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Blue Bird Corporation

Blue Bird Corporation

NASDAQ•BLBD
CEO: Mr. Philip Horlock
セクター: Consumer Cyclical
業種: Auto - Manufacturers
上場日: 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.
連絡先情報
3920 Arkwright Road, 2nd Floor, Macon, GA, 31210, United States
478-822-2801
www.blue-bird.com
時価総額
$1.77B
PER (TTM)
13.7
247.7
配当利回り
--
52週高値
$61.95
52週安値
$30.04
52週レンジ
81%
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$333.08M+0.00%
直近4四半期の推移

EPS

$0.97+0.00%
直近4四半期の推移

フリーCF

$36.58M+0.00%
直近4四半期の推移

2026 Q1 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

The Goodyear Tire & Rubber CompanyGT
$18.28B
-3.2%
Kohl's CorporationKSS
$15.75B
-6.1%
Adient plcADNT
$14.68B
+1.1%

粗利益率 (最新四半期)

Topgolf Callaway Brands Corp.MODG
70.1%
+2.5pp
ACV Auctions Inc.ACVA
64.5%
+11.9pp
Interface, Inc.TILE
39.4%
+2.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
MODG$2.70B-1.8-61.4%58.8%
GT$2.67B-1.6-41.8%39.9%
CCS$2.12B14.35.7%32.2%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-2.5%
横ばい
4四半期純利益CAGR
5.7%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月5日
|
EPS:-
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q1 2026

    会計期末: 2025年12月27日|提出日: 2026年2月4日|
    売上高: $333.08M+0.0%
    |
    EPS: $0.97+0.0%
    予想を上回る

  • Form 10-K - FY 2025

    会計期末: 2025年9月27日|提出日: 2025年11月24日|
    売上高: $1.48B+9.9%
    |
    EPS: $4.01+22.6%
    予想を上回る

  • Form 10-Q - Q3 2025

    会計期末: 2025年6月28日|提出日: 2025年8月6日|
    売上高: $398.01M+19.4%
    |
    EPS: $1.16+30.3%
    予想を上回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年3月29日|提出日: 2025年5月7日|
    売上高: $358.85M+3.7%
    |
    EPS: $0.82+1.2%
    予想を下回る

  • Form 10-Q - Q1 2025

    会計期末: 2024年12月28日|提出日: 2025年2月5日|
    売上高: $313.87M-1.2%
    |
    EPS: $0.89+9.9%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年9月28日|提出日: 2024年11月25日|
    売上高: $1.35B+18.9%
    |
    EPS: $3.27+341.9%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年6月29日|提出日: 2024年8月7日|
    売上高: $333.37M+13.3%
    |
    EPS: $0.89+206.9%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年3月30日|提出日: 2024年5月8日|
    売上高: $345.92M+15.4%
    |
    EPS: $0.81+376.5%
    予想を上回る