BLBD Earnings Prediction
The chart below shows how BLBD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BLBD sees a -3.27% change in stock price 10 days leading up to the earnings, and a +14.19% change 10 days following the report. On the earnings day itself, the stock moves by +0.87%. This data can give you a slight idea of what to expect for the next quarter's release.
BLBD Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
313.87M
-1.19%
-10.38%
Gross Margin
19.22%
-3.95%
12.93%
Operating Margin
10.53%
-11.88%
44.25%
Net Margin
9.15%
11.18%
29.97%
EPS
0.86
6.17%
17.81%
No Data Available
BLBD Earnings Analysis
Blue Bird Corp Corporation (BLBD.O) Earnings Conference Call
Positive
Adjusted EBITDA Performance: Blue Bird Corporation reported an adjusted EBITDA of $46 million for Q1 2025, just $2 million below the record set in the previous year, achieving a strong adjusted EBITDA margin of 15%.
Bus Sales Performance: The company sold 2,130 buses in Q1 2025, maintaining revenue at $314 million, nearly matching the previous year's performance despite a challenging seasonal quarter.
Strong Backlog Demand: The backlog for Blue Bird school buses stood at 4,400 units at the end of Q1, indicating nearly six months of production and strong market demand.
Record EV Order Backlog: Electric vehicle (EV) orders reached a record backlog of 765 units, representing a 22% increase from the end of fiscal 2024 and an 82% increase year-over-year.
Q1 Adjusted Free Cash Flow: Adjusted free cash flow for Q1 was $22 million, an increase of $23 million compared to the same quarter last year, reflecting strong operational performance and improved working capital.
Negative
Decline in EV Sales: Lower EV sales volume: EV sales in Q1 were 132 units, which is 74 units or 36% lower than last year as planned, indicating a significant decline in this segment.
Bus Revenue Decline: Decreased average bus revenue: The average bus revenue per unit decreased from $138,000 to $135,000, approximately a 2% decline, reflecting the impact of a lower EV mix.
Labor Cost Impact on Margins: Impact of labor costs: Increased labor costs due to the USW labor agreement negatively affected gross margin, which was 80 basis points lower than last year, indicating rising operational expenses.
Bus Segment Revenue Decline: Revenue decline in bus segment: Bus net revenue was $288 million, down by $5 million versus the prior year, primarily due to the lower EV mix despite increased prices across non-EV products.
Executive Orders Impacting EV Sales: Uncertainty from executive orders: The recent executive orders have created uncertainty regarding the timing of the EPA Clean School Bus Program funding, which could impact future EV sales and overall revenue.
BLBD FAQs
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BLBD Earning Call Sentiment
Blue Bird Corporation (NASDAQ:BLBD) Q1 2025 Earnings Call Transcript
BLBD.O
-0.7%Positive
The earnings call reveals strong financial performance, with increased EBITDA margin and liquidity, and a robust share buyback program. Despite risks from tariffs and funding pauses, the company maintains optimistic guidance and growth plans, particularly in EV sales. The market strategy and shareholder return plans are well-received, though some uncertainties remain. Given the company's small-cap status, the positive sentiment and strategic initiatives are likely to result in a 2% to 8% stock price increase over the next two weeks.
