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Investing.com -- Blue Bird Corporation (NASDAQ:BLBD), the leader in electric and low-emission school buses, reported third-quarter fiscal 2025 results that surpassed analyst expectations, driving shares up 9.9% as investors cheered the company’s record performance and raised guidance.
The school bus manufacturer reported adjusted earnings per share of $1.19, beating analyst estimates of $1.00 by 19%. Revenue reached $398 million, exceeding the consensus estimate of $377.64 million and representing a 19.4% increase from $333.4 million in the same quarter last year. The company delivered 2,467 buses during the quarter, up 14.7% YoY.
"I am incredibly proud of our team in delivering another outstanding result, achieving a new all-time quarterly record revenue and profit," said John Wyskiel, President & CEO of Blue Bird Corporation. "We delivered an exceptional Adj. EBITDA of $58.5M for Q3 2025, a new all-time record for the Company."
The strong performance was driven by higher unit sales, favorable product mix, and pricing actions. Blue Bird also reported delivering a record 271 electric-powered buses in the quarter, reinforcing its leadership in alternative-powered school buses. The company maintained a solid backlog of approximately 3,900 units despite industry orders slowing due to tariff-related pricing actions.
Following the robust results, Blue Bird raised its full-year fiscal 2025 guidance, now expecting adjusted EBITDA of $205-215 million, up from previous estimates. The company maintained its revenue outlook at approximately $1.45 billion, in line with analyst consensus.
Blue Bird also announced a new $100 million share repurchase program and raised its long-term profit outlook, targeting an adjusted EBITDA margin of over 16% on approximately $2 billion in revenue.
Gross profit for the quarter increased by $16.6 million to $85.9 million compared to the same period last year, while adjusted EBITDA rose by $10.2 million to $58.5 million.
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