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MICRO BIRD

Full company profile

uuid000f5hg

Namestring
MICRO BIRD
Legal namestring
Micro Bird Inc.
Websiteurl
microbird.com
Company typeenum
Private
Founded yearint
1966
Descriptiontext

Micro Bird Inc. is a Canadian manufacturer of Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses, headquartered in Drummondville, Quebec with a newer U.S. production facility in Plattsburgh, New York. The company traces its origins to 1966 as Girardin Minibus and became Micro Bird through a 50/50 joint venture with Blue Bird Corporation in 2009; Blue Bird acquired the remaining 50% on April 1, 2026 for approximately $201.8 million (10.7x FY2026 EBITDA), making Micro Bird a wholly-owned subsidiary. The product portfolio spans the G5 platform in gasoline, propane (integrated with Ford 7.3L V8 and ROUSH CleanTech Gen5), and electric variants, with the G5e offering 600V architecture, up to 175 kWh battery capacity, 100 kW charging, 200+ mile range, and Vehicle-to-Grid bidirectional charging. Capacities range from 9 passengers (MPV) to 36 passengers (school and MFSAB configurations), with ADA-compliant wheelchair lifts and Buy America Act-compliant manufacturing.

The company operates two manufacturing plants totaling approximately 406,000 sq ft (Drummondville ~250,000 sq ft including a 2020 expansion; Plattsburgh 156,000 sq ft opened September 2025 with a $38M investment) and employs approximately 950 people post-acquisition. Distribution is exclusively through a network of 55+ certified dealerships across North America, which handle sales, training, and after-sale service; the company does not sell direct and pricing is quote-based through dealers. Revenue is generated from one-time hardware sales across K-12 school districts (primary), paratransit services for elderly and disabled passengers, commercial fleet operators (airport, hotel, corporate shuttles), and community organizations.

The go-to-market combines industry trade shows (e.g., STN EXPO West), content marketing (e.g., "5 Steps to Fleet Electrification" guide), and dealer-led demand generation, supplemented by post-sale enablement through the Electric Bus 360° Certification Program. Customer demand is increasingly shaped by federal and state grant programs (FTA Low/No Emission, EPA Clean School Bus, Empire State Development) that Micro Bird actively targets, evidenced by deployments like Schaumburg, Illinois and the tax-credit-supported Plattsburgh expansion. The company faces structural exposure to government budget cycles, EV ramp execution risk, and the integration dynamics of operating as a subsidiary of publicly-traded Blue Bird (NASDAQ: BLBD).

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersDrummondville, Canada
HQ citystring
Drummondville
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
type a school buses, electric school buses, commercial bus manufacturing, alternative fuel vehicles, multi-function activity buses
Industry1 code
1Class 1–3 Commercial Trucks (Light/Medium Duty) Manufacturing
CodeIMACABAAPrimaryYes
NAICS code1 code
  • Motor Home Manufacturing336213
SIC code1 code
  • Truck & Bus Bodies3713
Product category
School Bus Manufacturing
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Bus Sales
TypeHardware Sales
Description

Micro Bird generates revenue through the manufacture and sale of Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses. Products are sold through a network of 55+ certified dealers across North America. Revenue is generated from one-time hardware sales with various fuel options including gasoline, propane, and electric.

microbird.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Supply Chain, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Bus pricing varies by model, configuration, and fuel type
ModelUnit PricingBilling cadencePay-as-you-go
Notes

Quote-based pricing through authorized dealer network. G5 Electric and G5 Propane models available in various configurations. Prices not listed publicly.

microbird.com
GTM typeB2B
B2B
Offering typeHardware or Manufacturing
Hardware or Manufacturing
Brand1 of 5 records shown
1G5
Description

Type A school bus available in multiple configurations including electric, propane, and gas models

microbird.com
+4 more records
Core offering1 text field

Micro Bird designs and manufactures Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses with capacities ranging from 9 to 36 passengers. The product lineup includes gasoline, propane (G5 Propane with ROUSH CleanTech/Ford 7.3L V8), and electric (G5e with 600V architecture and V2G capability) variants. Products are sold exclusively through a network of 55+ certified dealerships across North America and include the G5 series, MB-II, T-Series, D-Series, MPV, and Commercial Bus lines.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • 200+ miles (320 km) range on single charge
+2 more records
Product overview1 text field

