The financials
Blue Bird Corporation by the numbers
Blue Bird Corporation (BLBD) reported revenue of $353M in Q2 2026 (quarter ended March 28, 2026), down 1.7% from the same quarter a year earlier. That came with a gross margin of 20% and net income of $29M (8.3% of revenue). For the full year FY2025, revenue was $1.48B (+9.9% year on year) and net income $128M. Its largest product in 2026-Q1 was Diesel Buses at $165M, 46% of the disclosed total, just ahead of Alternative Fuel Buses at 42%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $353M | $359M | −1.7% |
| Gross profit | $71M | $71M | −0.3% |
| Operating income | $39M | $34M | +16% |
| Net income | $29M | $26M | +12% |
| Diluted EPS | $0.90 | $0.79 | +14% |
| Product | Revenue | Share |
|---|---|---|
| Diesel Buses | $165M | 46% |
| Alternative Fuel Buses | $150M | 42% |
| Parts | $27M | 7.5% |
| Product And Service Other | $11M | 3.0% |
| Shipping And Handling | $4.6M | 1.3% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $357.2M (+5.6%)
Diesel Buses grew +40% year on yearProduct And Service Other -34% year on year
Segment Latestquarter on quarteryear on year
- Diesel Buses$165.2M$165.2MQoQ +14%year on year +40%+14%+40%
- Alternative Fuel Buses$149.8M$149.8MQoQ -1.0%year on year -25%-1.0%-25%
- Parts$26.8M$26.8MQoQ +8.3%year on year +5.2%+8.3%+5.2%
- Product And Service Other$10.8M$10.8MQoQ -11%year on year -34%-11%-34%
- Shipping And Handling$4.6M$4.6MQoQ -9.8%year on year -12%-9.8%-12%
Farm & Heavy Construction Machinery
Ranks #3 of 12 by Smart Score