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Blue Bird Corporation BLBD R2KR3K

Industrials · Farm & Heavy Construction Machinery · United States
https://www.blue-bird.com
Company Profile ↓
$63.63
+12.66% 1Y
Mkt Cap$2.02B
P/E7.53
P/B8.58
52W High$81.50
52W Low$46.59
Book Value$8.01
EPS (TTM)$8.45

Company Overview

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. It has a collaboration with Ford Motor Company to create the next generation of F-53/F-59 commercial stripped chassis. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 64.3%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 43.0%.

Reasonable Valuation

Trades at a P/E of 7.5, below the sector median of 27.4.

Healthy Margins

Maintains a net profit margin of 17.5%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.18.

Recent Developments

  • Sep 2025 Revenue of $1.48B (+9.9% YoY); net profit $127.72M.
  • Trailing 12 Months Year-on-year growth — revenue +29.9%, earnings +370.5%.
  • 5-Year Trend Long-term compounding — revenue CAGR 5.1%, profit CAGR 6.3%.

Growth & Price Performance

Compounded Sales Growth

5 Years:5.09%
1 Year:29.90%

Compounded Profit Growth

5 Years:6.31%
1 Year:370.50%

Stock Price Performance

1 Year:+12.66%
6 Months:+16.24%
3 Months:-8.68%
1 Month:-3.61%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Mixed
52-Week Range 49% of range
$46.59 $81.50
Trend Signals
  • Price vs 50-DMABelow
  • Price vs 200-DMAAbove
  • RSI (14)47.27 · Neutral
Price Performance
1M-3.61%
3M-8.68%
6M+16.24%
1Y+12.66%
Valuation vs Sector

P/E of 7.53 is below the sector median of 27.38 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 64.3%.
  • Healthy ROCE of 43.0%.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
7.53
Industry PE
27.38
Forward P/E
12.89
PEG Ratio
-
Book Value
$8.01
Price to Book
8.58
P/S
1.35
EV/EBITDA
10.35
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
5.09%
Profit 5Y
6.31%
Revenue (YoY)
29.90%
Earnings (YoY)
370.50%

Profitability & Returns

ROCE
43.03%
ROE
64.29%
ROA
13.64%
Profit Margin
17.48%
Op Margin
12.12%
Gross Margin
20.57%
EPS (Latest Qtr)
$5.27
EPS (TTM)
$8.45

Balance Sheet & Liquidity

Debt/Equity
0.18
Quick Ratio
0.54
Current Ratio
1.64
Debt
$115.75M
Total Assets
$1.17B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
1.27%
Chg in Prom Hold
0.00%
FII / Inst Holding
108.52%
Chg in FII Hold
0.02%

Financial Snapshot

Enterprise Value
$2.02B
Total Revenue (TTM)
$1.61B
EBITDA
$210.35M
Free Cash Flow
$-15.62M
Operating Cash Flow
$180.50M
Shares Outstanding
31.68M
Gross Margin
20.57%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 BLBD Blue Bird Corporation R2KR3K 63.63 7.53 $2.02B 0.00% 43.03% 64.29% 5.09% 6.31%
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 147.95 -134.50 $1.12T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 813.94 35.05 $374.15B 0.76% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 337.12 39.85 $349.78B 0.50% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 200.79 35.41 $270.62B 1.31% 8.28% 12.27% 2.61% 2.62%
6 GEV GE Vernova Inc. SPXR3KAI 941.95 26.98 $250.87B 0.20% 6.30% 82.58% 8.68% -
7 DE Deere & Company SPXR3K 693.53 39.29 $187.33B 1.05% 12.53% 18.35% 3.43% 5.10%
8 UNP Union Pacific Corporation SPXR3K 291.88 23.83 $173.40B 1.92% 15.22% 39.70% 2.30% 7.77%
9 BA The Boeing Company SPXR3KDEFENCE 212.25 76.08 $167.63B 0.00% -9.01% - 1.67% -3.28%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2014Jun 2014Sep 2014Jan 2015Apr 2015Jul 2015Oct 2015Jan 2016Apr 2016Jul 2016Dec 2016Apr 2017Jul 2017Dec 2017Mar 2018Jun 2018Dec 2018Mar 2019Jun 2019Jan 2020Apr 2020Jul 2020Jan 2021Apr 2021Jul 2021Jan 2022Apr 2022Jul 2022Dec 2022Apr 2023Jul 2023Dec 2023Mar 2024Jun 2024Dec 2024Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Revenue -------------162.55M216.63M314.19M154.93M211.64M308.77M153.22M255.41M189.18M130.43M164.70M196.66M129.22M207.66M206.08M235.73M299.81M294.28M317.66M345.92M333.37M313.87M358.85M398.01M333.08M352.63M517.16M
Gross Profit 26.00M33.76M29.15M19.48M23.03M36.66M41.23M18.75M25.11M46.81M18.20M24.65M45.01M20.65M21.67M36.97M19.11M25.95M41.78M21.30M24.17M21.08M14.47M18.49M26.16M16.20M3.16M21.59M7.46M35.65M45.75M63.56M63.64M69.35M60.32M70.85M85.93M71.23M70.65M103.37M
Operating Income 11.57M-4.61M4.61M4.02M-10.92M19.26M23.48M1.67M6.37M1.30M6.00K5.39M28.68M-4.81M3.39M16.48M1.84M3.03M20.79M805.00K4.31M3.29M-222.00K1.13M8.09M-2.04M-16.70M1.09M-9.38M12.44M19.42M37.96M36.07M39.73M33.04M33.71M50.07M37.68M39.12M62.67M
Net Income 7.63M-8.06M-875.00K-628.00K-11.10M10.68M15.97M-2.34M1.39M-2.93M-8.52M2.75M20.03M-7.84M1.84M21.89M-1.22M-673.00K14.60M-403.00K-639.00K1.29M-1.61M-619.00K4.33M-4.08M-12.15M-6.43M-11.29M7.13M9.36M26.15M26.02M28.71M28.72M26.05M36.45M30.76M29.30M185.25M
Diluted EPS --0.37---0.540.42--0.160.02-0.18-0.420.070.68-0.360.040.77-0.05-0.030.55-0.02-0.020.05-0.06-0.020.16-0.15-0.38-0.20-0.350.220.290.810.790.850.860.791.120.940.905.27

