BLBD — Blue Bird Corp

Nasdaq · Consumer Discretionary · Automobiles · CIK 1589526 ·
Last close
$58.95
Market Cap
$1.87B
52W High
$83.39
52W Low
$58.76
ADV30
565,127
Next earnings
2026-08-05
Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. It has a collaboration with Ford Motor Company to create the next generation of F-53/F-59 commercial stripped chassis. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Jun 2026 517,160,000 103,374,000 62,668,000 185,255,000 1,166,520,000 116,824,000 511,628,000
Mar 2026 352,635,000 70,647,000 39,118,000 29,301,000 689,364,000 275,893,000 391,436,000
Dec 2025 333,084,000 71,229,000 37,677,000 30,756,000 642,342,000 241,739,000 370,974,000
Sep 2025 409,365,000 86,414,000 50,344,000 36,497,000 625,255,000 229,313,000 369,840,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$180,495,000
Investing CF
$-77,333,000
Financing CF
$-159,404,000
CapEx
$-27,352,000
Dividends Paid
Buybacks
$-30,371,000
EPS Diluted TTM
$8.22
As of
2026-08-09

Balance + Analyst (yfinance extras)

Retained Earnings
$313,557,000
Inventory
$302,468,000
Receivables
$53,498,000
ST Investments
EBIT TTM
$329,412,000
Pretax Income TTM
$322,601,000
Interest Exp TTM
$6,811,000
Analysts
8

Yahoo Snapshot (yfinance, live)

Total Revenue
$1,612,243,968
EBITDA
$207,476,992
Free Cash Flow
$-10,407,500
Enterprise Value
$1,866,229,504
Total Cash
$116,824,000
Total Debt
$115,751,000
Shares Out
31,676,039
Trailing EPS
$8.05
Book Value
$20.68
ROE
64.3%
ROA
13.6%
Div Yield

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Sep 2025 1,480,099,000 167,166,000 127,720,000 625,255,000 369,840,000 176,214,000
Sep 2024 1,347,154,000 139,331,000 105,547,000 524,894,000 365,330,000 111,112,000
Sep 2023 1,132,793,000 51,657,000 23,812,000 417,766,000 377,768,000 119,928,000
Sep 2022 800,637,000 -40,700,000 -45,759,000 366,126,000 364,744,000 -24,437,000

TTM Snapshot

Revenues TTM
$1,147,606,000
NetIncome TTM
$60,356,000
OpCashFlow TTM
$0
Assets (Latest)
$625,255,000
Forward EPS
$4.79

Max Pain — expiry 2026-09-18 (volume-derived — Yahoo OI feed degraded)

max pain strike: $65.00 · spot: $59.28 · call volume: 104 · put volume: 52
Expected Move to 2026-09-18: ±$4.70 (7.93%) — implied range $54.58$63.98 · ATM straddle on $60.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
PSNY Polestar Automotive Holding UK PLC $1.85B $12.88
LCID Lucid Group, Inc. $1.99B $5.09
LOT Lotus Technology Inc. $738.87M $1.14
MLR MILLER INDUSTRIES INC /TN/ $644.24M $56.75
HYLN Hyliion Holdings Corp. $562.58M $3.15

News headlines (Yahoo Finance, 1h cache)

Heavy Transportation Equipment Stocks Q2 Results: Benchmarking Blue Bird (NASDAQ:BLBD)
2026-08-19 20:30 · Yahoo
Blue Bird (BLBD) Q3 2026 Earnings Call Transcript
2026-08-13 14:50 · Yahoo
Wall Street Analysts Think Blue Bird (BLBD) Is a Good Investment: Is It?
2026-08-13 13:30 · Yahoo
Why Blue Bird (BLBD) Shares Are Plunging Today
2026-08-12 17:41 · Yahoo
Is Blue Bird (BLBD) Stock Outpacing Its Auto-Tires-Trucks Peers This Year?
2026-08-11 13:40 · Yahoo
Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know
2026-08-11 00:13 · Yahoo
Blue Bird (BLBD) After Strong Results And The Ford Deal Is The Valuation Story Changing
2026-08-07 22:13 · Yahoo
Blue Bird Corp (BLBD) (Q3 2026) Earnings Call Highlights: Record EBITDA and Strategic Ford ...
2026-08-06 05:09 · Yahoo
Blue Bird Q3 Earnings Call Highlights
2026-08-05 23:04 · Yahoo
Blue Bird’s (NASDAQ:BLBD) Q2 CY2026: Beats On Revenue
2026-08-05 20:20 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.