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Blue Bird Corporation BLBD

Industrials — Farm & Heavy Construction Machinery
Insider Buys (last 12m)
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
0.06
Total sells
2.08
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — 1 — — — — 1 — — 1 —
Sell — — 3 — 1 1 — — — — — —
Insider Ownership
8.81%

Capital & Financial Ratios

Market Cap
1,930.00
Revenue
1,612.24
Net Income
281.81
Free Cash Flow
153.14
Net Debt
(2.05)
Current Ratio
1.64
Debt/Equity
0.18
P/E ratio
7.14
P/S ratio
1.28
P/B ratio
3.16
Past 5Y EPS Growth
28.64%
This Y EPS Growth
10.44%
Next Y EPS Growth
(2.23%)
Next 5Y EPS Growth
8.39%
in millions of $

Dividends

Payout Ratio
0.00
Annual Dividend Rate
—
Annual Dividend Yield
—
total individual payouts
2022 ‡‡‡
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 78.99 127.69 229.31 116.82
Receivables 12.57 59.10 20.65 53.50
Inventory 135.29 127.80 139.47 302.47
Other 9.22 8.80 22.20 40.92
236.06 323.38 411.63 513.71
2023 2024 2025 Q'26
Payables 137.14 143.16 151.48 174.96
ST’ Debt 19.80 5.00 5.00 5.00
Other 24.39 14.48 6.33 42.46
229.62 235.97 236.80 313.35
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡
Book Value ‡‡‡ ‡‡‡ ‡‡‡‡‡

Revenue

Dec Mar Jun Sep Year
’26 333.08 352.64 517.16 —
—
’25 313.87 358.85 398.01 409.37
1,480.10
’24 317.66 345.92 333.37 350.21
1,347.15
’23 235.73 299.81 294.28 302.96
1,132.79
’22 129.22 207.66 206.08 257.67
800.64
’21 130.43 164.70 196.66 192.20
684.00
’20 153.22 255.41 189.18 281.41
879.22
in millions of $

Operating Cash Flow

Dec Mar Jun Sep Year
’26 36.58 47.76 31.04 —
—
’25 26.41 27.77 56.92 65.12
176.21
’24 0.22 54.55 0.99 55.35
111.11
’23 19.93 24.79 39.42 35.80
119.93
’22 (33.08) 21.67 (43.04) 30.01
(24.44)
’21 (11.50) 0.30 (3.04) (40.00)
(54.24)
’20 (85.99) 37.78 (30.10) 81.76
3.46
in millions of $

Free Cash Flow

Dec Mar Jun Sep Year
’26 31.11 39.91 21.66 —
—
’25 21.82 18.75 52.32 60.46
153.34
’24 (2.69) 51.82 (3.50) 50.23
95.85
’23 18.78 22.20 36.77 33.67
111.41
’22 (34.65) 19.76 (44.31) 28.31
(30.89)
’21 (14.81) (3.39) (5.44) (41.91)
(65.55)
’20 (95.12) 32.82 (32.57) 79.54
(15.34)
in millions of $

EPS

Dec Mar Jun Sep Year
’26 0.94 0.90 5.27 —
—
’25 0.86 0.79 1.12 1.11
3.88
’24 0.81 0.79 0.85 0.73
3.16
’23 (0.35) 0.22 0.29 0.58
0.74
’22 (0.15) (0.38) (0.20) (0.72)
(1.48)
’21 (0.06) (0.02) 0.16 (0.09)
(0.01)
’20 (0.02) (0.02) 0.05 0.44
0.45

Target Price Range

High
‡‡‡‡‡
‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1.1
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ 7.14 10.84 24.09 30.04 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 22.10 28.80 59.40 61.95 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,596 1,830 1,948 2,012 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.50 0.62 0.69 0.74 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 800.64 1,132.79 1,347.15 1,480.10 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.56% 12.26% 19.01% 20.51% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (53.05) 25.81 126.94 169.56 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (6.63%) 2.28% 9.42% 11.46% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (45.76) 23.81 105.55 127.72 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 17.82 17.17 15.51 15.87 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 25.81 35.32 41.75 46.45 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ (1.48) 0.74 3.27 4.01 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.79) 3.74 3.44 5.53 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.21) (0.27) (0.47) (0.72) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.00) 3.47 2.97 4.81 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.04 1.25 4.94 8.02 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 31.02 32.07 32.27 31.86 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ 0.00 28.49 14.67 14.32 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.32 0.60 1.15 1.24 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡ 187.42 16.90 9.70 7.18 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.53 0.64 1.12 1.14 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (13.61) 6.54 15.81 11.05 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (24.44) 119.93 111.11 176.21 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (6.45) (8.52) (15.26) (22.87) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (30.89) 111.41 95.85 153.34 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 9.70 6.44 87.41 174.83 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 171.76 131.33 95.00 90.32 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 161.29 52.34 (32.69) (138.99) — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.38 40.00 159.56 255.42 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (12.67%) 6.08% 22.39% 22.21% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (15.64%) 34.96% 68.63% 89.74% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 292.63% 115.09% 105.78% 61.55% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Blue Bird Corporation (BLBD) has engineered a stunning turnaround, evolving from a pandemic-stricken loser to an EV-fueled powerhouse, with shares quadrupling from 2022 lows and revenue surging 97% to $1.35 billion in 2024. Gross margins tripled to 19%, EPS rocketed from -$1.48 to $3.27, and free cash flow per share flipped positive at $2.97, backed by a debt reduction to net cash and elite ROIC of 68.6%. Federal IRA incentives have driven massive electric school bus orders, showcasing operational efficiency with per-employee revenue up 38% amid a lean workforce.