Profit & Loss (Annual)

Figures in USD.

Metric Sep 2013Sep 2014Dec 2014Oct 2015Oct 2016Sep 2017Sep 2018Sep 2019Oct 2020Oct 2021Sep 2022Oct 2022Sep 2023Sep 2024Sep 2025
Revenue 776.56M855.74M-919.13M932.01M990.60M1.02B1.02B879.22M684.00M800.64M800.64M1.13B1.35B1.48B
Gross Profit 92.45M109.37M-120.39M129.36M127.37M121.99M133.47M96.20M72.14M36.55M36.55M138.85M256.16M303.51M
Operating Income 27.12M17.93M-35.83M26.64M59.53M35.08M43.83M21.99M6.52M-40.70M-40.70M51.66M139.33M167.17M
Net Income 54.21M2.76M-5.65M14.93M6.90M28.80M30.82M24.30M12.19M-289.00K-45.76M-45.76M23.81M105.55M127.72M
Diluted EPS 2.460.13-0.590.140.741.080.900.45-0.01-1.48-1.480.743.163.88
R&D Expense 3.60M3.70M-5.20M5.40M7.40M8.50M11.50M6.40M5.20M6.10M6.10M6.60M9.40M15.20M

Balance Sheet (Annual)

Figures in USD.

Metric Sep 2012Sep 2013Dec 2013Sep 2014Dec 2014Oct 2015Oct 2016Sep 2017Sep 2018Sep 2019Oct 2020Sep 2021Oct 2021Sep 2022Oct 2022Sep 2023Sep 2024Sep 2025
Total Assets --348.00K291.93M115.17M266.73M277.87M295.82M307.43M365.41M317.42M-356.02M-366.13M417.77M524.89M625.25M
Total Equity -79.42M25.00K-148.79M5.00M-121.23M-86.97M-58.51M-28.34M-67.81M-53.23M-32.66M-32.66M1.38M1.38M40.00M159.56M255.41M
Cash & Equivalents 39.18M46.59M2.00K52.31M119.00K52.86M52.31M62.62M60.26M70.96M44.51M-11.71M-10.48M78.99M127.69M229.31M
Long Term Debt ---211.12M-175.42M140.37M143.22M132.24M173.23M164.20M-149.57M-130.39M110.54M89.99M85.32M
Total Liabilities --323.00K-8.41M-------------
Current Liabilities --323.00K159.74M4.67M133.41M130.52M138.76M148.86M169.68M111.65M-124.78M-164.77M229.62M235.97M236.80M

Cash Flows (Annual)

Figures in USD.

