Symbols / BLBD Stock $71.00 +2.41% Blue Bird Corporation

Industrials • Farm & Heavy Construction Machinery • United States • NGM
BLBD (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Industrials
Industry Farm & Heavy Construction Machinery
CEO Mr. John Wyskiel
Exch · Country NGM · United States
Market Cap 2.25B
Enterprise Value 2.06B
Income 133.01M
Sales 1.49B
FCF (ttm) 144.12M
Book/sh 9.41
Cash/sh 8.72
Employees 2,008
Insider 10d —
IPO Mar 20, 2014
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 0.00%
P/E 17.44
Forward P/E 12.69
PEG —
P/S 1.50
P/B 7.54
P/C —
EV/EBITDA 10.75
EV/Sales 1.38
Quick Ratio 1.14
Current Ratio 1.83
Debt/Eq 29.53
LT Debt/Eq —
EPS (ttm) 4.07
EPS next Y 5.60
EPS Growth 13.90%
Revenue Growth -1.70%
EPS Gr Q/Q 12.50%
Rev Gr Q/Q —
Earnings (next) 2026-08-05
Earnings (prior) 2026-05-06
ROA 18.01%
ROE 54.48%
ROIC —
Gross Margin 21.04%
Oper. Margin 11.03%
Profit Margin 8.91%
Shs Outstand 31.65M
Shs Float 31.28M
Insider Own 1.29%
Instit Own 114.78%
Short Float 12.30%
Short Ratio 10.15
Short Interest 3.38M
52W High 81.51
vs 52W High -12.89%
52W Low 37.68
vs 52W Low 88.43%
Beta 1.37
Impl. Vol. 81.74%
Rel Volume 1.06
Avg Volume 399.58K
Volume 422.88K
Target (mean) $81.71
Tgt Median $82.00
Tgt Low $73.00
Tgt High $90.00
# Analysts 7
Recom Buy
Prev Close $69.33
Price $71.00
Change 2.41%
About

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. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$81.71
Mean price target
2. Current target
$71.00
Latest analyst target
3. DCF / Fair value
$81.98
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$71.00
Low
$73.00
High
$90.00
Mean
$81.71

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-05-07 main Barclays Overweight → Overweight $75
2026-05-07 main Needham Buy → Buy $86
2026-05-07 main BTIG Buy → Buy $80
2026-02-06 main Freedom Broker Buy → Buy $72
2026-02-05 main Barclays Overweight → Overweight $55
2026-02-05 main Needham Buy → Buy $78
2026-02-05 reit BTIG Buy → Buy $65
2025-11-25 main DA Davidson Buy → Buy $76
2025-11-25 main B of A Securities Buy → Buy $62
2025-11-25 reit Needham Buy → Buy $70
2025-11-25 reit BTIG Buy → Buy $65
2025-11-20 main DA Davidson Buy → Buy $70
2025-11-03 main Needham Buy → Buy $70
2025-09-16 main BTIG Buy → Buy $65
2025-08-07 main Needham Buy → Buy $53
2025-05-27 reit Needham Buy → Buy $49
2025-05-08 main Barclays Overweight → Overweight $50
2025-04-21 main DA Davidson Buy → Buy $61
2025-02-06 main Needham Buy → Buy $49
2025-01-14 main Needham Buy → Buy $66
News
RSS: Latest BLBD news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-04-01 BLAUFUSS MARK Director — 2,297 $0.00 $0
2026-04-01 HIGHTOWER EDWARD T Director — 2,297 $0.00 $0
2026-04-01 NEWMAN SIMON J Director — 2,297 $0.00 $0
2026-04-01 THAU DANIEL MARK Director — 2,297 $0.00 $0
2026-04-01 GRIMM DOUGLAS J Director — 2,297 $0.00 $0
2026-04-01 GIRARDIN STEVE Director — 2,297 $0.00 $0
2026-04-01 PENN KEVIN S Director — 2,297 $0.00 $0
2026-04-01 FREAM JULIE A Director — 2,297 $0.00 $0
2026-03-04 SANFREY JEFFREY SCOTT Chief Operating Officer — 5,192 $58.54 $303,940
