LIVE

BLBD

Blue Bird Corporation

BLBD

NASDAQ·Consumer Cyclical·Auto - Manufacturers·Mkt cap $2.5B

$76.08

-2.31%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$42.00 - $81.51

P/E

19.21

Fwd P/E

14.21

Beta

1.37

Div Yield

0.00%

Avg Vol

445.4K

Shares Out

31.6M

Mkt Cap

$2.5B

Price action

Price chart

Up 71.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Strong growth ahead

Electric school bus adoption driven by government incentives and environmental regulations

Value

Fairly valued vs Electric Vehicles peers

Momentum

Hot

+32.8% over 3m

Quality

Stable

Exceptional business - top-tier fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $1.00 vs $0.88 consensus (+14.0% surprise). Revenue of $353.0M vs $335.2M expected (+5.3%). Beat on both top and bottom lines.

EPS beat +14.0%
Rev beat +5.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+14.0%

Next: May 5, 2026

Revenue trend · last 8Q

-1%

+4%

+19%

+17%

+6%

Q2 24

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 25

$345.9M

$333.4M

$350.2M

$313.9M

$358.9M

$398.0M

$409.4M

$333.1M

Margins · last 8Q

Gross

21.4%

Operating

11.3%

Profit

9.2%

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$80.50

+5.8% vs $76.08

Low $75.00
Median $80.50
High $86.00

Latest: DA Davidson · Jun 1, 2026

2 analysts covering

vs Industry

How BLBD stacks vs Auto - Manufacturers

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.