Blue Bird (BLBD) Financials: Revenue & Earnings

BLBD price $56.47 -0.35 -0.62%

Ticker
BLBD
Price
$56.47
Change
-0.35 -0.62%
Market cap ?
$1.77B
P/E ?
6.71
Forward P/E ?
12.72
Dividend yield ?
0.00%
Beta ?
1.36
Sector
Consumer Cyclical
Industry
Auto - Manufacturers
Stocklytics score
67
Value
62
Quality
60
Growth
79

Stocklytics score rationale: value 62, quality 60, growth 79.

Financials

2016201720182019202020212022202320242025
93201000099060200010249760001018874000879221000683995000800637000113279300013471540001480099000

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…

Fair value

BLBD fair value $92.78. Price $56.47. Price is 39% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 99% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 120.20M. Growth 18.83%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.79% (beta 1.4). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 31.35M. Net debt -138.99M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare BLBD

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-12-14—1.45—549.35M
2026-11-23—1.48—551.49M
2026-08-051.281.25517.16M485.73M
2026-05-061.000.81353.00M335.23M
2026-02-041.000.80333.00M326.87M
2025-11-241.321.05409.37M380.38M
2025-08-061.190.90398.01M380.37M
2025-05-070.960.96358.85M348.23M
2025-02-050.920.83313.87M357.58M
2024-11-250.770.65350.21M328.34M
2024-08-070.910.51333.37M324.96M
2024-05-080.890.49345.92M298.41M
2024-02-070.910.37317.66M275.13M
2023-12-110.660.48302.96M290.11M
2023-08-090.440.26294.28M290.11M
2023-05-110.270.10299.81M249.53M
2023-02-08-0.30-0.25235.73M211.17M
2022-12-12-0.660.05257.67M221.70M
2022-08-10-0.09-0.24206.08M213.03M
2022-05-12-0.31-0.07207.66M150.65M
2022-02-09-0.07-0.32129.22M109.85M
2021-12-150.070.16192.20M198.00M
2021-08-120.190.38196.66M369.75M
2021-05-120.050.11164.70M226.46M
2021-02-10-0.060.07130.43M—
2020-12-160.490.35281.41M239.20M
2020-08-120.160.15189.18M260.12M
2020-05-140.100.25255.41M245.20M
2020-02-120.070.01153.22M153.22M
2019-12-110.740.80343.53M380.67M
2019-08-070.690.69308.77M308.77M
2019-05-090.150.16211.64M211.64M
2019-02-060.050.01154.93M139.43M
2018-12-060.700.81331.61M383.72M
2018-08-080.910.65314.19M224.43M
2018-05-100.150.22216.63M288.80M
2018-02-07-0.10-0.00162.55M162.50M
2017-12-060.510.52312.69M306.57M
2017-08-030.690.59332.60M284.40M
2017-05-110.080.15375.57M391.31M

Dividends

Yield 0.00%. Payout ratio 0.00%. Frequency —.

