Blue Bird's third quarter revenue grew 30% to $517M, beating estimates and prompting a raised full-year 2026 outlook.

Blue Bird reported third quarter 2026 revenue of $517.2 million, a 30% year-over-year increase that significantly beat analyst estimates. The company delivered Adjusted Diluted EPS of $1.28, also ahead of expectations, and raised its full-year 2026 guidance for revenue and Adjusted EBITDA.

Key Highlights

• Adjusted EBITDA for the quarter was $71.4 million, a 22% increase from the prior year and well above the consensus estimate of $52.5 million.
• The company raised its full-year 2026 guidance, now expecting revenue of approximately $1.75 billion and Adjusted EBITDA of approximately $247 million.
• Blue Bird delivered 355 electric-powered buses during the quarter and noted a firm order backlog of more than 770 EV buses.