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Blue Bird Corporation

BLBD Industrials Farm & Heavy Construction Machinery

Blue Bird Corporation’s revenue for fiscal 2025 (year ended September 2025) was $1.5 billion, up 9.87% from fiscal 2024.

Revenue
+29.9%
EPS
+366.4%
Free cash flow
−58.6%
Total debt
+25.4%

Quarter to June 2026, against a year earlier

59.30 1.69 −2.77%
Market cap
$1.9B
P/E
7.0×
Fwd P/E
6.4×
Dividend yield
—
F-score
7/9
Altman Z
6.76
Beneish M
−3.43
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Bought, $m 0.06
Sold, $m 2.33
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy 1 — — — — 1 — — 1 — — —
Sell 3 — 1 1 — — — — — 1 — —
Insider Ownership 9.75%

Capital & Financial Ratios $m

Size
Market Cap 1,860.00
Revenue ttm 1,612.24
Net income ttm 281.81
Free cash flow ttm 153.14
Net debt Q (2.05)
Valuation
P/E 7.01
Forward P/E 6.42
Price / sales 1.26
Forward P/S Powerpack
Price / FCF 13.26
Price / book 3.10
Financial health
Current ratio Q 1.64 (at or above 1.5: strong)
Debt / equity Q 0.18 (at or below 0.5: strong)
Interest coverage Q 31.91
Growth
Revenue growth Q +29.94% (above 0%: growing)
Operating income growth Q +25.16% (above 0%: growing)
EPS, this year +9.80%
EPS, next year A −7.66% (below 0%: weak)
Revenue, next year A +18.37% (at or above 10%: strong)
EPS, past 5 yrs +53.86% (at or above 15%: strong)
EPS, next 5 yrs A +7.90%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 1.3×, against a ten-year median of 0.7×; over the ten years it ranged from 0.4× in 2016 to 1.7× in 2026.
P/E against its own 10 years 1.76%
10-year low 10-year high
P/S against its own 10 years 92.92%
10-year low 10-year high
P/B against its own 10 years 3.38%
10-year low 10-year high
EV/Sales against its own 10 years 94.46%
10-year low 10-year high
EV/FCF against its own 10 years 41.02%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 79 128 229 117
Receivables 13 59 21 53
Inventory 135 128 139 302
Other 9 9 22 41
236 323 412 514
2023 2024 2025 Q'26
Payables 137 143 151 175
ST’ Debt 20 5 5 5
Other 24 14 6 42
230 236 237 313

Compound Annual Growth %

10y 5y 3y
Sales 4.88% 10.98% 22.73%
Cash Flow 22.39% 119.49% 0.00%
Earnings 26.17% 59.99% 0.00%
Book Value 0.00% 0.00% 469.61%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 1.22 Actual 1.28

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY25 0.97 1.32 Beat by 0.35
Q1 FY26 0.80 1.00 Beat by 0.20
Q2 FY26 0.81 1.00 Beat by 0.19
Q3 FY26 1.22 1.28 Beat by 0.06
Q4 FY26 1.48 — Reports 23 November 2026

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
Fiscal quarters ending in the months shown.

Revenue $m

Dec Mar Jun Sep Year
’26 333 353 517 — —
’25 314 359 398 409 1,480
’24 318 346 333 350 1,347
’23 236 300 294 303 1,133
’22 129 208 206 258 801
’21 130 165 197 192 684
’20 153 255 189 281 879
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Dec Mar Jun Sep Year
’26 37 48 31 — —
’25 26 28 57 65 176
’24 0 55 1 55 111
’23 20 25 39 36 120
’22 (33) 22 (43) 30 (24)
’21 (11) 0 (3) (40) (54)
’20 (86) 38 (30) 82 3
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Dec Mar Jun Sep Year
’26 31 40 22 — —
’25 22 19 52 60 153
’24 (3) 52 (4) 50 96
’23 19 22 37 34 111
’22 (35) 20 (44) 28 (31)
’21 (15) (3) (5) (42) (66)
’20 (95) 33 (33) 80 (15)
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.1
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to September

