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Stock research / United States / BLBD · Truck & Bus Bodies · Nasdaq

Blue Bird Corp. (BLBD)

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Blue Bird Corp. (BLBD) reported revenue of $517 million for Q3 FY2026, the quarter ended 27 June 2026, up 29.9% on the same quarter a year earlier. Net income was $185 million, up 408.2% on the year, and diluted earnings per share $5.27. The figures are the company's own, from the 10-Q it filed with the SEC on 5 August 2026.

Revenue$517 millionup 29.9%
Net income$185 millionup 408.2%
Diluted EPS$5.27
QuarterQ3 FY2026ended 27 June 2026

Blue Bird (BLBD) in brief

Blue Bird (BLBD) reported revenue of $1.5 billion for fiscal 2025, the year ended 27 September 2025, up 9.9% on the year before.
Read moreNet income was $128 million and diluted earnings per share $3.88. Revenue was $1.3 billion in fiscal 2024, $1.1 billion in fiscal 2023, $801 million in fiscal 2022 and $684 million in fiscal 2021. Net income in the same years was $106 million, $24 million, a loss of $46 million and a loss of $0 million. Over the twelve months to 27 June 2026, Blue Bird reported revenue of $1.6 billion and net income of $282 million. Revenue grew 11.0% a year, compounded, over the five years to fiscal 2025. Blue Bird had 32 million shares outstanding at the latest filed count. At 27 June 2026 it carried $87 million of debt and $117 million of cash. At the close of 27 October 2026 the market cap of Blue Bird was $1.8 billion, 6.9 times its earnings over the last twelve months.

Ratios

From the filings

ROE43.0%
ROCE25.6%
Operating margin11.8%
Net margin17.5%
FCF margin9.5%
Interest cover27.87
Debt to equity0.13
Cash conversion0.64
Share count, last 12 months0.6%
Sales CAGR, 3 years22.7%
Profit CAGR, 3 yearsn/a
EPS, TTM$8.22

At the close of 27 October 2026

Price$56.82
Market cap$1.8 billion
Stock P/E6.91
Price to book2.75
EV / EBITDA8.41
Dividend yieldn/a
Market cap / sales1.12
52-week high$81.50
52-week low$46.59
Price, 1 year6.9%
Price CAGR, 3 years45.0%
Price CAGR, 5 years24.1%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest price, the last regular-hours trade on IEX. Debt to equity here stands on long-term debt as Blue Bird Corp. files it, with lease liabilities counted separately and never inside it. Nothing here is a valuation or a view.
BLBDgreeksoup.ai
Daily prices to 27 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
Read moreData provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on BLBD

Dividends$226.8 million paid in cash dividends in FY2014
Filings22 in twelve months: 13 current reports (8-K), about 8 regulation FD disclosure; 4 material agreement; 4 results of operations; 4 officer or director change; 2 other events
Planned insider sales6 Form 144 notices in twelve months, $2.3 million; latest 18 September 2026
Options tapeput/call 0.72 by open interest at the 27 October 2026 close; the straddle prices a 9.8% move to 20 November 2026
13F holders304 funds reported a position for the quarter to 30 June 2026; largest FMR LLC
Insider trading7 sales and 3 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest4.2 million shares short, 10.79 days to cover at 15 October 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Quarterly results, the last 20 quarters

Q4 FY2021 *Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2022 *Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026Q3 FY2026
Revenue192129208206258236300294303318346333350314359398409333353517
Cost of revenue179113205184262228264249253254282264291254288312323262282414
Gross profit13.016.23.221.6-4.47.535.645.850.063.663.669.459.660.370.985.986.471.270.6103
Gross margin7%13%2%10%-2%3%12%16%17%20%18%21%17%19%20%22%21%21%20%20%
SG&A15.518.219.920.518.616.823.226.320.825.627.629.634.027.337.135.936.133.631.540.7
Operating income-2.5-2.0-16.71.1-23.1-9.412.419.429.238.036.139.725.633.033.750.150.337.739.162.7
Operating margin-1%-2%-8%1%-9%-4%4%7%10%12%10%12%7%11%9%13%12%11%11%12%
Interest expense2.63.12.53.95.24.25.24.54.13.62.82.12.01.91.81.71.71.61.52.0
Pre-tax income-4.8-4.9-18.4-2.1-27.6-14.36.98.724.532.632.335.926.135.633.649.251.137.936.6197
Tax raten/an/an/an/an/an/a20%22%35%26%26%28%25%24%27%25%27%24%25%5%
Net income-2.4-4.1-12.1-6.4-23.1-11.37.19.418.626.126.028.724.728.726.036.536.530.829.3185
Net margin-1%-3%-6%-3%-9%-5%2%3%6%8%8%9%7%9%7%9%9%9%8%36%
Diluted EPS-$0.09-$0.15-$0.38-$0.20-$0.72-$0.35$0.22$0.29$0.58$0.81$0.79$0.85$0.73$0.86$0.79$1.12$1.11$0.94$0.90$5.27
Operating cash flow-40.0-33.121.7-43.030.019.924.839.435.80.254.61.055.426.427.856.965.136.647.831.0
Capital expenditure1.91.61.91.31.71.12.62.62.12.92.74.55.14.69.04.64.75.57.99.4
Free cash flow-41.9-34.619.8-44.328.318.822.236.833.7-2.751.8-3.550.221.818.752.360.531.139.921.7
Buybacks-0.01.50.00.00.20.10.00.00.30.30.00.00.91.43.00.05.52.40.20.0
Shares outstanding27m32m32m32m32m32m32m32m32m32m32m32m32m32m32m31m32m32m32m32m
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 13 fiscal years and the trailing twelve months

