Blue Bird (NASDAQ:BLBD) Surpasses Q4 CY2025 Earnings Expectations

[Para 1: The Lead] Blue Bird (NASDAQ:BLBD), a leading manufacturer of school buses, exceeded Wall Street's Q4 CY2025 revenue expectations, reporting a 6.1% year-over-year increase to $333.1 million. The company's non-GAAP profit of $1 per share surpassed analysts' consensus by 24.8%. Full-year revenue guidance of $1.5 billion at the midpoint was 1.5% below estimates. [Para 2-3: Supporting details & Context] Blue Bird's strong performance is attributed to robust sales growth, with units sold increasing 4.2% year-over-year. The company's operating margin of 11.3% in Q4 matched the same quarter last year, indicating stable cost structure. Over the last five years, Blue Bird's sales grew at a 11.9% compounded annual growth rate, outpacing industry peers. Analysts project 3% revenue growth over the next 12 months, a deceleration from the last two years' 11.1% annualized growth. Blue Bird's EPS grew 42.9% annually over the past five years, exceeding its revenue growth, reflecting improved profitability. The stock rose 2.7% post-results, trading at $51.21.