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School bus company Blue Bird (NASDAQ:BLBD) reported Q1 CY2025 results beating Wall Street’s revenue expectations, with sales up 3.7% year on year to $358.9 million. The company’s full-year revenue guidance of $1.45 billion at the midpoint came in 0.9% above analysts’ estimates. Its non-GAAP profit of $0.96 per share was in line with analysts’ consensus estimates.
Is now the time to buy BLBD? Find out in our full research report (it’s free).
Blue Bird’s second quarter results reflected ongoing demand for school buses, with management crediting higher average selling prices and a mix shift toward alternative power vehicles as key drivers. CEO John Wyskiel highlighted that the company’s core combustion engine business remained stable, while sales of electric vehicles (EVs) reached a quarterly record. CFO Razvan Radulescu noted operational improvements and strategic cost management contributed to margin performance, though increased investments in headcount and engineering partially offset gains. Management acknowledged the impact of recently implemented tariffs, describing them as an emerging headwind, particularly for EVs, but emphasized that proactive pricing actions and a strong backlog supported operational stability in the quarter.
Looking ahead, Blue Bird’s guidance assumes continued strong demand for school buses and a balanced mix across product lines, but management flagged tariffs and supply chain volatility as significant risks. CFO Razvan Radulescu stated, "We are working with our supply chain partners to find alternative sources in the United States and North America, but this takes time." CEO John Wyskiel explained that the company may intentionally reduce EV production in coming quarters if tariff pressures persist, while substituting orders with internal combustion engine vehicles as needed. Management expects state and federal funding, including rounds of the EPA Clean School Bus Program, to remain supportive, while ongoing pricing adjustments are intended to offset rising input costs and maintain margin targets.
Management identified sustained demand, pricing actions, and a growing alternative power mix as key factors in the quarter, while tariffs and supply chain challenges began to pressure margins and segment mix.
Blue Bird’s outlook is shaped by ongoing demand, evolving regulatory dynamics, and the company’s strategic pricing and product mix decisions.
In the coming quarters, key developments to monitor will include (1) whether Blue Bird can successfully execute price increases without eroding customer demand, (2) how persistent tariff pressures influence the company’s EV production and segment mix, and (3) the pace of EPA Clean School Bus Program funding rounds and their effect on order intake. Strategic progress in launching the commercial chassis product and sourcing alternatives to tariff-impacted components will also be key milestones.
Blue Bird currently trades at a forward P/E ratio of 9.8×. In the wake of earnings, is it a buy or sell? Find out in our full research report (it’s free).
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