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Blue Bird Corp (BLBD)
NASDAQ:BLBD
Earnings Data
Report Date
Aug 06, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
0.99Last Year’s EPS
0.91Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 6.94%
|Next Earnings Date:Aug 06, 2025
Earnings Call Sentiment|Positive
Blue Bird reported a record-breaking quarter in terms of revenue and adjusted EBITDA, driven by strong demand and effective cost management. The company maintained its leadership in alternative power vehicles and debuted a promising new commercial chassis. However, significant tariff impacts pose challenges, particularly for EV production, potentially delaying some builds. Despite these challenges, Blue Bird's strong backlog and strategic pricing actions position it well for continued stability.Company Guidance
In the Blue Bird fiscal 2025 second quarter earnings call, the company reported record quarterly revenue and profit, with revenue reaching $359 million and adjusted EBITDA at $49 million, representing a 14% margin. The company maintained its full-year guidance despite challenges such as tariff impacts from the current administration's policies. Blue Bird sold 2,295 buses, including 265 electric vehicles (EVs), which contributed to its strong order intake. The firm's backlog included 4,900 buses, translating to $770 million in revenue. Average selling prices for buses increased by $4,000 per unit over the previous year, driven by higher bus and parts margins, although adjusted free cash flow decreased by $35 million year-over-year, attributed to increased tax expenses. The company also highlighted its first half fiscal year results, including a record revenue of $673 million and adjusted EBITDA of $95 million. Despite the challenges posed by new tariffs, particularly those affecting EVs, Blue Bird's strategic pricing actions and robust demand have positioned it well to achieve its fiscal 2025 targets.Record Quarterly Revenue and Profit
Blue Bird achieved record quarterly revenue of $359 million and a record adjusted EBITDA of $49 million, marking a 6.5% improvement over the previous year's second quarter.
Strong Backlog and Demand
The company ended the quarter with nearly 5,000 units in backlog, representing over six months of production, totaling $770 million in revenue.
Lead Position in Alternative Power Vehicles
Blue Bird maintained its leadership in the alternative power vehicles segment with a 57% mix of unit sales, significantly higher than competitors.
Commercial Chassis Debut
Blue Bird debuted its commercial chassis at the Work Truck Show, receiving overwhelming positive feedback, with a planned launch in 2026.
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BLBD Earnings History
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
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BLBD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
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% |
Aug 07, 2024 | $48.45 | $48.58 | +0.27% |
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.
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FAQ
When does Blue Bird Corp (BLBD) report earnings?
Blue Bird Corp (BLBD) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Blue Bird Corp (BLBD) earnings time?
Blue Bird Corp (BLBD) earnings time is at Aug 06, 2025, TBA Not 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 (Q3) is 0.99.
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