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BLBD Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
54.290
Open
53.060
VWAP
53.51
Vol
279.45K
Mkt Cap
1.69B
Low
52.830
Amount
14.95M
EV/EBITDA(TTM)
8.13
Total Shares
31.59M
EV
1.52B
EV/OCF(TTM)
8.18
P/S(TTM)
1.16
Blue Bird Corporation is an independent designer and manufacturer of school buses. The Company is engaged in designing, engineering, and manufacturing low- and zero-emission school buses with more than 20,000 propane, natural gas, and electric-powered buses. The Bus segment includes the manufacture and assembly of buses to be sold to a variety of customers across the United States, Canada, and in certain limited international markets. The Parts segment consists primarily of the purchase of parts from third parties to be sold to dealers within its network and certain large fleet customers. It designs, engineers, manufactures, and sells three types of buses: Type C school buses, Type D school buses, and specialty buses. Each of its Type C and Type D buses is manufactured and assembled on its own dedicated purpose-built chassis in Fort Valley, Georgia. Its network of dealers and authorized repair centers operate over 200 locations to support the fleet across the United States and Canada.
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Events Timeline

(ET)
2026-02-17
08:10:00
Blue Bird Acquires Girardin Group's Stake in Micro Bird Joint Venture
select
2026-02-04 (ET)
2026-02-04
16:10:00
Blue Bird Corporation Confirms $1.5 Billion Net Revenue Target for 2026
select
2026-02-04
16:10:00
Blue Bird Corporation Reports Q1 Revenue of $333M
select
2025-12-29 (ET)
2025-12-29
16:10:00
Blue Bird Corporation CEO Phil Horlock Steps Down from Board
select
2025-11-24 (ET)
2025-11-24
16:02:51
Blue Bird announces Q4 adjusted EPS of $1.32, surpassing consensus estimate of $1.02
select

News

seekingalpha
8.5
02-17seekingalpha
Blue Bird Acquires Full Ownership of Micro Bird Joint Venture
  • Acquisition Overview: Blue Bird has agreed to purchase Girardin Group's 50% stake in the Micro Bird joint venture for approximately $200 million, with 30% paid in cash and 70% in stock, expected to close in the first half of 2026 pending regulatory approvals.
  • Joint Venture Background: Established in 2009, Micro Bird is a 50/50 joint venture between Blue Bird and Girardin, specializing in the design and manufacture of Type A school buses and commercial shuttle buses with a seating capacity of 9 to 36 passengers, employing around 960 people across Drummondville, Quebec, and Plattsburgh, New York.
  • Business Integration Benefits: This acquisition allows Blue Bird to consolidate its North American operations, unify its brand and team, thereby unlocking additional value for customers and shareholders while enhancing market competitiveness.
  • Positive Market Reaction: Following the announcement, Blue Bird's stock rose 2.9% in pre-market trading to $59.31 per share, indicating market optimism regarding the company's future growth prospects.
seekingalpha
9.5
02-05seekingalpha
Blue Bird Corporation Exceeds Q1 2026 Earnings Expectations
  • Strong Performance: Blue Bird reported $333 million in revenue for Q1, a 6% year-over-year increase, with adjusted EBITDA reaching $50 million and a record gross margin of 21.4%, showcasing the company's success in pricing and efficiency improvements.
  • Surge in Orders: The company experienced a 45% year-over-year increase in order intake for Q1, bringing the backlog to 3,400 units, reflecting robust market demand for its products, particularly in the alternative power and electric vehicle segments.
  • Optimistic Outlook: Blue Bird maintains its revenue guidance for fiscal 2026 at $1.45 billion to $1.55 billion and raised its adjusted EBITDA guidance to $225 million, indicating management's confidence in future performance.
  • Share Buyback Program: The company repurchased $15 million in shares during the quarter and initiated a new $100 million buyback program, aimed at enhancing shareholder value and optimizing its capital structure.
seekingalpha
9.5
02-05seekingalpha
Blue Bird Corp. Exceeds Q1 Earnings Expectations
  • Earnings Beat: Blue Bird Corp. (BLBD) reported adjusted earnings of $1.00 per share for Q1, surpassing analysts' expectations of $0.80, indicating strong profitability performance.
  • Revenue Growth: The company achieved a 6.1% year-over-year revenue increase to $333.1 million, exceeding the consensus estimate of $325.7 million, reflecting successful pricing strategies and product mix.
  • Electric Bus Sales: In the quarter, Blue Bird sold 2,135 buses, including 121 electric-powered units, demonstrating the company's ongoing growth potential in the low-emission and electric bus market.
  • Optimistic Outlook: Following a strong start, Blue Bird raised its fiscal 2026 adjusted EBITDA guidance to $225 million, reaffirming expectations for net revenue of approximately $1.5 billion, showcasing confidence in future growth.
NASDAQ.COM
2.0
02-04NASDAQ.COM
Blue Bird (BLBD) Q1 2026 Earnings Call Transcript
seekingalpha
9.5
02-04seekingalpha
Blue Bird Corporation Reaffirms Positive 2026 Financial Outlook
  • Earnings Beat: Blue Bird Corporation reported a Q1 non-GAAP EPS of $1.00, exceeding expectations by $0.20, which reflects the company's strong profitability and boosts investor confidence.
  • Revenue Growth: The company achieved Q1 revenue of $333.1 million, a 6.1% year-over-year increase, surpassing market expectations by $7.36 million, indicating sustained demand and leadership in the alternative power sector.
  • 2026 Guidance Reaffirmed: Blue Bird reaffirmed its 2026 net revenue target at approximately $1.5 billion, slightly below the consensus of $1.52 billion, while raising its adjusted EBITDA guidance to $225 million, showcasing confidence in future profitability.
  • Long-Term Growth Outlook: The company anticipates achieving an adjusted EBITDA margin of over 16% on a revenue target of $2 billion, indicating that Blue Bird's strategic focus on electric vehicle and chassis expansion will drive long-term growth.
seekingalpha
9.5
02-03seekingalpha
Blue Bird Corporation to Announce Q1 Earnings on February 4th
  • Earnings Announcement: Blue Bird Corporation (BLBD) is set to announce its Q1 2023 earnings on February 4th after market close, with consensus EPS estimate at $0.80, reflecting a 13% year-over-year decline, while revenue is projected at $325.74 million, indicating a 3.7% year-over-year increase.
  • Historical Performance: Over the past two years, Blue Bird has consistently beaten EPS and revenue estimates 100% of the time, showcasing its strong profitability and adaptability in the market.
  • Estimate Revision Trends: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates experienced two upward and two downward revisions, indicating mixed market sentiment regarding the company's future performance.
  • Long-Term Growth Outlook: Blue Bird maintains guidance for $1.5 billion in revenue and a 14.7% EBITDA margin by 2026, while signaling robust expansion in electric vehicles and chassis, underscoring its leadership position in the alternative power sector.
Wall Street analysts forecast BLBD stock price to rise
7 Analyst Rating
Wall Street analysts forecast BLBD stock price to rise
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
49.00
Averages
65.71
High
78.00
Current: 0.000
sliders
Low
49.00
Averages
65.71
High
78.00
Needham
Buy
maintain
$70 -> $78
AI Analysis
2026-02-05
Reason
Needham
Price Target
$70 -> $78
AI Analysis
2026-02-05
maintain
Buy
Reason
Needham raised the firm's price target on Blue Bird to $78 from $70 and keeps a Buy rating on the shares. The company printed inline revenues and a bottom line beat while raising full year EBITDA guidance, the analyst tells investors in a research note. The firm adds it is positive on Blue Bird's improved margin profile and strategic scarcity post recent M&A in the North American specialty vehicle market.
BofA
Buy
maintain
$62 -> $65
2026-02-05
Reason
BofA
Price Target
$62 -> $65
2026-02-05
maintain
Buy
Reason
BofA raised the firm's price target on Blue Bird to $65 from $62 and keeps a Buy rating on the shares after what the firm calls out as "another consecutive set of strong results."
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for BLBD
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Valuation Metrics

