Blue Bird sees FY26 net revenue $1.75B, consensus $1.51B

“We are very pleased with our second quarter results, with our highest ever Q2 Adj. EBITDA and Free Cash Flow,” said Razvan Radulescu, CFO of Blue Bird (BLBD) Corporation. “Our business is in a very strong position and we continue to deliver ahead of the plan we have been messaging. With the strong first half we delivered, we are raising all full-year 2026 guidance metrics, as well as building in consolidated results for Micro Bird for the second half. 2026 Guidance is being raised to Net Revenue at ~$1.75 Billion and Adj. EBITDA to ~$245 million. Additionally, we are raising our long-term profit outlook towards an Adjusted EBITDA margin of $375+ million, or 15%+, on $2.5+ billion in revenue. We are confident in our profitable growth plans.”