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Blue Bird Corporation BLBD Parts — Net Sales

Other segment segments

Bus
$491.7M+32.1%

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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 parts — net sales?
Blue Bird Corporation (BLBD) reported parts — net sales of $25.46M in Q2 2026.
How has Blue Bird Corporation's parts — net sales changed year-over-year?
Blue Bird Corporation's parts — net sales decreased by 1.2% year-over-year, from $25.77M to $25.46M.
What is the long-term trend for Blue Bird Corporation's parts — net sales?
Over 4 years (2021 to 2025), Blue Bird Corporation's parts — net sales has grown at a 15.0% compound annual growth rate (CAGR), from $58.8M to $102.97M.
What does parts — net sales mean?
This metric represents the total revenue generated from the sale of replacement parts for buses, net of returns, allowances, and discounts. It serves as a key indicator of the aftermarket demand and the recurring revenue potential within the company's service-oriented business segment.

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