Blue Bird Corporation (BLBD)

Blue Bird beat expectations on both the top and bottom line in the third fiscal quarter of 2026, with results reported August 5, 2026, as revenue rose 29.9% to roughly $517.2 million, up from about $398.0 million a year ago. Revenue of $517.2 million topped the $485.7 million estimate (+6.5%, topped), while adjusted EPS of $1.28 topped the $1.25 estimate (+2.4%, topped) and was up from $1.19 a year ago (+7.6%). Profitability paired that sales growth with a gross margin of 20.0% and an operating margin of 12.1%, as gross profit came in at about $103.4 million and operating income reached roughly $62.7 million. The quarter generated operating cash flow of about $31.0 million. For the next period, consensus calls for EPS of $1.48 on revenue of $551.5 million.