Blue Bird to acquire Detroit Chassis assets, partner with Ford for next-gen F-53/F-59 chassis

Blue Bird Corp

Blue Bird to acquire Detroit Chassis LLC assets for $7M; closing expected Q1 2027.
Master Collaboration Agreement with Ford: Blue Bird to design/manufacture next-gen F-53/F-59 chassis with Ford powertrains; production start Q1 2028.
Blue Bird expects ~$90M total investment ($50M CapEx) in 2027; mid-term revenue potential of $600M+ on 10,000+ units.
Collaboration expands Blue Bird's TAM by $1.4B; enters RV Class A and last-mile segments.
Ford will supply powertrains and provide transition support; multi-year exclusivity for powertrain sales to non-Ford competitors.

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