Safety score 37/100 · Watch. Payout ratio is 0% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-09-16Sanfrey Jeffrey ScottSell4.00K$62.40249.60K
2026-08-12Thau Daniel MarkBuy350$64.3722.53K
2026-05-19Thau Daniel MarkBuy300$65.0919.53K
2026-04-01Girardin SteveBuy2.70M——
2026-04-01Girardin SteveBuy2.30K——
2026-04-01Girardin SteveBuy1$63,021,287.0063.02M
2026-04-01Girardin SteveOther0——
2026-04-01Penn Kevin S.Buy2.30K——
2026-04-01Thau Daniel MarkBuy2.30K——
2026-04-01Newman Simon JBuy2.30K——
2026-04-01Hightower Edward T.Buy2.30K——
2026-04-01Grimm Douglas J.Buy2.30K——
2026-04-01Fream Julie ABuy2.30K——
2026-04-01Blaufuss MarkBuy2.30K——
2026-03-04Sanfrey Jeffrey ScottBuy5.19K$12.3564.12K
2026-03-04Sanfrey Jeffrey ScottSell5.19K$58.54303.94K
2026-03-04Sanfrey Jeffrey ScottSell5.19K$12.3564.12K
2026-02-19Radulescu RazvanSell3.92K$60.98239.35K
2025-12-17Radulescu RazvanBuy3.50K$12.3543.26K
2025-12-17Radulescu RazvanBuy3.50K$12.3543.26K
2025-12-17Radulescu RazvanSell7.01K$51.58361.37K
2025-12-17Radulescu RazvanSell3.50K$12.3543.26K
2025-12-12Sanfrey Jeffrey ScottSell549$50.3627.65K
2025-12-12Scartz TedSell626$50.3631.53K
2025-12-12Radulescu RazvanSell2.91K$50.36146.40K
2025-12-12Horlock PhilSell7.04K$50.50355.52K
2025-12-12Horlock PhilSell8.34K$50.35419.97K
2025-12-12Sanfrey Jeffrey ScottOther5.19K$12.3564.12K
2025-12-10Radulescu RazvanSell7.98K$50.39402.31K
2025-12-06Sanfrey Jeffrey ScottSell753$51.2738.61K
2025-12-06Scartz TedSell881$51.2745.17K
2025-12-06Radulescu RazvanSell3.29K$51.27168.52K
2025-12-04Thau Daniel MarkBuy400$51.0520.42K
2025-12-02Sanfrey Jeffrey ScottBuy6.15K——
2025-12-02Sanfrey Jeffrey ScottBuy4.10K——
2025-12-02Sanfrey Jeffrey ScottSell780$50.7039.55K
2025-12-02Scartz TedBuy8.08K——
2025-12-02Scartz TedBuy5.39K——
2025-12-02Scartz TedSell820$50.7041.57K
2025-12-02Radulescu RazvanBuy13.31K——
2025-12-02Radulescu RazvanBuy8.88K——
2025-12-02Radulescu RazvanSell2.63K$50.70133.14K
2025-12-02Wyskiel JohnBuy29.00K——
2025-12-02Wyskiel JohnBuy19.33K——
2025-12-02Wyskiel JohnSell14.45K$50.70732.46K
2025-10-22Sanfrey Jeffrey ScottOther0——
2025-09-12Horlock PhilBuy13.58K$20.26275.09K
2025-09-12Horlock PhilSell13.58K$58.00787.52K
2025-09-12Horlock PhilSell13.58K$20.26275.09K
2025-09-02Radulescu RazvanSell6.71K$57.41385.16K
2025-08-28Horlock PhilBuy13.00K$20.26263.38K
2025-08-28Horlock PhilSell13.00K$59.02767.26K
2025-08-28Horlock PhilSell13.00K$20.26263.38K
2025-08-18Horlock PhilBuy21.13K$16.99358.98K
2025-08-18Horlock PhilSell21.13K$58.161.23M
2025-08-18Horlock PhilSell21.13K$16.99358.98K
2025-08-15Horlock PhilSell21.13K$57.181.21M
2025-08-13Horlock PhilBuy15.85K$16.99269.26K
2025-08-13Horlock PhilSell15.85K$56.06888.44K
2025-08-13Horlock PhilSell15.85K$16.99269.26K
2025-08-12Scartz TedBuy2.96K$12.3536.54K
2025-08-12Scartz TedBuy5.92K$12.3573.09K
2025-08-12Scartz TedSell8.88K$55.22490.19K
2025-08-12Scartz TedSell5.92K$12.3573.09K
2025-08-12Scartz TedSell2.96K$12.3536.54K
2025-08-08Horlock PhilSell30.00K$60.001.80M
2025-08-08Radulescu RazvanSell700$60.0242.01K
2025-08-07Radulescu RazvanSell10.00K$53.21532.10K
2025-07-08Radulescu RazvanSell10.00K$45.19451.90K
2025-07-02Radulescu RazvanSell3.61K$45.45163.94K
2025-07-01Radulescu RazvanSell16.85K$44.20744.95K
2025-07-01Scartz TedSell10.58K$44.20467.68K
2025-06-12Horlock PhilBuy14.88K$18.10269.24K
2025-06-12Horlock PhilSell14.88K$41.38615.53K
2025-06-12Horlock PhilSell14.88K$18.10269.24K
2025-06-11Horlock PhilBuy8.86K$20.26179.48K
2025-06-11Horlock PhilSell4.43K$41.55184.07K
2025-06-11Horlock PhilBuy4.43K$20.2689.75K
2025-06-11Horlock PhilSell8.86K$41.77370.04K
2025-06-11Horlock PhilSell8.86K$20.26179.48K
2025-06-11Horlock PhilSell4.43K$20.2689.75K
2025-06-10Horlock PhilBuy8.86K$20.26179.50K
2025-06-10Horlock PhilSell8.86K$41.04363.61K
2025-06-10Horlock PhilSell8.86K$20.26179.50K
2025-05-28Thau Daniel MarkBuy400$39.1715.67K
2025-04-01Penn Kevin S.Buy4.10K——
2025-04-01Thau Daniel MarkBuy4.10K——
2025-04-01Newman Simon JBuy4.10K——
2025-04-01Horlock PhilBuy4.10K——
2025-04-01Hightower Edward T.Buy4.10K——
2025-04-01Grimm Douglas J.Buy4.10K——
2025-04-01Grimm Douglas J.Buy1.52K——
2025-04-01Fream Julie ABuy4.10K——
2025-04-01Blaufuss MarkBuy4.10K——
2025-02-28Horlock PhilSell84.41K$35.142.97M
2025-02-18Wyskiel JohnBuy102.53K——
2025-02-18Thau Daniel MarkBuy500$34.8517.43K
2025-02-17Wyskiel JohnOther0——
2025-02-10Radulescu RazvanBuy2.17K$20.0043.30K
2025-02-10Radulescu RazvanSell2.85K$38.12108.57K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 315, holders +21 vs prior quarter. Ownership 95.46%.

