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Buy Day today: Neutral (50) Mixed market breadth · no major macro event
BLBD

Blue Bird Corp

Industrials · Farm & Heavy Construction Machinery

63.90$ -1.4% vs. previous close Closing price · As of: Aug 17, 2026

Statements

Segments

US companies must disclose in their mandatory reports how revenue breaks down across business segments, regions and product lines. We read that breakdown for you straight from the annual and quarterly reports (10-K and 10-Q) of Blue Bird Corp (BLBD). It shows which part of the business is growing — and which one is holding it back.

Revenue by business segment

Revenue by business segment — BLBD
Segment Q4 2024 Q1 2025 Q2 2025 Q4 2025 Q1 2026 Q2 2026
Bus $288.1M 91.8% $332.7M 92.7% $372.2M 93.5% $307.7M 92.4% $325.1M 92.2% · +12.8% $491.7M 95.1% · +47.8%
Parts $25.7M 8.2% $26.1M 7.3% $25.8M 6.5% $25.4M 7.6% $27.5M 7.8% · +7.1% $25.5M 4.9% · -2.6%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Revenue by region

Revenue by region — BLBD
Segment Q4 2024 Q1 2025 Q2 2025 Q4 2025 Q1 2026 Q2 2026
U.S. $288.0M 91.7% $299.3M 83.4% $352.7M 88.6% $278.7M 83.7% $316.8M 89.8% · +10.0% $472.3M 91.3% · +57.8%
Canada $24.6M 7.8% $59.5M 16.6% $45.0M 11.3% $54.3M 16.3% $35.8M 10.2% · +45.5% $44.7M 8.7% · -24.8%
Rest of world $1.3M 0.4% $106.0K 0.0% $274.0K 0.1% $87.0K 0.0% $47.0K 0.0% · -96.4% $111.0K 0.0% · +4.7%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Revenue by product line

Revenue by product line — BLBD
Segment Q4 2024 Q1 2025 Q2 2025 Q4 2025 Q1 2026 Q2 2026
Alternative fuel buses $148.9M 47.4% $199.5M 54.8% $234.4M 57.9% $151.4M 44.8% $149.8M 41.9% · +0.6% $339.5M 64.7% · +70.2%
Diesel buses $124.4M 39.6% $117.6M 32.3% $125.9M 31.1% $144.9M 42.8% $165.2M 46.2% · +32.8% $139.8M 26.6% · +18.8%
Parts $25.1M 8.0% $25.5M 7.0% $25.1M 6.2% $24.8M 7.3% $26.8M 7.5% · +6.9% $24.7M 4.7% · -3.0%
Other $15.5M 4.9% $16.3M 4.5% $12.7M 3.1% $12.1M 3.6% $10.8M 3.0% · -30.5% $13.2M 2.5% · -19.2%
Shipping and Handling $5.2M 1.4% $6.9M 1.7% $5.1M 1.5% $4.6M 1.3% $7.5M 1.4% · +44.2%

Large figure: segment revenue. Below it the share of revenue in that period and the change against the prior year.

Segment and region names are the ones the company itself uses and are shown as reported. Change and share refer to revenue.

Data as of: August 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Segment figures: SEC EDGAR (10-K/10-Q reports)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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