MACON, Ga.- Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and low-emission school buses, is delivering 25 electric school buses to Little Rock School District (LRSD) in Arkansas. The zero-emission school bus fleet marks a new era of clean student transportation for the school district. LRSD is the third-largest school district in the state and operates more than 40 schools serving over 19,000 students.

Blue Bird provides its most advanced Vision electric school buses to Little Rock School District. The state-of-the-art electric buses have a vehicle range of up to 130 miles on a single charge and can carry up to 69 passengers. The high-performance batteries take merely two hours to fully recharge.

Following the completion of the Blue Bird electric school bus order, LRSD will maintain a bus fleet of approximately 70 vehicles. LRSD’s zero-emission school buses will travel nearly 1,400 miles each school day, as they pick up and safely transport 500 students to and from schools.

“This is more than just adding new buses—it’s about doing what’s right for our kids and our community,” said Dr. Jermall D. Wright, superintendent of the Little Rock School District. “We’re proud to introduce Blue Bird’s electric school buses as a step toward a cleaner, healthier future. Every mile these buses travel means less pollution, cleaner air, and a stronger commitment to the well-being of our students and the neighborhoods we serve.”

“We are pleased that Little Rock School District continues to place its trust in Blue Bird to help the school district shift to clean student transportation,” said Albert Burleigh, vice president of North America bus sales at Blue Bird Corporation. “For more than 25 years, the school district has relied on Blue Bird and our local dealer partner to meet its school bus and service needs. We look forward to helping LRSD expand its school bus fleet with safe, reliable, and environmentally-friendly vehicles.”

LRSD received a $9,875,000 grant through the U.S. Environmental Protection Agency’s (EPA) widely popular and highly effective Clean School Bus Program to purchase its Blue Bird electric school bus fleet. The EPA has already awarded nearly $3 billion through the landmark bipartisan initiative. The program to date will enable more than 1,300 school districts nationwide to replace old diesel buses with nearly 9,000 electric and ultra-low emission vehicles.

LRSD can considerably lower its operating expenses by replacing diesel with electric school buses due to reduced fuel and vehicle maintenance costs. School districts have reported paying a mere 19 cents per mile in energy costs for electric buses compared to fuel costs of up to 79 cents per mile for their diesel buses.

Blue Bird is the only U.S.-owned and operated school bus manufacturer in the United States. The company remains the proven clean transportation leader with more than 2,500 electric-powered, zero-emission school buses in operation today.

LRSD purchased its advanced electric-powered vehicles through Blue Bird’s authorized school bus dealer Central States Bus Sales in North Little Rock, Ark.

About Blue Bird Corporation
Blue Bird (NASDAQ: BLBD) is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team members design, engineer and manufacture school buses with a singular focus on safety, reliability, and durability. School buses carry the most precious cargo in the world – 25 million children twice a day making them the most trusted mode of student transportation. The company is the proven leader in low- and zero-emission school buses with more than 25,000 propane, natural gas, and electric powered buses sold. Blue Bird is transforming the student transportation industry through cleaner energy solutions. For more information on Blue Bird’s complete product and service portfolio, visit www.blue-bird.com.

About the Little Rock School District
The Little Rock School District (LRSD) is the state’s third largest district, serving more than 19,000 students. The District has the distinction of having three national Blue Ribbon Schools of Excellence; nearly 200 teachers with National Board Certification; and historically within the past decade, the most National Merit Semifinalists in the state. LRSD is also home to the 2019 Arkansas Teacher of the Year and consistently ranks among the top award recipients in STEM-related competitions and the performing/creative arts. For more information, visit https://www.lrsd.org.

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MACON, Ga.-Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 third quarter results.
“I am incredibly proud of our team in delivering another outstanding result, achieving a new all-time quarterly record revenue and profit,” said John Wyskiel, President & CEO of Blue Bird Corporation. “The Blue Bird team continued to exceed expectations, improving operations, navigating tariffs, and expanding our leadership in alternative-powered buses. Our backlog remains strong with approximately 3,900 units at the end of the third quarter, despite industry orders slowing due to tariff-related pricing actions. Unit sales were above the same period as last year, and revenue was up by $65M, driven by product mix and pricing. We delivered an exceptional Adj. EBITDA of $58.5M for Q3 2025, a new all-time record for the Company.

“In our push to expand our leadership in alternative-powered school buses, we delivered a record 271 electric-powered buses this quarter. As of the end of the quarter, we have 1,200 EV buses either sold or in our firm order backlog, which supports our EV sales target for 2025.

