BLBD Earnings

Blue Bird Reports Fiscal 2025 Third Quarter Results; Beats Third Quarter Guidance With Record Results; Raising 2025 Guidance and Long-Term Outlook; $100M Share Buy-back Announced

Published August 06, 2025 at 08:01 PM

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 third quarter results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended June 28, 2025 B/(W) Prior Year Nine Months Ended June 28, 2025 B/(W) Prior Year Unit Sales 2,467 316 6,892 358 GAAP Measures: Revenue $ 398.0 $ 64.6 $ 1,070.7 $ 73.8 Net Income $ 36.5 $ 7.7

Related Questions

How might the announced share buy‑back affect institutional and insider ownership levels and potential future voting/board dynamics? What is the market’s expectation for the upcoming Q4 results, and are there any red‑flags or uncertainty in the guidance that could affect the stock? What is the potential impact on options pricing (implied volatility) and open interest after this earnings release? Are there any notable changes in operating expenses, R&D spend, or cap‑ex that could affect future profitability? How does Blue Bird’s FY2025 revenue and net‑income growth compare with primary competitors (e.g., Thomas Built, Safeway, BYD, New Flyer) and what does that imply for market share? How does the company’s “record results” translate into margins—gross, operating, and net—and are those margins sustainable? How does the company’s valuation multiple (e.g., forward P/E, EV/EBITDA) compare to peers after the earnings release and guidance update? How does the Q3 performance affect the long‑term outlook and the company’s guidance for FY2025 and beyond, especially regarding growth targets and capital allocation? How will the beat on third‑quarter guidance and record results affect BLBD's stock price in the short term? What are the implications of the raised FY2025 guidance for earnings per share (EPS) expectations versus current analyst forecasts? What are the key drivers behind the 2,467 unit sales figure—especially the split between electric vs. conventional units—and how might that trend evolve? What does the $100 M share buy‑back indicate about management’s confidence in the business, and how might it influence the share price and valuation multiples? What impact does the strong performance in the electric and low‑emission school‑bus segment have on the company’s EV strategy and its position in the emerging EV school‑bus market? What macro‑economic, regulatory, or policy factors (e.g., federal school‑bus electrification incentives) could influence the sustainability of these results? What is the expected impact of the buy‑back on the company’s balance sheet and cash flow, particularly considering any debt covenants or capital‑expenditure plans?