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Blue Bird ( (BLBD) ) just unveiled an announcement.
On February 4, 2026, Blue Bird reported fiscal 2026 first-quarter results for the period ended December 27, 2025, posting net sales of $333.1 million, up 6.1% year over year, and GAAP net income of $30.8 million, with diluted EPS of $0.94. The company delivered 2,135 buses and achieved record first-quarter adjusted EBITDA of $50.1 million, representing a 15% margin, driven primarily by pricing actions and favorable customer and product mix that offset higher procurement costs linked to tariffs, while parts revenue dipped slightly. Blue Bird highlighted its growing presence in alternative-powered school buses, delivering 121 electric buses in the quarter and ending with a firm order backlog of more than 850 EV buses, supporting its 2026 EV sales targets. Management raised full-year 2026 adjusted EBITDA guidance to $225 million and reaffirmed net revenue guidance of about $1.5 billion, while reiterating a longer-term outlook of roughly $2 billion in revenue and adjusted EBITDA margins of at least 16%, signaling confidence in sustained profitable growth and reinforcing its positioning as a leader in low- and zero-emission school transportation.
The most recent analyst rating on (BLBD) stock is a Hold with a $49.00 price target. To see the full list of analyst forecasts on Blue Bird stock, see the BLBD Stock Forecast page.
Spark’s Take on BLBD Stock
According to Spark, TipRanks’ AI Analyst, BLBD is a Neutral.
The score is driven primarily by improving fundamentals and strong earnings-call execution (record results, strong free cash flow, and backlog/EV momentum). This is partially offset by weak technicals (downtrend and negative MACD) and a financial reporting/visibility concern (zero EBIT margin in 2025 plus a missing equity ratio), while valuation is supportive with a moderate P/E.
To see Spark’s full report on BLBD stock, click here.
More about Blue Bird
Blue Bird Corporation (Nasdaq: BLBD) is a leading independent designer and manufacturer of school buses, recognized as a technology leader and innovator since 1927. The company focuses on designing, engineering and producing buses with an emphasis on safety, reliability and durability, and is a proven leader in low- and zero-emission student transportation, having sold more than 25,000 propane, natural gas and electric-powered buses as it pushes cleaner energy solutions for school districts.
Average Trading Volume: 421,281
Technical Sentiment Signal: Strong Buy
Current Market Cap: $1.61B
See more insights into BLBD stock on TipRanks’ Stock Analysis page.