Blue Bird (NASDAQ: $BLBD) is an American bus company that is best known for its manufacture of yellow school buses. The company also makes other types of buses, such as transit buses, motorhomes, specialty vehicles, and more. On Monday, November 24, 2025, it released its Q4 fiscal 2025 results. Let us take a deep dive into those results.
Blue Bird Q4 Results
For the fourth quarter of fiscal 2025, Blue Bird reported an EPS of $1.32, beating estimates of $1.05. Revenue came in at $409.4 million, above estimates of $380.37 million, and a 16.9% YoY increase.
Other Q4 Highlights
The company reported 2,517, an increase of 51 from the same time last year. It reported a $26.6 million YoY increase in adjusted EBITDA to $67.9 million, and $17.6 million in adjusted net income to $43.4 million.
The company reported an 18.7% or $60.6 million in bus sales, representing a 2.1% rise in unit bookings, and a 16.3% increase in average sales per unit. The unit price increases were mainly driven by customer and product mix changes, and price increases to offset a rise in inventory costs. Parts sales were down 5.3% or $1.4 million YoY, mainly due to variations in channel and product mix.
Full Year Highlights
Full-year net sales were up 9.9% or $132.9 million to $1.48 billion, while bus sales rose 10.8% or $134.2 million YoY. The company reported that 9,409 units were booked in 2025, compared to 9,000 units booked in 2024. Parts sales fell 1.2% YoY to $1.3 million in FY25.
Full-year adjusted net income was $144.1 million, a $28.8 million YoY increase. It translated into an adjusted EPS of $4.38, an increase from the $0.92 reported for FY24. The company’s FY25 adjusted EBITDA was reported at $221.3 million, a $38.4 million increase from FY24.
Blue Bird’s FY2026 Guidance and Long-Term Outlook
For FY26, Blue Bird expects net revenue of around $1.5 billion and an EBITDA of $220 million. The company also expects an adjusted EBITDA margin of 16% on around $2 billion in revenue in the long term.
Stock Performance
Blue Bird shares (BLBD) closed trading on Monday, November 24, 2025, at $54.86, a 1.93% increase. Following the earnings and revenue beat, the stock rose 3.72% a few minutes after the closing bell to $56.90 in after-hours trading.
Year to date, BLBD shares are up 42.01%, while over the past year, the stock has risen 33.22%. In the past month, the stock is down 2.70%, while in the past six months, the shares have risen 42.01%.
Analysts are optimistic about the future of the stock, giving it a strong buy rating. They forecast an average price of $67.33, which is a 22.73% upside from the last closing price. The analysts forecast a narrow range of prices with a high of $70 and a low of $65.
Is Blue Bird A Buy?
According to most analysts, Blue Bird (BLBD) is trading below the fair market value of $62.38. This assessment is based on expected margin expansion and the positive earnings trend over the past three years.
The company has also been making headway in the electric bus segment. While it is traditionally known for its gas-powered yellow school buses, it has been asserting itself in the alternative fuel space, which could create more opportunities for growth. Consequently, based on recent earnings results and positive analysts’ forecasts, adding BLBD to your portfolio could potentially be a great move in the medium term.
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