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Reported August 5, 2026 · After market close

Revenue$517.2MBeat by $31.4M
EPS$1.28Beat by $0.03
Revenue estimate$485.7M
EPS estimate$1.25
I am incredibly proud of our team in delivering another outstanding quarterly result. The Blue Bird team continued to exceed expectations, improving operations, navigating tariffs, and expanding our leadership in alternative-powered buses. We delivered an exceptional Adj. EBITDA of $71M for the third fiscal quarter of 2026, including consolidated results from our recent Micro Bird acquisition.
John Wyskiel

Next report

Nov 23, 2026 (in 2 months)
Revenue estimate$551.5M
EPS estimate$1.48

Financials

Q3 2026

Income statement

See full
Revenue$517.2M+29.9%
Gross profit$103.4M+20.3%
Operating income$62.7M+25.2%
Net income$185.3M+408%
EPS (diluted)$5.27+371%

Balance sheet

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Cash & equivalents$116.8M-32.5%
Total debt$115.8M+26.5%
Total equity$654.9M+195%
Total assets$1.2B+103%

Cash flow

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Operating cash flow$31.0M-45.5%
CapEx$9.4M+104%
Free cash flow$21.7M-58.6%

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$1.95B+5.8%
Enterprise value$1.95B+10.6%
P/E6.9×-9.0×
P/S1.2×-0.1×

Profitability

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Gross margin20.6%+1.1pp
Operating margin11.8%+1.8pp
Net margin17.5%+9.3pp
FCF margin9.5%-0.6pp

Returns & leverage

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Return on equity64.3%-0.3pp
Debt / equity0.2×-0.2×
Current ratio1.6×+0.1×

Segments

By product

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Alternative fuel buses$339.5M+44.9%
Diesel buses$139.8M+11.0%
Parts$24.7M-1.4%

By segment

See full
Bus$491.7M+32.1%
Parts$25.5M-1.2%

FAQ

When did Blue Bird Corporation report Q3 2026 earnings?
Blue Bird Corporation (BLBD) reported Q3 2026 earnings on August 5, 2026 after market close.
What were Blue Bird Corporation's Q3 2026 revenue and EPS?
Blue Bird Corporation reported revenue of $517.2M and eps of $1.28 for Q3 2026.
Did Blue Bird Corporation beat estimates in Q3 2026?
Revenue beat the consensus estimate of $485.7M by $31.4M. EPS beat the consensus estimate of $1.25 by $0.03.
How did Blue Bird Corporation's Q3 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 29.9% from $398.0M a year earlier and eps grew 7.6% from $1.19.
Where can I find Blue Bird Corporation's Q3 2026 SEC filings?
You can read the 8-K earnings release (0001589526-26-000044) and the 10-Q periodic report (0001589526-26-000049) directly on SEC EDGAR. The filing index links above go to sec.gov.