The school bus maker reported $352.6 million revenue with 14.4% adjusted EBITDA margin, signaling pricing power and operational gains.
Blue Bird Corporation’s stock traded at $73.99 on June 18, reflecting a trailing P/E of 17.99 and forward P/E of 12.95. The company posted Q2 2026 revenue of $352.6 million, down slightly from $358.9 million year over year, but profitability improved with record adjusted EBITDA and a 14.4% margin.
The results highlight strong pricing discipline, favorable product mix, and operational execution despite fewer production days. Blue Bird’s shift toward electric and low-emission buses, alongside expansion into commercial shuttles, is broadening its market beyond traditional cyclical demand.
Analysts note the company’s platform diversification and Micro Bird integration as key growth drivers, reducing reliance on school bus sales cycles.