MICRO BIRD is a family-owned manufacturer of Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPVs), and Commercial Buses with passenger capacities ranging from 9 to 36. Founded in 1966 (initially as Girardin Minibus) and operating as a joint venture with Blue Bird Corporation since 2009, the company offers vehicles across multiple fuel types: electric (G5e with V2G capability), propane (G5 Propane with ROUSH CleanTech/Ford engine), and gasoline. The product lineup consists of the G5 series, MB-II, and T-Series, all classified as Type A buses. The company operates manufacturing plants in Drummondville, Quebec (250,000 sq ft with a 115,000 sq ft expansion) and a newer 156,000 sq ft facility in Plattsburgh, NY. The company also offers the Electric Bus 360° Certification Program for dealer and client training.

Product and service2 records
1G5 Electric (G5e) School Bus
CategorySchool Bus - Electric
Description

Type A electric school bus featuring a 600V architecture with 100 kW charging speeds, two battery options up to 175 kWh capacity, and industry-leading range of over 200 miles (320 km) on a single charge. Includes Vehicle-to-Grid (V2G) bidirectional charging capability, direct drive motorization, and a reinforced 8-inch buffer zone for passenger safety. Targeted at school districts and fleet operators transitioning to electric vehicles.

2G5 Propane School Bus
Scale indicator9 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-04-01
Description

Blue Bird Corporation acquired the remaining 50% stake in Micro Bird for approximately $201.8 million on April 1, 2026, making Micro Bird a wholly-owned subsidiary. The deal was funded 30% in cash and 70% in Blue Bird common stock. Steve Girardin joined Blue Bird's Board of Directors upon closing. The acquisition consolidates Blue Bird's North American operations under a single brand.

Recent move8 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
1Elkhart Coach
TypeDirect peer
Description

US manufacturer of Type A buses and small commercial buses for paratransit, shuttle, and assisted living markets. Direct competitor in the commercial cutaway bus segment with overlapping Buy America production.

TypeBroad incumbent
Description

Diversified specialty vehicle manufacturer (NYSE: REVG) producing commercial buses, ambulances, and RVs through multiple brands including Champion Bus and E-ONE. Overlaps with Micro Bird in commercial shuttle and paratransit markets.

TypeDirect peer
Description

Major competitor in North American school bus market producing Type C and D buses. Part of Navistar/Traton. Targets the same K-12 school district and fleet operator customers with overlapping alternative fuel and electric offerings.

TypeDirect peer
Description

Daimler-owned school bus manufacturer producing Type C and D buses, including the Jouley electric school bus. Direct competitor to Micro Bird/Blue Bird in school district sales with growing electric portfolio targeting the same federal funding pool.

TypeBroad incumbent
Description

Parent company of Micro Bird since April 2026. Blue Bird manufactures Type C and D school buses and is the dominant North American school bus OEM. Same end customers (school districts, fleet operators), complementary product lines, shared dealer network post-acquisition.

TypeDirect peer
Description

Manufacturer of Type A school buses and Multi-Function School Activity Buses (MFSAB), competing head-to-head with Micro Bird's MB-II and T-Series product lines. Serves the same school district and special needs transportation customer base.

TypeDirect peer
Description

Canadian-based manufacturer of electric Type A, C, and D school buses and commercial trucks. Headquartered in Saint-Jérôme, Quebec, near Micro Bird. Direct competitor in the Type A electric school bus space with comparable federal grant capture.

TypeEmerging player
Description

Canadian EV bus manufacturer producing Type A, D, and school bus configurations including the BEAST and Nano BEAST models. Emerging competitor in the electric school bus segment pursuing federal Clean School Bus Program funding.

TypeBroad incumbent
Description

Berkshire Hathaway-owned commercial bus manufacturer with multiple Type A and shuttle brands. Competes broadly with Micro Bird Commercial Bus and MPV lines across paratransit, shuttle, and fleet customer segments.