2026-03-04 SANFREY JEFFREY SCOTT Chief Operating Officer — 5,192 $12.35 $64,121
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-09-30 2024-09-30 2023-09-30 2022-09-30
Total Revenue
1,480.10
+9.87%
1,347.15
+18.92%
1,132.79
+41.49%
800.64
Operating Revenue
1,480.10
+9.87%
1,347.15
+18.92%
1,132.79
+41.49%
800.64
Cost Of Revenue
1,176.59
+7.84%
1,091.00
+9.76%
993.94
+30.08%
764.09
Reconciled Cost Of Revenue
1,176.59
+7.84%
1,091.00
+9.76%
993.94
+30.08%
764.09
Gross Profit
303.51
+18.49%
256.16
+84.48%
138.85
+279.93%
36.55
Operating Expense
136.35
+16.71%
116.83
+33.98%
87.19
+12.88%
77.25
Selling General And Administration
136.35
+16.71%
116.83
+33.98%
87.19
+12.88%
77.25
Total Expenses
1,312.93
+8.70%
1,207.82
+11.72%
1,081.14
+28.50%
841.34
Operating Income
167.17
+19.98%
139.33
+169.72%
51.66
+226.92%
-40.70
Total Operating Income As Reported
167.17
+19.98%
139.33
+169.72%
51.66
+226.92%
-40.70
EBITDA
192.35
+26.27%
152.34
+154.76%
59.80
+345.81%
-24.33
Normalized EBITDA
192.35
+24.99%
153.89
+155.08%
60.33
+354.63%
-23.69
Reconciled Depreciation
15.59
+5.17%
14.82
-7.25%
15.98
+13.72%
14.05
EBIT
176.77
+28.54%
137.51
+213.84%
43.82
+214.18%
-38.38
Total Unusual Items
0.00
+100.00%
-1.56
-190.13%
-0.54
+15.03%
-0.63
Total Unusual Items Excluding Goodwill
0.00
+100.00%
-1.56
-190.13%
-0.54
+15.03%
-0.63
Special Income Charges
0.00
+100.00%
-1.56
-190.13%
-0.54
+15.03%
-0.63
Other Special Charges
—
1.56
+190.13%
0.54
-15.03%
0.63
Net Income
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Pretax Income
169.56
+33.58%
126.94
+391.90%
25.80
+148.64%
-53.05
Net Non Operating Interest Income Expense
-1.01
+84.36%
-6.44
+62.12%
-17.01
-15.97%
-14.67
Interest Expense Non Operating
7.20
-31.92%
10.58
-41.27%
18.01
+22.74%
14.68
Net Interest Income
-1.01
+84.36%
-6.44
+62.12%
-17.01
-15.97%
-14.67
Interest Expense
7.20
-31.92%
10.58
-41.27%
18.01
+22.74%
14.68
Interest Income Non Operating
6.19
+49.76%
4.14
+311.95%
1.00
+11055.56%
0.01
Interest Income
6.19
+49.76%
4.14
+311.95%
1.00
+11055.56%
0.01
Other Income Expense
3.41
+157.22%
-5.95
+32.70%
-8.84
-482.03%
2.31
Other Non Operating Income Expenses
3.41
+177.51%
-4.39
+47.10%
-8.31
-381.88%
2.95
Tax Provision
43.93
+32.20%
33.23
+271.14%
8.95
+178.19%
-11.45
Tax Rate For Calcs
0.00
-1.15%
0.00
-24.50%
0.00
+60.65%
0.00
Tax Effect Of Unusual Items
0.00
+100.00%
-0.41
-119.06%
-0.19
-36.50%
-0.14
Net Income Including Noncontrolling Interests
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Net Income From Continuing Operation Net Minority Interest
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Net Income From Continuing And Discontinued Operation
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Net Income Continuous Operations
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Normalized Income
127.72
+19.70%
106.70
+341.58%
24.16
+153.38%
-45.26
Net Income Common Stockholders
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Diluted EPS
3.88
+22.78%
3.16
+327.03%
0.74
+150.00%
-1.48
Basic EPS
4.01
+22.63%
3.27
+341.89%
0.74
+150.00%
-1.48
Basic Average Shares
31.86
-1.27%
32.27
+0.62%
32.07
+3.39%
31.02
