FY24 Financial Guidance Update

FY2024 Guidance Raised to $115M and ~10% EBITDA Adj. EBITDA ($M) 1 +27 (+30%) 115 105 - 125 88 FY24 Updated Scenarios Downside Guidance Upside Supply Chain FY24 QTRS: Revenue $275 - $325M Units 8,500 8,750 9,000 Adj. EBITDA Revenue $M $1,150 $1,200 $1,250 Adj. EBITDA $M $105 $25 - $35M 9%-11% $115 $125 Adj. EBITDA % 9.1% 9.6% 10.0% 7.8% FY23 Rev. ($M) $1,133 Blue Bird Raises Guidance for FY24: ~$1.2Bn in Revenue (+6% YoY, upside +10% YoY) Adj. EBITDA 9.6% and $115M (+30% YoY) 9.6% FY24 $1,150 - $1,250 BLUE BIRD See appendix for additional detail regarding non-GAAP measures 20 20

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