Blue Bird Corporation (BLBD) AI Stock Analysis

Blue Bird Corporation designs, engineers, manufactures, and distributes school buses and related parts across the United States, Canada, and international markets. The company operates through two segments, Bus and Parts, offering Type C, Type D, and specialty buses. Its vehicle lineup includes traditional diesel engines alongside alternative fuel options such as propane, gasoline, compressed natural gas, and electric power. Blue Bird distributes replacement parts to fleet operators, dealers, and government entities, including state and United States government agencies. Founded in 1927 and headquartered in Macon, Georgia, the company employs 2,008 people.

Blue Bird expanded revenue from $684.0M in FY2021 to $1.48B in FY2025, delivering a 5-year revenue CAGR of 11.0%. Profitability shifted from net income of -$289,000 in FY2021 and -$45.8M in FY2022 to positive net income of $23.8M in FY2023, $105.5M in FY2024, and $127.7M in FY2025. Gross margin expanded from 10.5% in FY2021 to 20.5% in FY2025, while operating margin rose to 11.3%. For the latest quarter ending June 30, 2026, quarterly revenue growth accelerated 29.9% year-over-year, and quarterly earnings grew 370.5% year-over-year, supporting trailing twelve month EPS of $8.45.

As of June 30, 2026, Blue Bird held $116.8M in cash and short-term investments alongside total debt of $115.8M, producing net cash of $1.1M. The company reported total assets of $1.17B and shareholders' equity of $654.9M, with a current ratio of 1.64 and a debt-to-equity ratio of 0.18. In FY2025, operating cash flow reached $176.2M and free cash flow was $153.3M. Capital deployment in FY2025 included $22.9M in capital expenditures and $49.4M in share buybacks.

Trading at $57.39 with a market cap of $1.95B, Blue Bird carries a trailing P/E of 6.8x and a forward P/E of 12.5x, below the median of its US-listed Industrials peers at 24.8x and 17.2x, respectively. Its enterprise value stands at $1.84B, with an EV-to-EBITDA multiple of 5.3x compared to the peer median of 13.9x. Over the past year, the stock returned 3.8% versus 16.8% for the S&P 500, but its 5-year return of 190.3% outperformed the S&P 500 return of 83.0%.

Wall Street coverage consists of 6 Strong Buy and 2 Buy recommendations, with no Hold, Sell, or Strong Sell ratings. The mean price target of $89.12 implies an upside of 55.3% from the last close of $57.39. For the fiscal year ending September 30, 2026, analysts estimate EPS of $4.80 on revenue of $1.75B. Blue Bird beat EPS expectations in all 4 of the last 4 quarters, with its next earnings date scheduled for November 23, 2026.

This page is an AI-written research summary of Blue Bird Corporation (BLBD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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