BLUE BIRD CORP. DL-,01

Blue Bird reported adjusted EPS of $1.28 for Q3 2026 (forecast $1.27) and revenue of $517.2m, up 23% year‑over‑year, supported by higher unit sales and the full consolidation of Micro Bird. Adjusted EBITDA rose to $71m with a margin of 13.8%, though the margin impact of the Micro Bird acquisition put short‑term pressure on results. Management raised the full‑year outlook (revenue $1.74–1.76bn, adjusted EBITDA $245–250m) and plans a significant expansion into the commercial chassis market in partnership with Ford; production is to begin in 2028. Investors reacted cautiously amid remaining uncertainty over margin mix and the timing of growth projects. » Plus sur de.investing.com

Blue Bird shares rose to an all-time high of $81.64 and are currently trading near their 52-week high. For Q2 2026 the company reported EPS of $1.00 and revenue of $353 million, each above expectations. Analysts at Needham and D.A. Davidson confirmed or raised price targets to $86 while maintaining their buy ratings, citing strong market dynamics and production efficiency. InvestingPro data shows an attractive valuation relative to growth with a PEG of 0.7. » Plus sur de.investing.com

Blue Bird reported Q2 revenue of $352.6 million with record adjusted EBITDA and margin expansion to 14.4%, reflecting pricing power, favorable mix and operational gains. Management is executing a platform strategy—expanding Micro Bird Type A buses, Buy America–compliant shuttles and an $80 million DOE-backed Type C plant—to extend EV backlog into fiscal 2027. Long-term targets call for about $2.5 billion in revenue and $325–$375+ million in adjusted EBITDA, though risks include tariff volatility, EPA funding uncertainty and execution around integration and plant ramp-up. » Plus sur finance.yahoo.com