“Based on our strong Q3 performance, we’ve raised our full-year financial guidance for Adjusted EBITDA to $210 million, with a 14.5% margin. This will be an all-time full-year record for Blue Bird, and we look forward to sustained profitable growth in the coming years.”

Raising FY2025 Guidance and Long-Term Outlook

“We are very pleased with the third quarter results, with our highest ever quarterly Adj. EBITDA,” said Razvan Radulescu, CFO of Blue Bird Corporation. “Our business is in a very strong position and we continue to deliver ahead of the plan we have been messaging. We are tightening our full-year 2025 guidance for Net Revenue at ~$1.45 Billion and raising our Adj. EBITDA guidance to $205-215 million and Adj. Free Cash Flow to $90-$100 million. Additionally, we are raising our long-term profit outlook towards an Adjusted EBITDA margin of 16%+ on ~$2 billion in revenue. We are confident in our profitable growth plans and are excited to announce a new $100 million share repurchase program.”

Fiscal 2025 Third Quarter Results

Net Sales

Net sales were $398.0 million for the third quarter of fiscal 2025, an increase of $64.6 million, or 19.4%, compared to $333.4 million for the third quarter of fiscal 2024. The increase in net sales is primarily due to an increase in Bus unit bookings, Bus customer and product mix changes and cumulative Bus price increases, including an increase that was intended to mitigate the impact of increased procurement costs for certain of our imported inventory as a result of the imposition of tariffs beginning during the third quarter of fiscal 2025, as well as a small increase in Parts sales.

Bus sales increased $64.2 million, or 20.8%, reflecting a 14.7% increase in unit bookings and a 5.4% increase in average sales price per unit. In the third quarter of fiscal 2025, 2,467 units booked compared to 2,151 units booked for the same period in fiscal 2024. The increase in unit price for the third quarter of fiscal 2025 compared to the same period in fiscal 2024 was primarily due to customer and product mix changes as well as price increases implemented to offset increases in inventory costs.

Parts sales increased $0.4 million, or 1.7%, for the third quarter of fiscal 2025 compared to the third quarter of fiscal 2024. This increase is primarily attributed to price increases implemented to offset increases in inventory costs that were partially offset by slight variations due to product and channel mix.

Gross Profit

Third quarter gross profit of $85.9 million represented an increase of $16.6 million from the third quarter of last year. The increase was primarily driven by the $64.6 million increase in net sales, discussed above, and partially offset by a corresponding increase of $48.1 million in cost of goods sold.

Net Income

Net income was $36.5 million for the third quarter of fiscal 2025, an increase of $7.7 million from the third quarter of last year. Among other smaller fluctuations, the $16.6 million increase in gross profit, discussed above, was offset by an increase of $6.2 million in selling, general and administrative expenses, primarily due to an increase in a) research and development expense in the third quarter of fiscal 2025 and b) labor costs.

Adjusted Net Income

Adjusted net income of $38.7 million represented an increase of $8.1 million from the third quarter of last year. The increase was primarily driven by the $7.7 million increase in Net Income, discussed above.

Adjusted EBITDA

Adjusted EBITDA was $58.5 million, which was an increase of $10.2 million compared with the third quarter of fiscal 2024. The increase primarily relates to the increase in gross profit, when adjusting for the impact of expenses that are excluded in calculating Adjusted EBITDA, as outlined in the gross profit discussion above that was partially offset by a smaller increase in selling, general and administrative expenses, when adjusting for the impact of expenses that are excluded in calculating Adjusted EBITDA, as discussed above.

Year-to-Date Fiscal 2025 Results

Net Sales

Net sales were $1,070.7 million for the nine months ended June 28, 2025, an increase of $73.8 million, or 7.4%, compared to $996.9 million for the nine months ended June 29, 2024. The increase in net sales is primarily due to an increase in Bus unit bookings, Bus customer and product mix changes and cumulative Bus price increases, including an increase that was intended to mitigate the impact of increased procurement costs for certain of our imported inventory as a result of the imposition of tariffs beginning during the third quarter of fiscal 2025, as well as a small increase in Parts sales.

