Consumer Cyclical -
Auto - Manufacturers - NASDAQ - US
$ 41.97
0.311 %
$ 1.32 B
Market Cap
13.03
P/E
1. INTRINSIC VALUE
Balance Sheet
Blue Bird Corporation
| Current Assets | 323 M |
| Cash & Short-Term Investments | 128 M |
| Receivables | 59.1 M |
| Other Current Assets | 137 M |
| Non-Current Assets | 202 M |
| Long-Term Investments | 32.1 M |
| PP&E | 97.7 M |
| Other Non-Current Assets | 71.8 M |
| Current Liabilities | 236 M |
| Accounts Payable | 143 M |
| Short-Term Debt | 5 M |
| Other Current Liabilities | 87.8 M |
| Non-Current Liabilities | 129 M |
| Long-Term Debt | 90 M |
| Other Non-Current Liabilities | 39.4 M |
EFFICIENCY
Earnings Waterfall
Blue Bird Corporation
| Revenue | 1.35 B |
| Cost Of Revenue | 1.09 B |
| Gross Profit | 256 M |
| Operating Expenses | 117 M |
| Operating Income | 139 M |
| Other Expenses | 33.8 M |
| Net Income | 106 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Blue Bird Corporation
| Net Income | 106 M |
| Depreciation & Amortization | 14.8 M |
| Capital Expenditures | -15.3 M |
| Stock-Based Compensation | 8.61 M |
| Change in Working Capital | -12.5 M |
| Others | 16.2 M |
| Free Cash Flow | 95.8 M |
Wall Street Analysts Price Targets
Blue Bird Corporation
Wall Street analysts predict an average 1-year price target for BLBD of $60 , with forecasts ranging from
a
low of
$48 to a high of $66 .
BLBD Lowest Price Target
Wall Street Target
48 USD
14.37%
BLBD Average Price Target
Wall Street Target
60 USD
42.96%
BLBD Highest Price Target
Wall Street Target
66 USD
57.26%
4. DIVIDEND
ANALYSIS
BLBD does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Blue Bird Corporation
Sold
0-3 MONTHS
1.53 M USD 1
3-6 MONTHS
109 K USD 1
6-9 MONTHS
822 K USD 1
9-12 MONTHS
6.86 M USD 5
Bought
15.7 K USD 1
0-3 MONTHS
17.4 K USD 1
3-6 MONTHS
27.4 K USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Blue Bird Still Looks Cheap For A Stock With This Much Visibility
Blue Bird delivered record EV sales in Q2 FY25, helping drive 3.8% YoY topline growth despite tough prior-year comps. Strong demand for both EV and traditional buses, plus a robust backlog of 4,900 units, provides solid sales visibility for upcoming quarters. Tariffs on Chinese components may temporarily moderate EV production, but ICE and alternative fuel bus demand supports overall volume growth.
seekingalpha.com
- 2 weeks ago
Why Blue Bird (BLBD) Dipped More Than Broader Market Today
Blue Bird (BLBD) reached $40.80 at the closing of the latest trading day, reflecting a -1.14% change compared to its last close.
zacks.com
- 3 weeks ago
Wall Street Analysts Think Blue Bird (BLBD) Is a Good Investment: Is It?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
zacks.com
- 1 month ago
Blue Bird's Foundation Donates More Than $50,000 to Community Groups in Georgia
MACON, Ga.--(BUSINESS WIRE)--The Blue Bird School Bus Foundation, charitable arm of iconic school bus manufacturer Blue Bird Corporation (Nasdaq: BLBD), continues to advance the education, health, and safety of children in its home state of Georgia. The Foundation hosted a community event at its corporate headquarters in Macon, Ga., and awarded a total of $53,300 to ten local area nonprofit organizations, including: 1. Atrium Health Navicent The Medical Center 6. Peach Association for Intellect.
businesswire.com
- 1 month ago
Blue Bird (BLBD) Is Considered a Good Investment by Brokers: Is That True?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
zacks.com
- 1 month ago
Blue Bird: Made In America Sentiment Matters - Upgrade To Buy
BLBD has already emerged as a potential winner in the school bus segment during the intensified tariff war, as its competitors report impacted sales. The same has already been observed in its double beat FQ2'25 performance and reiterated FY2025/ long-term (2028+) guidance, thanks to its highly strategic US-based presence. While tariffs may pose COGS headwinds from 2026 onwards, we may see BLBD raise prices instead, allowing them to navigate the near-term uncertainties.
