Blue Bird Corporation

NASDAQ•BLBD

CEO: Mr. Philip Horlock

Sector: Consumer Cyclical

Industry: Auto - Manufacturers

Listing Date: 2014-03-20

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 financing services and 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. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

Contact Information

3920 Arkwright Road, 2nd Floor, Macon, GA, 31210, United States

478-822-2801

www.blue-bird.com

Market Cap

$1.69B

P/E (TTM)

13.1

228.8

Dividend Yield

52W High

$62.90

52W Low

$30.04

52W Range

71%

Rank47Top 61.9%

3.4

F-Score

Modified Piotroski Analysis

Based on 10-year fundamentals

Weak • 3.4 / 9 points

Scoring Range (0-9)

8-9: Excellent Value

6-7: Strong Fundamentals

4-5: Average Quality

0-3: Weak Performance

Data Period: 2016-2025

Financial Dashboard

Q1 2026 Data

Revenue

$333.08M+0.00%

4-Quarter Trend

EPS

$0.97+0.00%

4-Quarter Trend

FCF

$31.11M+0.00%

4-Quarter Trend

2026 Q1 Earnings Highlights

Key Highlights

Net Sales Growth Net sales reached $333.1M USD, reflecting a 6.1% increase compared to the prior period results.

Gross Profit Surge Gross profit increased to $71.2M USD, improving margin despite higher input costs from inflation and tariffs.

Strong Operating Cash Flow Cash provided by operations totaled $36.6M USD, marking a $10.2M USD increase from the prior year period.

Earnings Per Share Rises Diluted earnings per share improved to $0.94 USD, up from $0.86 USD in the comparable quarter.

Risk Factors

Supply Chain Cost Volatility Higher procurement costs from inflation and tariffs risk future operating results if price increases are insufficient.

Joint Venture Dissolution Equity investment in Clean Bus Solutions was fully impaired ($7.4M charge) and the joint venture dissolved.

Regulatory Policy Uncertainty Changes in governmental policies, programs, and tariffs could negatively impact customer purchasing decisions.

Outlook

Liquidity Sufficiency Confirmed Existing cash ($241.7M USD) and credit availability support operating requirements for at least the next 12 months.

Order Demand Expected Rebound Management views recent order slowdown due to tariff pricing uncertainty as temporary, not indicative of demand drop.

Share Repurchase Program Use Company utilized the full $60.0M authorization under the initial common stock repurchase program during the quarter.

Peer Comparison

Revenue (TTM)

$18.28B

-3.2%

KSS

$15.53B

-4.3%

ADNT

$14.68B

+1.1%

Gross Margin (Latest Quarter)

ACVA

76.8%

+11.9pp

MCRI

55.3%

-8.6pp

TILE

38.6%

+2.3pp

Key Metrics

Symbol	Market Cap	P/E (TTM)	ROE (TTM)	Debt to Assets
MODG	$2.70B	-42.2	-2.5%	65.9%
GT	$1.94B	-1.1	-42.3%	39.9%
MCRI	$1.80B	18.1	18.7%	3.6%

Long-Term Trends

Last 4 Quarters

Revenue

Net Income

Operating Cash Flow

4Q Revenue CAGR

-2.5%

Flat Growth

4Q Net Income CAGR

5.7%

Profitability Improving

Cash Flow Stability

100%

Strong Cash Flow

Deep Research

Next earnings:May 5, 2026

EPS:-

Revenue:-

Financials

Earnings Calls

Reports

News

Income Statement

Balance Sheet

Cash Flow Statement

Ratios

% Chg.

Income Statement	LTM

No Data