Blue Bird maintains $1.5B revenue and 14.7% EBITDA margin guidance for 2026 while signaling strong EV and chassis expansion [Seeking Alpha]
Blue Bird Corporation (BLBD)
Last blue bird corporation earnings: 2/12 04:00 pm
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US:NASDAQ Investor Relations:
investor.perseonmedical.com
Company Research
Source: Seeking Alpha
John Wyskiel, President and CEO, stated that "Blue Bird beat guidance on all metrics and delivered a record year," despite headwinds from tariffs and policy uncertainty. He highlighted a year-end backlog of 3,100 units Quick Insights Blue Bird is using pricing actions, passing through tariff costs, and investing in automation to mitigate risks from tariffs and policy changes, while maintaining guidance and expressing confidence in managing these challenges. EV sales are supported by stable demand, state and local incentive programs, continued government funding, and a strengthened backlog, as management observes strong outlook even without new federal EV rounds. The new commercial chassis is in customer testing and will have modest initial impact on guidance, while automation investments aim to reduce long-term costs and maintain competitiveness, supporting growth. More Trending News
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BLBD
News
- Why Analysts See Blue Bird's Story Evolving Amid Margin Gains And Higher Targets [Yahoo! Finance]Yahoo! Finance
- Has Blue Bird's 2025 Surge Already Priced In Its Electric School Bus Growth Story? [Yahoo! Finance]Yahoo! Finance
- The 5 Most Interesting Analyst Questions From Blue Bird's Q3 Earnings Call [Yahoo! Finance]Yahoo! Finance
- Blue Bird: Don't Let The Conservative Guidance Fool You, The Profitable Growth Bus Is Rolling [Seeking Alpha]Seeking Alpha
- Heavy Transportation Equipment Stocks Q3 Highlights: Blue Bird (NASDAQ:BLBD) [Yahoo! Finance]Yahoo! Finance
BLBD
Earnings
- 11/24/25 - Beat
BLBD
Sec Filings
- 12/5/25 - Form 4
- 12/4/25 - Form 4
- 12/4/25 - Form 4
- BLBD's page on the SEC website