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    Blue Bird Corp (BLBD)

    Official site

    INDUSTRIALS • FARM & HEAVY CONSTRUCTION MACHINERY • NASDAQ

    $57.51
    +0.75 (+1.32%)

    Market Cap: $1.96B

    Last updated: Oct 16, 2026 at 5:00 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    63%(24/38)
    Avg Surprise
    -52.59%
    Streak
    15 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.83
    Range$1.71 - $2.12
    6 analysts
    Revenue Consensus
    $590M
    Range$588M - $594M
    7 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.92
    Range$0.69 - $1.06
    4 analysts
    EPS Revisions
    2
    0
    7d
    2
    2
    30d
    EPS Estimate DriftChange to current
    90d ago$1.06-13.8%
    60d ago$1.06-13.8%
    30d ago$1.09-15.8%
    7d ago$1.09-15.8%
    Current$0.92
    Revenue Consensus
    $449M
    Range$418M - $487M
    5 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.92---
    Sep 26EST
    		-$1.83---
    Jun 26
    Reported Aug 5
    		$1.25$1.15+8.70%Beat+5.0%
    Mar 26
    Reported May 6
    		$1.00$0.87+14.94%Beat+4.2%
    Dec 25
    Reported Feb 4
    		$1.00$0.80+25.00%Beat+8.7%
    Sep 25
    Reported Nov 24
    		$1.32$1.05+25.71%Beat+71.4%
    Jun 25
    Reported Aug 6
    		$1.19$0.98+21.43%Beat+30.8%
    Mar 25
    Reported May 7
    		$0.96$0.95+1.05%Beat+7.9%
    Dec 24
    Reported Feb 5
    		$0.92$0.81+13.58%Beat+1.1%
    Sep 24
    Reported Nov 25
    		$0.77$0.65+17.65%Beat+16.7%
    Jun 24
    Reported Aug 7
    		$0.91$0.51+78.43%Beat+106.8%
    Mar 24
    Reported May 8
    		$0.89$0.48+85.42%Beat+229.6%
    Dec 23
    Reported Feb 7
    		$0.91$0.33+175.76%Beat+403.3%
    Sep 23
    Reported Dec 11
    		$0.66$0.48+37.50%Beat+200.0%
    Jun 23
    Reported Aug 9
    		$0.44$0.24+83.33%Beat+588.9%
    Mar 23
    Reported May 11
    		$0.27$0.08+237.50%Beat+187.1%
    Dec 22
    Reported Feb 8
    		$-0.30$-0.32+6.25%Beat-328.6%
    Sep 22
    Reported Dec 12
    		$-0.66$0.04-1750.00%Miss-1042.9%
    Jun 22
    Reported Aug 10
    		$-0.09$-0.05-80.00%Miss-147.4%
    Mar 22
    Reported May 12
    		$-0.31$-0.10-210.00%Miss-720.0%
    Dec 21
    Reported Feb 9
    		$-0.07N/A+75.00%Beat-17.4%
    Sep 21
    Reported Dec 15
    		$0.07N/A-63.16%Miss-85.7%
    Jun 21
    Reported Aug 12
    		$0.19N/A-51.28%Miss+18.8%
    Mar 21
    Reported May 12
    		$0.05$0.08-37.50%Miss-50.0%
    Dec 20
    Reported Feb 10
    		$-0.06$0.00N/AMiss-185.1%
    Sep 20
    Reported Dec 16
    		$0.49$0.35+40.00%Beat-33.8%
    Jun 20
    Reported Aug 12
    		$0.16$0.15+6.67%Beat-76.8%
    Mar 20
    Reported May 14
    		$0.10N/A-58.33%Miss-33.3%
    Dec 19
    Reported Feb 12
    		$0.07$0.02+250.00%Beat+40.0%
    Sep 19
    Reported Dec 11
    		$0.74$0.82-9.76%Miss+5.7%
    Jun 19
    Reported Aug 7
    		$0.69$0.69+0.00%Beat-24.2%
    Mar 19
    Reported May 9
    		$0.15$0.15+0.00%Beat+0.0%
    Dec 18
    Reported Feb 6
    		$0.05$-0.03+266.67%Beat+150.0%
    Sep 18
    Reported Dec 6
    		$0.70$0.81-13.58%Miss+133.3%
    Jun 18
    Reported Aug 8
    		$0.91$0.65+40.00%Beat+31.9%
    Mar 18
    Reported May 10
    		$0.15$0.19-21.05%Miss+87.5%
    Dec 17
    Reported Feb 7
    		$-0.10$0.01-1100.00%Miss+23.1%
    Sep 17
    Reported Dec 6
    		$0.30$0.50-40.00%Miss-
    Jun 17
    Reported Aug 3
    		$0.69$0.59+16.95%Beat-
    Mar 17
    Reported May 11
    		$0.08$0.15-46.67%Miss-
    Dec 16
    Reported Feb 9
    		$-0.13$-0.09-44.44%Miss-

