Blue Bird Corporation Stock News

Blue Bird Corporation is rated Buy, driven by favorable replacement cycles, disciplined pricing, and leadership in alternative power buses. BLBD's Q4 2025 results showed 17% revenue growth and significant margin expansion, supported by pricing actions and a higher EV mix. Backlog rebounded to nearly 4,000 units in Q1 FY26, reflecting deferred—not lost—demand after tariff-related uncertainty.

BLBD is reiterated as a Buy due to their robust execution, the expanding margins, and the resilient pricing power despite the regulatory/tariff headwinds. The higher ASPs have triggered the richer gross/adj EBITDA margins, with it supporting the management's ambitious long-term (FY2029/FY2030) financial targets. Assuming that BLBD delivers the long-term production capacity of 12,000–13,500 unit...

Blue Bird Corporation remains a solid "Buy," with strong financial growth, a robust balance sheet, and management confidence underscored by a $100 million buyback. BLBD delivered 901 electric buses in 2025, up from 704, and expects significant long-term growth as the United States transitions to clean energy. Management projects annual deliveries of 12,000–13,500 buses and $1.8–2.0 billion in r...

Despite impressive Q4 earnings, Blue Bird's outperformance was overshadowed by a conservative guidance, in my opinion. Blue Bird's total and EV backlogs jumped 30% and 24%, respectively, FYTD compared to the end of FY 2025, suggesting that it is likely to beat its guidance. Recent state-level funding initiatives for clean school buses reduce Blue Bird's reliance on federal programs and provide ...

Blue Bird Corporation ( BLBD ) Q4 2025 Earnings Call November 24, 2025 4:30 PM EST Company Participants Mark Benfield - Head-Investor Relations John Wyskiel - President, CEO & Director Razvan Radulescu - Chief Financial Officer Conference Call Participants Michael Shlisky - D.A. Davidson & Co., Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Gregory Lewis - BTIG...

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 fourth quarter and full year financial results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended September 27, 2025   B/(W) Prior Year   Twelve Months Ended September 27, 2025   B/(W) Prior Year Unit Sale...

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and cleaner-emission school buses, will release its fiscal 2025 fourth quarter and full year results on November 24, 2025. The public is invited to attend an audio webcast in which Blue Bird executives John Wyskiel, President and CEO, and Razvan Radulescu, CFO, will discuss results. This webcast will take ...

PRATTVILLE, Ala.--(BUSINESS WIRE)--Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and low-emission school buses, applauds Central States Bus Sales for opening a new, state-of-the-art facility to serve bus customers in Alabama. The dealership built a 15,000 square-foot Sales, Parts and Service Center creating approximately 20 new jobs in the local community. Central States Bus Sale...