Overview
Blue Bird fiscal Q4 adj. EPS beats analyst expectations
Fiscal 2025 net sales reach $1.48 bln, driven by higher bus unit bookings and pricing
Company reaffirms FY2026 guidance with expected revenue of $1.5 bln and adj. EBITDA of $220 mln
Outlook
Blue Bird reaffirms FY2026 revenue guidance at $1.5 bln
Company maintains FY2026 Adj. EBITDA guidance of $220 mln
Blue Bird targets $2 bln revenue and 16%+ Adj. EBITDA margin long-term
Result Drivers
BUS SALES GROWTH - Increase in bus unit bookings and higher average sales prices drove revenue growth
ELECTRIC BUS EXPANSION - Record sales of 901 electric buses, supporting leadership in alternative-powered buses
TARIFF MITIGATION - Price increases implemented to offset increased procurement costs due to tariffs
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Adjusted EPS | Beat | $1.32 | $1.03 (6 Analysts) |
Q4 EPS | $1.11 | ||
Q4 Adjusted Net Income | $43.40 mln | ||
Q4 Net Income | $36.50 mln | ||
Q4 Adjusted EBITDA | $67.90 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the heavy machinery & vehicles peer group is "buy"
Wall Street's median 12-month price target for Blue Bird Corp is $66.00, about 18.5% above its November 21 closing price of $53.82
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nBwblhQwa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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