earnings
confidence high
sentiment positive
materiality 0.80
Blue Bird Q1 FY2026: Adj. EBITDA $50.1M (15% margin), raises FY2026 guidance to $225M
Blue Bird Corp
2026-Q1 EPS reported
$0.94
revenue$333,084,000
- Q1 net sales $333.1M (+6.1% YoY); GAAP net income $30.8M, diluted EPS $0.94.
- Adjusted EBITDA $50.1M (15% margin); adjusted diluted EPS $1.00, up $0.08 YoY.
- FY2026 Adj. EBITDA guidance raised to $225M; revenue reaffirmed at ~$1.5B.
- Delivered 121 electric buses; EV backlog >850 units supports 2026 EV sales target.
- Bus sales up 6.8% YoY driven by pricing and mix; average price per unit up 6.5%.