Blue Bird Corporation

BLBD • Auto - Manufacturers

$63.63

▼ -0.03 (-0.05%)

Current price

EarningsLatest report: Jun 27, 2026

FAVORABLE PROFILEAttractiveConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Solid company profile with reasonable valuation support. The data suggests a balanced quality/value setup.

Market Cap

$2.24B

Growth

-10.9%

Cash Flow

3/5

Trend

Mostly stable

Evidence

Positive revenue growth · 16.5%Positive free cash flow · 4.81Reasonable earnings multiple · 14.46Manageable debt level · 0.35Healthy liquidity · 1.74

Financial data as of: Jun 27, 2026, 12:00 AM UTCLast earnings update: Jun 27, 2026, 12:00 AM UTCLast profile update: Aug 7, 2026, 12:57 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$63.63

Change-0.05%

Shares Out35.15M

Market Cap$2.24B

Enterprise Value$2.21B

52W Range46.14 - 83.39

Beta1.34

P/E7.94

P/S1.39

P/B3.42

P/FCF9.98

EV/Sales1.37

Price$63.63

Change-0.05%

Shares Out35.15M

Market Cap$2.24B

Enterprise Value$2.21B

52W Range46.14 - 83.39

Beta1.34

P/E7.94

P/S1.39

P/B3.42

P/FCF9.98

EV/Sales1.37

EV/EBITDA10.71

EV/FCF9.84

Earnings Yield12.60%

FCF Yield10.02%

Dividend Yield0.00%

Gross Margin20.51%

Oper. Margin11.29%

Profit Margin8.63%

Debt/Eq0.35

Current Ratio1.74

Quick Ratio1.15

Revenue 5Y-10.90%

FCF 5Y1.67%

Target$89.00

Target Upside39.87%

Target Median$86.00

Target Range85.00 - 95.00

Volume1.29M

Avg Volume463.39K

EPS Surprise0.19

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

64/100

Financial Strength

Debt, cash, stability

87/100

Growth Potential

Revenue and expansion

95/100

Price Attractiveness

Cheap or expensive today

78/100

Why this score▼

Positive revenue growth · 16.5%Positive free cash flow · 4.81Reasonable earnings multiple · 14.46Manageable debt level · 0.35Healthy liquidity · 1.74

