Bluebird Data
Bluebird Data, founded in the early 2020s, has established itself as a significant player in the data and analytics sector.
Profile
Bluebird Data simplifies data processes and amplifies insights through its suite of tools and services.
Bluebird Data, founded in the early 2020s, has established itself as a significant player in the data and analytics sector. The company focuses on simplifying data processes and amplifying insights through its suite of tools and services. Bluebird Data's mission is to accelerate data and analytic journeys by upskilling workforces and providing exceptional support, empowering individuals to become autonomous data champions.
The company has seen steady growth, with recent financial reports indicating strong performance. In fiscal 2026, Bluebird Data reported net sales of $353 million and GAAP net income of $29 million, with an adjusted EBITDA of $51 million and a 14% margin. The company sold 2,148 buses in the second quarter of fiscal 2026, contributing to its robust financial trajectory.
Bluebird Data has also expanded its leadership in alternative-powered school buses, delivering 201 electric-powered buses in the second quarter of fiscal 2026. The acquisition of Micro Bird has further strengthened Bluebird's position in the industry, providing a comprehensive bus portfolio and expanding its addressable market. Bluebird Data continues to focus on sustained profitable growth, aiming for $2.5 billion in revenue and a 15%+ adjusted EBITDA margin in the long term.
Who buys this
- Educational institutions
- Government agencies
- Transportation companies
- Fleet operators
- Private sector businesses
Strengths and what to watch
Strengths
- Strong financial performance with $353 million in net sales and $51 million in adjusted EBITDA in Q2 2026
- Leadership in alternative-powered school buses with significant EV sales and backlog
- Strategic acquisition of Micro Bird expanding market reach and product portfolio
Watch for
- Potential impact of tariffs on procurement costs
- Integration challenges post-Micro Bird acquisition
- Market competition in the electric and low-emission bus sector
Recent moves
Key Information
- Founded
- 2020
Frequently Asked Questions
What does Bluebird Data do?
Bluebird Data simplifies data processes and amplifies insights through its suite of tools and services. The company focuses on accelerating data and analytic journeys by upskilling workforces and providing exceptional support, empowering individuals to become autonomous data champions.
How has Bluebird Data performed financially in 2026?
In fiscal 2026, Bluebird Data reported net sales of $353 million and GAAP net income of $29 million. The company achieved an adjusted EBITDA of $51 million with a 14% margin, reflecting strong financial performance and steady growth.
What is Bluebird Data's focus in the electric bus market?
Bluebird Data has expanded its leadership in alternative-powered school buses, delivering 201 electric-powered buses in the second quarter of fiscal 2026. The company aims to strengthen its position in the electric and low-emission bus sector.
What was the impact of Bluebird Data's acquisition of Micro Bird?
The acquisition of Micro Bird strengthened Bluebird Data's position in the industry by providing a comprehensive bus portfolio and expanding its addressable market. This strategic move has enhanced Bluebird's market reach and product offerings.
Who are Bluebird Data's primary customers?
Bluebird Data serves educational institutions, government agencies, transportation companies, fleet operators, and private sector businesses. The company focuses on providing data tools and services tailored to the needs of these diverse customer segments.
What challenges does Bluebird Data face in the market?
Bluebird Data faces potential challenges such as the impact of tariffs on procurement costs, integration issues post-Micro Bird acquisition, and competition in the electric and low-emission bus sector. The company is focused on addressing these to sustain profitable growth.
Sources
- www.sec.gov — Q2 2026 financial results
- www.sec.gov — Q1 2026 financial results
- www.sec.gov — 2025 full-year financial results
- bluebirddata.com — Company mission and services