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Blue Bird Corporation BLBD Parts — Cost of goods sold

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Bus
$400.62M+34.0%

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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:CostOfRevenue.

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 parts — cost of goods sold?
Blue Bird Corporation (BLBD) reported parts — cost of goods sold of $13.16M in Q2 2026.
How has Blue Bird Corporation's parts — cost of goods sold changed year-over-year?
Blue Bird Corporation's parts — cost of goods sold increased by 0.8% year-over-year, from $13.05M to $13.16M.
What is the long-term trend for Blue Bird Corporation's parts — cost of goods sold?
Over 2 years (2023 to 2025), Blue Bird Corporation's parts — cost of goods sold has grown at a 0.9% compound annual growth rate (CAGR), from $50.32M to $51.21M.
What does parts — cost of goods sold mean?
This metric captures the direct costs attributable to the production or procurement of replacement bus parts sold during the period. It includes materials, labor, and overhead directly associated with maintaining the inventory required to support the aftermarket business.

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