Blue Bird Corporation (NASDAQ: BLBD) Q3 2025 Earnings | 08/07/2025

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Blue Bird Corporation reported record third-quarter 2025 results, with net revenue rising 19.4% year-over-year to $398 million, driven by a 14.7% increase in bus unit sales to 2,467 units and a 5.4% increase in average selling price per unit owing to strategic pricing and favorable product mix. The bus segment generated $372 million, complemented by parts sales of $25.8 million. GAAP net income surged 27% to $36.5 million, while earnings per share (EPS) increased 30.3% to $1.16, marking the highest Q3 net income in 11 years. Operationally, Blue Bird delivered 271 electric buses, a year-over-year increase of 67 units, underscoring leadership in clean energy solutions amid a strong backlog of 3,900 units (including 1,200 EVs valued at $174 million). The company pursued manufacturing enhancements with plans for a new factory featuring production automation and advanced material handling to reduce costs and improve competitiveness. Adjusted EBITDA reached $58.5 million with a 14.7% margin, reflecting improved operational efficiency and margin improvements across all powertrain types despite ongoing tariff challenges. Cash increased to $173 million, and debt was reduced slightly. Operating cash flow improved dramatically to $56.9 million from $1 million in the prior year, with adjusted free cash flow positive at $52.3 million. Management raised full-year 2025 guidance to approximately $1.45 billion in net revenue and $210 million in adjusted EBITDA, reflecting confidence supported by a new $100 million share repurchase program. The company highlighted continued strong demand in both internal combustion and electric vehicle segments, supported by state funding and favorable market fundamentals such as an aging fleet and pent-up demand. Risks noted include tariff uncertainties affecting pricing and backlog, potential policy changes impacting electric vehicle funding, and macroeconomic volatility. Nonetheless, leadership emphasized strong execution, pricing power, and innovation as drivers of sustained growth. About Inside Ticker: Inside Ticker delivers timely, in-depth financial news and earnings analysis to empower investors with actionable insights on global companies across sectors. For comprehensive video analysis and real-time updates, visit https://www.insideticker.com/. #BlueBirdCorporation #BLBD #Q32025 #Earnings #FinancialResults #RevenueGrowth #NetIncome #EPS #AdjustedEBITDA #ElectricBuses #CleanEnergy #SchoolBusManufacturing #BusSales #ManufacturingAutomation #Backlog #ShareRepurchase #PricingPower #Tariffs #OperatingCashFlow #FreeCashFlow #OperatingEfficiency #StateFunding #AlternativePower #InvestorUpdates #NASDAQ #Transportation #CommercialVehicles #SustainableGrowth #BusIndustry #EVSales #ElectricVehicleTransition #InsideTicker