earnings
confidence high
sentiment positive
materiality 0.85
Blue Bird Q2 adj. EBITDA $50.8M (14% margin); raises FY2026 adj. EBITDA guidance to $245M
Blue Bird Corp
2026-Q2 EPS reported
$1.84
revenue$685,719,000
- Q2 net sales $352.6M (-1.7% YoY), net income $29.3M, diluted EPS $0.90.
- Adjusted EBITDA $50.8M (+$1.6M YoY); adjusted diluted EPS $1.00.
- Unit sales 2,148 buses; delivered 201 electric buses; EV backlog >900 units.
- FY2026 guidance raised: revenue ~$1.75B, Adj. EBITDA ~$245M.
- Completed acquisition of remaining 50% of Micro Bird on April 1, 2026.