seekingalpha.com
- 1 month ago
Blue Bird Corporation: A Strong Play, Even In Light Of Tariff Terror
Blue Bird Corporation's Q2 2025 results showed revenue growth and higher adjusted EPS, despite missing analysts' earnings expectations, reinforcing my 'strong buy' rating. Management's narrowed guidance and reaffirmed long-term outlook, along with undervalued stock pricing, highlight significant growth potential, especially in electric bus deliveries. Profitability metrics were mixed, but adjusted operating cash flow rose, and future projections suggest substantial upside potential, with shares trading at attractive multiples.
seekingalpha.com
- 1 month ago
Blue Bird Corporation (BLBD) Q2 2025 Earnings Call Transcript
Blue Bird Corporation (NASDAQ:BLBD ) Q2 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Mark Benfield - Head, IR John Wyskiel - President & CEO Razvan Radulescu - CFO Conference Call Participants Mike Shlisky - D.A. Davidson Eric Stine - Craig-Hallum Tyler DiMatteo - BTIG Craig Irwin - ROTH Capital Partners Chris Pierce - Needham Operator Good morning or good afternoon.
seekingalpha.com
- 1 month ago
Blue Bird (BLBD) Q2 Earnings Match Estimates
Blue Bird (BLBD) came out with quarterly earnings of $0.96 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.89 per share a year ago.
zacks.com
- 1 month ago
Blue Bird Reports Fiscal 2025 Second Quarter Results; Beats Second Quarter Guidance With Record Result; Reaffirms 2025 Guidance and Long-Term Outlook
MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 second quarter results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended March 29, 2025 B/(W) Prior Year Six Months Ended March 29, 2025 B/(W) Prior Year Unit Sales 2,295 41 4,425 42 GAAP Measures: Revenue $ 358.9 $ 12.9 $ 672.7 $ 9.1 Net Income $ 26.0 $.
businesswire.com
- 1 month ago
Blue Bird Gears Up to Report Q2 Earnings: Here's What to Expect
The Zacks Consensus Estimate for BLBD's fiscal second-quarter EPS and revenues is pegged at 96 cents and $390 million, respectively.
zacks.com
- 1 month ago
Blue Bird Looks Quite Cheap Even After Factoring In Policy Uncertainties
Blue Bird Corporation is undervalued, trading at a forward non-GAAP P/E multiple of 8.8x, significantly lower than the sector median of ~17.7x. Despite uncertainty in EV bus adoption, BLBD benefits from an aging bus fleet and underinvestment in buses for the last 5 years. BLBD's recent financial performance exceeded expectations, with strong revenue and EPS, and management maintaining optimistic year-end guidance despite policy headwinds.
seekingalpha.com
- 2 months ago
8. Profile
Summary
Blue Bird Corporation BLBD
COUNTRY
US
INDUSTRY
Auto - Manufacturers
MARKET CAP
$ 1.32 B
Dividend Yield
0.00%
Description
Blue Bird Corporation designs, engineers, manufactures, and sells school buses and related parts in the United States, Canada, and internationally. It operates through two segments, Bus and Parts. The company offers Type C, Type D, and specialty buses; and alternative fuel applications through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses. Blue Bird Corporation sells its products through a network of dealers, as well as directly to fleet operators, the United States government, and state governments; and maintains a parts distribution center. Blue Bird Corporation was formerly known as Hennessy Capital Acquisition Corp. The company was founded in 1927 and is headquartered in Macon, Georgia.
Contact
3920 Arkwright Road, Macon, GA, 31210
https://www.blue-bird.com
IPO
Date
March 20, 2014
Employees
1945
Officers
Mr. Tim Gordon
Senior Vice President of Sales & Marketing
Ms. Jolene O'Brien Paver
Senior Vice President & Chief Human Resources Officer
Mr. Razvan Radulescu
Chief Financial Officer
Mr. John Wyskiel
President, Chief Executive Officer & Director
Mr. Eric Boule
President & Chief Executive Officer of Micro Bird
Craig West
Vice President Corporate Controller & Treasurer
Mr. Ted M. Scartz J.D.
Senior Vice President, General Counsel & Corporate Secretary
Mr. Jeff Sanfrey
Chief Operating Officer
Mr. Mark R. Benfield
Executive Director of Profitability & Investor Relations