US · Industrials · Farm & Heavy Construction Machinery
EPS came in at 1.25 against a street estimate of 1.15 — a beat of 8.7%.
Analysts rate Blue Bird Corp a strong buy (8 buy, 0 hold, 0 sell out of 8) with an average price target of $89.12.
CONFIDENT Blue Bird beat Q3 guidance for 15th consecutive quarter with record $71M adjusted EBITDA. Announced major Ford partnership for Class 5-6 chassis market entering 2028, expanding TAM 150% on units. Raised FY26 EBITDA guidance to $247M. Q3 FY26 Geographic breakdown not discussed. Analysts pressed on Ford strategy clarity (primary vs. dual path), historical chassis volumes vs. 10K guidance (addressed as conservative ramp), and inventory management during transition (Ford handles legacy, Blue Bird new design only). Management emphasized 10x opportunity justifies pivot and mitigated risk via Ford Pro customer handoff. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 8.86% |
| BlackRock Inc | 7.72% |
| American Century Companies Inc | 4.69% |
| Vanguard Capital Management, LLC | 4.12% |
| Westwood Holdings Group Inc | 3.64% |
| Jupiter Topco LLC | 3.50% |
| HHG PLC | 3.24% |
| Wellington Management Company LLP | 2.92% |
| Document | Date |
|---|---|
| Material agreement · Q4 FY2026 HEADLINE NUMBERS • Blue Bird amended its senior secured credit facilities on September 30, 2026. • Total facility capacity increased to $600 million | 2026-10-06 |
| Company announcement · Q4 FY2026 HEADLINE NUMBERS • Blue Bird filed a prospectus supplement on October 1, 2026, covering the potential resale of up to 2,702,180 shares of common stoc | 2026-10-01 |
| Quarterly report · Q3 FY2026 BLUE BIRD CORPORATION – FORM 10-Q SUMMARY For Quarter Ended June 27, 2026 --- HEADLINE NUMBERS • Net Sales (9 months): $1,202.9 million vs $1,070.7 | 2026-08-05 |
| Results announced · Q4 FY2026 BLUE BIRD CORPORATION – FISCAL 2026 Q3 RESULTS SUMMARY HEADLINE NUMBERS • Q3 2026 Net Sales: $517.2 million (up 29.9% vs. Q3 2025: $398.0 million) • | 2026-08-05 |
| Material agreement · Q3 FY2026 BLUE BIRD CORPORATION – FORM 8-K SUMMARY Report Date: August 5, 2026 --- HEADLINE NUMBERS • Acquisition price: $7,000,000 for Detroit Chassis LLC a | 2026-08-05 |
| Material agreement · Q3 FY2026 BLUE BIRD CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Pension plan lump-sum payments made in April 2026: approximately $13 million • Remaining | 2026-05-18 |
| Quarterly report · Q2 FY2026 BLUE BIRD CORPORATION – FORM 10-Q SUMMARY Quarter Ended March 28, 2026 --- HEADLINE NUMBERS • Net Sales (6 months): $685.7 million vs. $672.7 milli | 2026-05-06 |
| Results announced · Q3 FY2026 BLUE BIRD CORPORATION - FISCAL 2026 Q2 RESULTS SUMMARY HEADLINE NUMBERS • Net Sales Q2: $352.6 million (down 1.7% vs. prior year Q2 of $358.9 millio | 2026-05-06 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquires Detroit Chassis assets and establishes Ford collaboration for chassis manufacturing Blue Bird Corporation acquired assets from Detroit Chassis LLC for $7 million (plus assumed liabilities) on August 3, 2026. Under a new Master Collaboration Agreement with Ford, Blue Bird wi | 2026-08-05 |
| Completed acquisition of remaining 50% stake in Micro Bird joint venture Blue Bird Corporation completed its acquisition of the remaining 50% stake in its Micro Bird joint venture from the Girardin Group on April 1, 2026. Blue Bird now owns 100% of both the U.S. | 2026-04-02 |
| Acquires remaining 50% stake in Micro Bird joint venture Blue Bird Corporation announced on February 15, 2026, that it is acquiring the remaining 50% stake in the Micro Bird joint venture from the Girardin Group for $198.2 million, giving Blue Bir | 2026-02-17 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Blue Bird Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.