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Blue Bird Corporation

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
$1.64B
P/E (TTM)
12.9
245.7
Dividend Yield
--
52W High
$61.95
52W Low
$30.04
52W Range
68%
Rank56Top 70.4%
2.9
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.9 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q4 2025 Data

Revenue

$409.37M+16.89%
4-Quarter Trend

EPS

$1.15+51.32%
4-Quarter Trend

FCF

$60.46M+20.38%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Sales Increased 9.9% Net sales reached $1.48B USD in fiscal 2025, marking a 9.9% increase compared to $1.35B USD in fiscal 2024.
Profitability and Margin Growth Gross profit hit $303.5M USD, driving Adjusted EBITDA margin up to 15.0% for the year from 13.6% previously.
Strong Cash Flow Generation Operating cash flow increased $65.1M USD to $176.2M USD; Free Cash Flow rose significantly to $153.3M USD.
Electric Bus Sales Surge Sold 901 Type C and D electric vehicles in FY2025, representing a 28.0% increase compared to the prior year volume.

Risk Factors

Supply Chain Component Reliance Reliance on single-source suppliers for critical components risks production interruptions and increased costs for materials.
Municipal Budget Sensitivity Revenue depends heavily on property tax revenues; economic deterioration could cause customers to postpone or reduce new bus orders.
Government Incentive Uncertainty Changes in federal grants like the Clean School Bus Program could materially impact the sales mix of alternative powered buses.
Debt Compliance Restrictions Material indebtedness requires compliance with financial covenants, including maintaining Total Net Leverage Ratio below 3.00x.

Outlook

Alternative Power Expansion Continue expanding electric vehicle production capacity to capture growing market share in green technology transportation.
Implementing Key Safety Upgrades Implementing industry-first safety features, including standard three-point seat belts for all student passengers starting Q1 fiscal 2025.
Pension Plan Termination Initiated Initiated termination of frozen defined benefit pension plan, expected completion in latter half of fiscal 2026.
Manufacturing Facility Expansion Expanding Fort Valley facility capabilities to support continued domestic production of all powertrain bus models demanded by market.

Peer Comparison

Revenue (TTM)

The Goodyear Tire & Rubber CompanyGT
$18.31B
-3.9%
Kohl's CorporationKSS
$15.75B
-6.1%
Adient plcADNT
$14.54B
-1.0%

Gross Margin (Latest Quarter)

Monarch Casino & Resort, Inc.MCRI
46.4%
-8.6pp
Kohl's CorporationKSS
42.4%
+0.0pp
The Wendy's CompanyWEN
26.5%
-0.9pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
KSS$2.60B13.45.0%48.1%
GT$2.54B-1.5-39.0%45.4%
MCRI$1.82B22.115.4%1.9%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
9.3%
Steady Growth
4Q Net Income CAGR
8.3%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 4, 2026
|
EPS:$0.80
|
Revenue:$325.74M
Reports
All Years

  • Form 10-K - FY 2025

    Period End: Sep 27, 2025|Filed: Nov 24, 2025|
    Revenue: $1.48B+9.9%
    |
    EPS: $4.01+22.6%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Jun 28, 2025|Filed: Aug 6, 2025|
    Revenue: $398.01M+19.4%
    |
    EPS: $1.16+30.3%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Mar 29, 2025|Filed: May 7, 2025|
    Revenue: $358.85M+3.7%
    |
    EPS: $0.82+1.2%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Dec 28, 2024|Filed: Feb 5, 2025|
    Revenue: $313.87M-1.2%
    |
    EPS: $0.89+9.9%
    Beat

  • Form 10-K - FY 2024

    Period End: Sep 28, 2024|Filed: Nov 25, 2024|
    Revenue: $1.35B+18.9%
    |
    EPS: $3.27+341.9%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Jun 29, 2024|Filed: Aug 7, 2024|
    Revenue: $333.37M+13.3%
    |
    EPS: $0.89+206.9%
    Beat

  • Form 10-Q - Q2 2024

    Period End: Mar 30, 2024|Filed: May 8, 2024|
    Revenue: $345.92M+15.4%
    |
    EPS: $0.81+376.5%
    Beat

  • Form 10-Q - Q1 2024

    Period End: Dec 30, 2023|Filed: Feb 7, 2024|
    Revenue: $317.66M+34.8%
    |
    EPS: $0.81-331.4%
    Beat