BLBD
Blue Bird Corp
Next earnings Aug 4, 2026 · consensus $1.33 EPS, $493M rev
Last earnings +2.6% on 2026-05-06
$78.81
▼ -0.36%$78.81▲ +83.79%
over 1Y
L $42.75EODHDH $79.10
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-0.4%
1W+3.8%
1M+11.2%
3M+43.0%
YTD+68.5%
1Y+83.8%
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 13 analysts
Buy
Revenue grew 9.9% YoY.
Revenue (FY2025) $1.48B · FY2025
The read
Middling fundamentals offset by an attractive price (~71% below fair value) — worth a look on the value angle.
Blue Bird Corp shows $1.48B in FY2025 revenue (+9.9% YoY), a 8.6% net margin, and 50.0% ROE.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $684M | $801M | $1.13B | $1.35B | $1.48B |
| Gross profit | $72.1M | $36.5M | $139M | $256M | $304M |
| Operating income | $6.52M | -$40.7M | $51.7M | $139M | $167M |
| Net income | -$289K | -$45.8M | $23.8M | $106M | $128M |
| Diluted EPS | -$0.01 | -$1.48 | $0.74 | $3.16 | $3.88 |
| Net margin | -0.0% | -5.7% | 2.1% | 7.8% | 8.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$2.36B
EV / EBITDA12.9
EV / Sales1.6
EV / FCF15.4
P / FCF16.3
PEG (trailing)0.97
Earnings yield5.1%
FCF yield6.1%
Quality & risk
ROIC (est.)38.2%
Free cash flow$153M
Total debt$90.3M
Net cash$139M
Altman Z-Score182.10 safe
Piotroski F-Score8/9
Capital returns
Buyback yield0.4%
Dividend yield (est.)0.0%
Shareholder yield0.4%
Shares Δ YoY-1.7%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗SDFiling2026-05-27open ↗4Period ending 2026-05-192026-05-20open ↗8-KPeriod ending 2026-05-122026-05-18open ↗S-8Filing2026-05-06open ↗10-QPeriod ending 2026-03-282026-05-06open ↗8-KPeriod ending 2026-05-062026-05-06open ↗SCHEDULE 13G/AFiling2026-05-06open ↗8-K/APeriod ending 2026-04-012026-05-04open ↗SCHEDULE 13GFiling2026-04-29open ↗4Period ending 2026-04-012026-04-09open ↗3Period ending 2026-04-012026-04-09open ↗SCHEDULE 13DFiling2026-04-08open ↗
Frequently asked
- Is Blue Bird Corp (BLBD) a buy?
- BLBD currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Revenue grew 9.9% YoY.
- What is BLBD's fair value?
- A Modified-Graham model based on BLBD's SEC fundamentals estimates a fair value of about $135.11. It is an estimate from reported earnings, not a price target.
- Is BLBD overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, BLBD currently appears undervalued relative to its SEC-grounded earnings power.
- What is Blue Bird Corp's quality score?
- BLBD scores 78.88235294117646/100 (grade B+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001589526, latest 10-Q filed 2026-05-06) · EODHD · as of 6/26/2026, 6:44:42 PM.
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