logo
Twitter
Discord
Email
logo
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
$1.61B
P/E (TTM)
12.7
217.4
Dividend Yield
--
52W High
$61.95
52W Low
$30.04
52W Range
65%
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 Q3 Earnings Highlights

Key Highlights

Strong Quarterly Net Sales Growth Net sales reached 398.0M USD in Q3 2025, increasing 19.4% from 333.4M USD, driven by higher Bus unit bookings and pricing actions.
Net Income and EPS Surge Net income rose 27.2% to 36.5M USD; diluted EPS increased significantly to 1.12 USD from 0.85 USD in the prior year period.
Operating Cash Flow Doubles Cash provided by operating activities totaled 111.1M USD YTD, a substantial 55.3M USD increase from 55.8M USD in the previous period.
Adjusted EBITDA Margin Expansion YTD Adjusted EBITDA grew 8.4% to 153.4M USD, achieving a 14.3% margin, slightly up from 14.2% in the nine months ended June 29, 2024.

Risk Factors

Persistent Supply Chain Constraints Ongoing supply chain issues cause higher raw material costs and component shortages, limiting production mix and increasing manufacturing costs.
Trade Policies and Tariff Risk New tariffs increase imported inventory costs; inability to fully pass rising costs to customers could negatively impact future profitability and sales.
Alternative Bus Funding Uncertainty Changes in governmental grants/subsidies for alternative powered buses could negatively impact customer purchasing decisions, volume, and product mix.
Bus Backlog Unit Reduction Backlog units decreased to 3,900 units as of June 28, 2025, down from 4,900 units in September 2024, despite robust new orders.

Outlook

Sufficient Liquidity for Operations Existing cash balances and expected operating cash flows are sufficient to meet operating requirements and planned capital expenditures for 12 months.
Remaining Share Repurchase Authorization 11.1M USD remains authorized for future common stock repurchases under the current program, expiring January 31, 2026.
Strong Credit Compliance Position Company is compliant with all Credit Agreement covenants; term loan pricing is set favorably at Level I based on the TNLR ratio.
Potential Future Capital Raising Company may pursue additional capital via equity or debt offerings using the effective shelf registration statement to increase future liquidity.

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
Blue Bird CorporationBLBD
21.1%
+4.1pp
Century Communities, Inc.CCS
20.4%
-1.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
KSS$2.53B13.05.0%48.1%
GT$2.42B-1.4-39.0%45.4%
CCS$1.84B8.68.3%24.4%

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

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