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BLBD Stock Chart & Stats
$76.20
-$0.16(-0.21%)
At close: 4:00 PM EDT
$76.20
-$0.16(-0.21%)
Day’s Range― - ―
52-Week Range$46.14 - $83.39
Previous Close$76.04
Volume464.94K
Average Volume (3M)427.64K
Market Cap
$2.07B
Enterprise Value$2.77K
Total Cash (Recent Filing)$116.82M
Total Debt (Recent Filing)$115.75M
Price to Earnings (P/E)7.8
Beta0.79
Next Earnings
Dec 14, 2026EPS Estimate
1.48Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)8.45
Shares Outstanding31,676,039
10 Day Avg. Volume421,891
30 Day Avg. Volume427,639
Financial Highlights & Ratios
PEG Ratio0.64
Price to Book (P/B)7.23
Price to Sales (P/S)1.25
P/FCF Ratio12.04
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$90.14Price Target Upside18.30% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)4.79
Revenue Forecast (FY)$1.75B
Bulls Say, Bears Say
Bulls Say
Stronger Balance Sheet And DeleveragingThe company has materially repaired its balance sheet, reducing leverage to a modest level and rebuilding equity to roughly $655M. That structural improvement increases financial flexibility for capex, M&A, and cyclical downturns, lowering refinancing and solvency risk over the medium term.
Consistent, High Free Cash Flow GenerationSustained operating cash flow and strong TTM free cash flow provide durable internal funding for investments, debt reduction, and buybacks. FCF roughly matching net income signals earnings quality and supports multi-year initiatives without sole reliance on external financing.
Strategic Expansion Via Micro Bird And Ford CollaborationAcquiring Micro Bird and partnering with Ford materially expands product mix, geographic and end-market reach, and TAM. The chassis initiative and acquired assets create a multi-year growth vector (targeting ~10,000 units by 2030 and >$100M incremental EBITDA), diversifying revenue beyond core school-bus cycles.
Bears Say
Gross-margin Compression From ConsolidationAccounting and consolidation effects have reduced reported margins even as absolute EBITDA rose. If acquisition-related dilution of percentage margins persists before synergies are realized, structural margin metrics could remain depressed relative to prior company-level margins for several quarters.
Execution And Capex Risk From New Chassis InitiativeLarge near-term investments and a multi-year production ramp introduce execution risk that can strain cash flow and margins if delays or integration issues occur. Success depends on manufacturing scale-up, labor/asset integration and Ford transition support, making outcomes materially binary over the medium term.
Historical Earnings And Cash-flow VolatilityPast periods of loss-making and volatile cash flow highlight structural cyclicality and execution sensitivity. While recent performance improved, durability through a demand downturn remains unproven; meaningful reversals could quickly erode equity and liquidity gains made since the troughs.
Blue Bird News
BLBD FAQ
What was Blue Bird Corporation’s price range in the past 12 months?
Blue Bird Corporation lowest stock price was $46.14 and its highest was $83.39 in the past 12 months.
What is Blue Bird Corporation’s market cap?
Blue Bird Corporation’s market cap is $2.07B.
When is Blue Bird Corporation’s upcoming earnings report date?
Blue Bird Corporation’s upcoming earnings report date is Dec 14, 2026 which is in 124 days.
How were Blue Bird Corporation’s earnings last quarter?
Blue Bird Corporation released its earnings results on Aug 05, 2026. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.252 by $0.028.
Is Blue Bird Corporation overvalued?
According to Wall Street analysts Blue Bird Corporation’s price is currently Undervalued.
Does Blue Bird Corporation pay dividends?
Blue Bird Corporation does not currently pay dividends.
What is Blue Bird Corporation’s EPS estimate?
Blue Bird Corporation’s EPS estimate is 1.48.
How many shares outstanding does Blue Bird Corporation have?
Blue Bird Corporation has 31,676,039 shares outstanding.
What happened to Blue Bird Corporation’s price movement after its last earnings report?
Blue Bird Corporation reported an EPS of $1.28 in its last earnings report, beating expectations of $1.252. Following the earnings report the stock price went down -14.195%.
Which hedge fund is a major shareholder of Blue Bird Corporation?
Currently, no hedge funds are holding shares in BLBD
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Blue Bird Stock Smart Score
Outperform
1
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5
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7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$90.14 (18.30% Upside)
$90.14 (18.30% Upside)
Blogger Sentiment
Bullish
BLBD Sentiment 80%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 143.4K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $19.5K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 5.3%
Last 30 Days ▲ 13.1%
Last 30 Days ▲ 13.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
68.02%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
26.79%
Trailing 12-Months
Company Description
Blue Bird Corporation
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. Blue Bird markets its offerings through an extensive dealer network, in addition to direct sales to fleet operators and both federal and state government entities. A centralized parts distribution center supports its logistical needs. Founded in 1927 and headquartered in Macon, Georgia, the company was previously known as Hennessy Capital Acquisition Corp.
BLBD Company Deck
BLBD Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance with record Q3 adjusted EBITDA, revenue growth year-to-date, raised full-year adjusted EBITDA guidance, robust liquidity, and strategic growth moves (Micro Bird consolidation and a major collaboration with Ford). Headwinds discussed were largely related to acquisition consolidation effects (margin compression), seasonal working capital build, policy/tariff volatility, and the execution and investment risk associated with entering the Class 5-6 chassis market. Overall, the highlights (record profitability, guidance raise, strategic expansions, EV leadership, and solid liquidity) substantially outweigh the manageable lowlights.View all BLBD earnings summariesBLBD Stock 12 Month Forecast
Average Price Target
$90.14
▲(18.30% Upside)
Technical Analysis
Ownership Overview
1.82% Insiders
26.45% Mutual Funds
4.42% Other Institutional Investors
44.97% Public Companies and
Individual Investors