    Key Metrics

    Valuation
    P/E Ratio12.58EV/EBITDA5.72x
    Price/FCF12.86xFCF Yield7.78%
    Profitability
    Profit Margin17.50%Operating Margin12.10%
    ROE64.30%ROIC36.49%
    Financial Health
    Debt/Equity0.18xInterest Coverage47.42x
    Current Ratio1.64xQuick Ratio0.67x
    Trading Statistics
    Beta1.36Avg Volume486.44K
    52-Week High$83.3952-Week Low$46.14

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$56.60
    SMA 20$57.03
    SMA 50$60.27
    SMA 200$62.68
    EMA 10$56.79
    EMA 20$57.54
    EMA 50$60.88
    EMA 200$61.87

    MACD

    Line: -1.31Signal: -1.67Hist: 0.36

    ADX

    ADX: 37.7+DI: 15.5-DI: 23.2

    Aroon & PSAR

    Aroon Up20.0
    Aroon Down60.0
    PSAR$55.09

    Bollinger Bands

    Upper Band$59.63
    Lower Band$54.42
    %B Position913%(Upper)
    Band Width0.59

    RSI (14-Day)

    Neutral
    45.8

    Momentum Oscillators

    Stoch %K57.8
    Stoch %D45.5
    Williams %R-21.5
    ROC (10d)3.4%
    Momentum1.91
    CCI (20d)22.0
    MFI (14d)49.4

    Volatility Measures

    ATR (14d)$1.88(3.3%)
    StdDev (20d)1.30
    Hist Vol30.6%(Moderate)

    Volume Flow

    VWAP$57.46
    OBV12.4M
    AD Line282.2K
    CMF (20d)-0.193

    Volume Metrics

    Avg Vol (20d)491.2K
    Vol Ratio1.1x
    VWMA (20d)$57.11

    Pivot Points

    R3$60.15
    R2$59.04
    R1$57.90
    Pivot Point$56.80
    S1$55.66
    S2$54.55
    S3$53.41

    Advanced Oscillators

    TSI-21.22
    Ultimate Osc51.2
    KST-70.53

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$517.16M$352.63M$333.08M$409.37M$398.01M$358.85M$313.87M$350.21M$333.37M$345.92M$317.66M$302.96M
    Cost of Revenue$413.79M$281.99M$261.86M$322.95M$312.08M$288.00M$253.56M$290.61M$264.01M$282.28M$254.10M$252.97M
    Gross Profit$103.37M$70.65M$71.23M$86.41M$85.93M$70.85M$60.32M$59.61M$69.35M$63.64M$63.56M$49.99M
    Operating Expenses$40.71M$31.53M$33.55M$36.07M$35.86M$37.14M$27.27M$34.03M$29.63M$27.57M$25.60M$20.83M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$40.71M$31.53M$33.55M$36.07M$35.86M$37.14M$27.27M$34.03M$29.63M$27.57M$25.60M$20.83M
    Operating Income$62.67M$39.12M$37.68M$50.34M$50.07M$33.71M$33.04M$25.58M$39.73M$36.07M$37.96M$29.17M
    Interest Income$627,000$1.93M$1.98M$1.89M$1.48M$1.26M$1.57M$1.00M$990,000$1.05M$1.09M$746,000
    Interest Expense$1.96M$1.54M$1.57M$1.74M$1.74M$1.81M$1.92M$2.03M$2.11M$2.81M$5.19M$4.12M
    Income Before Tax$197.02M$36.58M$37.88M$51.12M$49.23M$33.60M$35.61M$26.08M$35.88M$32.34M$32.63M$24.49M
    Income Tax Expense$10.17M$9.10M$9.12M$13.73M$12.38M$9.13M$8.69M$6.58M$9.94M$8.26M$8.45M$8.66M
    Net Income$185.25M$29.30M$30.76M$36.50M$36.45M$26.05M$28.72M$24.66M$28.71M$26.02M$26.15M$18.62M
    EBITDA$207.18M$40.38M$41.56M$54.95M$53.52M$38.08M$39.88M$31.18M$40.83M$37.91M$40.52M$32.06M
    EBIT$198.36M$36.20M$37.47M$50.97M$49.49M$34.16M$35.96M$27.10M$37.00M$34.10M$36.73M$27.86M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Blue Bird Recalls 1,606 Electric Buses Over Battery Bolts

