earnings
confidence high
sentiment positive
materiality 0.80
Blue Bird Q3 FY2026: Revenue $517M, Adj. EBITDA $71M; raises FY guidance; Ford deal
Blue Bird Corp
- Q3 net sales $517.2M (+29.9% YoY); GAAP net income $185.3M; diluted EPS $5.27.
- Adjusted EBITDA $71.4M (14% margin); adjusted diluted EPS $1.28.
- Micro Bird contributed $122.9M revenue and $16.5M Adj. EBITDA in Q3.
- FY2026 guidance raised: net revenue ~$1.75B, Adj. EBITDA ~$247M.
- Collaboration with Ford to design next-gen stripped chassis; to acquire Detroit Chassis plant; close early 2027.