Metric Sep 2013Sep 2014Dec 2014Oct 2015Oct 2016Sep 2017Sep 2018Sep 2019Oct 2020Oct 2021Sep 2022Oct 2022Sep 2023Sep 2024Sep 2025
Operating Cash Flow 35.32M36.84M-1.03M23.37M25.11M47.64M48.35M55.71M3.46M-54.24M-24.44M-24.44M119.93M111.11M176.21M
Investing Cash Flow -4.38M-3.45M--5.19M-9.58M-9.20M-32.10M-35.47M-18.80M-11.31M-6.45M-6.45M-8.52M-15.81M-23.87M
Financing Cash Flow -23.52M-18.85M116.15M-26.45M-16.07M-28.13M-18.61M-9.54M-11.11M32.75M29.66M29.66M-42.90M-46.60M-50.72M
Share Buybacks --------3.57M517.00K1.71M1.71M376.00K1.18M9.89M
Dividends Paid 0226.82M-00----------

Ratios (Annual)

Figures in %.

Metric Sep 2013Sep 2014Dec 2014Oct 2015Oct 2016Sep 2017Sep 2018Sep 2019Oct 2020Oct 2021Sep 2022Oct 2022Sep 2023Sep 2024Sep 2025
Gross Margin % 11.9%12.8%-13.1%13.9%12.9%11.9%13.1%10.9%10.5%4.6%4.6%12.3%19.0%20.5%
Operating Margin % 3.5%2.1%-3.9%2.9%6.0%3.4%4.3%2.5%1.0%-5.1%-5.1%4.6%10.3%11.3%
Net Margin % 7.0%0.3%-1.6%0.7%2.9%3.0%2.4%1.4%-0.0%-5.7%-5.7%2.1%7.8%8.6%
ROE % 68.3%-1.9%-113.0%-12.3%-7.9%-49.2%-108.8%-35.8%-22.9%0.9%-3,311.1%-3,311.1%59.5%66.1%50.0%
ROCE % -13.6%-26.9%18.1%37.9%22.1%22.4%10.7%2.8%--20.2%27.5%48.2%43.0%

Shareholding Pattern

Insiders
1.27%
Institutions
108.52%
Public Float
109.92%

Top Institutional Holders

#Holder% HeldSharesValue
1 FMR, LLC 9.53% 3.02M $178.72M
2 Blackrock Inc. 8.30% 2.63M $155.65M
3 American Century Companies Inc 5.04% 1.60M $94.55M
4 Vanguard Capital Management LLC 4.42% 1.40M $83.01M
5 Westwood Holdings Group Inc. 3.92% 1.24M $73.46M
6 Jupiter Topco LLC 3.77% 1.19M $70.69M
7 Wellington Management Group, LLP 3.14% 995.19K $58.94M
8 Geode Capital Management, LLC 2.76% 874.05K $51.77M
9 Price (T.Rowe) Associates Inc 2.58% 818.48K $48.48M
10 Bank of America Corporation 2.54% 805.03K $47.68M

Analyst View

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Latest News

Recent headlines for BLBD

Google News Wed, 02 Sep 2026

Blue Bird (BLBD) Stock Still Looks Cheap On Earnings Strength - simplywall.st

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Google News Wed, 12 Aug 2026

Why Blue Bird (BLBD) Shares Are Plunging Today - Yahoo Finance

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Google News Mon, 07 Sep 2026

Legal & General Group Plc Buys New Stake in Blue Bird Corporation $BLBD - marketbeat.com

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Google News Fri, 04 Sep 2026

1 of Wall Street’s Favorite Stocks to Own for Decades and 2 We Brush Off - StockStory

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Google News hu, 09 Jul 2026

Blue Bird (BLBD) Stock Looks Cheap On Cash Flow While Earnings Stay Discounted - Yahoo Finance

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Google News Fri, 07 Aug 2026

Blue Bird (BLBD) Stock Price Falls As Profit Surge Meets Durability Doubts - simplywall.st

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BLBD — Frequently Asked Questions

What is the current share price of Blue Bird Corporation (BLBD)?

As of 2026-09-07 16:24 PDT, Blue Bird Corporation (BLBD) trades at $63.63 on NasdaqGM. Its 52-week range is $46.59 to $81.50.

What is the market capitalisation of BLBD?

Blue Bird Corporation (BLBD) has a market capitalisation of $2.02B on NasdaqGM.

What is the P/E ratio of BLBD?

BLBD trades at a trailing price-to-earnings (P/E) ratio of 7.53. The industry average P/E is 27.38. Its price-to-book (P/B) ratio is 8.58.

What is the return on equity (ROE) of BLBD?

BLBD has a return on equity (ROE) of 64.29%. Its return on capital employed (ROCE) is 43.03%.

Is BLBD a good stock to buy?

This page provides a data-driven analysis of Blue Bird Corporation (BLBD), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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