Diluted Average Shares
32.88
-1.40%
33.35
+3.38%
32.26
+3.99%
31.02
Diluted NI Availto Com Stockholders
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Earnings From Equity Interest Net Of Tax
2.08
-82.41%
11.84
+70.10%
6.96
+267.35%
-4.16
Line Item Trend 2024-09-30 2023-09-30 2022-09-30 2021-09-30
Total Assets
524.89
+25.64%
417.77
+14.10%
366.13
—
Current Assets
323.38
+36.99%
236.06
+35.30%
174.48
—
Cash Cash Equivalents And Short Term Investments
127.69
+61.65%
78.99
+653.77%
10.48
—
Cash And Cash Equivalents
127.69
+61.65%
78.99
+653.77%
10.48
—
Receivables
59.10
+370.01%
12.57
+0.32%
12.53
—
Accounts Receivable
59.10
+370.01%
12.57
+0.32%
12.53
—
Gross Accounts Receivable
59.20
+367.09%
12.67
+0.32%
12.63
—
Allowance For Doubtful Accounts Receivable
-0.10
+0.00%
-0.10
+0.00%
-0.10
—
Inventory
127.80
-5.53%
135.29
-5.38%
142.98
—
Raw Materials
83.03
-5.78%
88.12
-16.93%
106.07
—
Work In Process
32.56
-29.03%
45.88
+29.60%
35.40
—
Finished Goods
12.21
+843.24%
1.29
-14.18%
1.51
—
Other Current Assets
8.79
-4.56%
9.21
+8.59%
8.49
—
Total Non Current Assets
201.51
+10.90%
181.70
-5.19%
191.65
—
Net PPE
97.65
+1.58%
96.14
-6.07%
102.34
—
Gross PPE
232.27
+5.60%
219.96
+4.33%
210.84
—
Accumulated Depreciation
-134.61
-8.71%
-123.82
-14.13%
-108.49
—
Properties
0.00
0.00
0.00
—
Land And Improvements
2.50
+0.00%
2.50
+0.00%
2.50
—
Buildings And Improvements
65.24
+1.61%
64.21
+11.53%
57.57
—
Machinery Furniture Equipment
144.23
+4.32%
138.26
+7.57%
128.54
—
Construction In Progress
12.41
+73.51%
7.15
-52.34%
15.00
—
Other Properties
7.88
+0.68%
7.83
+8.43%
7.22
—
Goodwill And Other Intangible Assets
62.38
-2.91%
64.25
-3.03%
66.26
—
Goodwill
18.82
+0.00%
18.82
+0.00%
18.82
—
Other Intangible Assets
43.55
-4.12%
45.42
-4.24%
47.43
—
Investments And Advances
32.09
+82.13%
17.62
+65.30%
10.66
—
Long Term Equity Investment
32.09
+82.13%
17.62
+65.30%
10.66
—
Non Current Deferred Assets
2.40
+9.95%
2.18
-79.99%
10.91
—
Non Current Deferred Taxes Assets
2.40
+9.95%
2.18
-79.99%
10.91
—
Other Non Current Assets
2.35
+54.48%
1.52
+2.43%
1.48
—
Total Liabilities Net Minority Interest
365.33
-3.29%
377.77
+3.57%
364.74
—
Current Liabilities
235.97
+2.77%
229.62
+39.35%
164.77
—
Payables And Accrued Expenses
198.93
+16.99%
170.03
+36.77%
124.32
—
Payables
143.16
+4.39%
137.14
+27.06%
107.94
—
Accounts Payable
143.16
+4.39%
137.14
+27.06%
107.94
—
Current Accrued Expenses
55.77
+69.56%
32.89
+100.74%
16.39
—
Employee Benefits
0.00
-100.00%
2.40
-85.00%
16.02
-29.57%
22.75
Current Debt And Capital Lease Obligation
5.97
-70.69%
20.38
+0.08%
20.37
—
Current Debt
5.00
-74.75%
19.80
+0.00%
19.80
—
Other Current Borrowings
5.00
-74.75%
19.80
+0.00%
19.80
—
Current Capital Lease Obligation
0.97
+67.24%
0.58
+3.00%
0.57
—
Current Deferred Liabilities
9.42
+16.29%
8.10
+12.44%
7.21
—
Current Deferred Revenue
9.42
+16.29%
8.10
+12.44%
7.21
—
Other Current Liabilities
21.65
-30.40%
31.10
+141.48%
12.88
—
Total Non Current Liabilities Net Minority Interest
129.36
-12.68%
148.15
-25.91%
199.97
—
Long Term Debt And Capital Lease Obligation
90.00
-19.30%
111.53
-26.61%
151.96