FY2013FY2014 †FY2015 †FY2016 †FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue7778569199329911,0251,0198796848011,1331,3471,4801,612
Cost of revenue6847467998038639038857836127649941,0911,1771,281
Gross profit92.410912012912712213396.272.136.5139256304332
Gross margin11.9%12.8%13.1%13.9%12.9%11.9%13.1%10.9%10.5%4.6%12.3%19.0%20.5%20.6%
Research and development3.63.75.25.47.48.511.56.45.26.16.69.415.2n/a
Selling, general and administrative65.391.484.610367.886.989.674.265.677.287.2117136142
Operating income27.117.935.826.659.535.143.822.06.5-40.751.7139167190
Operating margin3.5%2.1%3.9%2.9%6.0%3.4%4.3%2.5%1.0%-5.1%4.6%10.3%11.3%11.8%
Interest expense2.46.219.116.47.36.712.912.39.714.718.010.67.26.8
Pre-tax income25.111.916.99.837.326.929.610.5-2.0-53.125.8127170323
Income tax-27.510.44.45.811.9-2.67.61.5-1.2-11.59.033.243.942.1
Effective tax rate-109.9%87.4%26.3%59.1%31.8%-9.7%25.6%14.5%n/an/a34.7%26.2%25.9%13.1%
Net income54.22.814.96.928.830.824.312.2-0.3-45.823.8106128282
Net margin7.0%0.3%1.6%0.7%2.9%3.0%2.4%1.4%-0.0%-5.7%2.1%7.8%8.6%17.5%
Diluted EPS$2.46$0.13$0.59$0.14$0.74$1.08$0.90$0.45-$0.01-$1.48$0.74$3.16$3.88$8.22
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by segment FY2023 to FY2025

FY2023FY2024FY2025Share
of the parts, latest year
Bus1,0351,2431,37793.0%
Parts98.21041037.0%
BusParts
1,133FY20231,347FY20241,480FY2025

$ million; hover a block for its figure and share

From the company's 10-Ks, in its own words (latest 10-K).
Read moreEach year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Revenue by product or service FY2023 to FY2025

FY2023FY2024FY2025Share
of the parts, latest year
Alternative fuel buses64972679853.9%
Diesel buses34246152335.4%
Parts95.71021006.8%
Other46.258.158.13.9%
Alternative fuel busesDiesel busesPartsOther
1,133FY20231,347FY20241,480FY2025

$ million; hover a block for its figure and share

From the company's 10-Ks, in its own words (latest 10-K).
Read moreEach year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Revenue by region FY2023 to FY2025

FY2023FY2024FY2025Share
of the parts, latest year
United States1,0481,2001,31488.8%
Canada78.914716411.1%
Rest of world5.61.02.00.1%
United StatesCanadaRest of world
1,133FY20231,347FY20241,480FY2025

