BLBD · Blue Bird Corp
$64.81
+0.14 (+0.22%)
At close · Aug 14
Market Cap
$2.05B
Shares
31.68M
Blue Bird Corp Earnings Call Transcripts
Every quarterly earnings call for Blue Bird Corp (BLBD) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲34.1%
$257.67M
−$23.09M
'22 Q4
22-12-12
▲82.4%
$235.73M
−$11.29M
'23 Q1
23-02-08
▲44.4%
$299.81M
$7.13M
'23 Q2
23-05-11
▲42.8%
$294.28M
$9.36M
'23 Q3
23-08-09
▲17.6%
$302.96M
$18.62M
'23 Q4
23-12-11
▲34.8%
$317.66M
$26.15M
'24 Q1
24-02-07
▲15.4%
$345.92M
$26.02M
'24 Q2
24-05-08
▲15.6%
$350.21M
$24.66M
'24 Q4
24-11-25
▲13.3%
$333.37M
$28.71M
'24 Q3
24-11-25
▼1.2%
$313.87M
$28.72M
'25 Q1
25-02-05
▲3.7%
$358.85M
$26.05M
'25 Q2
25-05-07
▲19.4%
$398.01M
$36.45M
'25 Q3
25-08-06
▲16.9%
$409.37M
$36.50M
'25 Q4
25-11-24
▲6.1%
$333.08M
$30.76M
'26 Q1
26-02-04
▼1.7%
$352.63M
$29.30M
'26 Q2
26-05-06
LATEST
▲29.9%
$517.16M
$185.25M
'26 Q3
26-08-05
Earnings call
FY26 · Q3
2026-08-05
Blue Bird Corporation's Fiscal 2026 Third Quarter Earnings Call
Confident tone
Ford commercial chassis collaboration / asset acquisition
School bus core market fundamentals and backlog
Microbird integration
Revenue
$517.16M
▲ 29.9% YoY Diluted EPS
$5.27
▲ 370.5% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2026-05-06
Blue Bird Corp Q2 FY2026 Earnings Call
Confident tone
Financial Performance and Guidance
Manufacturing Strategy and New Plant
Backlog and Market Demand
Revenue
$352.63M
▼ 1.7% YoY Diluted EPS
$0.90
▲ 13.9% YoY Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-02-04
Blue Bird Corp Q1 FY2026 Earnings Call
Confident tone
Order Intake and Backlog
Tariffs and Margin-Neutral Strategy
Manufacturing Strategy and Fort Valley Plant
Revenue
$333.08M
▲ 6.1% YoY Diluted EPS
$0.94
▲ 9.3% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-11-24
Blue Bird Corp Q4 FY2025 Earnings Call
Confident tone
Record Financial Results
Backlog and Industry Demand
Tariff and Pricing Uncertainty
Revenue
$409.37M*
▲ 16.9% YoY Gross margin
21.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-08-06
Blue Bird Corp Q3 FY2025 Earnings Call
Confident tone
Tariff impact and pricing strategy
Backlog and order environment
Record quarterly results and raised guidance
Revenue
$398.01M
▲ 19.4% YoY Diluted EPS
$1.12
▲ 31.8% YoY Gross margin
21.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-05-07
Blue Bird Corp Q2 FY2025 Earnings Call
Confident tone
Record quarterly results and margin expansion
Alternative power and EV leadership
New commercial chassis product launch
Revenue
$358.85M
▲ 3.7% YoY Diluted EPS
$0.79
▲ 0% YoY Gross margin
19.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-02-05
Blue Bird Corp Q1 FY2025 Earnings Call
Confident tone
Executive orders and federal funding pause
Quarterly financial performance
Full-year guidance and outlook
Revenue
$313.87M
▼ 1.2% YoY Diluted EPS
$0.86
▲ 6.2% YoY Gross margin
19.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q3
2024-11-25
Blue Bird Corp Q3 FY2024 Earnings Call
Confident tone
Record profitability and margin expansion
Guidance raised and long-term outlook
Pricing power and mix
Revenue
$333.37M
▲ 13.3% YoY Diluted EPS
$0.85
▲ 193.1% YoY Gross margin
20.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-11-25