—
Long Term Debt
89.99
-18.59%
110.54
-26.50%
150.39
—
Long Term Capital Lease Obligation
0.01
-99.39%
0.99
-37.29%
1.57
—
Long Term Provisions
—
8.72
-6.05%
9.29
-16.84%
11.16
Defined Pension Benefit
4.65
0.00
—
—
Non Current Pension And Other Postretirement Benefit Plans
0.00
-100.00%
2.40
-85.00%
16.02
-29.57%
22.75
Non Current Deferred Liabilities
21.32
+21.61%
17.54
+51.29%
11.59
—
Non Current Deferred Revenue
18.54
+23.43%
15.02
+29.61%
11.59
—
Non Current Deferred Taxes Liabilities
2.78
+10.74%
2.51
0.00
—
Other Non Current Liabilities
18.03
+8.12%
16.68
-18.21%
20.39
—
Stockholders Equity
159.56
+298.93%
40.00
+2794.21%
1.38
—
Common Stock Equity
159.56
+298.93%
40.00
+2794.21%
1.38
—
Capital Stock
0.00
+0.00%
0.00
+0.00%
0.00
—
Common Stock
0.00
+0.00%
0.00
+0.00%
0.00
—
Preferred Stock
0.00
0.00
0.00
—
Share Issued
32.27
-4.95%
33.95
+0.42%
33.81
—
Ordinary Shares Number
32.27
+0.32%
32.17
+0.44%
32.02
—
Treasury Shares Number
0.00
-100.00%
1.78
+0.00%
1.78
+0.00%
1.78
Additional Paid In Capital
185.98
+4.56%
177.86
+2.75%
173.10
—
Retained Earnings
0.00
+100.00%
-55.70
+29.95%
-79.51
—
Gains Losses Not Affecting Retained Earnings
-26.42
+17.15%
-31.88
+23.96%
-41.93
—
Treasury Stock
0.00
-100.00%
50.28
+0.00%
50.28
+0.00%
50.28
Other Equity Adjustments
-26.42
+17.15%
-31.88
+23.96%
-41.93
—
Total Equity Gross Minority Interest
159.56
+298.93%
40.00
+2794.21%
1.38
—
Total Capitalization
249.56
+65.77%
150.54
-0.81%
151.77
—
Working Capital
87.41
+1256.60%
6.44
-33.59%
9.70
—
Invested Capital
254.56
+49.44%
170.34
-0.72%
171.57
—
Total Debt
95.97
-27.24%
131.91
-23.45%
172.33
—
Net Debt
—
51.36
-67.84%
159.71
-19.22%
197.71
Capital Lease Obligations
0.98
-37.52%
1.57
-26.64%
2.14
—
Net Tangible Assets
97.19
+500.75%
-24.25
+62.62%
-64.88
—
Tangible Book Value
97.19
+500.75%
-24.25
+62.62%
-64.88
—
Current Provisions
—
6.71
+0.39%
6.68
-9.48%
7.38
Investments In Other Ventures Under Equity Method
—
17.62
+65.30%
10.66
-28.06%
14.82
Investmentsin Associatesat Cost
—
17.62
+65.30%
10.66
-28.06%
14.82
Line Item Trend 2025-09-30 2024-09-30 2023-09-30 2022-09-30
Operating Cash Flow
176.21
+58.59%
111.11
-7.35%
119.93
+590.76%
-24.44
Cash Flow From Continuing Operating Activities
176.21
+58.59%
111.11
-7.35%
119.93
+590.76%
-24.44
Net Income From Continuing Operations
127.72
+21.01%
105.55
+343.25%
23.81
+152.04%
-45.76
Depreciation Amortization Depletion
15.59
+5.17%
14.82
-7.25%
15.98
+13.72%
14.05
Depreciation And Amortization
15.59
+5.17%
14.82
-7.25%
15.98
+13.72%
14.05
Other Non Cash Items
0.33
-83.06%
1.95
-2.94%
2.01
-84.30%
12.78
Pension And Employee Benefit Expense
0.28
-59.39%
0.69
-42.51%
1.20
-68.29%
3.77
Stock Based Compensation
14.79
+71.74%
8.61
+106.30%
4.17
+13.09%
3.69
Asset Impairment Charge
7.39
0.00
0.00
-100.00%
1.35
Deferred Tax
2.94
+275.45%
-1.67
-120.76%
8.06
+172.85%
-11.07
Deferred Income Tax
2.94
+275.45%
-1.67
-120.76%
8.06
+172.85%
-11.07
Operating Gains Losses
-8.87
+18.99%
-10.95
-92.11%
-5.70
-171.78%
7.94
Gain Loss On Sale Of PPE
0.33
+62.50%
0.20
+212.50%
0.06
+326.67%
0.01
Change In Working Capital
16.33
+230.42%
