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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:Goodwill.

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, except for share data)June 27, 2026September 27, 2025
Other current assets40,92022,195
Total current assets$513,710$411,628
Property, plant and equipment, net$165,118$108,541
Goodwill264,10218,825
Intangible assets, net175,82641,685
Equity investment in affiliates2735,197
Deferred tax assets2,697
Finance lease right-of-use assets28,664

Item 1. Financial Statements (Unaudited)

FAQ

What is Blue Bird Corporation's goodwill?
Blue Bird Corporation (BLBD) reported goodwill of $264.1M in Q2 2026.
How has Blue Bird Corporation's goodwill changed year-over-year?
Blue Bird Corporation's goodwill increased by 1302.9% year-over-year, from $18.83M to $264.1M.
What is the long-term trend for Blue Bird Corporation's goodwill?
Over 5 years (2020 to 2025), Blue Bird Corporation's goodwill has grown at a 0.0% compound annual growth rate (CAGR), from $18.83M to $18.83M.
What does goodwill mean?
The excess of acquisition cost over the fair value of net identifiable assets acquired — representing brand value, customer relationships, and synergies from past M&A.

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