FY24 Financial Guidance Update

Full Year Income Statement ($ Millions) Unit Volume FY2023 FY2022 B/(W) 8,514 6,822 1,692 Unit Backlog 4,559 5,016 (457) Net Revenue $1,132.8 $800.6 $332.2 Bus Rev./Unit ($000's) $121.5 $106.1 $15.4 Gross Margin 12.3% 4.6% 7.7 ppts Adj. Net Income¹ $34.5 $(36.0) $70.5 Adj. EBITDA 1 $87.9 $(14.7) $102.6 Adj. EBITDA Margin¹ 7.8% (1.8)% 9.6 ppts Adj. Diluted EPS1 $1.07 $(1.15) $2.22 FY23 is the best year ever for both top line revenue and bottom line Adj. EBITDA BLUE BIRD 1See appendix for additional detail regarding non-GAAP measures 29 20

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