Blue Bird Corp Q4 FY2024 Earnings Call
Confident tone
Record fiscal 2024 financial results
Electric and alternative-powered buses
EPA funding uncertainty / political risk
Revenue
$350.21M*
▲ 15.6% YoY Gross margin
17.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q2
2024-05-08
Blue Bird Corp Q2 FY2024 Earnings Call
Revenue
$345.92M
▲ 15.4% YoY Diluted EPS
$0.79
▲ 259.1% YoY Gross margin
18.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-02-07
Blue Bird Corp Q1 FY2024 Earnings Call
Revenue
$317.66M
▲ 34.8% YoY Diluted EPS
$0.81
Gross margin
20.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-12-11
Blue Bird Corp Q4 FY2023 Earnings Call
Revenue
$302.96M*
▲ 17.6% YoY Gross margin
16.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-08-09
Blue Bird Corp Q3 FY2023 Earnings Call
Revenue
$294.28M
▲ 42.8% YoY Diluted EPS
$0.29
Gross margin
15.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-05-11
Blue Bird Corp Q2 FY2023 Earnings Call
Revenue
$299.81M
▲ 44.4% YoY Diluted EPS
$0.22
Gross margin
11.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-02-08
Blue Bird Corp Q1 FY2023 Earnings Call
Revenue
$235.73M
▲ 82.4% YoY Diluted EPS
$-0.35
Gross margin
3.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-12-12
Blue Bird Corp Q4 FY2022 Earnings Call
Revenue
$257.67M*
▲ 34.1% YoY Gross margin
-1.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-08-10
Blue Bird Corp Q3 FY2022 Earnings Call
Revenue
$206.08M
▲ 4.8% YoY Diluted EPS
$-0.20
▼ 225% YoY Gross margin
10.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-05-12
Blue Bird Corp Q2 FY2022 Earnings Call
Revenue
$207.66M
▲ 26.1% YoY Diluted EPS
$-0.38
Gross margin
1.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-02-09
Blue Bird Corp Q1 FY2022 Earnings Call
Revenue
$129.22M
▼ 0.9% YoY Diluted EPS
$-0.15
Gross margin
12.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-12-15
Blue Bird Corp Q4 FY2021 Earnings Call
Revenue
$192.20M*
▼ 31.7% YoY Gross margin
6.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-08-12
Blue Bird Corp Q3 FY2021 Earnings Call
Revenue
$196.66M
▲ 4% YoY Diluted EPS
$0.16
▲ 220% YoY Gross margin
13.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-05-12
Blue Bird Corp Q2 FY2021 Earnings Call
Revenue
$164.70M
▼ 35.5% YoY Diluted EPS
$-0.02
Gross margin
11.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-02-10
Blue Bird Corp Q1 FY2021 Earnings Call
Revenue
$130.43M
▼ 14.9% YoY Diluted EPS
$-0.06
Gross margin
11.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-12-16
Blue Bird Corp Q4 FY2020 Earnings Call
Revenue
$281.41M*
▼ 18.1% YoY Gross margin
10.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-08-12
Blue Bird Corp Q3 FY2020 Earnings Call
Revenue
$189.18M
▼ 38.7% YoY Diluted EPS
$0.05
▼ 90.9% YoY Gross margin
11.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-05-14
Blue Bird Corp Q2 FY2020 Earnings Call
Revenue
$255.41M
▲ 20.7% YoY Diluted EPS
$-0.02
Gross margin
9.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-02-12
Blue Bird Corp Q1 FY2020 Earnings Call
Revenue
$153.22M
▼ 1.1% YoY Diluted EPS
$-0.02
Gross margin
13.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts
CIK
1589526
CUSIP
095306106
13F (30d)
294 filings
290 filers
Visit website
Investor relations