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Blue Bird Corporation BLBD Total Cost of Revenue

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Segments

By segment

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Bus$400.62M+34.0%
Parts$13.16M+0.8%

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 except for share data)Three Months Ended / June 27, 2026Three Months Ended / June 28, 2025Nine Months Ended / June 27, 2026Nine Months Ended / June 28, 2025
Net sales$517,160$398,011$1,202,879$1,070,734
Cost of goods sold413,786312,083957,629853,635
Gross profit$103,374$85,928$245,250$217,099
Operating expenses
Selling, general and administrative expenses40,70635,859105,787100,277
Operating profit$62,668$50,069$139,463$116,822
Interest expense(1,964)(1,738)(5,075)(5,466)
Interest income6271,4834,5374,309

Item 1. Financial Statements (Unaudited)

FAQ

What is Blue Bird Corporation's total cost of revenue?
Blue Bird Corporation (BLBD) reported total cost of revenue of $413.79M in Q2 2026.
How has Blue Bird Corporation's total cost of revenue changed year-over-year?
Blue Bird Corporation's total cost of revenue increased by 32.6% year-over-year, from $312.08M to $413.79M.
What is the long-term trend for Blue Bird Corporation's total cost of revenue?
Over 4 years (2021 to 2025), Blue Bird Corporation's total cost of revenue has grown at a 17.8% compound annual growth rate (CAGR), from $611.85M to $1.18B.
What does total cost of revenue mean?
The aggregate of all direct costs attributable to producing goods and delivering services that generated the company's revenue, including materials, labor, and overhead.

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