BLBD Stock - Blue Bird Corporation
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $1.48B | $1.35B | $1.13B | $800.64M | $684.00M |
| Gross Profit | $303.51M | $256.16M | $138.85M | $36.55M | $72.14M |
| Gross Margin | 20.5% | 19.0% | 12.3% | 4.6% | 10.5% |
| Operating Income | $167.17M | $139.33M | $51.66M | $-40,700,000 | $6.52M |
| Net Income | $127.72M | $105.55M | $23.81M | $-41,600,000 | $-787,000 |
| Net Margin | 8.6% | 7.8% | 2.1% | -5.2% | -0.1% |
| EPS | $4.01 | $3.27 | $0.74 | $-1.34 | $-0.03 |
Blue Bird Corporation designs, engineers, manufactures, and sells school buses and related parts in the United States, Canada, and internationally. It operates through two segments, Bus and Parts. The company offers Type C, Type D, and specialty buses; and alternative fuel applications through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses. Blue Bird Corporation sells its products through a network of dealers, as well as directly to fleet operators, the United States government, and state governments; and maintains a parts distribution center. Blue Bird Corporation was formerly known as Hennessy Capital Acquisition Corp. The company was founded in 1927 and is headquartered in Macon, Georgia.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| October 9th 2024 | BTIG Research | Initiation | Buy | $55 |
| October 3rd 2024 | ROTH MKM | Downgrade | Neutral | $48 |
| July 17th 2024 | Needham | Reiterated | Buy | $65← $52 |
| February 29th 2024 | Needham | Initiation | Buy | $44 |
| September 11th 2023 | Barclays | Initiation | Overweight | $25 |
| September 6th 2023 | R. F. Lafferty | Initiation | Buy | - |
| August 18th 2023 | BofA Securities | Initiation | Buy | $26.5 |
| June 29th 2022 | DA Davidson | Initiation | Buy | $13 |
Earnings History & Surprises
BLBDEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 5, 2026 | — | — | — | — |
Q1 2026 | Feb 4, 2026 | $0.80 | — | — | — |
Q4 2025 | Nov 24, 2025 | $1.05 | $1.32 | +25.7% | ✓ BEAT |
Q3 2025 | Aug 6, 2025 | $0.90 | $1.19 | +32.2% | ✓ BEAT |
Q2 2025 | May 7, 2025 | $0.96 | $0.96 | 0.0% | = MET |
Q1 2025 | Feb 5, 2025 | $0.83 | $0.92 | +10.8% | ✓ BEAT |
Q4 2024 | Nov 25, 2024 | $0.65 | $0.77 | +18.5% | ✓ BEAT |
Q3 2024 | Aug 7, 2024 | $0.51 | $0.91 | +78.4% | ✓ BEAT |
Q2 2024 | May 8, 2024 | $0.49 | $0.89 | +81.6% | ✓ BEAT |
Q1 2024 | Feb 7, 2024 | $0.37 | $0.91 | +145.9% | ✓ BEAT |
Q4 2023 | Dec 11, 2023 | $0.48 | $0.66 | +37.5% | ✓ BEAT |
Q3 2023 | Aug 9, 2023 | $0.26 | $0.44 | +69.2% | ✓ BEAT |
Q2 2023 | May 11, 2023 | $0.10 | $0.27 | +170.0% | ✓ BEAT |
Q1 2023 | Feb 8, 2023 | $-0.25 | $-0.30 | -20.0% | ✗ MISS |
Q4 2022 | Dec 12, 2022 | $0.05 | $-0.66 | -1420.0% | ✗ MISS |
Q3 2022 | Aug 10, 2022 | $-0.24 | $-0.09 | +62.5% | ✓ BEAT |
Q2 2022 | May 12, 2022 | $-0.07 | $-0.31 | -342.9% | ✗ MISS |
Q1 2022 | Feb 9, 2022 | $-0.32 | $-0.07 | +78.1% | ✓ BEAT |
Q4 2021 | Dec 15, 2021 | $0.16 | $0.07 | -56.3% | ✗ MISS |
Q3 2021 | Aug 12, 2021 | $0.38 | $0.19 | -50.0% | ✗ MISS |
Latest News
B of A Securities Maintains Buy on Blue Bird, Raises Price Target to $62
📈 PositiveNeedham Reiterates Buy on Blue Bird, Maintains $70 Price Target
📈 PositiveBTIG Reiterates Buy on Blue Bird, Maintains $65 Price Target
📈 PositiveBlue Bird Sees FY2026 Sales $1.500B vs $1.452B Est
📈 PositiveBlue Bird Q4 Adj. EPS $1.32 Beats $1.03 Estimate, Sales $409.400M Beat $380.372M Estimate
📈 PositiveDA Davidson Maintains Buy on Blue Bird, Maintains $70 Price Target
📈 PositiveNeedham Maintains Buy on Blue Bird, Raises Price Target to $70
📈 PositiveBlue Bird Names Jeff Sanfrey As 'Executive Officer', Serving As Chief Operating Officer Of The Company
➖ NeutralBlue Bird Terminates Clean Bus Solutions Joint Venture With Generate Capital; CBS To Immediately Begin Process Of Winding Down Affairs & To Dissolve Legal Entity
📉 NegativeBTIG Maintains Buy on Blue Bird, Raises Price Target to $65
📈 PositiveFrequently Asked Questions about BLBD
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