    Blue Bird is recalling 1,606 electric buses, including 1,590 school buses and 16 transit buses, due to loose or missing high-voltage battery mounting bolts. This defect can lead to a loss of drive power...

    The EV Report•10/14/26•Somewhat-Bearish

    Blue Bird (BLBD) Registers a Bigger Fall Than the Market: Important Facts to Note

    Blue Bird (BLBD) stock experienced a -2.35% drop in its latest trading session, underperforming the broader market. The company is anticipated to report an EPS of $1.48 and revenue of $548.63 million in its upcoming...

    Yahoo! Finance Canada•10/7/26•Somewhat-Bearish

    Lower loan margins accompany Blue Bird (BLBD)'s credit expansion, with maturity extended to 2031.

    Blue Bird Corporation has expanded its senior secured credit facilities to $600 million, increasing capacity from $250 million and extending maturity to September 30, 2031. This refinancing lowers interest rate margins...

    Stock Titan•10/6/26•Somewhat-Bullish

    Blue Bird Closes $600 Million Credit Facility Refinancing, Extends Maturity to 2031

    Blue Bird Corporation has successfully closed a new $600 million senior secured credit facility, replacing its existing $250 million facilities and extending maturity to September 2031. This refinancing more than doubles...

    Yahoo Finance•10/6/26•Bullish

    School bus maker Blue Bird now has lower loan rates and $600 million in credit capacity.

    Blue Bird Corporation has successfully refinanced its credit facilities, securing $600 million and extending maturity to 2031. This new agreement more than doubles its available borrowing capacity, lowers interest rates...

    Stock Titan•10/6/26•Bullish

    BLBD Valuation and Fair Value

    P/E
    12.6x
    Forward P/E
    12.5x
    EV/EBITDA
    5.7x
    P/FCF
    12.9x
    PEG
    1.1x
    P/B
    3.0x
    See GNG's fair value

    BLBD Profitability: Margins, ROIC and FCF

    Gross margin
    20.6%
    Operating margin
    12.1%
    Net margin
    17.5%
    ROIC
    36.5%
    ROE
    64.3%
    FCF margin
    9.5%
    FCF yield
    7.8%

    BLBD Competitors

    CompanyTicker
    Insperity IncNSP
    ManpowerGroup IncMAN
    Werner Enterprises IncWERN
    Plug Power IncPLUG
    Trinity Industries IncTRN
    Gorman-Rupp CompanyGRC
    Thermon Group Holdings IncTHR
    Acuren CorporationTIC

    Sector: Industrials

    BLBD Analyst Ratings

    Consensus
    Buy
    Analysts
    8
    Strong Buy
    2
    Buy
    6
    Hold
    0
    Sell
    0
    Strong Sell
    0

    BLBD Bull Case vs Bear Case

    Bull case

    • BLBD earns a 36.5% return on invested capital.
    • BLBD beat EPS estimates in 100.0% of its last 8 reported quarters.
    • BLBD grew quarterly revenue 29.9% year over year.

    BLBD Earnings: Beat Rate and Next Report

    Beat rate
    8 of 8 quarters (100.0%)
    Average surprise
    16.0%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $1.83

    Frequently Asked Questions About BLBD

    Does BLBD pay dividends?

    Blue Bird Corp (BLBD) does not currently pay a regular dividend.

    What is BLBD's P/E ratio?

    Blue Bird Corp has a price-to-earnings (P/E) ratio of 12.58.

    What is BLBD's market cap?

    Blue Bird Corp (BLBD) has a market capitalization of $1.96B with a current stock price of $57.51.

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