EV Production Scaling and Financial Overview slide image

EV Production Scaling and Financial Overview

Adj. EBITDA Reconciliation BLUE BIRD Reconciliation of Net Income (Loss) to Adjusted EBITDA Three Months Ended Nine Months Ended (in thousands of dollars) Net income (loss) July 1, 2023 July 2, 2022 S 9,358 $ (6,435) $ July 1, 2023 5,194 $ July 2, 2022 (22,664) Adjustments: Interest expense, net (1) 4,353 3,976 13,923 9,696 Income tax expense (benefit) 1,884 2,860 292 (6,317) Depreciation, amortization, and disposals (2) 5,481 3,642 13,477 10,787 Operational transformation initiatives 196 4,065 1,133 5,651 Share-based compensation expense 941 667 2,229 3,153 Product redesign initiatives - 15 - 549 Stockholder transaction costs 5,509 6,252 Loss on debt modification 537 561 Other 293 2 574 285 Adjusted EBITDA $ 28,015 $ 8,792 $ 43,611 $ 1,701 Adjusted EBITDA Margin (percentage of net sales) 9.5 % 4.3 % 5.3 % 0.3 % (1) Includes $0.1 million for both three months ended July 1, 2023 and July 2, 2022, and $0.3 million and $0.2 million for the nine months ended July 1, 2023 and July 2, 2022, respectively, representing interest expense on operating lease liabilities, which are a component of lease expense and presented as a single operating expense in selling, general and administrative expenses on our Condensed Consolidated Statements of Operations. (2) Includes $0.5 million and $0.2 million for the three months ended July 1, 2023 and July 2, 2022, respectively, and $1.3 million and $0.6 million for the nine months ended July 1, 2023 and July 2, 2022, respectively representing amortization charges on right-of-use lease assets, which are a component of lease expense and presented as a single operating expense in selling, general and administrative expenses on our Condensed Consolidated Statements of Operations. 33
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