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Blue Bird Corporation BLBD Parts — Revenue

Other product segments

Alternative fuel buses
$339.51M+44.9%
Diesel buses
$139.75M+11.0%

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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: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
Diesel buses$139,754$125,872$449,827$367,855
Alternative power buses (1)339,513234,373640,722582,757
Other (2)13,16512,69936,01844,471
Parts24,72825,06776,31275,651
Net sales$517,160$398,011$1,202,879$1,070,734

Item 1. Financial Statements (Unaudited)

FAQ

What is Blue Bird Corporation's parts — revenue?
Blue Bird Corporation (BLBD) reported parts — revenue of $24.73M in Q2 2026.
How has Blue Bird Corporation's parts — revenue changed year-over-year?
Blue Bird Corporation's parts — revenue decreased by 1.4% year-over-year, from $25.07M to $24.73M.
What is the long-term trend for Blue Bird Corporation's parts — revenue?
Over 4 years (2021 to 2025), Blue Bird Corporation's parts — revenue has grown at a 15.1% compound annual growth rate (CAGR), from $57.21M to $100.24M.
What does parts — revenue mean?
This metric represents the total consideration received from customers for the sale of parts, excluding any sales taxes collected on behalf of government authorities. It aligns with standard revenue recognition principles to provide a clear view of the economic value generated from customer contracts.

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