Blue Bird FY26 Q3 GAAP net income rises 407.95% to $185.3 million; net sales climb 29.9% to $517.2 million
BLBD•Blue Bird posts higher Q3 sales, earnings and outlook
- Blue Bird posted fiscal 2026 Q3 net sales of $517.2 million, up 29.9%, with 3,525 buses sold.
- GAAP net income climbed to $185.3 million; diluted EPS rose to $5.27.
- Non-GAAP adjusted EBITDA increased to $71.4 million; the company cited a 14% margin.
- Results included the Micro Bird acquisition, contributing $122.9 million of net sales and a $160.5 million GAAP gain from remeasurement.
- Raised FY2026 outlook to about $1.75 billion in net revenue and about $247 million in adjusted EBITDA; unveiled expanded Ford chassis collaboration, with a Detroit plant asset purchase expected to close early 2027.