HolderSharesChangeChange %Value
FMR LLC3.02M475.97K+18.73%238.25M
BLACKROCK, INC.2.63M37.75K+1.46%207.49M
AMERICAN CENTURY COMPANIES INC1.60M-164.34K-9.33%126.04M
VANGUARD CAPITAL MANAGEMENT LLC1.40M10.82K+0.78%110.66M
WESTWOOD HOLDINGS GROUP INC1.24M-414.53K-25.05%97.93M
JUPITER TOPCO LLC1.19M1.19MNew94.22M
WELLINGTON MANAGEMENT GROUP LLP995.19K-22.98K-2.26%78.58M
GEODE CAPITAL MANAGEMENT, LLC874.05K46.93K+5.67%69.03M
PRICE T ROWE ASSOCIATES INC /MD/818.48K622.63K+317.91%64.63M
BANK OF AMERICA CORP /DE/805.03K275.69K+52.08%63.57M
STATE STREET CORP803.87K51.56K+6.85%63.47M
DIMENSIONAL FUND ADVISORS LP719.47K30.53K+4.43%56.81M
325 CAPITAL LLC711.39K31.56K+4.64%56.17M
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC662.96K156.29K+30.85%51.63M
NEUMEIER POMA INVESTMENT COUNSEL LLC647.54K22.34K+3.57%51.13M
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC604.60K-15.75K-2.54%47.74M
GOLDMAN SACHS GROUP INC578.97K53.06K+10.09%45.72M
OBERWEIS ASSET MANAGEMENT INC/529.84K140.60K+36.12%41.84M
ABERDEEN GROUP PLC515.86K515.86KNew40.73M
VANGUARD PORTFOLIO MANAGEMENT LLC454.85K29.41K+6.91%35.92M
AQR CAPITAL MANAGEMENT LLC438.90K59.41K+15.65%34.66M
EMPOWERED FUNDS, LLC365.95K-42.76K-10.46%28.90M
VICTORY CAPITAL MANAGEMENT INC344.90K30.49K+9.70%27.23M
NUVEEN, LLC337.12K3.14K+0.94%26.62M
BLAIR WILLIAM & CO/IL320.97K230+0.07%25.34M

Earnings and financials

Blue Bird Corporation (BLBD) trades at $56.47, with a market cap of $1.77B and a trailing P/E of 6.71. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2016201720182019202020212022202320242025
93201000099060200010249760001018874000879221000683995000800637000113279300013471540001480099000

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Blue Bird (BLBD) Financials: Revenue & Earnings

BLBD$56.47-0.35 -0.62%

$1.77B

Market Cap

6.71

P/E

12.72

Forward P/E

67

Score

Price History