Blue Bird Corporation
BLBD
NASDAQ·Consumer Cyclical·Auto - Manufacturers·Mkt cap $2.0B
$63.63
▼ -0.05%
P/E
7.42
Mkt Cap
$2.0B
52-Wk Range
$46.14–$83.39
52-Week Range
$46.14 - $83.39
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 9.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Market leadership position with 95+ year heritage and brand recognition in school transportation
- Diversified distribution channels including direct government sales, fleet operators, and dealer networks
- Early-mover advantage in electric and alternative fuel school bus technology
- Integrated parts and service ecosystem providing recurring revenue and customer lock-in
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Electric school bus adoption driven by government incentives and environmental regulations
Value
Fairly valued vs Electric Vehicles peers
Momentum
Weak
-9.4% over 3m
Quality
Stable
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying BLBD right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 23, 2026
AUG 5, 2026
Reported EPS of $1.28 vs $1.25 consensus (+2.4% surprise). Revenue of $517.2M vs $485.7M expected (+6.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+2.4%
Revenue trend · last 8Q
—
—
-1%
+4%
+19%
+17%
+6%
+30%
Q3 24
Q4 24
Q1 24
Q2 25
Q3 25
Q4 25
Q1 25
Q3 26
$333.4M
$350.2M
$313.9M
$358.9M
$398.0M
$409.4M
$333.1M
$517.2M
Margins · last 8Q
Gross
20.0%
Operating
12.1%
Profit
35.8%
Wall Street consensus
4 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Barclays · Jul 20, 2026
vs Industry
How BLBD stacks vs Auto - Manufacturers
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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