TypeDirect peer
Description

Commercial bus and shuttle manufacturer (division of Forest River) producing Type A and medium-duty buses. Competes with Micro Bird's Commercial Bus line in paratransit, shuttle, and community transport markets.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers1 record

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature5 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

MICRO BIRD

School Bus Manufacturingmicrobird.com

What MICRO BIRD does

Micro Bird Inc. is a Canadian manufacturer of Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses, headquartered in Drummondville, Quebec with a newer U.S. production facility in Plattsburgh, New York. The company traces its origins to 1966 as Girardin Minibus and became Micro Bird through a 50/50 joint venture with Blue Bird Corporation in 2009; Blue Bird acquired the remaining 50% on April 1, 2026 for approximately $201.8 million (10.7x FY2026 EBITDA), making Micro Bird a wholly-owned subsidiary. The product portfolio spans the G5 platform in gasoline, propane (integrated with Ford 7.3L V8 and ROUSH CleanTech Gen5), and electric variants, with the G5e offering 600V architecture, up to 175 kWh battery capacity, 100 kW charging, 200+ mile range, and Vehicle-to-Grid bidirectional charging. Capacities range from 9 passengers (MPV) to 36 passengers (school and MFSAB configurations), with ADA-compliant wheelchair lifts and Buy America Act-compliant manufacturing.

The company operates two manufacturing plants totaling approximately 406,000 sq ft (Drummondville ~250,000 sq ft including a 2020 expansion; Plattsburgh 156,000 sq ft opened September 2025 with a $38M investment) and employs approximately 950 people post-acquisition. Distribution is exclusively through a network of 55+ certified dealerships across North America, which handle sales, training, and after-sale service; the company does not sell direct and pricing is quote-based through dealers. Revenue is generated from one-time hardware sales across K-12 school districts (primary), paratransit services for elderly and disabled passengers, commercial fleet operators (airport, hotel, corporate shuttles), and community organizations.

The go-to-market combines industry trade shows (e.g., STN EXPO West), content marketing (e.g., "5 Steps to Fleet Electrification" guide), and dealer-led demand generation, supplemented by post-sale enablement through the Electric Bus 360° Certification Program. Customer demand is increasingly shaped by federal and state grant programs (FTA Low/No Emission, EPA Clean School Bus, Empire State Development) that Micro Bird actively targets, evidenced by deployments like Schaumburg, Illinois and the tax-credit-supported Plattsburgh expansion. The company faces structural exposure to government budget cycles, EV ramp execution risk, and the integration dynamics of operating as a subsidiary of publicly-traded Blue Bird (NASDAQ: BLBD).

MICRO BIRD firmographics

Firmographics
Name
MICRO BIRD
Legal name
Micro Bird Inc.
Website
https://microbird.com
Company type
Private
Founded year
1966
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

MICRO BIRD industry classification

Industry
Product category
School Bus Manufacturing
NAICS
Motor Home Manufacturing (336213)
SIC
Truck & Bus Bodies (3713)
akta.pro primary industry
Class 1–3 Commercial Trucks (Light/Medium Duty) Manufacturing (IMACABAA)

Keywords

  • Type a school buses
  • Electric school buses
  • Commercial bus manufacturing
  • Alternative fuel vehicles
  • Multi-function activity buses

Where MICRO BIRD is headquartered

Location

Headquarters

HQ city
Drummondville
HQ country
Canada
HQ region
North America

Offices2 records

Markets served

MICRO BIRD business model

Business model
GTM type
B2B
Offering type
Hardware or Manufacturing
Cost components
Personnel, Supply Chain, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Bus Sales: Micro Bird generates revenue through the manufacture and sale of Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses. Products are sold through a network of 55+ certified dealers across North America. Revenue is generated from one-time hardware sales with various fuel options including gasoline, propane, and electric.

Pricing tiers

ModelBillingPrice
Unit PricingPay-as-you-goBus pricing varies by model, configuration, and fuel type

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

MICRO BIRD product offering

Product offering

Core offering

Micro Bird designs and manufactures Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses with capacities ranging from 9 to 36 passengers. The product lineup includes gasoline, propane (G5 Propane with ROUSH CleanTech/Ford 7.3L V8), and electric (G5e with 600V architecture and V2G capability) variants. Products are sold exclusively through a network of 55+ certified dealerships across North America and include the G5 series, MB-II, T-Series, D-Series, MPV, and Commercial Bus lines.

