Blue Bird (BLBD) Surges 14.5% on Q4 Earnings Beat and Order Intake Up 45%

Blue Bird (NASDAQ:BLBD) surged 14.5% in afternoon trading on Q4 2025 results that beat analyst expectations on EPS and revenue. The company reported adjusted EPS of $1.00, versus $0.80 expected; revenue of $333.1 million, up 6.1% year-on-year; and adjusted EBITDA of $50.1 million, exceeding estimates. CEO John Wyskiel said Q1 order intake rose 45% to a seasonally strong backlog of 3,400 units, with the ability to pass through tariffs preserving margins. Looking ahead, the full-year guidance was mixed: revenue at the midpoint of $1.5 billion slightly under consensus, but adjusted EBITDA of $225 million ahead of expectations. DA Davidson analyst Michael Shlisky maintains a “Buy” rating with a $70 price target, and the company’s Nov 24, 2025 earnings date is drawing positive analyst attention. Shares are volatile, up 20.6% YTD, and trade near the 52-week high of $60.86 at $56.40 per share.