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Blue Bird Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.81 |
| EPS actual | $1.00 |
| EPS Surprise | 23.46% |
| Revenue estimate | 335.229M |
| Revenue actual | 353M |
| Revenue Surprise | 5.30% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.80 |
| EPS actual | $1.00 |
| EPS Surprise | 25.00% |
| Revenue estimate | 326.869M |
| Revenue actual | 333M |
| Revenue Surprise | 1.88% |
| Release date | Nov 24, 2025 |
| EPS estimate | $1.05 |
| EPS actual | $1.32 |
| EPS Surprise | 25.71% |
| Revenue estimate | 380.375M |
| Revenue actual | 409.365M |
| Revenue Surprise | 7.62% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.90 |
| EPS actual | $1.19 |
| EPS Surprise | 32.22% |
| Revenue estimate | 380.374M |
| Revenue actual | 398.011M |
| Revenue Surprise | 4.64% |
Last 4 Quarters for Blue Bird
Below you can see how BLBD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $44.14 |
| EPS estimate | $0.90 |
| EPS actual | $1.19 |
| EPS surprise | 32.22% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $44.79 |
| Aug 01, 2025 | $43.33 |
| Aug 04, 2025 | $44.13 |
| Aug 05, 2025 | $43.61 |
| Aug 06, 2025 | $44.14 |
| Aug 07, 2025 | $52.31 |
| Aug 08, 2025 | $55.34 |
| Aug 11, 2025 | $54.69 |
| Aug 12, 2025 | $56.49 |
| 4 days before | -1.45% |
| 4 days after | 27.98% |
| On release day | 18.51% |
| Change in period | 26.12% |
| Release date | Nov 24, 2025 |
| Price on release | $54.86 |
| EPS estimate | $1.05 |
| EPS actual | $1.32 |
| EPS surprise | 25.71% |
| Date | Price |
|---|---|
| Nov 18, 2025 | $50.35 |
| Nov 19, 2025 | $50.75 |
| Nov 20, 2025 | $50.78 |
| Nov 21, 2025 | $53.82 |
| Nov 24, 2025 | $54.86 |
| Nov 25, 2025 | $51.84 |
| Nov 26, 2025 | $52.74 |
| Nov 28, 2025 | $52.22 |
| Dec 01, 2025 | $50.53 |
| 4 days before | 8.96% |
| 4 days after | -7.89% |
| On release day | -5.50% |
| Change in period | 0.357% |
| Release date | Feb 04, 2026 |
| Price on release | $49.69 |
| EPS estimate | $0.80 |
| EPS actual | $1.00 |
| EPS surprise | 25.00% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $49.60 |
| Jan 30, 2026 | $50.31 |
| Feb 02, 2026 | $51.06 |
| Feb 03, 2026 | $52.44 |
| Feb 04, 2026 | $49.69 |
| Feb 05, 2026 | $55.54 |
| Feb 06, 2026 | $59.21 |
| Feb 09, 2026 | $57.34 |
| Feb 10, 2026 | $56.74 |
| 4 days before | 0.181% |
| 4 days after | 14.19% |
| On release day | 11.77% |
| Change in period | 14.40% |
| Release date | May 06, 2026 |
| Price on release | $65.04 |
| EPS estimate | $0.81 |
| EPS actual | $1.00 |
| EPS surprise | 23.46% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $64.11 |
| May 01, 2026 | $62.87 |
| May 04, 2026 | $62.89 |
| May 05, 2026 | $63.39 |
| May 06, 2026 | $65.04 |
| May 07, 2026 | $70.84 |
| May 08, 2026 | $71.02 |
| May 11, 2026 | $70.36 |
| May 12, 2026 | $69.33 |
| 4 days before | 1.45% |
| 4 days after | 6.60% |
| On release day | 8.92% |
| Change in period | 8.14% |
Blue Bird Earnings Call Transcript Summary of Q1 2026
Blue Bird reported a very strong start to fiscal 2026, beating guidance across all metrics for the 13th consecutive quarter. Q1 results: revenue of $333M (up 6% YoY), record adjusted EBITDA of $50M (15% margin), and record adjusted free cash flow of $31M. Unit sales were 2,135 buses, including 121 EVs; backlog ended the quarter at ~3,400 units with EVs representing a record ~25% of backlog (≈855 EVs) and roughly 1,000 EVs sold+booked across Q1/backlog. Management raised FY26 profitability guidance (adjusted EBITDA target ~$225M; guidance range $215–235M) and maintained revenue guidance of $1.45–1.55B. Balance sheet and liquidity are very strong: cash $242M and total liquidity $385M. Capital allocation: $15M of buybacks executed in Q1 (continuing a new $100M program), planned CapEx including the company’s ~$50% share (~$75M in FY26) of the new Fort Valley plant funded in part by an $80M DOE/MES grant, and continued investments in engineering and manufacturing automation (factory-of-the-future roadmap) to drive ongoing cost improvements. Key strategic points: durable market fundamentals (aging fleet, replacement cycle), diversified powertrain leadership (EV, propane exclusivity, gas), measured commercial chassis rollout (first order received; production now targeted late Q4 pushing sales into FY27), and a stated objective to remain margin-neutral to tariff volatility. Primary risks called out: tariff volatility and supplier inflation, timing of EPA funding rounds and infrastructure for EV deployment; management states they are positioned to navigate these and that DOE grant/plant remains intact.