Analyst view

Analyst sentiment and price target

BLBD

Analyst sentiment

Based on 12 analyst votes · 2026-09-05

96/100

Bullish

Hold

Bearish

Price Target

2026-08-07

Low

$85.00

Mean

$89.20

Median

$86.00

High

$95.00

Company Overview

IPO: 3/20/2014

Industry: Auto - Manufacturers

P/B i: 3.42

Debt / Equity i: 0.35

Operating Margin: 11.29%

Net Margin: 8.63%

ROE i: -

ROIC: -

Financial Health

Score17 / 20

Debt / Equity: 0.35

Current Ratio: 1.74

Quick Ratio: 1.15

Status: Strong

Insider Transactions

Recent executive and insider activity

Thau Daniel Mark

Transaction: 05/19/2026

BUY

Change

+300

Price

$65.09

Filing

05/20/2026

Type

BUY

Girardin Steve

Transaction: 04/01/2026

OTHER

Change

Price

Not reported

Filing

04/09/2026

Type

OTHER

Girardin Steve

Transaction: 04/01/2026

BUY

Change

Price

$63021287.00

Filing

04/09/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
Thau Daniel Mark	BUY	+300	$65.09	05/19/2026	05/20/2026
Girardin Steve	OTHER	0	Not reported	04/01/2026	04/09/2026
Girardin Steve	BUY	+1	$63021287.00	04/01/2026	04/09/2026
Girardin Steve	BUY	+2,297	Not reported	04/01/2026	04/09/2026
Girardin Steve	BUY	+2,702,180	Not reported	04/01/2026	04/09/2026
Blaufuss Mark	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Fream Julie A	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Grimm Douglas J.	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Hightower Edward T.	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Newman Simon J	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Thau Daniel Mark	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Penn Kevin S.	BUY	+2,297	Not reported	04/01/2026	04/02/2026
Sanfrey Jeffrey Scott	SELL	-5,192	$12.35	03/04/2026	03/05/2026
Sanfrey Jeffrey Scott	SELL	-5,192	$58.54	03/04/2026	03/05/2026
Radulescu Razvan	SELL	-3,925	$60.98	02/19/2026	02/20/2026
Radulescu Razvan	SELL	-3,503	$12.35	12/17/2025	12/17/2025
Radulescu Razvan	SELL	-7,006	$51.58	12/17/2025	12/17/2025
Horlock Phil	SELL	-8,341	$50.35	12/12/2025	12/16/2025
Radulescu Razvan	SELL	-2,907	$50.36	12/12/2025	12/16/2025
Scartz Ted	SELL	-626	$50.36	12/12/2025	12/16/2025

About the Company

Blue Bird Corporation

Blue Bird Corporation specializes in the design, engineering, production, and distribution of school buses and related components. The company serves customers across the United States, Canada, and international markets, structured into two primary divisions: Bus and Parts. Its product lineup includes Type C, Type D, and various specialty buses, alongside a strong emphasis on alternative fuel solutions such as propane, gasoline, compressed natural gas, and electric-powered vehicles. Blue Bird markets its offerings through an extensive dealer network, in addition to direct sales to fleet operators and both federal and state government entities. A centralized parts distribution center supports its logistical needs. Founded in 1927 and headquartered in Macon, Georgia, the company was previously known as Hennessy Capital Acquisition Corp.

Source - link

Peers

ACVA AIN CCS MBC MCRI MODG PSNY PZZA TILE WEN

Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

Algert Global LLC Cuts Position in Blue Bird Corporation $BLBD

Algert Global LLC lessened its position in Blue Bird Corporation (NASDAQ: BLBD) by 83.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 46,879 shares of the company's stock after selling 235,649 shares during the quarter. Algert Global

Defense World

Blue Bird Corp (BLBD) Stock Up 3.1% but GF Value Says Overvalued -- GF Score: 87/100

On August 26, 2026, Blue Bird Corp (BLBD) shares rose 3.1% to a current price of $60.50, amidst a 52-week range of $46.14 to $83.39. The stock has seen a year-t

GuruFocus

Deutsche Bank AG Purchases New Stake in Blue Bird Corporation $BLBD

Deutsche Bank AG acquired a new position in shares of Blue Bird Corporation (NASDAQ: BLBD) during the quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 139,285 shares of the company's stock, valued at approximately $10,998,000. Deutsche Bank AG owned about 0.44% of Blue

Defense World

Aurora Investment Counsel Makes New $2.29 Million Investment in Blue Bird Corporation $BLBD

Aurora Investment Counsel bought a new stake in shares of Blue Bird Corporation (NASDAQ: BLBD) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund bought 28,937 shares of the company's stock, valued at approximately $2,285,000. Blue Bird makes up about 1.2%

Defense World

BLBD vs. FSS: Which Stock Is the Better Value Option?

Investors looking for stocks in the Automotive - Domestic sector might want to consider either Blue Bird (BLBD) or Federal Signal (FSS). But which of these two stocks is more attractive to value investors?

Zacks Investment Research

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-05-06	0.81	1	0.19
2026-02-04	0.8	1	0.2
2025-11-24	1.05	1.32	0.27
2025-08-06	0.9	1.19	0.29
2025-05-07	0.96	0.96	0
2025-02-05	0.83	0.92	0.09
2024-11-25	0.65	0.77	0.12
2024-08-07	0.51	0.91	0.4
2024-05-08	0.49	0.89	0.4
2024-02-07	0.37	0.91	0.54
2023-12-11	0.48	0.66	0.18
2023-08-09	0.26	0.44	0.18