BLBD · NASDAQ · Auto - Manufacturers

Blue Bird

Builds school, specialty, and commercial buses across diesel, gasoline, propane, and electric powertrains.

$59.70
After-hours close+0.46 (+0.78%)
At close$59.24(−1.11%)
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Profile

Blue Bird CorporationBLBDConsumer Discretionary

Sells Type A, C, and D school buses, specialty and commercial buses, extended warranties, and replacement parts through Bus and Parts. Revenue is concentrated in bus sales, largely through independent dealers serving U.S. and Canadian school districts and contractors, with diesel, gasoline, propane, and electric powertrains.

Operates through Bus and Parts, designing and manufacturing school, activity, specialty, and commercial buses while supplying replacement components. The Vision Type C and All American Type D lines anchor the portfolio; the fully owned Micro Bird business adds smaller Type A school buses and North American shuttle and commercial models. Diesel, gasoline, propane, and electric powertrains let fleets match routes, infrastructure, and emissions requirements.

Competes through integrated Georgia chassis-and-body operations, safety features, powertrain breadth, and an independent dealer and service network spanning the United States and Canada. Sales depend heavily on school-district and contractor procurement, public funding, dealer execution, and engine or powertrain partners. Product specifications and purchases are governed by federal, state, provincial, and local rules.

Company facts

CEOJohn F. Wyskiel
ListedFeb 25, 2015
ExchangeNASDAQ
HeadquartersMacon, GA
CountryUnited States
Employees2,012
CIK0001589526
ISINUS0953061068

Key statistics

Market cap$1.87B
EPS (ttm)$8.22
P/E (ttm)7.21
ROE76.2%
P/B3.10
P/S1.16
Dividend yield
Beta1.12vs XLY 0.01

Year to date +26.7% · Average volume (30d) 585.9K

Analysts

Price target, next 12 months$86.00+45.2%Median of 12 analysts · vs the Aug 28 close
ConsensusBuy11 of 12 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionRatingPrior targetTarget
Aug 10, 2026Roth CapitalTarget$94$93
Aug 6, 2026BTIGReiterateBuy$95
Jul 20, 2026BarclaysReiterateOverweight$75$85
Jun 25, 2026Roth CapitalTarget$48$94
Jun 9, 2026D.A. DavidsonTarget$76$86

Earnings

EPS

Estimate$1.48
ReportedDue Nov 23, 2026

Revenue

Estimate$551.5M
ReportedDue Nov 23, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q3 FY26$1.25$1.28+2.4%$485.7M$517.2M+6.5%−14.19%
May 6, 2026Q2 FY26$0.81$1.00+23.5%$335.2M$353.0M+5.3%+8.92%
Feb 4, 2026Q1 FY26$0.80$1.00+25.0%$326.9M$333.0M+1.9%+11.77%
Nov 24, 2025Q4 FY25$1.05$1.32+25.7%$380.4M$409.4M+7.6%−5.50%
View details

Financial highlights

12 quartersQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$358.9M$398.0M$409.4M$333.1M$352.6M$517.2M
Gross profit$70.9M$85.9M$86.4M$71.2M$70.6M$103.4M
Operating income$33.7M$50.1M$50.3M$37.7M$39.1M$62.7M
Net income$26.0M$36.5M$36.5M$30.8M$29.3M$185.3M
Diluted EPS$0.79$1.12$1.11$0.94$0.90$5.27
Gross margin19.7%21.6%21.1%21.4%20.0%20.0%
Operating margin9.4%12.6%12.3%11.3%11.1%12.1%

Fiscal years (4-quarter sums)FY21 $684.0M · FY22 $800.6M · FY23 $1.13B · FY24 $1.35B · FY25 $1.48B

Revenue by product · Q3 FY26

Alternative Fuel Buses$339.5M · 66%
Diesel Buses$139.8M · 27%
Parts$24.7M · 5%
Product And Service, Other$13.2M · 3%

Revenue by geography · Q3 FY26

United States$472.3M · 91%
Canada$44.7M · 9%
Rest Of World$111.0K · 0%

Balance sheet, Jun 27, 2026Cash & short-term investments $116.8M · Total debt $115.8M · Total assets $1.17B · Shareholders' equity $654.9M

Dividends

No dividends on record.

Ownership

Institutions 111.81%Insiders 1.70%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 31.65M · Float 31.28M · 98.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
FMR LLC3.02M9.53%13FAug 13, 2026
Groupe Autobus Girardin Ltee2.70M7.88%13DApr 8, 2026
BlackRock, Inc.2.63M8.30%13FAug 7, 2026
American Century Companies Inc1.60M5.04%13FAug 12, 2026
Vanguard Capital Management LLC1.40M4.43%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 12, 2026Daniel Mark Thaudirector+350$64.37
May 19, 2026Daniel Mark Thaudirector+300$65.09
Mar 4, 2026Jeffrey Scott Sanfreyofficer: Chief Operating Officer−5,192$58.54
Feb 19, 2026Razvan Radulescuofficer: Chief Financial Officer−3,925$60.98
Dec 17, 2025Razvan Radulescuofficer: Chief Financial Officer−7,006$51.58
View details

Peers

CompareAfter-hours close

CompanyPriceChange
Blue Bird$59.70+0.78%$1.87B7.212.11.2+29.9%
GreenPower Motor$1.26+0.32%$3.8M3.30.2−71.7%
Berkshire Hathaway Class B$504.99−0.00%$1.09T12.723.22.8+3.0%
Median8.023.21.5−34.4%