Blue Bird is expected to report revenue of $408.2 million and EPS of $1.15 for the fiscal quarter ending June 30, 2026, with shares currently trading at $58.50 against an average analyst price target of $65.00.
Investors are primarily focused on the company's Adjusted EBITDA margins and the pace of electric vehicle (EV) bus deliveries relative to the backlog.
Analysts are looking for evidence that the dedicated EV assembly facility is driving operational efficiencies as the company scales production. Continued support from the EPA’s Clean School Bus Program remains a critical tailwind for the firm's zero-emission growth strategy.