Want to see BLBD full AI Analyst Report?
Revenue by Segment
Analyzes income from different business areas, highlighting which segments drive growth and profitability, and where there might be challenges.Bus revenue is the clear growth engine, accelerating through 2024–mid‑2025 on higher ASPs, greater alt‑power mix and the MicroBird JV, while Parts delivers steady, margin‑friendly gains tied to an aging fleet and pricing actions. Management’s April consolidation will lift reported revenue but dilute near‑term adjusted EBITDA margin, and production capacity remains the gating constraint—so focus on backlog conversion, EV delivery cadence and free‑cash‑flow trends (not just top‑line) to judge whether growth will sustainably translate into profits.
Date | Bus | Parts |
|---|---|---|
Jun 27, 2026 | $491.70M | $25.46M |
Mar 28, 2026 | $325.09M | $27.55M |
Dec 27, 2025 | $307.66M | $25.42M |
Sep 27, 2025 | $384.03M | $25.34M |
Jun 28, 2025 | $372.24M | $25.77M |
Mar 29, 2025 | $332.71M | $26.14M |
Dec 28, 2024 | $288.15M | $25.73M |
Sep 28, 2024 | $323.45M | $26.76M |
Jun 29, 2024 | $308.04M | $25.33M |
Mar 30, 2024 | $317.96M | $27.96M |