Product overview

MICRO BIRD is a family-owned manufacturer of Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPVs), and Commercial Buses with passenger capacities ranging from 9 to 36. Founded in 1966 (initially as Girardin Minibus) and operating as a joint venture with Blue Bird Corporation since 2009, the company offers vehicles across multiple fuel types: electric (G5e with V2G capability), propane (G5 Propane with ROUSH CleanTech/Ford engine), and gasoline. The product lineup consists of the G5 series, MB-II, and T-Series, all classified as Type A buses. The company operates manufacturing plants in Drummondville, Quebec (250,000 sq ft with a 115,000 sq ft expansion) and a newer 156,000 sq ft facility in Plattsburgh, NY. The company also offers the Electric Bus 360° Certification Program for dealer and client training.

Differentiator

Problem solved

Functional benefit

Brands

  • G5: Type A school bus available in multiple configurations including electric, propane, and gas models
  • T-Series
  • MB-II
  • D-Series
  • G5e

Products and services

  • G5 Electric (G5e) School Bus Type A electric school bus featuring a 600V architecture with 100 kW charging speeds, two battery options up to 175 kWh capacity, and industry-leading range of over 200 miles (320 km) on a single charge. Includes Vehicle-to-Grid (V2G) bidirectional charging capability, direct drive motorization, and a reinforced 8-inch buffer zone for passenger safety. Targeted at school districts and fleet operators transitioning to electric vehicles.
  • G5 Propane School Bus

Quantifiable outcome

  • 200+ miles (320 km) range on single charge
  • +2 more outcomes

Companies that use MICRO BIRD

Customer profile

Named customers1 record

Segments4 records

Ideal customer profiles4 records

MICRO BIRD technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature5 records

MICRO BIRD partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Blue Bird CorporationcoreStrategic or Co-development Partner · 1 April 2026Blue Bird Corporation acquired the remaining 50% stake in Micro Bird for approximately $201.8 million on April 1, 2026, making Micro Bird a wholly-owned subsidiary. The deal was funded 30% in cash and 70% in Blue Bird common stock. Steve Girardin joined Blue Bird's Board of Directors upon closing. The acquisition consolidates Blue Bird's North American operations under a single brand.

Scale indicators9 records

Recent moves8 records

Expansion highlights6 records

MICRO BIRD competitors and assessment

Company assessment

Direct peers

  • Elkhart Coach: US manufacturer of Type A buses and small commercial buses for paratransit, shuttle, and assisted living markets. Direct competitor in the commercial cutaway bus segment with overlapping Buy America production.
  • IC Bus (Navistar): Major competitor in North American school bus market producing Type C and D buses. Part of Navistar/Traton. Targets the same K-12 school district and fleet operator customers with overlapping alternative fuel and electric offerings.
  • Thomas Built Buses: Daimler-owned school bus manufacturer producing Type C and D buses, including the Jouley electric school bus. Direct competitor to Micro Bird/Blue Bird in school district sales with growing electric portfolio targeting the same federal funding pool.
  • Collins Bus Corporation: Manufacturer of Type A school buses and Multi-Function School Activity Buses (MFSAB), competing head-to-head with Micro Bird's MB-II and T-Series product lines. Serves the same school district and special needs transportation customer base.
  • Lion Electric: Canadian-based manufacturer of electric Type A, C, and D school buses and commercial trucks. Headquartered in Saint-Jérôme, Quebec, near Micro Bird. Direct competitor in the Type A electric school bus space with comparable federal grant capture.
  • Starcraft Bus: Commercial bus and shuttle manufacturer (division of Forest River) producing Type A and medium-duty buses. Competes with Micro Bird's Commercial Bus line in paratransit, shuttle, and community transport markets.

Broad incumbents

  • REV Group: Diversified specialty vehicle manufacturer (NYSE: REVG) producing commercial buses, ambulances, and RVs through multiple brands including Champion Bus and E-ONE. Overlaps with Micro Bird in commercial shuttle and paratransit markets.
  • Blue Bird Corporation: Parent company of Micro Bird since April 2026. Blue Bird manufactures Type C and D school buses and is the dominant North American school bus OEM. Same end customers (school districts, fleet operators), complementary product lines, shared dealer network post-acquisition.
  • Forest River Bus: Berkshire Hathaway-owned commercial bus manufacturer with multiple Type A and shuttle brands. Competes broadly with Micro Bird Commercial Bus and MPV lines across paratransit, shuttle, and fleet customer segments.

