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BLBD Stock Chart & Stats
$58.65
-$0.16(-0.21%)
At close: 4:00 PM EDT
$58.65
-$0.16(-0.21%)
Day’s Range― - ―
52-Week Range$46.14 - $83.39
Previous Close$76.04
Volume464.94K
Average Volume (3M)601.15K
Market Cap
$2.02B
Enterprise Value$2.77K
Total Cash (Recent Filing)$116.82M
Total Debt (Recent Filing)$115.75M
Price to Earnings (P/E)7.5
Beta0.85
Next Earnings
Dec 14, 2026EPS Estimate
1.47Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)8.45
Shares Outstanding31,676,039
10 Day Avg. Volume548,308
30 Day Avg. Volume601,155
Financial Highlights & Ratios
PEG Ratio0.64
Price to Book (P/B)7.23
Price to Sales (P/S)1.25
P/FCF Ratio12.04
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$90.14Price Target Upside53.70% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)4.82
Revenue Forecast (FY)$1.75B
Bulls Say, Bears Say
Bulls Say
Improving Revenue And ProfitabilitySustained revenue growth alongside record adjusted EBITDA indicates stronger operating scale and customer demand. Raised fiscal 2026 guidance to about $247 million of adjusted EBITDA supports the view that improved profitability can remain relevant over the next several quarters.
Stronger Balance Sheet And Cash GenerationMaterial deleveraging, rebuilt equity and solid free cash flow provide financial flexibility for investment and working-capital needs. Liquidity also reduces near-term balance-sheet risk and gives management capacity to pursue growth while maintaining its stated leverage discipline.
Diversification And Alternative-Power LeadershipA high alternative-power mix and a multi-year EV backlog strengthen Blue Bird's position in the transition toward lower-emission school transportation. The Ford chassis collaboration also broadens the product portfolio beyond school buses and expands its addressable market.
Bears Say
Cyclical Earnings And Cash-Flow VolatilityThe recent turnaround follows periods of meaningful earnings and cash-flow weakness, showing sensitivity to production cycles, demand and working capital. This history creates uncertainty about how durable current margins and cash generation would be through a weaker commercial environment.
Micro Bird Consolidation Compresses MarginsFull consolidation increases reported revenue and EBITDA but lowers consolidated margin percentages because Micro Bird contributes less EBITDA relative to sales. This mix effect may persist, making margin expansion and comparisons less favorable even when absolute earnings grow.
Large Investment And Execution ExposureThe chassis expansion requires substantial capital before production is expected in early 2028 and depends on plant integration, workforce execution and market ramp-up. Delays or weaker RV and fleet demand could reduce returns and pressure free cash flow during the investment period.
Blue Bird News
BLBD FAQ
What was Blue Bird Corp’s price range in the past 12 months?
Blue Bird Corp lowest stock price was $46.14 and its highest was $83.39 in the past 12 months.
What is Blue Bird Corp’s market cap?
Blue Bird Corp’s market cap is $2.02B.
When is Blue Bird Corp’s upcoming earnings report date?
Blue Bird Corp’s upcoming earnings report date is Dec 14, 2026 which is in 98 days.
How were Blue Bird Corp’s earnings last quarter?
Blue Bird Corp released its earnings results on Aug 05, 2026. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $1.252 by $0.028.
Is Blue Bird Corp overvalued?
According to Wall Street analysts Blue Bird Corp’s price is currently Undervalued.
Does Blue Bird Corp pay dividends?
Blue Bird Corp does not currently pay dividends.
What is Blue Bird Corp’s EPS estimate?
Blue Bird Corp’s EPS estimate is 1.47.
How many shares outstanding does Blue Bird Corp have?
Blue Bird Corp has 31,676,039 shares outstanding.
What happened to Blue Bird Corp’s price movement after its last earnings report?
Blue Bird Corp reported an EPS of $1.28 in its last earnings report, beating expectations of $1.252. Following the earnings report the stock price went down -14.195%.
Which hedge fund is a major shareholder of Blue Bird Corp?
Currently, no hedge funds are holding shares in BLBD
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Blue Bird Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$90.14 (53.70% Upside)
$90.14 (53.70% Upside)
Blogger Sentiment
Bullish
BLBD Sentiment 81%
Sector Average 57%
Sector Average 57%
Hedge Fund Trend
Decreased
By 9.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $22.5K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 2.2%
Last 30 Days ▲ 10.9%
Last 30 Days ▲ 10.9%
Technicals
SMA
Positive
20 days / 200 days
Momentum
9.57%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
102.71%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Blue Bird Corp
Blue Bird Corporation specializes in the design, engineering, production, and distribution of school buses and related components. The company serves customers across the United States, Canada, and international markets, structured into two primary divisions: Bus and Parts. Its product lineup includes Type C, Type D, and various specialty buses, alongside a strong emphasis on alternative fuel solutions such as propane, gasoline, compressed natural gas, and electric-powered vehicles. Blue Bird markets its offerings through an extensive dealer network, in addition to direct sales to fleet operators and both federal and state government entities. A centralized parts distribution center supports its logistical needs. Founded in 1927 and headquartered in Macon, Georgia, the company was previously known as Hennessy Capital Acquisition Corp.
BLBD Company Deck
BLBD Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance with record Q3 adjusted EBITDA, revenue growth year-to-date, raised full-year adjusted EBITDA guidance, robust liquidity, and strategic growth moves (Micro Bird consolidation and a major collaboration with Ford). Headwinds discussed were largely related to acquisition consolidation effects (margin compression), seasonal working capital build, policy/tariff volatility, and the execution and investment risk associated with entering the Class 5-6 chassis market. Overall, the highlights (record profitability, guidance raise, strategic expansions, EV leadership, and solid liquidity) substantially outweigh the manageable lowlights.View all BLBD earnings summariesBLBD Stock 12 Month Forecast
Average Price Target
$90.14
▲(53.70% Upside)
Technical Analysis
Ownership Overview
1.82% Insiders
26.45% Mutual Funds
20.04% Other Institutional Investors
30.74% Public Companies and Individual Investors