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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)568.71K
Market Cap
$1.75B
Enterprise Value$2.77B
Total Cash (Recent Filing)$116.82M
Total Debt (Recent Filing)$115.75M
Price to Earnings (P/E)6.6
Beta0.69
Next Earnings
Dec 14, 2026EPS Estimate
1.45Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)8.45
Shares Outstanding31,347,063
10 Day Avg. Volume739,495
30 Day Avg. Volume568,711
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 Cap1.58
Enterprise Value/Revenue1.72
Enterprise Value/Gross Profit8.35
Enterprise Value/Ebitda34.64
Forecast
1Y Price Target
$90.14Price Target Upside53.70% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)4.44
Revenue Forecast (FY)$2.01B
Bulls Say, Bears Say
Bulls Say
Profitability And Cash GenerationThe company has achieved a meaningful profitability and cash-flow inflection, with healthy TTM margins and free cash flow roughly matching net income. This supports internal funding for growth, improves earnings quality, and provides resilience for investment over the next several quarters.
Micro Bird ConsolidationOwning the remaining Micro Bird stake expands Blue Bird’s consolidated revenue base and increases exposure to a complementary bus operation. The added scale can strengthen market coverage and absolute earnings, although integration and margin effects remain important to monitor.
Expanded Financial FlexibilityThe larger, longer-dated credit facility materially improves funding capacity for capital projects, research and development, and working capital. Lower interest margins and substantial availability should give Blue Bird greater flexibility to execute its expansion plans while managing near-term liquidity needs.
Bears Say
Consolidation-driven Margin PressureAlthough consolidation raises reported revenue and absolute EBITDA, the current mix is dilutive to profitability percentages. Sustained lower margins could limit operating leverage and make the company’s medium-term EBITDA targets more dependent on efficiency gains, pricing, and favorable product mix.
Cyclical Earnings VolatilityRecent results represent a strong recovery from periods of losses and weak cash generation, but the historical swings show that earnings are not yet proven across a full cycle. A downturn could pressure profitability, cash conversion, and the balance sheet even after recent improvements.
Large Expansion Execution BurdenThe chassis expansion offers meaningful long-term opportunity but requires substantial capital before production is expected in early 2028. Plant integration, product ramp, and exposure to RV and last-mile fleet cyclicality could delay returns or increase execution risk 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 $1.75B.
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 44 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 1.45.
How many shares outstanding does Blue Bird Corp have?
Blue Bird Corp has 31,347,063 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 73%
Sector Average 61%
Sector Average 61%
Hedge Fund Trend
Decreased
By 9.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $227.1K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Neutral
Last 7 Days ▲ 1.0%
Last 30 Days ▼ 1.0%
Last 30 Days ▼ 1.0%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
11.84%
12-Months-Change
Fundamentals
Return on Equity
76.19%
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
29.33% Mutual Funds
3.91% Other Institutional Investors
43.89% Public Companies and
Individual Investors