Blue Bird's Suppliers recorded an increase in sales by 11.8 % year on year in Q3 2026, sequentially sales grew by 8.76 %, Blue Bird recorded an increase in cost of sales by 32.59 % year on year, sequentially cost of sales grew by 47.25 % in Q3.
Blue Bird's Suppliers recorded an increase in sales by 11.8 % year on year in Q3 2026, sequentially sales grew by 8.76 %, Blue Bird recorded increase in cost of sales by 32.59 % year on year, sequentially cost of sales grew by 47.25 % in Q3.
The school bus industry is highly competitive. Our two principal competitors are
Thomas Built Bus and IC Bus. Thomas Built Bus is a subsidiary of Daimler Trucks
North America and IC Bus is a subsidiary of Navistar International.
We compete primarily on the basis of price, product diversification, school
bus innovation, safety, quality, durability and drivability of our products,
and the scope and strength of our dealer network. As our principal competitors
are parts of larger corporations, our competitors may have greater access to
financial capital, human resources and business opportunities. Such access,
in turn, may be used by such companies to compete with us and others in the
industry.
We purchase our engine and transmission components on a single-source basis
from major OEM manufacturers with sophisticated engineering, production and
logistics capabilities, as reflected in the table below:
Component
OEM Supplier
Diesel engines
Cummins Inc.
Diesel emissions kits
Cummins Inc.
Propane engines and transmissions
Ford Motor Company
Diesel transmissions
Allison Transmission
Propane kits
Roush CleanTech
Our purchasing department continually works to improve our purchasing processes
by rationalizing the supplier base (reducing the supplier base by approximately
one-third in the last five years) and by implementing improved control processes.
We regularly perform supplier audits and, when necessary, will meet with underperforming
suppliers in order to enhance performance.
Blue Bird's Comment on Supply Chain
The school bus industry is highly competitive. Our two principal competitors are
Thomas Built Bus and IC Bus. Thomas Built Bus is a subsidiary of Daimler Trucks
North America and IC Bus is a subsidiary of Navistar International.
We compete primarily on the basis of price, product diversification, school
bus innovation, safety, quality, durability and drivability of our products,
and the scope and strength of our dealer network. As our principal competitors
are parts of larger corporations, our competitors may have greater access to
financial capital, human resources and business opportunities. Such access,
in turn, may be used by such companies to compete with us and others in the
industry.
We purchase our engine and transmission components on a single-source basis
from major OEM manufacturers with sophisticated engineering, production and
logistics capabilities, as reflected in the table below:
Component
OEM Supplier
Diesel engines
Cummins Inc.
Diesel emissions kits
Cummins Inc.
Propane engines and transmissions
Ford Motor Company
Diesel transmissions
Allison Transmission
Propane kits
Roush CleanTech
Our purchasing department continually works to improve our purchasing processes
by rationalizing the supplier base (reducing the supplier base by approximately
one-third in the last five years) and by implementing improved control processes.
We regularly perform supplier audits and, when necessary, will meet with underperforming
suppliers in order to enhance performance.
BLBD's Suppliers Net Income grew by
BLBD's Suppliers Net margin grew in Q3 to
30.15 %
12.32 %
BLBD's Suppliers Net Income grew by 30.15 %
BLBD's Suppliers Net margin grew in Q3 to 12.32 %
Blue Bird's Suppliers Sales Growth
in Q3 2026 by Industry
Sources:
Blue Bird Corporation's official press releases and regulatory filings; CSIMarket.com's supply-chain research; and the financial filings and press releases of other companies cited in this report.
Updated on:
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