Blue Bird

Q3 FY2026 EarningsQ3 FY26 results beat consensus across the top and bottom lines, with revenue of $517.2M exceeding the $499.2M expected. GAAP Diluted EPS of $5.27 significantly beat the $1.25 mean estimate, largely driven by a $160.5M non-taxable gain from the Micro Bird acquisition. Bus segment revenue rose 32.1% YoY, bolstered by the consolidation of Micro Bird, while Adjusted EBITDA grew 22.1% to $71.4M. Management also announced a strategic expansion through an agreement with Ford for the next-generation stripped chassis market.