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Stock impact report

Blue Bird raises 2026 adjusted EBITDA guidance to $225M as order intake surges 45% [Seeking Alpha]

Blue Bird Corporation (BLBD) 
Last blue bird corporation earnings: 2/12 04:00 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.perseonmedical.com
Company Research Source: Seeking Alpha
John Wyskiel, President, CEO & Director, highlighted that "Blue Bird beat guidance on all metrics for the quarter. This is despite the impact and volatility associated with the administration's policy on tariffs." He noted the company has Quick Insights Management attributes margin gains to both pricing (2/3) and efficiency (1/3), but notes pricing is impacted by materials costs and tariffs, indicating ongoing volatility but efforts to remain margin-neutral. Robust EV backlog extending into 2027, strong state funding, pent-up demand, and continued leadership in propane/gas variants drove a higher sales outlook for alternative power units. The company initiated a new $100 million buyback, analyzes strategic vertical integration and growth opportunities, and maintains record liquidity to support further investment and stability. Recommended For You More Trending News Show less Read more
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