BLBD · Blue Bird Corp · Webcasts, Transcripts & Audio
$56.53
+0.93 (+1.67%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$1.79B
Shares
31.68M
Volume · Oct 2
406K
Avg daily vol (3M)
536.62K
Blue Bird Corp Webcasts
Earnings calls, investor updates, investor days and conferences for Blue Bird Corp (BLBD), with available transcripts, audio replays and slides. Earnings calls also include available highlights, earnings releases and periodic filings.
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 Corp (BLBD) Q3 2026 Earnings Call Transcript
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 (BLBD) Q2 2026 Earnings Call Transcript
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 (BLBD) Q1 2026 Earnings Call Transcript
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 (BLBD) Q4 2025 Earnings Call Transcript
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 (BLBD) Q3 2025 Earnings Call Transcript
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 (BLBD) Q2 2025 Earnings Call Transcript
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 (BLBD) Q1 2025 Earnings Call Transcript
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 (BLBD) Q3 2024 Earnings Call Transcript
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 (BLBD) Q4 2024 Earnings Call Transcript
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 (BLBD) Q2 2024 Earnings Call Transcript
Confident tone
Cost increases and margin outlook
Supply chain constraints
Backlog and order demand
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 (BLBD) Q1 2024 Earnings Call Transcript
Confident tone
Record Q1 profitability and raised guidance
EPA Clean School Bus program funding
Supply chain constraints
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 (BLBD) Q4 2023 Earnings Call Transcript
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 (BLBD) Q3 2023 Earnings Call Transcript
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 (BLBD) Q2 2023 Earnings Call Transcript
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 (BLBD) Q1 2023 Earnings Call Transcript
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 (BLBD) Q4 2022 Earnings Call Transcript
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 (BLBD) Q3 2022 Earnings Call Transcript
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 (BLBD) Q2 2022 Earnings Call Transcript
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 (BLBD) Q1 2022 Earnings Call Transcript
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 (BLBD) Q4 2021 Earnings Call Transcript
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 (BLBD) Q3 2021 Earnings Call Transcript
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 (BLBD) Q2 2021 Earnings Call Transcript
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 (BLBD) Q1 2021 Earnings Call Transcript
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 (BLBD) Q4 2020 Earnings Call Transcript
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 (BLBD) Q3 2020 Earnings Call Transcript
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 (BLBD) Q2 2020 Earnings Call Transcript
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 (BLBD) Q1 2020 Earnings Call Transcript
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 webcasts
Key facts
CIK
1589526
CUSIP
095306106
13F (30d)
11 filings
7 filers
Visit website
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