-12.52
-117.49%
71.59
+1063.97%
-7.43
Change In Receivables
38.45
+182.64%
-46.52
-116212.50%
-0.04
+98.44%
-2.57
Changes In Account Receivables
38.45
+182.64%
-46.52
-116212.50%
-0.04
+98.44%
-2.57
Change In Inventory
-11.67
-255.88%
7.49
-2.64%
7.69
+129.00%
-26.52
Change In Payables And Accrued Expense
5.36
-79.02%
25.54
-59.77%
63.49
+221.47%
19.75
Change In Accrued Expense
-2.66
-114.08%
18.88
-45.72%
34.78
+326.94%
-15.32
Change In Payable
8.02
+20.26%
6.67
-76.79%
28.71
-18.14%
35.08
Change In Account Payable
8.02
+20.26%
6.67
-76.79%
28.71
-18.14%
35.08
Change In Other Current Assets
-15.80
-1727.29%
0.97
+114.35%
0.45
-76.32%
1.91
Investing Cash Flow
-23.87
-50.95%
-15.81
-85.62%
-8.52
-32.03%
-6.45
Cash Flow From Continuing Investing Activities
-23.87
-50.95%
-15.81
-85.62%
-8.52
-32.03%
-6.45
Net PPE Purchase And Sale
-22.87
-49.85%
-15.26
-79.14%
-8.52
-32.03%
-6.45
Purchase Of PPE
-22.87
-49.85%
-15.26
-79.14%
-8.52
-32.03%
-6.45
Sale Of PPE
—
—
0.00
0.00
Capital Expenditure
-22.87
-49.85%
-15.26
-79.14%
-8.52
-32.03%
-6.45
Net Business Purchase And Sale
-1.00
-81.16%
-0.55
0.00
0.00
Purchase Of Business
-1.00
-81.16%
-0.55
0.00
0.00
Financing Cash Flow
-50.72
-8.84%
-46.60
-8.62%
-42.90
-244.64%
29.66
Cash Flow From Continuing Financing Activities
-50.72
-8.84%
-46.60
-8.62%
-42.90
-244.64%
29.66
Net Issuance Payments Of Debt
-5.98
+83.45%
-36.14
+10.48%
-40.37
+1.49%
-40.98
Issuance Of Debt
0.00
-100.00%
136.22
+202.71%
45.00
-66.67%
135.00
Repayment Of Debt
-5.98
+96.53%
-172.36
-101.90%
-85.37
+51.49%
-175.98
Long Term Debt Issuance
0.00
-100.00%
136.22
+202.71%
45.00
-66.67%
135.00
Long Term Debt Payments
-5.98
+96.53%
-172.36
-101.90%
-85.37
+51.49%
-175.98
Net Long Term Debt Issuance
-5.98
+83.45%
-36.14
+10.48%
-40.37
+1.49%
-40.98
Short Term Debt Issuance
—
—
—
135.00
Short Term Debt Payments
—
—
—
-160.00
Net Short Term Debt Issuance
—
—
—
-25.00
Net Common Stock Issuance
-49.42
-344.55%
-11.12
-2856.38%
-0.38
-100.51%
73.29
Common Stock Payments
-49.42
-344.55%
-11.12
-2856.38%
-0.38
+77.99%
-1.71
Repurchase Of Capital Stock
-49.42
-344.55%
-11.12
-2856.38%
-0.38
+77.99%
-1.71
Proceeds From Stock Option Exercised
4.68
+23.67%
3.79
+238.25%
1.12
+269.31%
0.30
Net Other Financing Charges
—
-3.13
+4.40%
-3.27
-10.80%
-2.95
Changes In Cash
101.63
+108.68%
48.70
-28.92%
68.51
+5669.84%
-1.23
Beginning Cash Position
127.69
+61.65%
78.99
+653.77%
10.48
-10.50%
11.71
End Cash Position
229.31
+79.59%
127.69
+61.65%
78.99
+653.77%
10.48
Free Cash Flow
153.34
+59.98%
95.85
-13.97%
111.41
+460.66%
-30.89
Interest Paid Supplemental Data
7.37
-25.81%
9.93
-38.13%
16.05
+5.75%
15.18
Income Tax Paid Supplemental Data
58.76
+99.86%
29.40
—
—
Common Stock Issuance
—
0.00
0.00
-100.00%
75.00
Dividend Received CFO
0.00
-100.00%
5.34
0.00
0.00
Earnings Losses From Equity Investments
-9.48
+19.96%
-11.84
-70.10%
-6.96
-267.35%
4.16
Issuance Of Capital Stock
—
0.00
0.00
-100.00%
75.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

Trades
Date User Broker Pattern Type Position Size Entry Price Trade P&L Status
Posts
Published Title Author Category