Zacks Industry Outlook Highlights General Motors, Polaris and Blue Bird

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• More budget-friendly EVs are expected to expand adoption, while tariffs may limit foreign rivals, supporting domestic manufacturers

  80% confidence

• Blue Bird expects 2026 to mirror the record results delivered in 2025 and anticipates continued profitable growth in the years ahead as it works toward reaching approximately $2 billion in revenues and an adjusted EBITDA margin exceeding 16%

  80% confidence

• Polaris expects adjusted sales in the range of $6.9 billion to $7.1 billion for 2025

  80% confidence

• Chinese automakers boosted their collective share of Europe's total vehicle sales to around 5.1% in the first half of 2025, nearly double their share from a year earlier

  80% confidence

• U.S. auto sales in 2025 will climb to 16.1-16.2 million units, up from 15.98 million in 2024

  80% confidence

• The Zacks Domestic Auto industry is set for renewed momentum as affordable EVs and proposed tax incentives encourage buyers despite economic uncertainty and rising tariffs

  80% confidence

• Blue Bird expects fiscal 2026 revenues of $1.5 billion and adjusted EBITDA of $220 million

  80% confidence

• In China, domestic EV companies have tightened their hold on the market, with their share jumping from 65% in the first half of 2020 to nearly 90% in the first half of 2025

  80% confidence

• Someone paying $2,000 in annual interest on auto loan could save roughly $400 each year or about $2,000 across a five-year loan from the proposed tax deduction

  80% confidence