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Blue Bird Corporation BLBD Shipping and Handling — Net Sales

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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$2.18B+17.9%
Enterprise value$2.18B+23.6%
P/E7.7×-8.2×
P/S1.4×+0.1×

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

Shipping and handling revenues were $7.5 million and $6.9 million for the three months ended June 27, 2026 and June 28, 2025, respectively, and $17.2 million for each of the nine months ended June 27, 2026 and June 28, 2025. The related cost of goods sold was $6.9 million and $6.1 million for the three months ended June 27, 2026 and June 28, 2025, respectively, and $15.7 million and $15.4 million for the nine months ended June 27, 2026 and June 28, 2025, respectively.

Item 1. Financial Statements (Unaudited)

FAQ

What is Blue Bird Corporation's shipping and handling — net sales?
Blue Bird Corporation (BLBD) reported shipping and handling — net sales of $7.5M in Q2 2026.
How has Blue Bird Corporation's shipping and handling — net sales changed year-over-year?
Blue Bird Corporation's shipping and handling — net sales increased by 8.7% year-over-year, from $6.9M to $7.5M.
What does shipping and handling — net sales mean?
This metric represents the total revenue generated from shipping and handling services provided to customers in conjunction with product sales. It reflects the company's ability to monetize logistics and delivery operations as a distinct revenue stream. Tracking this helps investors understand the contribution of ancillary logistics services to the overall top-line performance.

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