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Blue Bird Corporation BLBD Bus — Gross Profit

Other segment segments

Parts
$12.3M-3.3%

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Other financials

Income statement

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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

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Market cap$2.09B+50.1%
Enterprise value$2.09B+59.3%
P/E7.4×-4.6×
P/S1.3×+0.3×

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×

Where this comes from

Reported directly by Blue Bird Corporation in its filing.

Tagged under the XBRL concept us-gaap:GrossProfit.

The source filing: Blue Bird Corporation’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:14 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q3 2026
Accession
0001589526-26-000049
(in thousands of dollars)Three Months Ended / June 27, 2026Three Months Ended / June 28, 2025Nine Months Ended / June 27, 2026Nine Months Ended / June 28, 2025
Bus segment
Net sales (1)$491,696$372,240$1,124,445$993,099
Cost of goods sold400,623299,029917,858815,082
Segment gross profit$91,073$73,211$206,587$178,017
Parts segment
Net sales (1)$25,464$25,771$78,434$77,635
Cost of goods sold13,16313,05439,77138,553
Segment gross profit$12,301$12,717$38,663$39,082

Item 1. Financial Statements (Unaudited)

FAQ

What is Blue Bird Corporation's bus — gross profit?
Blue Bird Corporation (BLBD) reported bus — gross profit of $91.07M in Q2 2026.
How has Blue Bird Corporation's bus — gross profit changed year-over-year?
Blue Bird Corporation's bus — gross profit increased by 24.4% year-over-year, from $73.21M to $91.07M.
What is the long-term trend for Blue Bird Corporation's bus — gross profit?
Over 3 years (2021 to 2025), Blue Bird Corporation's bus — gross profit has grown at a 70.9% compound annual growth rate (CAGR), from $50.39M to $251.75M.
What does bus — gross profit mean?
Calculated as the difference between net sales and the cost of goods sold for the bus manufacturing segment. It measures the fundamental profitability of the core product line before accounting for operating expenses, interest, or taxes.

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