Blue Bird maintains $1.5B revenue and 14.7% EBITDA margin guidance for 2026 while signaling strong EV and chassis expansion

What we drew from this source

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• Commercial chassis prototypes are in testing and the product is well received by customers who have looked at it

  80% confidence

• Gross margin for Q4 was 21% or 4.1 percentage points higher than last year due to sustained operational performance and pricing overtaking inflationary costs including tariff effects

  80% confidence

• Blue Bird feels very good about the 750 guidance of EV and there is some upside potential up to 1,000 units in fiscal 2026

  80% confidence

• Blue Bird's track record and dominance in alternative powered vehicles continues with stable EV demand despite tariff pricing uncertainty and EPA funding, and the outlook in this area remains strong

  80% confidence

• Outside of the federal side, there is real demand at the state level for EV buses

  80% confidence

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