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Dec 27, 2025
Blue Bird Q1 2026 Earnings Report
Blue Bird delivered record first-quarter profitability with strong margins and higher unit sales.
Key Takeaways
Blue Bird reported strong fiscal Q1 2026 results with higher revenue, record adjusted EBITDA margin, and solid profitability driven by pricing actions and stable unit volumes.
Revenue reached $333.1 million, up year over year
Adjusted EBITDA increased to $50.1 million with a 15.0% margin
Net income totaled $30.8 million with diluted EPS of $0.94
Bus unit sales reached 2,135 units during the quarter
Revenue by Segment
Forward Guidance
Management raised full-year fiscal 2026 adjusted EBITDA guidance based on a strong first-quarter performance.
Positive Outlook
- Raised FY2026 adjusted EBITDA guidance to $225 million
- Strong pricing actions offset cost pressures
- Record first-quarter adjusted EBITDA margin
- Growing backlog for electric buses
- Stable demand for school transportation
Challenges Ahead
- Exposure to tariffs impacting procurement costs
- Slight decline in parts sales
- Inflationary pressures on labor and materials
- Dependence on public funding for school bus purchases
- Macroeconomic uncertainty affecting customer budgets
Historical Earnings Impact
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Avg. Return Before/After Earnings
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