Blue Bird Corp.

Farm & Heavy Construction Machinery • Industrials • Macon, GA, United States • BLBD (NGM)

478 822 2801 3920 Arkwright Road, Macon, GA 31210, United States

Quarter: Q4 2025 Reported: November 24, 2025 Sentiment: Neutral

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Analysis Summary

This Form 8-K filing from Blue Bird Corporation primarily serves as an announcement for the company's fiscal 2025 fourth quarter and full year financial results webcast. The document confirms the webcast date as November 24, 2025, at 4:30 p.m. ET, and lists key speakers including CEO John Wyskiel and CFO Razvan Radulescu. It directs investors to the company's investor relations website for access and replay. Crucially, the actual financial performance data, including revenue, earnings, EPS, and forward guidance, are explicitly stated to be contained in Exhibit 99.1 (a press release) and are incorporated by reference, meaning they are not present within this 8-K document itself. Therefore, a detailed analysis of financial performance, strategic initiatives, business segment performance, competitive positioning, market trends, or specific risk factors cannot be derived from the provided text. The filing is purely procedural, informing stakeholders about the upcoming disclosure event and the availability of the webcast.

Key Highlights

• Announcement of Q4 and Full Year Fiscal 2025 earnings webcast.
• Webcast scheduled for November 24, 2025, at 4:30 p.m. ET.
• Speakers for the webcast include CEO John Wyskiel and CFO Razvan Radulescu.
• Financial results are contained in Exhibit 99.1 (press release), which is incorporated by reference but not provided in this 8-K.
• Webcast will be available for replay for at least 12 months on the company's investor relations page.

Financial Metrics

eps

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revenue

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guidance

net income

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Stock Performance (90 Days)

Data through Feb 4, 2026

Layoff Events

Earnings Calls

Positive Signals

• Scheduled webcast for transparent disclosure of results.
• Key leadership (CEO, CFO) presenting results.
• Webcast replay available for an extended period (12 months).
• Clear communication regarding where to access the webcast and financial details (Exhibit 99.1).