Blue Bird Corp
BLBDNasdaq
$78.34
↑ +0.8%Jul 17 close · end-of-day
Price
1Y↑ +83.0%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$2.5B
Enterprise Value
$2.4B
P/E
19.2
P/S
1.7
P/B
8.5
EV/EBITDA
12.2
PEG
—
FCF Yield
—
Dividend Yield
—
Revenue (TTM)
$1.5B
Net Income (TTM)
$133.0M
Free Cash Flow (TTM)
—
Gross Margin
21.0%
Operating Margin
11.9%
Net Margin
8.9%
ROE
44.6%
ROIC
120.2%
Debt / Equity
0.3
Net Cash
$187.9M
Return 1Y
+82.8%
Company profile
Blue Bird Corporation designs, engineers, manufactures, and sells school buses and related parts. It operates through two segments, Bus and Parts. The company sells its products through a network of dealers, as well as directly to fleet operators, the United States government, and state governments. Blue Bird was formerly known as Hennessy Capital Acquisition Corp.
- CEO
- Matthew J. Stevenson
- Sector
- Manufacturing
- Industry
- Automobiles And Trucks
- Employees
- 1,380
- Headquarters
- Georgia
- Website
- blue-bird.com
Management & directors
- Sanfrey Jeffrey ScottChief Operating Officer
- Radulescu RazvanChief Financial Officer
- Scartz TedSVP General Counsel
- Wyskiel JohnPresident & CEO
Roles derived from SEC Form 4 filings.
Earnings
BLBD Q2 2026 Earnings
Period ends 2026-03-28
MetricActualYoY
Revenue$352.6M↓ -1.7%
Diluted EPS$0.90↑ +13.9%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Revenue | $879.2M | $684.0M | $800.6M | $800.6M | $1.1B | $1.3B | $1.5B |
| Gross profit | $96.2M | $72.1M | $36.5M | $36.5M | $138.8M | $256.2M | $303.5M |
| Operating income | $22.0M | $6.5M | -$40.7M | -$40.7M | $51.7M | $139.3M | $167.2M |
| Net income | $12.2M | -$289,000.00 | -$45.8M | -$45.8M | $23.8M | $105.5M | $127.7M |
| Diluted EPS | $0.45 | -$0.01 | -$1.48 | -$1.48 | $0.74 | $3.16 | $3.88 |
| Operating cash flow | $3.5M | -$54.2M | -$24.4M | -$24.4M | $119.9M | $111.1M | $176.2M |
| Free cash flow | — | — | — | — | — | — | — |
| Gross margin | 10.9% | 10.5% | 4.6% | 4.6% | 12.3% | 19.0% | 20.5% |
| Operating margin | 2.5% | 1.0% | -5.1% | -5.1% | 4.6% | 10.3% | 11.3% |
| Net margin | 1.4% | -0.0% | -5.7% | -5.7% | 2.1% | 7.8% | 8.6% |
| Line item | Q3 '24 | Q4 '24 | Q1 '24 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '25 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $333.4M | $350.2M | $313.9M | $358.9M | $398.0M | $409.4M | $333.1M | $352.6M |
| Gross profit | $69.4M | $59.6M | $60.3M | $70.9M | $85.9M | $86.4M | $71.2M | $70.6M |
| Operating income | $39.7M | $25.6M | $33.0M | $33.7M | $50.1M | $50.3M | $37.7M | $39.1M |
| Net income | $28.7M | $24.7M | $28.7M | $26.0M | $36.5M | $36.5M | $30.8M | $29.3M |
| Diluted EPS | $0.85 | $0.71 | $0.86 | $0.79 | $1.12 | $1.11 | $0.94 | $0.90 |
| Operating cash flow | $989,000.00 | $55.4M | $26.4M | $27.8M | $56.9M | $65.1M | $36.6M | $47.8M |
| Free cash flow | — | — | — | — | — | — | — | — |
| Gross margin | 20.8% | 17.0% | 19.2% | 19.7% | 21.6% | 21.1% | 21.4% | 20.0% |
| Operating margin | 11.9% | 7.3% | 10.5% | 9.4% | 12.6% | 12.3% | 11.3% | 11.1% |
| Net margin | 8.6% | 7.0% | 9.2% | 7.3% | 9.2% | 8.9% | 9.2% | 8.3% |
Company news
Jul 20, 2026
Jul 9, 2026
- 11d agoBlue Bird (BLBD) Stock Looks Cheap On Cash Flow While Earnings Stay Discountedfinance.yahoo.com
- 11d agoIs Blue Bird (BLBD) Undervalued As Index Changes Put Its Growth Story Back In Focus?finance.yahoo.com
- 11d agoBlue Bird (BLBD) Joins Russell 2000 Defensive Indexes As It Exits Microcap Benchmarksfinance.yahoo.com
Jul 8, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-05-19 | Thau Daniel Mark | Buy | 300 | $65.09 | $19,527.00 | filing |
| 2026-04-01 | Girardin Steve | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Penn Kevin S. | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Thau Daniel Mark | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Newman Simon J | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Hightower Edward T. | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Grimm Douglas J. | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Fream Julie A | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Blaufuss Mark | Award | 2,297 | $0.00 | $0.00 | filing |
| 2026-04-01 | Girardin Steve | Award | 1 | — | — | filing |
| 2026-03-04 | Sanfrey Jeffrey Scott· Chief Operating Officer | Sale | 5,192 | $58.54 | $303,939.68 | filing |
| 2026-03-04 | Sanfrey Jeffrey Scott· Chief Operating Officer | Option exercise | 5,192 | $12.35 | $64,121.20 | filing |
| 2026-02-19 | Radulescu Razvan· Chief Financial Officer | Sale | 3,925 | $60.98 | $239,346.50 | filing |
| 2025-12-17 | Radulescu Razvan· Chief Financial Officer | Sale | 7,006 | $51.58 | $361,369.48 | filing |
| 2025-12-17 | Radulescu Razvan· Chief Financial Officer | Option exercise | 3,503 | $12.35 | $43,262.05 | filing |
| 2025-12-17 | Radulescu Razvan· Chief Financial Officer | Option exercise | 3,503 | $12.35 | $43,262.05 | filing |
| 2025-12-12 | Horlock Phil | Sale | 8,341 | $50.35 | $419,969.35 | filing |
| 2025-12-12 | Horlock Phil | Sale | 7,040 | $50.50 | $355,520.00 | filing |
| 2025-12-12 | Radulescu Razvan· Chief Financial Officer | Tax withholding | 2,907 | $50.36 | $146,396.52 | filing |
| 2025-12-12 | Scartz Ted· SVP General Counsel | Tax withholding | 626 | $50.36 | $31,525.36 | filing |
| 2025-12-12 | Sanfrey Jeffrey Scott· Chief Operating Officer | Tax withholding | 549 | $50.36 | $27,647.64 | filing |
| 2025-12-10 | Radulescu Razvan· Chief Financial Officer | Sale | 7,984 | $50.39 | $402,313.76 | filing |
| 2025-12-06 | Radulescu Razvan· Chief Financial Officer | Tax withholding | 3,287 | $51.27 | $168,524.49 | filing |
| 2025-12-06 | Scartz Ted· SVP General Counsel | Tax withholding | 881 | $51.27 | $45,168.87 | filing |
| 2025-12-06 | Sanfrey Jeffrey Scott· Chief Operating Officer | Tax withholding | 753 | $51.27 | $38,606.31 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.