Blue Bird Corporation Reports Record Q3 2026 Results

Blue Bird Corporation reported record fiscal third quarter 2026 results on August 5, 2026, with revenue of $517.2 million and adjusted earnings of $1.28 per share. The company's revenue grew 30% year-over-year, surpassing Wall Street estimates. This growth was driven by strong unit sales and the consolidation of Micro Bird, which the company acquired in April 2026.

As part of a new strategic partnership with Ford Motor Company, Blue Bird will design and manufacture the next-generation F53/F59 medium-duty chassis platform. To support this initiative, Blue Bird acquired the Detroit Chassis LLC assembly plant for $7 million. The company expects the Ford partnership to target over 10,000 units and generate $600 million in revenue by 2030.

Following these developments, Blue Bird raised its full-year fiscal 2026 revenue guidance to between $1.740 billion and $1.760 billion. The company also expanded its long-term targets to a projected $3.3 billion in revenue and 30,000 total units, marking a strategic entry into the recreational vehicle and commercial fleet markets.