Yet, contrarian signals flash yellow: insiders dumped $11.6 million in shares in 2025 alone—led by directors and the CFO—versus negligible buys, peaking at stock highs and evoking past cycles ending in bankruptcy. Valuations appear reasonable at a trailing P/E of 15 and forward 11-13, but they hinge on subsidy-dependent 10% revenue growth through 2028, ignoring lumpy school budgets, rising competition from Lion Electric and others, and capex spikes that could erode FCF.

Analysts cheer 19% upside, but risks loom large—EV revenue over 50% of total, potential policy cliffs post-2027, and historical plunges like 2020’s 22% drop. With a $1 billion backlog and cash hoard, momentum persists, yet this yellow bus rally warrants caution: a hold or trim now, with contrarians eyeing a 20-30% pullback for re-entry.

Read full commentary →

Blue Bird Corporation (BLBD) Latest News

News by impact score

Fine-tune

10 Sep

3 , 9:30 AM
Wall Street analysts express optimism on Blue Bird (BLBD) prospects and question whether investors should buy the stock. Analyst optimism may lift short-term investor sentiment and trading volume for BLBD without altering core operations.

13 Aug

3 transcript www.fool.com, 10:50 AM
Blue Bird Corporation held an earnings call covering its Q3 2026 financial results. Quarterly earnings updates can shift near-term stock sentiment and valuation metrics.

7 Aug

4 , 6:13 PM
Blue Bird posts strong results and secures Ford deal, raising questions if valuation story is changing. Strong results and Ford deal signal major strategic progress likely to shift Blue Bird trajectory.

6 Aug

4 , 1:09 AM
Blue Bird Corp posted record EBITDA for Q3 2026 and outlined a strategic Ford partnership during its earnings call. Record EBITDA combined with a Ford strategic tie-up signals major positive shifts in financial performance and competitive positioning.

5 Aug

4 , 4:02 PM
Blue Bird Corporation enters definitive agreement with Ford to expand commercial stripped chassis operations. Definitive agreement with Ford enables major expansion of commercial stripped chassis operations.

3 transcript www.marketbeat.com, 7:04 PM
Blue Bird Corporation Q3 earnings call highlights financial results and operational outlook. Q3 earnings updates typically drive moderate short-term shifts in market expectations.

3 , 4:20 PM
Blue Bird Corporation (BLBD) exceeded revenue expectations in its Q2 CY2026 earnings. Revenue outperformance in the reported quarter points to stronger sales momentum that may lift near-term valuation and sentiment.

3 , 4:03 PM
Blue Bird Corporation released its fiscal 2026 third quarter results. Quarterly earnings releases supply financial metrics that can shift near-term stock valuation.

20 Jul

3 stocktwits.com, 1:28 PM
Blue Bird (BLBD) hit a new 52-week high after JPMorgan raised its price target by 166%. JPMorgan price target hike and new 52-week high may lift near-term investor sentiment and trading activity for BLBD.

9 Jul

3 , 12:12 PM
Blue Bird stock appears undervalued on cash flow analysis even as earnings multiples stay discounted. Valuation discussion can shift near-term investor sentiment but introduces no major operational or strategic change.

3 , 8:14 AM
Index changes draw renewed attention to Blue Bird's growth story, suggesting the BLBD stock may be undervalued. Index changes can trigger fund flows that moderately lift stock visibility and near-term performance without altering core operations.

19 May

4 Simply Wall St., 7:20 PM
Blue Bird (BLBD) stock pullback triggers valuation reassessment as clean school bus funding initiatives continue to underpin long-term revenue prospects and competitive positioning in the electric and alternative-fuel bus segment. Clean school bus funding directly expands Blue Bird order backlog and accelerates transition to higher-margin electric vehicles.

13 May

4 Simply Wall St., 8:37 AM
Blue Bird Corporation (BLBD) reported solid earnings underpinned by additional strong factors. Solid earnings backed by strong factors indicate significant positive influence on BLBD's financial trajectory and investor sentiment.

11 May

4 Simply Wall St., 1:18 PM
Blue Bird (BLBD) shares rose 12.9% after the company raised full-year guidance due to strong Q2 results and filed ESOP shares. Raised guidance on strong Q2 directly improves financial outlook and drives substantial stock price gains.

