BLBD Blue Bird Corporation
USConsumer CyclicalAs of 2026-07-10 16:00
Why BLBD matters now
Blue Bird Corporation (BLBD) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $77.38 with -1.01% on the session and $2.45B in market capitalization; recent performance reads 1-month +14.45% and YTD +57.43%.
The latest financial table shown here is Q2 2026, with revenue of $352.6M, net income of $29.3M, and EPS of $0.90. Investors can compare that operating picture with valuation signals such as P/E 15.35 and FCF yield 7.8%.
The latest indexable market news headline is "Blue Bird (BLBD) Dips More Than Broader Market: What You Should Know" from Zacks Investment Research.
Additional event context on this page matters because analyst consensus is Buy with a median target of $86.00; recent insider activity includes Thau Daniel Mark filing P-Purchase. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
15.35
PEG
0.77
P/B
7.87
P/S
1.57
EV/EBITDA
10.81
DCF Value
$103.14
FCF Yield
7.8%
Div Yield
0.0%
Margins & Returns
Gross Margin
21.0%
Operating Margin
11.9%
Net Margin
8.9%
ROE
50.8%
ROA
19.3%
ROIC
30.2%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $352.6M | $29.3M | $0.90 |
| Q1 2026 | $333.1M | $30.8M | $0.94 |
| Q4 2025 | $409.4M | $36.5M | $1.11 |
| FY 2025 | $1.48B | $127.7M | $3.88 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$82.33
Target (Median)
$86.00
Target Range
$75.00 - $86.00
Trading Activity
Insider Trades
Related Stocks
Latest News
Company Info
Sector
Consumer Cyclical
Industry
Auto - Manufacturers
Country
US
Exchange
—
Beta
1.37
Blue Bird Corporation specializes in the design, engineering, production, and distribution of school buses and related components. The company serves customers across the United States, Canada, and international markets, structured into two primary divisions: Bus and Parts. Its product lineup includes Type C, Type D, and various specialty buses, alongside a strong emphasis on alternative fuel solutions such as propane, gasoline, compressed natural gas, and electric-powered vehicles. Blue Bird markets its offerings through an extensive dealer network, in addition to direct sales to fleet operators and both federal and state government entities. A centralized parts distribution center supports its logistical needs. Founded in 1927 and headquartered in Macon, Georgia, the company was previously known as Hennessy Capital Acquisition Corp.