Blue Bird (BLBD) Financials: Revenue & Earnings
$1.77B
Market Cap
6.71
P/E
12.72
Forward P/E
67
Score
BLBD price $56.47 -0.35 -0.62%
Stocklytics score rationale: value 62, quality 60, growth 79.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 932010000 | 990602000 | 1024976000 | 1018874000 | 879221000 | 683995000 | 800637000 | 1132793000 | 1347154000 | 1480099000 |
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…
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.
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-12-14 | — | 1.45 | — | 549.35M |
| 2026-11-23 | — | 1.48 | — | 551.49M |
| 2026-08-05 | 1.28 | 1.25 | 517.16M | 485.73M |
| 2026-05-06 | 1.00 | 0.81 | 353.00M | 335.23M |
| 2026-02-04 | 1.00 | 0.80 | 333.00M | 326.87M |
| 2025-11-24 | 1.32 | 1.05 | 409.37M | 380.38M |
| 2025-08-06 | 1.19 | 0.90 | 398.01M | 380.37M |
| 2025-05-07 | 0.96 | 0.96 | 358.85M | 348.23M |
| 2025-02-05 | 0.92 | 0.83 | 313.87M | 357.58M |
| 2024-11-25 | 0.77 | 0.65 | 350.21M | 328.34M |
| 2024-08-07 | 0.91 | 0.51 | 333.37M | 324.96M |
| 2024-05-08 | 0.89 | 0.49 | 345.92M | 298.41M |
| 2024-02-07 | 0.91 | 0.37 | 317.66M | 275.13M |
| 2023-12-11 | 0.66 | 0.48 | 302.96M | 290.11M |
| 2023-08-09 | 0.44 | 0.26 | 294.28M | 290.11M |
| 2023-05-11 | 0.27 | 0.10 | 299.81M | 249.53M |
| 2023-02-08 | -0.30 | -0.25 | 235.73M | 211.17M |
| 2022-12-12 | -0.66 | 0.05 | 257.67M | 221.70M |
| 2022-08-10 | -0.09 | -0.24 | 206.08M | 213.03M |
| 2022-05-12 | -0.31 | -0.07 | 207.66M | 150.65M |
| 2022-02-09 | -0.07 | -0.32 | 129.22M | 109.85M |
| 2021-12-15 | 0.07 | 0.16 | 192.20M | 198.00M |
| 2021-08-12 | 0.19 | 0.38 | 196.66M | 369.75M |
| 2021-05-12 | 0.05 | 0.11 | 164.70M | 226.46M |
| 2021-02-10 | -0.06 | 0.07 | 130.43M | — |
| 2020-12-16 | 0.49 | 0.35 | 281.41M | 239.20M |
| 2020-08-12 | 0.16 | 0.15 | 189.18M | 260.12M |
| 2020-05-14 | 0.10 | 0.25 | 255.41M | 245.20M |
| 2020-02-12 | 0.07 | 0.01 | 153.22M | 153.22M |
| 2019-12-11 | 0.74 | 0.80 | 343.53M | 380.67M |
| 2019-08-07 | 0.69 | 0.69 | 308.77M | 308.77M |
| 2019-05-09 | 0.15 | 0.16 | 211.64M | 211.64M |
| 2019-02-06 | 0.05 | 0.01 | 154.93M | 139.43M |
| 2018-12-06 | 0.70 | 0.81 | 331.61M | 383.72M |
| 2018-08-08 | 0.91 | 0.65 | 314.19M | 224.43M |
| 2018-05-10 | 0.15 | 0.22 | 216.63M | 288.80M |
| 2018-02-07 | -0.10 | -0.00 | 162.55M | 162.50M |
| 2017-12-06 | 0.51 | 0.52 | 312.69M | 306.57M |
| 2017-08-03 | 0.69 | 0.59 | 332.60M | 284.40M |
| 2017-05-11 | 0.08 | 0.15 | 375.57M | 391.31M |
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-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| No data yet. | ||||
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-16 | Sanfrey Jeffrey Scott | Sell | 4.00K | $62.40 | 249.60K |
| 2026-08-12 | Thau Daniel Mark | Buy | 350 | $64.37 | 22.53K |