Emerging players

  • GreenPower Motor Company: Canadian EV bus manufacturer producing Type A, D, and school bus configurations including the BEAST and Nano BEAST models. Emerging competitor in the electric school bus segment pursuing federal Clean School Bus Program funding.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

MICRO BIRD social profiles

Digital presence

MICRO BIRD financial estimates

Financial estimate

Revenue estimate

Valuation estimate

MICRO BIRD leadership team

Management profile

Number of profiles

Profiles1 record

MICRO BIRD funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

MICRO BIRD M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MICRO BIRD

What does MICRO BIRD do?

Micro Bird designs and manufactures Type A school buses, Multi-Function School Activity Buses (MFSAB), Multi-Purpose Vehicles (MPV), and Commercial Buses with capacities ranging from 9 to 36 passengers. The product lineup includes gasoline, propane (G5 Propane with ROUSH CleanTech/Ford 7.3L V8), and electric (G5e with 600V architecture and V2G capability) variants. Products are sold exclusively through a network of 55+ certified dealerships across North America and include the G5 series, MB-II, T-Series, D-Series, MPV, and Commercial Bus lines.

Is MICRO BIRD a public or private company?

MICRO BIRD is a private company. It is classified as corporate owned and is currently operating.

When was MICRO BIRD founded?

MICRO BIRD was founded in 1966. It employs 101 to 250 people.

Where is MICRO BIRD based?

MICRO BIRD is headquartered in Drummondville, Canada, in the North America region.

How does MICRO BIRD make money?

One revenue line is on record: bus Sales.

Who are MICRO BIRD's main competitors?

Direct peers on record are Elkhart Coach, IC Bus (Navistar), Thomas Built Buses, Collins Bus Corporation, Lion Electric and Starcraft Bus. Broad incumbents are REV Group, Blue Bird Corporation and Forest River Bus. GreenPower Motor Company is listed as an emerging player.

Does MICRO BIRD have an API?

No public API is recorded for MICRO BIRD.

What industry is MICRO BIRD in?

MICRO BIRD's product category is School Bus Manufacturing. Its primary akta.pro industry code is IMACABAA, Class 1–3 Commercial Trucks (Light/Medium Duty) Manufacturing. Its NAICS code is 336213 and its SIC code is 3713.

