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Gross Margin by Segment
Measures profitability as a percentage of revenue across segments, offering insight into pricing power and cost efficiency.Parts are the reliable cash engine — margins jumped and then settled at high levels post‑2022, reflecting pricing power, an aging fleet and throughput gains called out on the call. Bus margins have shifted from volatile/negative to a steady, mid‑teens recovery since 2023 driven by higher ASPs and mix (including alt‑power sales), but MicroBird consolidation and near‑term cost/one‑shift capacity constraints will cap corporate margin upside. Long‑term upside hinges on converting the EV backlog and scaling the new plant; watch tariff/policy and government EV funding risks.
Date | Bus | Parts |
|---|---|---|
Jun 27, 2026 | 19.00 | 48.00 |
Mar 28, 2026 | 18.00 | 49.00 |
Dec 27, 2025 | 19.00 | 51.00 |
Sep 27, 2025 | 19.00 | 50.00 |
Jun 28, 2025 | 20.00 | 49.00 |
Mar 29, 2025 | 17.00 | 51.00 |
Dec 28, 2024 | 16.00 | 51.00 |
Sep 28, 2024 | 14.00 | 49.00 |
Jun 29, 2024 | 18.00 | 51.00 |
Mar 30, 2024 | 16.00 | 50.00 |