| 2026-05-19 | Thau Daniel Mark | Buy | 300 | $65.09 | 19.53K |
| 2026-04-01 | Girardin Steve | Buy | 2.70M | — | — |
| 2026-04-01 | Girardin Steve | Buy | 2.30K | — | — |
| 2026-04-01 | Girardin Steve | Buy | 1 | $63,021,287.00 | 63.02M |
| 2026-04-01 | Girardin Steve | Other | 0 | — | — |
| 2026-04-01 | Penn Kevin S. | Buy | 2.30K | — | — |
| 2026-04-01 | Thau Daniel Mark | Buy | 2.30K | — | — |
| 2026-04-01 | Newman Simon J | Buy | 2.30K | — | — |
| 2026-04-01 | Hightower Edward T. | Buy | 2.30K | — | — |
| 2026-04-01 | Grimm Douglas J. | Buy | 2.30K | — | — |
| 2026-04-01 | Fream Julie A | Buy | 2.30K | — | — |
| 2026-04-01 | Blaufuss Mark | Buy | 2.30K | — | — |
| 2026-03-04 | Sanfrey Jeffrey Scott | Buy | 5.19K | $12.35 | 64.12K |
| 2026-03-04 | Sanfrey Jeffrey Scott | Sell | 5.19K | $58.54 | 303.94K |
| 2026-03-04 | Sanfrey Jeffrey Scott | Sell | 5.19K | $12.35 | 64.12K |
| 2026-02-19 | Radulescu Razvan | Sell | 3.92K | $60.98 | 239.35K |
| 2025-12-17 | Radulescu Razvan | Buy | 3.50K | $12.35 | 43.26K |
| 2025-12-17 | Radulescu Razvan | Buy | 3.50K | $12.35 | 43.26K |
| 2025-12-17 | Radulescu Razvan | Sell | 7.01K | $51.58 | 361.37K |
| 2025-12-17 | Radulescu Razvan | Sell | 3.50K | $12.35 | 43.26K |
| 2025-12-12 | Sanfrey Jeffrey Scott | Sell | 549 | $50.36 | 27.65K |
| 2025-12-12 | Scartz Ted | Sell | 626 | $50.36 | 31.53K |
| 2025-12-12 | Radulescu Razvan | Sell | 2.91K | $50.36 | 146.40K |
| 2025-12-12 | Horlock Phil | Sell | 7.04K | $50.50 | 355.52K |
| 2025-12-12 | Horlock Phil | Sell | 8.34K | $50.35 | 419.97K |
| 2025-12-12 | Sanfrey Jeffrey Scott | Other | 5.19K | $12.35 | 64.12K |
| 2025-12-10 | Radulescu Razvan | Sell | 7.98K | $50.39 | 402.31K |
| 2025-12-06 | Sanfrey Jeffrey Scott | Sell | 753 | $51.27 | 38.61K |
| 2025-12-06 | Scartz Ted | Sell | 881 | $51.27 | 45.17K |
| 2025-12-06 | Radulescu Razvan | Sell | 3.29K | $51.27 | 168.52K |
| 2025-12-04 | Thau Daniel Mark | Buy | 400 | $51.05 | 20.42K |
| 2025-12-02 | Sanfrey Jeffrey Scott | Buy | 6.15K | — | — |
| 2025-12-02 | Sanfrey Jeffrey Scott | Buy | 4.10K | — | — |
| 2025-12-02 | Sanfrey Jeffrey Scott | Sell | 780 | $50.70 | 39.55K |
| 2025-12-02 | Scartz Ted | Buy | 8.08K | — | — |
| 2025-12-02 | Scartz Ted | Buy | 5.39K | — | — |
| 2025-12-02 | Scartz Ted | Sell | 820 | $50.70 | 41.57K |
| 2025-12-02 | Radulescu Razvan | Buy | 13.31K | — | — |
| 2025-12-02 | Radulescu Razvan | Buy | 8.88K | — | — |
| 2025-12-02 | Radulescu Razvan | Sell | 2.63K | $50.70 | 133.14K |
| 2025-12-02 | Wyskiel John | Buy | 29.00K | — | — |
| 2025-12-02 | Wyskiel John | Buy | 19.33K | — | — |
| 2025-12-02 | Wyskiel John | Sell | 14.45K | $50.70 | 732.46K |
| 2025-10-22 | Sanfrey Jeffrey Scott | Other | 0 | — | — |
| 2025-09-12 | Horlock Phil | Buy | 13.58K | $20.26 | 275.09K |
