BLBD Blue Bird Corp
FY2025 10-K
Blue Bird Corp (BLBD) filed its fiscal year 2025 10-K annual report with the SEC on Nov 24, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business model: Designer and manufacturer of school buses and replacement parts with focus on multiple powertrain options including diesel, propane, gasoline, and electric
- • New product focus: First-in-industry standard three-point seat belts on all student seats and introduction of 4Front steering wheel air bag for drivers starting fiscal 2026
Management Discussion & Analysis
- • Revenue not explicitly stated; sold 9,000 units in fiscal 2024 and over 9,400 units in fiscal 2025, backlog down from 4,800 to 3,070 units
- • Gross margin in fiscal 2025 better than fiscal 2024; gross profit and margin in fiscal 2023 and 2024 consistent with or better than pre-pandemic levels
Risk Factors
- • Inflation and tariffs risk: inventory purchase costs increased due to supply chain disruptions and tariffs imposed in fiscal 2025
- • Geopolitical supply chain impact: Russia's invasion of Ukraine caused inflation and freight cost escalation affecting fiscal 2022-2025
Financial SummaryXBRL
Revenue
$1.5B
Net Income
$128M
Gross Margin
20.5%
Operating Margin
11.3%
Net Margin
8.6%
ROE
50.0%
Total Assets
$625M
EPS (Diluted)
$3.88
Operating Cash Flow
$176M
Source: XBRL data from Blue Bird Corp FY2025 10-K filing on SEC EDGAR. All figures in USD.
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