Blue Bird (BLBD) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Blue Bird

NasdaqGM•Industrials•Farm & Heavy Construction Machinery

$61.84-0.21(<0.01%)Pre-market

Market Cap

$2.08B

P/E

7.4x

P/S

1.3x

P/B

3.2x

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. It has a collaboration with Ford Motor Company to create the next generation of F-53/F-59 commercial stripped chassis. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.

How this company scores

ExcellentMetricSide Score: 91/100

Strongest: Balance Sheet & Red Flags (25/25); weakest: Growth (20/25).

Profitability23/25

Growth20/25

Balance Sheet & Red Flags25/25

Cash & Earnings Quality23/25

Strengths

High ROERising earningsLow leverageInterest easily covered

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 7.4x5y range 7.4x – 69.0x

Currently below its 12-quarter median.

P/S · 1.3x5y range 0.8x – 2.3x

Currently near its 20-quarter median.

P/B · 3.2x5y range 3.2x – 1183.6x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

High Risk

Share Dilution

Red Flag

Shares outstanding increased 5.8% — significant dilution, likely from stock compensation or capital raises.

Price & Volume

Market Cap $2.08B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $1.61B
Q. Revenue: $517.16M
TTM EBITDA: $218.33M
TTM Op. Income: $189.81M
Q. Op. Income: $62.67M
TTM Net Income: $281.81M
Q. Net Income: $185.25M
EPS: $5.41
Shares Out.: $34.24M

$1.61B in TTM revenue grew 13.5% YoY, reaching $517.16M last quarter. TTM EBITDA of $218.33M and TTM operating income of $189.81M show growth is flowing through to the bottom line. TTM net income of $281.81M means revenue is converting into profit. Over the past year, TTM revenue is up 13% — an improving trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 20.0%
EBITDA Margin: 13.8%
Op. Margin: 12.1%
Net Margin: 35.8%

Op. margin of 12.1% is down 0.5% YoY — costs are rising relative to revenue. Net margin at 35.8% and gross margin of 20.0% show how much of each revenue dollar survives to profit. Over the past year, operating margin is down 4% — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 7.4x
P/S Ratio: 1.3x
P/B Ratio: 3.2x

At 7.4x P/E, the stock trades below typical market levels. P/S of 1.3x and P/B of 3.2x provide additional context. P/E sits below typical market levels while revenue is growing. Over the past year, P/E is down 37% — an improving trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $1.17B
Cash: $116.82M
Long-Term Debt: $81.81M
Book Value: $654.89M
D/E Ratio: 0.1
Debt/EBITDA: 1.1

With $1.17B in assets and $81.81M in long-term debt, D/E is 0.1and book value is $654.89M — a conservative capital structure with a cushion to weather downturns. Across the last 8 quarters, debt/equity has fallen for 7 consecutive quarters — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $31.04M
TTM Free Cash Flow: $153.14M
FCF Margin: 9.5%
FCF / Net Income: 0.5

TTM FCF of $153.14M on $31.04M in operating cash flow. The FCF / Net Income ratio of 0.5x means cash covers only part of net income — earnings quality needs attention. Over the past year, free cash flow is up 7% — a weakening trend.