BLBD · Blue Bird Corp
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Aug 5, 2026TL;DR. Blue Bird reported Q3 net sales of $517M and raised FY2026 Adjusted EBITDA guidance to ~$247M while announcing a major Ford commercial chassis collaboration and Detroit Chassis asset purchase, though legacy Blue Bird unit volumes fell 7.2% as a large finished goods inventory built ahead of Q4 revenue recognition.
- + FY2026 Adjusted EBITDA guidance raised to ~$247M with net revenue of ~$1.75B.
- + Long-term Adjusted EBITDA outlook raised to $500M+ on $3.3B revenue by 2030+
- + Announced Ford collaboration to design, manufacture and sell the next-generation F53/59 commercial stripped chassis with Detroit Chassis asset purchase of $7M.
- + More than 770 EV buses in firm order backlog supporting 2026 EV sales target, with 355 electric buses delivered in Q3.
- + Q3 net sales increased $119.1M, or 29.9%, year-over-year driven by Micro Bird contribution and 6.7% ASP increase on legacy buses.
- − Legacy Blue Bird bus unit bookings fell 7.2% year-over-year in Q3 (2,290 vs 2,467 units).
- − Legacy Blue Bird Adjusted EBITDA declined $3.6M year-over-year as Micro Bird consolidation masked organic weakness.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Farm & Heavy Construction Machinery — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BLBD
this stock
Blue Bird Corp
|
$1.79B | +18.3% | +9.9% | 6.9 | 13.4% |
|
CAT
Caterpillar Inc
|
$379.99B | +44.2% | +4.3% | 35.6 | 1.8% |
|
DE
Deere & Co
|
$182.08B | +43.3% | -11.7% | 37.5 | 2.1% |
|
SNHIY
Sany Heavy Industries Co., Ltd./ADR
|
$86.82B | — | — | — | 0.0% |
|
PCAR
Paccar Inc
|
$58.59B | +0.4% | -15.5% | 23.4 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BLBD | +0.0% | -9.9% | -11.8% | +0.2% | +18.3% |
| SPY | -0.4% | -0.2% | +12.4% | +0.2% | +12.0% |
| vs SPY | +0.5% | -9.8% | -24.3% | +0.0% | +6.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.