Blue Bird Corp.

Farm & Heavy Construction Machinery • Industrials • Macon, GA, United States • BLBD (NGM)

478 822 2801 3920 Arkwright Road, Macon, GA 31210, United States

Quarter: Q1 2026 Reported: February 4, 2026 Sentiment: Neutral

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Analysis Summary

The provided Form 8-K for Blue Bird Corporation (BLBD) on February 4, 2026, is a procedural filing announcing the company's fiscal Q1 2026 financial results. It details that the results would be presented via a live webcast at 4:30 p.m. Eastern Time, with key speakers including CEO John Wyskiel and CFO Razvan Radulescu. The document explicitly states that the financial results and operational condition are incorporated by reference from Exhibit 99.1, a press release dated February 4, 2026. Therefore, this filing itself does not contain any specific financial performance data, strategic initiatives, management commentary, competitive positioning insights, market trends, risk factors, or analyst Q&A highlights. It functions solely as a notification of the earnings event and directs stakeholders to the company's investor relations website and the accompanying press release for comprehensive details regarding the quarter's performance and future outlook.

Key Highlights

• Blue Bird Corporation announced its Q1 2026 financial results presentation.
• Webcast scheduled for February 4, 2026, at 4:30 p.m. ET.
• CEO John Wyskiel and CFO Razvan Radulescu to speak on the webcast.
• Detailed financial results are contained in Exhibit 99.1 (press release) and the webcast.
• Company identified as the 'leading independent designer and manufacturer of school buses'.

Financial Metrics

eps

YoY: Not provided in this document

revenue

N/A

YoY: Not provided in this document

guidance

net income

N/A

YoY: Not provided in this document

Stock Performance (90 Days)

Data through Feb 4, 2026

Layoff Events

Earnings Calls

Positive Signals

• Announcement of earnings call indicates transparency.
• Scheduled webcast with CEO and CFO for detailed discussion.
• Company identifies itself as a market leader in school bus manufacturing.

Risks & Concerns

— Actual financial results and forward-looking statements are not available in this document.
— Reliance on external documents (Exhibit 99.1) for critical financial information.
— No operational or market risks discussed in this announcement.