with adjusted EBITDA reaching $221 million, a $38 million improvement from the previous year.
Strong EV Sales Performance
Sold 901 electric vehicles in 2025, representing 9.6% of volume, with a strong long-term outlook for EVs. EV sales grew by 28% to 901 units compared to the previous year.
Increased Revenue and Free Cash Flow
Revenue reached $1.48 billion, $133 million ahead of last year, and free cash flow was an outstanding $153 million.
Improved Backlog and Pricing Stability
Backlog increased to nearly 4,000 units and 850 EVs, with disciplined pricing strategies maintaining higher bus prices than the previous year.
Positive Manufacturing Developments
Strong operational execution and beginning of scope development for a new factory to improve long-term competitiveness.

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
Feb 11, 2026
2026 (Q1)
0.78 / -
0.92
Nov 24, 2025
2025 (Q4)
1.05 / 1.32
0.7771.43% (+0.55)
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)
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
Nov 24, 2025
$54.86$51.84-5.50%
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%
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 Feb 11, 2026, After Close (Confirmed).
    What is Blue Bird Corp (BLBD) earnings time?
    Blue Bird Corp (BLBD) earnings time is at Feb 11, 2026, 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 2026 (Q1) is 0.78.

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