Blue Bird raises FY2026 Adj. EBITDA guidance to about $247 million as Q3 net income hits $185.3 million
Blue Bird reported fiscal 2026 third-quarter net sales of $517.2 million, up 29.9% from a year earlier, and GAAP net income of $185.3 million, which includes a $160.5 million non-cash gain from remeasuring its prior 50% stake in Micro Bird. The company raised its full-year 2026 Adjusted EBITDA guidance to about $247 million and net revenue guidance to about $1.75 billion, and said it expects to reach Adjusted EBITDA of $500 million or more by 2030 or later, alongside a Ford collaboration and a planned purchase of Detroit Chassis assets expected to close in early 2027.
Key points
- Q3 diluted EPS was $5.27 versus $1.12 a year earlier; nine-month diluted EPS was $7.33 versus $2.76
- Q3 Adjusted EBITDA was $71.4 million, with Micro Bird contributing $16.5 million
- Legacy Blue Bird Q3 net sales fell $3.8 million, or 1.0%, partly due to timing of units to be recognized in Q4
- FY2026 guidance: net revenue of about $1.75 billion and Adjusted EBITDA of about $247 million
The filing
Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.
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