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Live signals
PR NewswireElectric Buses Market worth $80.58 billion by 2035 | MarketsandMarkets™The global electric buses market is projected to grow from $30.64 billion in 2026 to $80.58 billion by 2035, a CAGR of 11.3%. Asia Pacific leads with about 70% of the market, and the 9-14 meter segment is expected to hold the largest share. The market is shifting from China-centric adoption toward broader regional electrification.The Motley FoolBlue Bird (BLBD) Q3 2026 Earnings Call TranscriptBlue Bird Corporation reported its Q3 2026 earnings, showing a revenue increase of 29.9% to $517.2 million due to the consolidation of Micro Bird. The company also announced plans to expand into the commercial chassis market through a collaboration with Ford Motor Company, which is expected to significantly enhance their total addressable market. The fiscal year 2026 revenue guidance was maintained between $1.74 billion to $1.76 billion, reflecting the ongoing growth strategy.The Motley FoolBlue Bird (BLBD) Q3 2026 Earnings Call TranscriptBlue Bird reported a 29.9% increase in Q3 2026 revenue to $517.2 million, driven by the first full quarter of consolidated results from its Micro Bird acquisition and strong pricing discipline. The company also announced a strategic expansion into the Class 5-6 commercial strip chassis market through an expanded collaboration with Ford Motor Company and the asset acquisition of Detroit Chassis LLC. Consequently, Blue Bird raised its full-year adjusted EBITDA guidance to a range of $245 million to $250 million.StockStoryBLBD Q2 Deep Dive: Market Reacts to Chassis Expansion and Margin PressuresBlue Bird reported Q2 CY2026 revenue of $517.2 million, a 29.9% year-over-year increase driven by higher sales volumes and the consolidation of its Micro Bird joint venture, though its adjusted EPS missed analyst estimates. The company announced a strategic collaboration with Ford and plans to acquire Detroit Chassis LLC's facility to enter the commercial chassis market, aiming to expand its addressable market by $1.4 billion. Despite strong top-line growth and positive EBITDA margins, Blue Bird's stock declined following the report due to investor concerns regarding margin pressures from integration costs and external tariffs.MarketBeatBlue Bird Q3 Earnings Call HighlightsBlue Bird Corporation reported fiscal 2026 third-quarter revenue of $517 million and record adjusted EBITDA of $71 million, exceeding guidance for the 15th consecutive quarter and raising its full-year adjusted EBITDA outlook to $245-250 million. The company also announced an expanded collaboration with Ford Motor Co. to assume design, manufacturing, and sales responsibility for next-generation Ford F-53 and F-59 commercial strip chassis, expanding its addressable market by an estimated $1.4 billion, with production expected to begin in calendar year 2028. Blue Bird consolidated Micro Bird's results for the first time following its April acquisition of the remaining 50% stake in the joint venture, contributing approximately $123 million in revenue and $8 million to adjusted EBITDA during the quarter.Investing.comBlue Bird Q3 2026 slides: record results, Ford deal expand outlook By Investing.comBlue Bird Corporation reported record Q3 2026 results with adjusted EPS of $1.28 on revenue of $517.2 million, beating Wall Street estimates for the 15th consecutive quarter, driven by 30% year-over-year revenue growth and the full consolidation of Micro Bird. The company announced a transformative partnership with Ford Motor Company involving a $7 million acquisition of Detroit Assembly Plant assets and responsibility for designing and manufacturing the next-generation F53/F59 medium-duty chassis platform, with approximately $90 million in total investment targeting 10,000+ units and $600 million in revenue by 2030. Blue Bird raised its fiscal 2026 full-year guidance to $1.740-$1.760 billion in revenue and $245-$250 million in adjusted EBITDA while significantly expanding its long-term outlook to $3.3 billion in revenue and $500 million+ in adjusted EBITDA.MorningstarBlue Bird Reports Fiscal 2026 Third Quarter ResultsBlue Bird reported fiscal 2026 third-quarter net sales of $517.2 million and net income of $185.3 million, up 29.9% and 148.8% year-over-year, respectively. The company raised its full-year 2026 adjusted EBITDA guidance to approximately $247 million and long-term profit outlook to $500+ million by 2030.AInvestBlue Bird Stock Jumped 7%-This Bus Maker's Real-World Demand Story Is Finally Showing UpBlue Bird (BLBD) shares surged 6.81% ($5.13) to near the top of their 52-week range after reporting fiscal 2026 first-quarter revenue of $333.1 million, 2,135 bus deliveries, $50.1 million adjusted EBITDA (15% margin), and $30.8 million net income versus $2.0 million a year earlier. The company has completed its full acquisition of Micro Bird for approximately $200 million, consolidating North American operations and expanding its portfolio to five powertrain types including electric and low-emission buses, with the deal funded through a mix of cash and stock. Management expects the integration to simplify operations and strengthen Blue Bird's position as a single-supplier for Buy America-compliant shuttle markets, with the stock trading at roughly 13x 2026 earnings and 8.5x 2026 EBITDA.AInvestBear of the Day: Blue Bird (BLBD)Zacks Investment Research published a 'Bear of the Day' analysis rating Blue Bird (BLBD) as a Zacks Rank #5 (Strong Sell), arguing that despite the school bus manufacturer's recent stock gains driven by pricing power and electric bus enthusiasm, much of the positive news is already priced into the shares. The article cites declining unit sales during the latest quarter, reliance on pricing rather than volume growth, dependence on unpredictable government incentives for electric buses, and integration risks from the recent full acquisition of the Micro Bird joint venture as key concerns. The author also flags tariffs, supply chain pressures, and execution risks as potential margin headwinds if costs prove more persistent than expected.Seeking AlphaBlue Bird: A Bargain Valuation For A Market Leader In High Gear (NASDAQ:BLBD)An analyst argues that Blue Bird Corporation's recent 11% stock drop presents a buying opportunity, citing the company's Q2 operational excellence with margin expansion despite lower unit sales, and its fully acquiring Micro Bird to expand its total addressable market. The analyst reiterates a buy rating with a long-term price target of $161, implying 149% upside, highlighting Ecotuned as an underappreciated component offering a path to vertically integrate electric school bus powertrains.