The current forward P/E ratio for Blue Bird Corp (BLBD.O) is 10.92, compared to its 5-year average forward P/E of 11.81. For a more detailed relative valuation and DCF analysis to assess Blue Bird Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
11.81
Current PE
10.92
Overvalued PE
33.01
Undervalued PE
-9.40

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
16.97
Current EV/EBITDA
6.14
Overvalued EV/EBITDA
39.80
Undervalued EV/EBITDA
-5.86

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.74
Current PS
0.97
Overvalued PS
1.00
Undervalued PS
0.48

Financials

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BLBD logo
BLBD
Blue Bird Corp
1.56B

Whales Holding BLBD

W
Westwood Management Corp.
Holding
BLBD
+9.27%
3M Return
D
Deroy & Devereaux Private Investment Counsel, Inc.
Holding
BLBD
+4.89%
3M Return
B
Brock Milton Capital AB (publ)
Holding
BLBD
-4.81%
3M Return

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Frequently Asked Questions

What is Blue Bird Corp (BLBD) stock price today?

The current price of BLBD is 53.42 USD — it has increased 0.68

What is Blue Bird Corp (BLBD)'s business?

Blue Bird Corporation is an independent designer and manufacturer of school buses. The Company is engaged in designing, engineering, and manufacturing low- and zero-emission school buses with more than 20,000 propane, natural gas, and electric-powered buses. The Bus segment includes the manufacture and assembly of buses to be sold to a variety of customers across the United States, Canada, and in certain limited international markets. The Parts segment consists primarily of the purchase of parts from third parties to be sold to dealers within its network and certain large fleet customers. It designs, engineers, manufactures, and sells three types of buses: Type C school buses, Type D school buses, and specialty buses. Each of its Type C and Type D buses is manufactured and assembled on its own dedicated purpose-built chassis in Fort Valley, Georgia. Its network of dealers and authorized repair centers operate over 200 locations to support the fleet across the United States and Canada.

What is the price predicton of BLBD Stock?

Wall Street analysts forecast BLBD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLBD is65.71 USD with a low forecast of 49.00 USD and a high forecast of 78.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Blue Bird Corp (BLBD)'s revenue for the last quarter?

Blue Bird Corp revenue for the last quarter amounts to 333.08M USD, increased 6.12

What is Blue Bird Corp (BLBD)'s earnings per share (EPS) for the last quarter?

Blue Bird Corp. EPS for the last quarter amounts to 0.94 USD, increased 9.30

How many employees does Blue Bird Corp (BLBD). have?

Blue Bird Corp (BLBD) has 2008 emplpoyees as of March 11 2026.

What is Blue Bird Corp (BLBD) market cap?

Today BLBD has the market capitalization of 1.69B USD.