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 932 991 1,025 1,019 879 684 801 1,133 1,347 1,480 1,612 +5.3% 1,752 2,014 2,267 +15.3%
Gross margin, % 13.88 12.86 11.90 13.10 10.94 10.55 4.56 12.26 19.01 20.51 20.57 +6.6 pt
EBT 10 37 27 30 10 (2) (53) 26 127 170 323 +37.2%
EBT margin, % 1.05 3.77 2.62 2.91 1.19 (0.29) (6.63) 2.28 9.42 11.46 20.01 +10.4 pt
Net income 7 29 31 24 12 0 (46) 24 106 128 282 +38.3%
Per share, $
Per share, $ Revenue 43.85 42.44 40.58 38.51 32.74 25.20 25.81 35.32 41.75 46.45 47.09 +0.6%
Earnings 0.14 0.79 1.15 0.92 0.45 (0.01) (1.48) 0.74 3.27 4.01 8.46 +45.2%
Cash flow 1.18 2.04 1.91 2.11 0.13 (2.00) (0.79) 3.74 3.44 5.53 5.27 +18.7%
Capex (0.45) (0.39) (1.27) (1.34) (0.70) (0.42) (0.21) (0.27) (0.47) (0.72) (0.80) +5.3%
Free cash flow 0.73 1.65 0.64 0.77 (0.57) (2.42) (1.00) 3.47 2.97 4.81 4.47 +23.3%
Book value (4.09) (2.51) (1.12) (2.56) (1.98) (1.20) 0.04 1.25 4.94 8.02 19.13 n/m
Shares, m 21 23 25 26 27 27 31 32 32 32 32 +4.6%
Valuation, ×
Valuation, × P/E 81.17 27.01 22.88 20.92 26.74 0.00 0.00 28.49 14.67 14.32 7.01 23.6
P/S 0.33 0.49 0.60 0.49 0.37 0.83 0.32 0.60 1.15 1.24 1.26 0.6
P/B 0.00 0.00 0.00 0.00 0.00 0.00 187.42 16.90 9.70 7.18 3.10 22.1
EV/Sales 0.44 0.58 0.68 0.61 0.53 1.12 0.53 0.64 1.12 1.14 1.26 0.7
EV/FCF 26.43 14.94 42.74 30.62 (30.11) (11.72) (13.61) 6.54 15.81 11.05 13.24 9.3
Cash, $m
Cash, $m Operating cash flow 25 48 48 56 3 (54) (24) 120 111 176 180 +24.2%
Capex (10) (9) (32) (35) (19) (11) (6) (9) (15) (23) (27) +10.1%
Free cash flow 16 38 16 20 (15) (66) (31) 111 96 153 153 +29.0%
Balance, $m
Balance, $m Working capital 2 22 1 2 5 31 10 6 87 175 200 +64.2%
Net debt 100 89 82 116 135 202 161 52 (33) (139) (2) n/m
Shareholders’ equity (87) (59) (28) (68) (53) (33) 1 40 160 255 655 n/m
Returns, %
Returns, % ROA 1.11 6.43 9.59 7.22 3.57 (0.09) (12.67) 6.08 22.39 22.21 32.36 +21.1 pt
ROIC 129.77 123.62 40.94 56.75 16.71 2.40 (15.64) 34.96 68.63 89.74 18.17 (40.0) pt
ROE (1.96) (15.67) (42.49) (46.09) (20.13) 0.67 292.63 115.09 105.78 61.55 64.29 +63.5 pt
People
People Employees 2,160 2,311 2,237 2,300 1,736 1,790 1,596 1,830 1,948 2,012 — (0.8%)
Revenue/emp, $m 0.43 0.43 0.46 0.44 0.51 0.38 0.50 0.62 0.69 0.74 — +6.1%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Blue Bird Corporation vs peers in Farm & Heavy Construction Machinery (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
TEX Terex Corporation $6.1B 27.3× 27.6× +58.40% (above 0%: growing) +1.64% (above 0%: growing) +61.54% (above 0%: growing) 19.80% 8.33% Compare
BLBD Blue Bird Corporation $1.9B 7.0× 6.4× +29.94% (above 0%: growing) +366.38% (above 0%: growing) −58.60% (below 0%: shrinking) 19.99% 12.12%
ALG Alamo Group, Inc. $1.7B 21.2× 14.7× −4.02% (below 0%: shrinking) −92.01% (below 0%: shrinking) +24.63% (above 0%: growing) 18.88% 0.85% Compare
LNN Lindsay Corporation $1.1B 20.0× 20.6× +5.21% (above 0%: growing) +11.00% (above 0%: growing) −20.40% (below 0%: shrinking) 26.92% 9.77% Compare
AEBI Aebi Schmidt Holding AG $859.1M 35.3× 16.8× +78.73% (above 0%: growing) n/m +19.42% (above 0%: growing) 19.60% 5.45% Compare
ASTE Astec Industries, Inc. $814.2M 69.3× 22.3× +0.66% (above 0%: growing) n/m +187.80% (above 0%: growing) 23.35% (0.94%) Compare
MTW The Manitowoc Company, Inc. $781.5M 30.0× 29.9× +10.91% (above 0%: growing) +114.29% (above 0%: growing) −84.33% (below 0%: shrinking) 19.84% 5.18% Compare
HY Hyster-Yale, Inc. $483.2M — (loss-making) — (loss-making) −15.49% (below 0%: shrinking) n/m −42.79% (below 0%: shrinking) 15.00% (1.10%) Compare
CMCO Columbus McKinnon Corporation $478.2M — (loss-making) — (loss-making) +106.59% (above 0%: growing) n/m −201.82% (below 0%: shrinking) 34.84% 6.50% Compare
Median of peers $836.6M 28.7× 21.5× +8.06% +6.32% −0.49% 19.82% 5.32%

All 27 Farm & Heavy Construction Machinery stocks →

Pay and ownership Proxy statement filed 26 January 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2024 0.00 0.00 402.00
2021 0.00 0.00 177.00

Ownership

Directors and executive officers, together 1.10%
FMR LLC2 12.30%
BlackRock, Inc.1 7.60%
The Vanguard Group3 6.00%
Westwood Management Corp.4 5.30%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Blue Bird Corporation (BLBD) Latest News

29 Oct

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20 Jul

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19 May

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stockrow.com/BLBD · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com