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Blue Bird Corporation (BLBD) Q1 2026 Earnings Call Transcript

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2026 first quarter financial results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended December 27, 2025   B/(W) Prior Year Unit Sales   2,135     5 GAAP Measures:       Revenue $ 333.1     $ 19.2   Net Income...

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and cleaner-emission school buses, will release its fiscal 2026 first quarter results on February 4, 2026. 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 place at 4:30PM ...

7,984 directly held shares were sold on Dec. 10, 2025, for a total value of ~$402,300 based on a weighted average sale price of $50.39 per share. The sale represented 13.99% of Radulescu's direct holdings, reducing his stake from 57,071 to 49,087 shares.

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and clean-emission school buses, today announced that Phil Horlock, former Chief Executive Officer and a member of the company's Board of Directors, will be stepping down from the Board, effective immediately. Phil served as President & CEO of Blue Bird for more than 12 years, leading the organization thro...

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...