4 , 10:01 AM
Industry analysts substantially upgraded revenue forecasts for Blue Bird Corporation (NASDAQ:BLBD), signaling stronger expected growth. Sizeable analyst upgrades to revenue forecasts indicate robust future growth potential, significantly lifting investor sentiment and stock trajectory.

7 May

4 app.moby.co, 8:30 AM
Blue Bird Corporation released Q2 2026 earnings call summary, detailing financial results, operational updates, and future guidance for the school bus manufacturer. Q2 earnings call summary discloses financial performance and outlook, significantly impacting BLBD's trajectory and investor sentiment.

6 May

4 transcript www.fool.com, 6:41 PM
Blue Bird (BLBD) Q2 2026 earnings call transcript released, covering quarterly financial results, management discussion, and future outlook. Q2 2026 earnings transcript details financial performance and guidance, likely driving significant shifts in investor sentiment and BLBD stock trajectory.

4 www.marketbeat.com, 5:44 PM
Blue Bird Corporation released Q2 earnings call highlights detailing financial results, order backlog growth, electric bus demand surge, and raised full-year guidance. Q2 earnings highlights show record revenues, profitability, and strong electric vehicle demand, significantly boosting BLBD's growth trajectory and market position.

4 StockStory, 4:36 PM
Blue Bird Corporation (BLBD) reported strong sales in Q1 CY2026, propelling its stock up 22.9%. Strong Q1 sales triggered a 22.9% stock surge, signaling major positive shift in financial performance and investor confidence.

4 Business Wire, 4:02 PM
Blue Bird Corporation reported fiscal 2026 second quarter results, including key financial metrics, operational updates, and outlook for the school bus manufacturer. Quarterly earnings reveal critical financial health and demand trends pivotal to BLBD's growth trajectory in electric buses.

3 PR Newswire, 11:30 AM
Rio Bravo-Greeley Union School District will break ground on an electric school bus project, advancing adoption of Blue Bird Corporation's zero-emission buses. District's groundbreaking on electric bus project supports BLBD's EV growth and order backlog.

29 Apr

3 Zacks, 9:30 AM
Wall Street analysts express optimism on Blue Bird Corporation (BLBD), questioning if shares represent a buy amid favorable outlooks. Analyst optimism may moderately boost investor sentiment and stock performance without fundamentally altering core operations.

24 Apr

3 Insider Monkey, 4:29 PM
Blue Bird Corporation (BLBD) emerges as a buy recommendation due to dominant electric school bus market share, record $1 billion backlog, Q3 earnings beat with 124% revenue growth, profitability return, and IRA tax credit benefits, despite premium 20x forward P/E valuation. BLBD's electric bus leadership, massive backlog, and earnings surge promise moderately noticeable financial and competitive gains.

3 , 3:05 PM
Blue Bird (BLBD) secures electric bus deal with Bibb County, bolstering its competitive moat in the electric school bus market amid growing EV adoption. Bibb County's electric bus deal supports BLBD's EV growth and market positioning without fundamentally transforming its overall trajectory.

17 Apr

3 Simply Wall St., 3:03 PM
Small but crucial analyst tweaks are shifting Blue Bird Corporation (BLBD)'s valuation story, highlighting key adjustments in models that alter the company's outlook and investor perception. Analyst tweaks, though small, crucially shift BLBD's valuation narrative, exerting moderately noticeable influence on financial performance and market sentiment.

13 Apr

4 Simply Wall St., 2:07 PM
Blue Bird Corporation has acquired full control of Micro Bird, its joint venture partner, by purchasing the remaining 50% stake from Girardin Motor Coach for an undisclosed amount, allowing complete integration and a sharpened focus on small school buses amid growing demand. Full acquisition of Micro Bird enables operational consolidation and enhanced competitiveness in the expanding small bus segment.

10 Apr

4 transcript www.fool.com, 2:40 PM
Blue Bird Corporation (BLBD) released the transcript of its Q1 2025 earnings call, detailing first-quarter financial results, operational updates, and forward-looking guidance. Q1 earnings call transcript discloses financial performance and strategic outlook, significantly impacting BLBD's trajectory and investor sentiment.

3 StockStory, 2:05 AM
Blue Bird Corporation (BLBD) stock surges amid positive momentum, with key details on drivers and investor implications. Stock price increase reflects moderately noticeable positive market sentiment likely to influence short-term performance without fundamental shifts.

2 Apr

4 Business Wire, 9:00 AM
Blue Bird Corporation completes acquisition of Girardin Group’s entire stake in the Micro Bird joint venture, gaining full ownership. Acquiring full control of the Micro Bird joint venture bolsters Blue Bird's strategic expansion and operational dominance in the Type A school bus segment.

4 Simply Wall St., 3:07 AM
Blue Bird Corporation (BLBD) valuation narrative evolves amid strong electric school bus demand, record orders, profitability gains, and production ramp-up, reframing the stock from speculative EV play to sustainable growth story for investors. Evolving valuation narrative highlights operational successes and market leadership, poised to significantly enhance investor sentiment and long-term stock trajectory.
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