Bus sales increased $73.7 million, or 8.0%, reflecting a 5.5% increase in units booked and a 2.4% increase in average sales price per unit. 6,892 units booked in the nine months ended June 28, 2025 compared with 6,534 units booked during the same period in fiscal 2024. The increase in unit price for the first nine months of fiscal 2025 compared to the same period in fiscal 2024 was primarily due to customer and product mix changes as well as price increases implemented to offset increases in inventory costs.

Parts sales increased $0.1 million, or 0.2%, for the nine months ended June 28, 2025 compared to the nine months ended June 29, 2024. This small increase is primarily attributed to price increases implemented to offset increases in inventory costs that were partially offset by slight variations due to product and channel mix.

Gross Profit

Fiscal year-to-date gross profit was $217.1 million, an increase of $20.5 million from the same period in the prior year. The increase was primarily driven by the $73.8 million increase in net sales, discussed above, and partially offset by a corresponding increase of $53.2 million in cost of goods sold.

Net Income

Net income was $91.2 million for the nine months ended June 28, 2025, a $10.3 million increase from the same period in the prior year. The increase in net income was primarily driven by the $20.5 million increase in gross profit, discussed above, and among other smaller fluctuations, was partially offset by an increase of $17.5 million in selling, general and administrative expenses, primarily due to an increase in a) share-based compensation expense recorded in the second quarter of fiscal 2025 relating to the retirement of our former President and Chief Executive Officer, b) labor costs and c) research and development expense.

Adjusted Net Income

Adjusted net income was $100.8 million for the nine months ended June 28, 2025, an increase of $11.3 million compared to the same period in the prior year. This is primarily due to the $10.3 million increase in Net Income, discussed above.

Adjusted EBITDA

Adjusted EBITDA was $153.4 million for the nine months ended June 28, 2025, an increase of $11.8 million compared to the same period in the prior year. This increase is primarily due to the increase in gross profit, when adjusting for the impact of expenses that are excluded in calculating Adjusted EBITDA, as outlined in the gross profit discussion above, that was partially offset by a smaller increase in selling, general and administrative expenses, when adjusting for the impact of expenses that are excluded in calculating Adjusted EBITDA, as discussed above.

Conference Call Details

Blue Bird will discuss its third quarter 2025 results in a conference call at 4:30 PM ET today. Participants may listen to the audio portion of the conference call either through a live audio webcast on the Company’s website or by telephone. The slide presentation and webcast can be accessed via the Investor Relations portion of Blue Bird’s website at www.blue-bird.com.

Webcast participants should log on and register at least 15 minutes prior to the start time on the Investor Relations homepage of Blue Bird’s website at http://investors.blue-bird.com. Click the link in the events box on the Investor Relations landing page.
Participants desiring audio only should dial 404-975-4839 or 833-470-1428. The access code is 189469.

A replay of the webcast will be available approximately two hours after the call concludes via the same link on Blue Bird’s website.

About Blue Bird Corporation
Blue Bird (NASDAQ: BLBD) is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team members design, engineer and manufacture school buses with a singular focus on safety, reliability, and durability. School buses carry the most precious cargo in the world – 25 million children twice a day – making them the most trusted mode of student transportation. The company is the proven leader in low- and zero-emission school buses with more than 20,000 propane, natural gas, and electric powered buses in operation today. Blue Bird is transforming the student transportation industry through cleaner energy solutions. For more information on Blue Bird’s complete product and service portfolio, visit www.blue-bird.com.

The post Blue Bird Reports Fiscal 2025 Third Quarter Results; Beats Third Quarter Guidance With Record Results; Raising 2025 Guidance and Long-Term Outlook; $100M Share Buy-back Announced appeared first on School Transportation News.

Amid a stunning financial turnaround over the found its leader to succeed Phil Horlock as both president and CEO. Personal reasons forced Blue Bird to go in a different direction last fall after Britton Smith unceremoniously resigned. But the company didn’t have to look far for the best candidate to step up and into the position.

Wyskiel had spent the previous two decades leading Magna International, the last five years as global president of the manufacturer’s seating division. But he knows school buses intimately. He came to Magna over 15 years ago from Canadian Blue Bird Coach, where he was general manager of Type A and Type C school bus body and assembly production.

“John’s deep and varied expertise in operational excellence and manufacturing leadership makes him an ideal fit for this role at this time,” Doug Grimm, chairman of Blue Bird, said when Wyskiel’s name was announced in January. “His proven track record will be invaluable as we expand our footprint and improve our operational processes to support our customers.”

