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Blue Bird Corporation BLBD Bus — Net Sales

Other segment segments

Parts
$25.46M-1.2%

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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:RevenueFromContractWithCustomerExcludingAssessedTax.

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 — net sales?
Blue Bird Corporation (BLBD) reported bus — net sales of $491.7M in Q2 2026.
How has Blue Bird Corporation's bus — net sales changed year-over-year?
Blue Bird Corporation's bus — net sales increased by 32.1% year-over-year, from $372.24M to $491.7M.
What is the long-term trend for Blue Bird Corporation's bus — net sales?
Over 4 years (2021 to 2025), Blue Bird Corporation's bus — net sales has grown at a 21.8% compound annual growth rate (CAGR), from $625.2M to $1.38B.
What does bus — net sales mean?
Represents the total revenue generated from the design, engineering, manufacturing, and sale of buses, net of returns, allowances, and discounts. This metric serves as the primary indicator of market demand and top-line growth for the core bus manufacturing business segment.

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