| 2025-09-12 | Horlock Phil | Sell | 13.58K | $58.00 | 787.52K |
| 2025-09-12 | Horlock Phil | Sell | 13.58K | $20.26 | 275.09K |
| 2025-09-02 | Radulescu Razvan | Sell | 6.71K | $57.41 | 385.16K |
| 2025-08-28 | Horlock Phil | Buy | 13.00K | $20.26 | 263.38K |
| 2025-08-28 | Horlock Phil | Sell | 13.00K | $59.02 | 767.26K |
| 2025-08-28 | Horlock Phil | Sell | 13.00K | $20.26 | 263.38K |
| 2025-08-18 | Horlock Phil | Buy | 21.13K | $16.99 | 358.98K |
| 2025-08-18 | Horlock Phil | Sell | 21.13K | $58.16 | 1.23M |
| 2025-08-18 | Horlock Phil | Sell | 21.13K | $16.99 | 358.98K |
| 2025-08-15 | Horlock Phil | Sell | 21.13K | $57.18 | 1.21M |
| 2025-08-13 | Horlock Phil | Buy | 15.85K | $16.99 | 269.26K |
| 2025-08-13 | Horlock Phil | Sell | 15.85K | $56.06 | 888.44K |
| 2025-08-13 | Horlock Phil | Sell | 15.85K | $16.99 | 269.26K |
| 2025-08-12 | Scartz Ted | Buy | 2.96K | $12.35 | 36.54K |
| 2025-08-12 | Scartz Ted | Buy | 5.92K | $12.35 | 73.09K |
| 2025-08-12 | Scartz Ted | Sell | 8.88K | $55.22 | 490.19K |
| 2025-08-12 | Scartz Ted | Sell | 5.92K | $12.35 | 73.09K |
| 2025-08-12 | Scartz Ted | Sell | 2.96K | $12.35 | 36.54K |
| 2025-08-08 | Horlock Phil | Sell | 30.00K | $60.00 | 1.80M |
| 2025-08-08 | Radulescu Razvan | Sell | 700 | $60.02 | 42.01K |
| 2025-08-07 | Radulescu Razvan | Sell | 10.00K | $53.21 | 532.10K |
| 2025-07-08 | Radulescu Razvan | Sell | 10.00K | $45.19 | 451.90K |
| 2025-07-02 | Radulescu Razvan | Sell | 3.61K | $45.45 | 163.94K |
| 2025-07-01 | Radulescu Razvan | Sell | 16.85K | $44.20 | 744.95K |
| 2025-07-01 | Scartz Ted | Sell | 10.58K | $44.20 | 467.68K |
| 2025-06-12 | Horlock Phil | Buy | 14.88K | $18.10 | 269.24K |
| 2025-06-12 | Horlock Phil | Sell | 14.88K | $41.38 | 615.53K |
| 2025-06-12 | Horlock Phil | Sell | 14.88K | $18.10 | 269.24K |
| 2025-06-11 | Horlock Phil | Buy | 8.86K | $20.26 | 179.48K |
| 2025-06-11 | Horlock Phil | Sell | 4.43K | $41.55 | 184.07K |
| 2025-06-11 | Horlock Phil | Buy | 4.43K | $20.26 | 89.75K |
| 2025-06-11 | Horlock Phil | Sell | 8.86K | $41.77 | 370.04K |
| 2025-06-11 | Horlock Phil | Sell | 8.86K | $20.26 | 179.48K |
| 2025-06-11 | Horlock Phil | Sell | 4.43K | $20.26 | 89.75K |
| 2025-06-10 | Horlock Phil | Buy | 8.86K | $20.26 | 179.50K |
| 2025-06-10 | Horlock Phil | Sell | 8.86K | $41.04 | 363.61K |
| 2025-06-10 | Horlock Phil | Sell | 8.86K | $20.26 | 179.50K |
| 2025-05-28 | Thau Daniel Mark | Buy | 400 | $39.17 | 15.67K |
| 2025-04-01 | Penn Kevin S. | Buy | 4.10K | — | — |
| 2025-04-01 | Thau Daniel Mark | Buy | 4.10K | — | — |
| 2025-04-01 | Newman Simon J | Buy | 4.10K | — | — |
| 2025-04-01 | Horlock Phil | Buy | 4.10K | — | — |
| 2025-04-01 | Hightower Edward T. | Buy | 4.10K | — | — |
| 2025-04-01 | Grimm Douglas J. | Buy | 4.10K | — | — |
