Blue Bird Corporation
BLBD · Price history
Price at last available close
$56.82
−$0.16 (-0.28%) 1M
2026-10-27
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Company & revenue
About Blue Bird Corporation
Primary reporting period: 2025-09-27 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
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.
How they make money
Blue Bird Corporation designs, engineers, manufactures, and sells school buses to municipal, federal, and commercial customers. The company generates revenue primarily through the sale of these vehicles, including traditional internal combustion engine models and alternative-powered buses, supported by a network of dealers and direct sales.
Products & services
Blue Bird manufactures a complete line of school buses, including Type A, Type C, and Type D models, with various powertrain options such as electric, propane, and compressed natural gas (CNG).
Brands & revenue mix
The primary brand under which the company manufactures and sells its school buses.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Geographic revenue
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Period ended 2025-09-27Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Customer types
Customer concentration
The company's sales are concentrated in the school bus industry in the United States and Canada, making operations sensitive to national, state, and local economic and political factors impacting education spending as of the fiscal year ended September 27, 2025.
Suppliers, materials & equipment
- Chassis and engine component suppliers — The company relies on various third-party suppliers for chassis, engines, and other critical components; specific supplier names are not disclosed.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
81
Strong
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
84
Strong
Financial Strength
88
Business Quality / Moat
93
Management
100
Growth Quality
57
Risk / Durability
64
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
80
Attractive
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
80/100
Building Historical Record
Model Score 80/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is strong across its combined quality, valuation and risk inputs. Review Company Quality separately to assess the business without its share price.
At today’s price, the WSS valuation framework currently reads as relatively attractive.
The model outlook is currently positive.
- •Strong overall Wall Street Score
- •Balance-sheet / debt profile scores strongly
- •Valuation scores attractively
- •Recent buyback activity is present
No material warning is currently being highlighted from the available summary data.
Company-specific research
Questions worth answering for BLBD
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can BLBD maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is BLBD's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Does BLBD's balance between cash and debt leave enough flexibility if business conditions weaken?
- •Is BLBD's valuation discount tied to a temporary concern or to a longer-term business risk?
Essential Investment Snapshot
Wall Street Score
81
Opportunity Score
80
Market Cap
$1.78B
P/E Ratio
6.6
EPS
$8.45
52-Week High
$83.39
52-Week Low
$46.14
Beta
1.35
Intrinsic Value
$325.32
Analyst Target
$86.00
Shares Outstanding
32.9M
Total Revenue
$1.61B
Total Debt
$115.8M
Dividend
No current dividend
Liquidation Value / Share
$19.92
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Weakening momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for BLBD
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on BLBD.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Leadership in electric and low-emission school bus technology.
- +Long-standing history and brand recognition since 1927.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Auto - Manufacturers industry.
- −Concentration of sales in the school bus industry.
- −Sensitivity to economic and political factors impacting education spending.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
5 historical score records availablePrevious Score
80
Sep 9, 2026
Change
+1.2
points
Current Score
81
Oct 1, 2026
Category Changes
BLBD increased 1.2 points because Revenue improved by 2.2 points, Asset improved by 2.5 points, Capital improved by 10 points.
Positive Contributors
- + Revenue improved by 2.2 points
- + Asset improved by 2.5 points
- + Capital improved by 10 points
Projected Score
Projected Score
82
Projected Change
+0.4 points
Preliminary comparable-period financial changes suggest improvement of approximately 0.4 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
Review model assumptionsThis model estimate is more than three times the share price.
This is a formula-based estimate, not a verified fair value or price target. Check the earnings and growth assumptions.
Stored EPS: $8.45 · Growth assumption: 14.3% · Earnings multiplier: 37.1×.
Current Price
$56.82
Model Intrinsic Value
$325.32
Difference
−$268.50
-82.5% vs IV
Margin of Safety
82.5%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.61B | $1.48B | $1.35B | $1.13B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $1.28B | $1.18B | $1.09B | $993.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $331.7M | $303.5M | $256.2M | $138.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $141.9M | $136.3M | $116.8M | $87.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $141.9M | $136.3M | $116.8M | $87.2M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $82.2M | $192.4M | $152.3M | $59.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $189.8M | $167.2M | $139.3M | $51.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $6.8M | $7.2M | $10.6M | $18.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $325.5M | $171.6M | $138.8M | $32.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $43.7M | $43.9M | $33.2M | $9.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $281.8M | $127.7M | $105.5M | $23.8M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $8.45 | $4.01 | $3.27 | $0.74 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 34.24M | 31.86M | 32.27M | 32.18M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 35.15M | 32.88M | 33.35M | 32.26M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$517.2M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$5.27
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+26.5%
Cash Change
-32.5%
Margin Change
+26.7 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
What Weakened
- Cash position declined
- Debt increased
Potential Score Impact
Positive indicators included revenue growth, EPS growth, net income margin. Pressure indicators included cash levels, debt levels. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 29.9%. EPS increased 370.5%. Cash declined 32.5%. Total debt increased 26.5%. Net income margin improved by 26.7 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
5 historical recordsHistorical Score Chart
3 of 5 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · BLBD
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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