Blue Bird (BLBD) Q3 FY26 earnings call

Blue Bird delivered a record Q3 FY26, exceeding guidance on all metrics, driven by strong sales and adjusted EBITDA. The company significantly expanded its total addressable market through the Micro Bird acquisition and a new strategic collaboration with Ford for commercial strip chassis, positioning it as a growing player in the Specialty Vehicle market. Management raised full-year adjusted EBITDA guidance, signaling continued confidence in its profitable growth strategy and operational execution despite some unit sales timing shifts.