$ million; hover a block for its figure and share

From the company's 10-Ks, in its own words (latest 10-K).
Read moreEach year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2013FY2014 †FY2015 †FY2016 †FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow35.336.823.425.147.648.455.73.5-54.2-24.4120111176180
Capital expenditure4.95.55.29.69.332.135.519.012.26.58.515.322.927.4
Free cash flow30.431.318.215.538.416.220.2-15.5-66.5-30.911195.8153153
Free cash flow margin3.9%3.7%2.0%1.7%3.9%1.6%2.0%-1.8%-9.7%-3.9%9.8%7.1%10.4%9.5%
Cash from investing-4.4-3.4-5.2-9.6-9.2-32.1-35.5-18.8-11.3-6.5-8.5-15.8-23.9-77.3
Cash from financing-23.5-18.9-26.5-16.1-28.1-18.6-9.5-11.132.829.7-42.9-46.6-50.7-159
Depreciation and amortisation11.89.98.88.08.29.010.414.413.414.116.014.815.620.7
Share-based compensation0.00.01.612.71.32.64.34.15.93.74.28.614.87.4
Buybacksn/an/an/an/an/an/an/a3.60.51.70.41.29.98.1
Dividends paid0.02270.00.0n/an/an/an/an/an/an/an/an/an/a
Diluted shares, weighted22m22m25m21m25m29m27m27m27m31m32m33m33m35m
Shares outstanding at period endn/a22m21m23m24m27m26m27m27m32m32m32m32m32m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2013FY2014 †FY2015 †FY2016 †FY2017 †FY2018 †FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity79.4-149-121-87.0-58.5-28.3-67.8-53.2-32.71.440.0160255655
Debtn/a22318715215114218317420917013095.090.386.8
Operating lease liabilitiesn/an/an/an/an/an/a7.76.75.54.63.63.04.0n/a
Finance lease liabilitiesn/an/an/an/an/an/a3.95.94.51.61.00.00.028.0
Other liabilitiesn/a218201213203194239184169188243267276397
Total liabilities and equityn/a2922672782963073653173563664185256251,167
Owned
Fixed assetsn/a29.928.933.534.766.110010310510195.197.3109165
Goodwilln/a18.818.818.818.818.818.818.818.818.818.818.818.8264
Intangible assetsn/a62.260.459.557.555.554.751.649.447.445.443.641.7176
Cash and equivalents46.652.352.952.362.660.371.044.511.710.579.0128229117
Receivablesn/a21.213.720.310.124.110.57.610.012.512.659.120.653.5
Inventoryn/a71.349.253.876.257.378.856.5125143135128139302
Other assetsn/a36.142.839.735.925.431.534.935.433.331.650.666.888.7
Total assetsn/a2922672782963073653173563664185256251,167
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded4.9%11.0%22.7%13.5%
Profit growth, compounded23.9%60.0%n/a143.2%
Return on equity, averagen/a-783.8%58.6%50.0%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Questions

What was Blue Bird's revenue in fiscal 2025?

Blue Bird (BLBD) reported revenue of $1.5 billion for fiscal 2025, the year ended 27 September 2025, up 9.9% on the year before.

How much did Blue Bird earn in fiscal 2025?

Net income was $128 million for fiscal 2025, and diluted earnings per share $3.88.

What is Blue Bird's P/E ratio?

At the close of 27 October 2026, Blue Bird traded at 6.9 times its earnings over the twelve months to 27 June 2026.

What is Blue Bird's market cap?

The market cap of Blue Bird was $1.8 billion at the close of 27 October 2026.

How much debt does Blue Bird have?

At 27 June 2026 Blue Bird carried $87 million of debt and $117 million of cash.

