10-Q quarterly report · filed Aug 5, 2026

Blue Bird Corp (BLBD) Q2 2026 10-Q Quarterly Report

Short answer

Blue Bird Corp (BLBD) filed its Q2 2026 10-Q quarterly report on Aug 5, 2026 for the quarter ended Jun 27, 2026. Quarterly revenue was $517M (up 29.9% year over year) with net income of $185M.

Q2 2026 key financials · XBRL

Revenue
$517M
+29.9% YoY · +46.7% QoQ
Net income
$185M
+408.2% YoY · +532.2% QoQ
Operating margin
12.1%
Gross margin
20.0%
EPS (diluted)
$5.49
+394.6% YoY · +510.0% QoQ

Source: XBRL data from the Blue Bird Corp (BLBD) Q2 2026 10-Q on SEC EDGAR. USD.

Blue Bird Corp Q2 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • MD&A excerpt incomplete; no quarterly revenue, YoY comparison, margins, segment results, cash flow, or outlook figures provided

Risk Factors

  • Newly triggered transaction risk: Micro Bird acquisition added $205.9 million purchase consideration and issued 2,702,180 exchangeable shares
  • Regulatory risk: Unregistered exchangeable and voting preferred shares rely on Securities Act Section 4(2), Regulation S, and Canadian exemptions
  • Shareholder dilution risk: Exchangeable shares become transferable in scheduled releases beginning October 1, 2026
  • Liquidity risk: $63.0 million cash acquisition payment funded entirely from cash existing at closing
  • Capital-allocation risk: $100.0 million repurchase authorization remains available through January 1, 2028

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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