Mark Benfield - Head-Investor Relations Matthew Stevenson - President & Chief Executive Officer Razvan Radulescu - Chief Financial Officer Conference Call Participants Thank you. And welcome to Blue Bird's fiscal 2023 second quarter earnings conference call. The audio for our call is webcast live on blue-bird.com under the Investor Relations tab. You can access the supporting slides on our website by clicking on the presentations box on the IR landing page. Blue Bird Corporation (NASDAQ:BLBD) Q2 2023 Earnin ...

BLUE BIRD CORPORATION (NASDAQ: BLBD) FY2023 Second Quarter Results Earnings Conference Call May 11, 2023 Agenda Introductions & Forward-Looking Statements Mark Benfield Executive Director, Investor Relations Results and Highlights Matthew Stevenson President & CEO Financial Results Razvan Radulescu CFO Outlook Matthew Stevenson President & CEO Q&A Group This presentation includes forward-looking statements, including statements regarding full-year guidance and seasonality, that are subject to risks that cou ...

Blue Bird 公司概况 - Blue Bird是美国领先的校车设计和制造商[63] - Blue Bird通过美国和加拿大的经销商网络销售校车和零部件[64] 业务影响 - COVID-19大流行和后续供应链限制对Blue Bird的业务和运营产生了负面影响[75] - 2022年俄罗斯入侵乌克兰对公司的业务产生了重大负面影响[76] 供应链和成本影响 - 供应链中关键零部件的短缺在2021年下半年和2022年大部分时间影响了公司的收入[70] - 俄罗斯入侵乌克兰导致库存采购成本上升，对公司的毛利产生负面影响[80] - 供应链中断导致公司库存采购成本显著增加，公司宣布多次销售价格上涨以缓解生产成本上升对业务的影响[95] 财务表现 - 公司的销售季节性变化受到学校日历的影响，历史上销售高峰出现在第三和第四财季[94] - 公司的成本主要受到原材料成本、劳动力费用和运营费用的影响，这些成本可能因销售量变化、供应商努力通过关键商品的经济影响、运费波动等因素而有所变化[97] 财务指标 - 公司使用的关键非GAAP财务指标包括“调整后的EBITDA”、“调整后的EBITDA利润率”和“自由现金流”[103] - 调整后的EBITDA是指在利息收入、利息费用、所得税和折旧摊销之前的净收入或净亏损，调整后包括某些非现金费用或信贷，如股权补偿费用和某些衍生金融工具的未实现收益或损失[104] 第二季度财务表现 - 财报显示，Blue Bird 公司第二季度净销售额为2.99814亿美元，同比增长44.4%[112] - 第二季度运营利润为1.2444亿美元，较去年同期的亏损1.6701亿美元有显著增长[118] 修订信贷协议 - 公司在2022年11月签署了第六次修正信贷协议，将到期日延长至2024年12月31日[142] - 公司在修正信贷协议中规定了最低的合并EBITDA要求，分别为5千万和6千万美元[145] 现金流 - 截至2023年4月1日的六个月内，经营活动提供的现金总额为44,716万美元，较2022年4月2日的六个月内的11,410万美元增加了56,1万美元[156] - 2023年4月1日的六个月内，投资活动使用的现金总额为3,740万美元，较2022年4月2日的六个月内的3,478万美元增加了0.3万美元[159]

Company Participants Conference Call Participants Operator I would now like to turn the conference over to Mark Benfield, Head of Investor Relations. Please go ahead. Thank you, and welcome to Blue Bird's Fiscal 2023 First Quarter Earnings Conference Call. The audio for our call is webcast live on blue-bird.com under the Investor Relations tab. You can access the supporting slides on our website by clicking on the presentations box on the IR landing page. This afternoon, you will hear from Blue Bird's Presi ...

BLUE BIRD CORPORATION (NASDAQ: BLBD) Introductions & Forward-Looking Statements Earnings Conference Call February 08, 2023 Results and Highlights Matthew Stevenson President & CEO 2 Important Disclaimers • Economic conditions (including tariffs) that could affect fuel costs, commodity costs, industry size and financial conditions of our dealers and suppliers This presentation includes forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Ac ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION OR BLUE BIRD CORPORATION (Exact name of registrant as specified in its charter) Securities registered pursuant to Section 12(b) of the Act: Non-accelerated filer ☐ Smaller reporting company ☐ At February 2, 2023, 32,032,067 shares of the registrant's common stock, $0.0001 par value, were outstanding. The accompanying notes are an integral part of these condensed consolidated financial statements. | --- | --- | --- | --- | --- | --- | --- | |------------------ ...

Blue Bird Corporation (NASDAQ:BLBD) Q4 2022 Earnings Conference Call December 12, 2022 4:30 PM ET Company Participants Mark Benfield - Head, Investor Relations Matthew Stevenson - President and Chief Executive Officer Razvan Radulescu - Chief Financial Officer Conference Call Participants Eric Stine - Craig-Hallum David Johnson - D.A. Davidson Operator Good afternoon and welcome to the Blue Bird Corporation Fiscal 2022 Fourth Quarter Earnings Conference Call. [Operator Instructions] Please note this event i ...

BLUE BIRD CORPORATION (NASDAQ: BLBD) Fiscal 2022 Fourth Quarter and Full Year Results Earnings Conference Call December 12, 2022 Agenda Introductions & Forward-Looking Statements Mark Benfield Executive Director, Investor Relations Results and Highlights Matthew Stevenson President & CEO Financial Results Razvan Radulescu CFO Outlook Matthew Stevenson President & CEO Q&A Group This presentation includes forward-looking statements, including statements regarding full-year guidance and seasonality, that are s ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended October 1, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-36267 BLUE BIRD CORPORATION (Exact name of registrant as specified in its charter) Delaware 46-3891989 (State or other jurisdic ...

Blue Bird Corporation (NASDAQ:BLBD) Q3 2022 Earnings Conference Call August 10, 2022 4:30 PM ET Company Participants Mark Benfield - Executive , IR Matthew Stevenson - President and CEO Razvan Radulescu - CFO Conference Call Participants Mike Shlisky - D.A. Davidson Eric Stine - Craig-Hallum Operator Good afternoon, and welcome to the Blue Bird Corporation Fiscal 2022 Third Quarter Earnings Conference call. [Operator Instructions] After today's presentation, there will be an opportunity to ask questions. [O ...