Blue Bird Corporation (BLBD)

Blue Bird Corp.'s stock has increased by 51.1% year-to-date as of May 9, 2026. The company reported record profitability for its fiscal second quarter, with $29.3 million in GAAP net income and a record $50.8 million in adjusted EBITDA. Following strong Q2 results, Blue Bird raised its full-year 2026 revenue guidance to approximately $1.75 billion and adjusted EBITDA to about $245 million. Blue Bird completed the acquisition of the remaining 50% stake in its Micro Bird joint venture. The company announced the supply of 15 Type C electric buses to Bibb County School District and 62 new propane buses equipped with driver airbags for Prince William County Public Schools.

Demand for Blue Bird Corp.'s products and services exhibits seasonality, with the majority of bus deliveries typically occurring in the company's third and fourth fiscal quarters. This pattern positions the company for a seasonally strong second half of its fiscal year, which runs from October to September.

Blue Bird Corporation specializes in designing, engineering, manufacturing, and selling school buses in the United States, Canada, and internationally. The company operates within the Industrials sector and offers Type C, Type D, and Type A school buses, as well as specialty buses. Blue Bird is a leader in alternative power options, providing propane, gasoline, CNG, and electric-powered school buses, along with replacement parts and extended warranties.

Blue Bird Corporation's operations extend across the United States, Canada, and over 60 other countries, including markets in Africa, Asia, the Caribbean, Latin America, Europe, and the Middle East. The company's manufacturing facilities are based in Georgia, U.S., and it maintains an extensive network of dealers and parts and service facilities throughout North America.

Blue Bird Corporation has a long-standing reputation for safety and reliability in student transportation. The company is recognized for its commitment to safety, durability, and environmental sustainability and is a leader in electric and low-emission school buses. Recent events, such as unveiling new propane buses with driver airbags and deploying electric school buses, reinforce its commitment to innovation and safety.

As of May 9, 2026, 93.59% of Blue Bird Corp.'s stock is held by institutions, while 1.10% is held by insiders. Approximately 52.71% of the company's stock is owned by Institutional Investors, 1.81% by Insiders, and 45.47% by Public Companies and Individual Investors. Major institutional owners include Fmr Llc, BlackRock, Inc., and Vanguard Group Inc, among others.