| 2025-04-01 | Grimm Douglas J. | Buy | 1.52K | — | — |
| 2025-04-01 | Fream Julie A | Buy | 4.10K | — | — |
| 2025-04-01 | Blaufuss Mark | Buy | 4.10K | — | — |
| 2025-02-28 | Horlock Phil | Sell | 84.41K | $35.14 | 2.97M |
| 2025-02-18 | Wyskiel John | Buy | 102.53K | — | — |
| 2025-02-18 | Thau Daniel Mark | Buy | 500 | $34.85 | 17.43K |
| 2025-02-17 | Wyskiel John | Other | 0 | — | — |
| 2025-02-10 | Radulescu Razvan | Buy | 2.17K | $20.00 | 43.30K |
| 2025-02-10 | Radulescu Razvan | Sell | 2.85K | $38.12 | 108.57K |
Latest filed quarter: Q2 2026.
Institutions holding: 315, holders +21 vs prior quarter. Ownership 95.46%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| FMR LLC | 3.02M | 475.97K | +18.73% | 238.25M |
| BLACKROCK, INC. | 2.63M | 37.75K | +1.46% | 207.49M |
| AMERICAN CENTURY COMPANIES INC | 1.60M | -164.34K | -9.33% | 126.04M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.40M | 10.82K | +0.78% | 110.66M |
| WESTWOOD HOLDINGS GROUP INC | 1.24M | -414.53K | -25.05% | 97.93M |
| JUPITER TOPCO LLC | 1.19M | 1.19M | New | 94.22M |
| WELLINGTON MANAGEMENT GROUP LLP | 995.19K | -22.98K | -2.26% | 78.58M |
| GEODE CAPITAL MANAGEMENT, LLC | 874.05K | 46.93K | +5.67% | 69.03M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 818.48K | 622.63K | +317.91% | 64.63M |
| BANK OF AMERICA CORP /DE/ | 805.03K | 275.69K | +52.08% | 63.57M |
| STATE STREET CORP | 803.87K | 51.56K | +6.85% | 63.47M |
| DIMENSIONAL FUND ADVISORS LP | 719.47K | 30.53K | +4.43% | 56.81M |
| 325 CAPITAL LLC | 711.39K | 31.56K | +4.64% | 56.17M |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 662.96K | 156.29K | +30.85% | 51.63M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 647.54K | 22.34K | +3.57% | 51.13M |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 604.60K | -15.75K | -2.54% | 47.74M |
| GOLDMAN SACHS GROUP INC | 578.97K | 53.06K | +10.09% | 45.72M |
| OBERWEIS ASSET MANAGEMENT INC/ | 529.84K | 140.60K | +36.12% | 41.84M |
| ABERDEEN GROUP PLC | 515.86K | 515.86K | New | 40.73M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 454.85K | 29.41K | +6.91% | 35.92M |
| AQR CAPITAL MANAGEMENT LLC | 438.90K | 59.41K | +15.65% | 34.66M |
| EMPOWERED FUNDS, LLC | 365.95K | -42.76K | -10.46% | 28.90M |
| VICTORY CAPITAL MANAGEMENT INC | 344.90K | 30.49K | +9.70% | 27.23M |
| NUVEEN, LLC | 337.12K | 3.14K | +0.94% | 26.62M |
| BLAIR WILLIAM & CO/IL | 320.97K | 230 | +0.07% | 25.34M |
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.
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 932010000 | 990602000 | 1024976000 | 1018874000 | 879221000 | 683995000 | 800637000 | 1132793000 | 1347154000 | 1480099000 |
Insights · Dividends · Forecast · Financials · Learn
$1.77B
Market Cap
6.71
P/E
12.72
Forward P/E
67
Score