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Blue Bird
Blue Bird (BLBD) investor relations material
Blue Bird Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary6 Feb, 2026
Investment highlights
Strong industry growth expected, supported by healthy funding and an aging school bus fleet.
Leading position in alternative power and electric school buses, with over 60% of sales non-diesel.
Beneficiary of federal and state subsidies for school bus electrification.
Product portfolio expanded with the introduction of an EV commercial chassis.
Lean transformation initiatives are reducing structural costs and supporting profitable growth.
Industry overview
Over 552,000 school buses operate in the U.S. and Canada, transporting 26 million children daily.
Industry averages 30,500 new units annually, with a fleet average age of 11 years.
45% of the fleet is 11 years or older, supporting high annual replacement demand.
Funding is primarily from property taxes, and demand is driven by population growth and fleet age.
Company and product highlights
Headquartered in Macon, Georgia, with a manufacturing footprint serving the entire U.S.
Offers the most expansive range of school buses, seating 10 to 90 passengers, with multiple fuel options.
Launched Blue Bird Energy Services and Clean Bus Solutions JV for turnkey charging infrastructure.
First commercial chassis order received in January 2026, with production starting in FY26 Q4.
Commercial chassis revenue impact by FY27
Share repurchase program's strategic rationale
Drivers of H2 FY26 EBITDA margin acceleration
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Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B.
Next Blue Bird earnings date
Q2 20266 May, 2026
Blue Bird
Next Blue Bird earnings date
Q2 20266 May, 2026
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Frequently asked questions
Blue Bird Corporation designs, manufactures, and sells school buses, including electric and alternative fuel models. It serves school districts, fleet operators, and government agencies across North America. The company is headquartered in Macon, Georgia, and its shares are listed on the NASDAQ.
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