School Transportation News caught up with Wyskiel shortly after he started on Feb. 17 to discuss the company’s evolution as it prepares to celebrate its 100th birthday in 2027, the same year the industry is poised to meet the latest federal emissions standards that were still under review by the new Trump administration EPA. Editor’s note Wyskiel declined to comment on tariff impacts, referring instead to a previous statement made by Horlock in January that Blue Bird would pass along any additional manufacturing costs to customers.

STN: How has Blue Bird changed since you were last mpart of the company 20 years ago?

Wyskiel: Of course, the company is publicly traded today, and it has been successful financially. However, at its core, the DNA of this century-old American company has not changed. There is a strong sense of pride within Blue Bird reflecting a company culture that deeply cares about people. The talent within the company has continued to expand over the years in all functional areas. Operationally, you can see a much greater focus on metrics and key performance indicators, which has enabled Blue Bird to become very focused and to make data-based decisions. From a product perspective, our rich history of innovations [are] on full display, particularly around alternative powertrain offerings. All of these developments have turned Blue Bird into a high performance business and strengthened its iconic brand.

STN: How would you describe your leadership style? What is your strategic vision for Blue Bird?

Wyskiel: I am a pretty engaged operator, and I believe people work best in an environment which fosters empowerment and accountability. Plus, when there is an issue, there is no substitute for “go see.” Whether it’s on the shop floor, at a dealer or at a customer, there is no substitution. I have returned to Blue Bird after a 20-year hiatus only a few weeks ago [at interview time]. Therefore, it’s a little early to talk strategy in specifics just yet. But I think the theme will be to shift to a long-term view for our customers, dealers, team members and investors. This means investing in facilities, our products and expanding into adjacent markets where we can. This great company has been around for almost 100 years, and my objective is to set it up for success for decades to come.

STN: Blue Bird currently offers more fuel choices than any other school bus manufacturer. Why is this important especially in the current political environment?

Wyskiel: Blue Bird offers the widest powertrain portfolio in the markets diesel, gasoline, propane and, of course, electric. We believe there is no one answer for customers. They want choice for their districts. A broad product portfolio allows them to tailor the value proposition to their specific needs. It could be total cost of operation, overall durability, ease of refueling, or the advantages of zero emissions. And if you look at the current political environment, it is just a benefit to have the widest offering as we cover every area in the market regardless of where legislation ends up. Blue Bird undoubtedly has the broadest offering, our success in the marketplace validates our strategy.

Moving forward, I do hope to see a more predictable regulatory environment for our industry. Manufacturers need to plan years in advance and commit to product development and investment. So, directional stability is not simply helpful, it is essential. I think the move to zero emissions will continue to advance longer term, it just may take longer to get there. In the school bus market, it makes so much sense. The duty cycle fits electrification and charging, range is not an issue since school district routes are normally shorter, and zero emissions advances student health and performance.

STN: What is Blue Bird doing to strengthen the long-term health of the EPA’s Clean School Bus Program?

Wyskiel: The 2022 Clean School Bus Rebate Program is part of the Bipartisan Infrastructure Law, which provides a total of $5 billion over five years for clean school bus transportation. To date, the EPA has awarded almost $3 billion to fund approximately 9,000 school bus replacements, approximately 95 percent of which are zero-emission, battery-electric. Funding has been awarded to more than 1,300 school districts in nearly all 50 states and Washington, D.C.

There is no question the program had an overwhelmingly positive impact on children, communities and American manufacturing, bringing invaluable opportunities to school districts to transition their fleets to zero-emission school buses. Communities across the country have benefited from the reduction in diesel tailpipe emissions that can negatively impact student and community health. As the leader in low- and zero-emission school buses, we have communicated and promoted the benefit at all levels of government.

STN: Can you update us on the status of standard lap/shoulder seatbelts and other safety technology like driver airbags?

Wyskiel: Blue Bird is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team designs and manufactures school buses with a singular focus on safety, reliability and durability. School buses carry the most precious cargo in the world, 25 million children twice a day, making them the most trusted mode of student transportation.

Blue Bird made lap/shoulder belts standard on its buses late last year and the response has been overwhelmingly positive. Similarly, we will introduce airbags protecting drivers this fall. It’s a testimony to Blue Bird, whose school buses are designed, not adapted to the market, and whose focus on safety has been industry leading. If you could fast forward a decade, we will probably look back and wonder how school transportation didn’t include seatbelts and airbags all along. I am proud that Blue Bird has taken the lead role in this area.