Peers: Automobiles and Trucks

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Polaris Inc. PII$3.3 billionn/a-24.4%-1.8%9.5%1.934.7%
Versigent plc VGNT$2.9 billionn/an/an/an/a26.16n/a
Dana Inc. DAN$2.9 billion2.7158.1%n/a3.7%0.701.6%
Patrick Industries Inc. PATK$2.3 billion17.0513.0%6.7%3.2%1.251.8%
LCI Industries LCII$2.2 billion10.4514.8%7.5%4.1%0.605.1%
Phinia Inc. PHIN$2.1 billion16.558.8%7.0%7.7%0.662.0%
Visteon Corp. VC$1.8 billion12.7111.3%n/a1.9%0.230.5%
Blue Bird Corp. BLBD$1.8 billion6.9143.0%11.8%13.5%0.13n/a
Adient plc ADNT$1.3 billion28.102.8%n/a5.0%1.381.6%
Goodyear Tire & Rubber Co. GT$1.3 billionn/an/an/a-4.3%2.530.0%
Dauch Corp. DCH$1.1 billionn/a-11.0%1.0%41.0%3.39n/a
Gentherm Inc. THRM$978 million106.121.3%3.4%8.8%0.44n/a
All 40 in Automobiles and Trucks
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Tesla, Inc. TSLA$1.61 trillion447.723.6%3.3%8.3%0.11n/a
Toyota Motor Corp. TM *$232.9 billion10.459.6%7.4%5.5%1.083.5%
Ferrari N.V. RACE *$69.1 billion38.8540.9%29.5%7.0%0.740.9%
General Motors Co. GM$68.4 billion18.486.3%2.3%-0.3%2.050.7%
Paccar Inc. PCAR$54.6 billion21.7912.3%n/a-10.6%0.722.6%
Ford Motor Co. F$46.7 billionn/a-20.7%-3.7%1.5%4.515.1%
Honda Motor Co. Ltd. HMC *$44.2 billionn/a-3.6%-1.9%0.5%1.144.3%
Rivian Automotive, Inc. RIVN$16.1 billionn/a-63.1%-60.1%14.2%0.87n/a
Stellantis N.V. STLA *$12.0 billionn/a-41.8%-17.1%-2.1%0.8618.4%
Li Auto Inc. LI *$11.4 billion69.541.5%-0.5%-22.3%0.13n/a
Borgwarner Inc. BWA$11.3 billion27.847.4%5.0%2.2%0.691.2%
Aptiv plc APTV$9.1 billion41.182.5%5.3%-5.4%0.610.0%
Allison Transmission Holdings Inc. ALSN$8.9 billion17.1126.7%19.6%37.6%2.071.0%
XPeng Inc. XPEV *$8.9 billionn/a-3.8%-3.6%87.7%0.42n/a
Autoliv Inc. ALV$8.4 billion13.9225.3%9.1%4.3%0.793.0%
Oshkosh Corp. OSK$8.3 billion15.3712.3%7.5%2.2%0.241.6%
NIO Inc. NIO *$8.2 billionn/a-374.3%-16.0%33.1%3.36n/a
Modine Manufacturing Co. MOD$7.3 billion51.3512.0%10.1%29.5%0.44n/a
Federal Signal Corp. FSS$7.1 billion25.0018.9%16.2%24.0%0.300.5%
Lear Corp. LEA$5.8 billion10.8710.7%3.7%3.5%0.532.6%
Terex Corp. TEX$5.7 billion25.353.0%5.7%29.2%0.541.4%
Gentex Corp. GNTX$4.3 billion10.6916.0%19.3%10.1%0.002.4%
Garrett Motion Inc. GTX$4.1 billion12.10n/an/a8.5%n/a1.4%
Dorman Products, Inc. DORM$3.7 billion18.5312.9%13.3%2.2%0.281.2%
Atmus Filtration Technologies Inc. ATMU$3.7 billion17.2547.3%17.2%13.1%2.200.5%
Thor Industries Inc. THO$3.6 billion20.784.2%n/a0.3%0.223.0%
Polaris Inc. PII$3.3 billionn/a-24.4%-1.8%9.5%1.934.7%
Versigent plc VGNT$2.9 billionn/an/an/an/a26.16n/a
Dana Inc. DAN$2.9 billion2.7158.1%n/a3.7%0.701.6%
Patrick Industries Inc. PATK$2.3 billion17.0513.0%6.7%3.2%1.251.8%
LCI Industries LCII$2.2 billion10.4514.8%7.5%4.1%0.605.1%
Phinia Inc. PHIN$2.1 billion16.558.8%7.0%7.7%0.662.0%
Visteon Corp. VC$1.8 billion12.7111.3%n/a1.9%0.230.5%
Blue Bird Corp. BLBD$1.8 billion6.9143.0%11.8%13.5%0.13n/a
Adient plc ADNT$1.3 billion28.102.8%n/a5.0%1.381.6%
Goodyear Tire & Rubber Co. GT$1.3 billionn/an/an/a-4.3%2.530.0%
Dauch Corp. DCH$1.1 billionn/a-11.0%1.0%41.0%3.39n/a
Gentherm Inc. THRM$978 million106.121.3%3.4%8.8%0.44n/a
Standard Motor Products, Inc. SMP$841 million16.807.1%8.4%11.3%0.823.4%
Winnebago Industries Inc. WGO$810 million23.522.8%2.4%-3.4%0.365.0%
No other company here shares its SEC industry code (Truck & Bus Bodies); these are the names nearest in size in its wider industry, Automobiles and Trucks, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q27 June 20265 August 2026EDGAR
10-Q28 March 20266 May 2026EDGAR
10-Q27 December 20254 February 2026EDGAR
10-K27 September 202524 November 2025EDGAR
10-Q28 June 20256 August 2025EDGAR
10-Q29 March 20257 May 2025EDGAR
10-Q28 December 20245 February 2025EDGAR
10-K28 September 202425 November 2024EDGAR
10-Q29 June 20247 August 2024EDGAR
10-Q30 March 20248 May 2024EDGAR