STN: Thank you.

Editor’s Note: As reprinted in the May 2025 issue of School Transportation News.

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Related: (STN Podcast E259) Feel the Passion: Debates on Wi-Fi, Technology, Alternative Transportation & Safety
Related: Blue Bird Showcases Zero- and Low-Emission Commercial Vehicle Platforms at 2025 Advanced Clean Transportation (ACT) Expo
Related: Q&A: Back to School with New NAPT Executive Director McGee-Hewitt
Related: (STN Podcast E212) On the Horizon: Technology Showcases & Clean Bus Discussions at ACT Expo

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MACON, Ga. – The Blue Bird School Bus Foundation, charitable arm of iconic school bus manufacturer Blue Bird Corporation (Nasdaq: BLBD), continues to advance the education, health, and safety of children in its home state of Georgia. The Foundation hosted a community event at its corporate headquarters in Macon, Ga., and awarded a total of $53,300 to ten local area nonprofit organizations, including:

1. Atrium Health Navicent The Medical Center 6. Peach Association for Intellectual Disabled, Inc. aka Kay Center.

2. Brave Meadows Therapeutic.

Riding Center, Inc. 7. The Salvation Army, A Georgia Corporation – Warner Robins Corps.

3. Fort Valley Lions Club 8. Safe Kids Central Georgia.

4. Girl Scouts of Historic.

Georgia, Inc. 9. Sleep in Heavenly Peace, Inc.

5. Macon Reviving Baseball in the Inner Cities Program by the Boys and Girls Club.

6. Peach Association for Intellectual Disabled, Inc. aka Kay Center.

7. The Salvation Army, A Georgia Corporation – Warner Robins Corps.

8. Safe Kids Central Georgia.

9. Sleep in Heavenly Peace, Inc.

10. United in Pink, Inc.

Donations ranged from $2,500 up to $12,500.

“Georgia has been our home for nearly a century,” said Blue Bird president and CEO John Wyskiel. “Our school buses safely transport children, so we deeply care about their education, health, and safety. We’re pleased to fund ten local nonprofits that work tirelessly to improve our communities for children every day.”

“As a first-time recipient, we are delighted to accept the generous donation from the Blue Bird School Bus Foundation to promote child car seat safety in our local communities,” said Abbie Price, Coordinator at Safe Kids Central Georgia, which was awarded Blue Bird’s top-level donation of $12,500 at the community event. “The funding will enable us to provide free car seats and educational materials to low-income families in need.”

Since its inception in 2015, the Blue Bird School Bus Foundation has donated more than $600,000 in charitable contributions to various community organizations, including more than 85 Georgia-based nonprofits.

In addition, Blue Bird has donated three all-electric, zero-emission school buses to three community organizations since Dec. 2023, including Peach County Schools in Fort Valley, Ga., the Jerome Bettis Bus Stops Here Foundation in Pittsburgh, Pa., and to Hoop Bus in Los Angeles, Ca.

Peach County Schools added the zero-emission school bus to its all-Blue Bird school bus fleet as a clean transportation option for day and field trips, as well as on special routes. The Jerome Bettis Bus Stops Here Foundation is turning the electric bus into a mobile computer lab to expand the foundation’s digital literacy programs for local community members in need. And Hoop Bus equipped the zero-emission bus with basketball hoops at the front and back, turning the vehicle into an interactive, mobile court serving thousands of at-risk youth in under-resourced communities across California.

About Blue Bird School Bus Foundation Inc.
The Blue Bird School Bus Foundation Inc. is a Georgia nonprofit corporation with the mission to promote education, health, and safety for children in the state of Georgia. Established in 2015, the Foundation supports organizations that directly benefit school age children under 19 years old as well as organizations which directly support disadvantaged communities. For more information, visit https://bbsbf.org.

About Blue Bird Corporation
Blue Bird (NASDAQ: BLBD) is recognized as a technology leader and innovator of school buses since its founding in 1927. Our dedicated team members design, engineer and manufacture school buses with a singular focus on safety, reliability, and durability. School buses carry the most precious cargo in the world – 25 million children twice a day – making them the most trusted mode of student transportation. The company is the proven leader in low- and zero-emission school buses with more than 25,000 propane, natural gas, and electric powered buses sold. Blue Bird is transforming the student transportation industry through cleaner energy solutions. For more information on Blue Bird’s complete product and service portfolio, visit www.blue-bird.com.

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