Blue Bird Corporation: stock overview

BLBDNASDAQIndustrials · Truck & Bus Bodies

Price

$55.43

November 13, 2026Market cap $1.8B

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  • The full history: 13 fiscal years, from FY2013
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

Sign in with a free account to see the last 5 fiscal years.

Notes on these figures

  • The share price has fallen 28% since Aug 5, 2026, when the 10-Q these figures come from was filed ($76.93 then, $55.43 on Nov 13, 2026). The figures date from before that move.10-Q
  • Profit over the last twelve months is well above what the business itself earned, because it includes large gains outside the business, such as on investments or from selling a business. The P/E is lower than the business alone would give.
  • The latest annual figures the company filed are for 2025, more than a year ago. Newer ones may be late.

In short

Blue Bird had revenue of $1.6B over the last 12 months and net income of $282M, a net margin of 17.5%. Revenue grew by 11.0% a year on average over the last 5 years. At $55.43 the shares trade at a P/E of 6.2, against a median of 15.3 over the last 3 fiscal years. It holds more cash than debt, by $1.1M. It pays no dividend.

From its SEC filings (latest fiscal year to September 27, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$1.8B
31.71M shares
P/E
6.2
Today6.2
Median15.3
Revenue, 12 months
$1.6B
+11.0% a year over 5 years
Net margin
17.5%
FY2025: 8.6%, above 85% of its industry

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

FY2023–FY2025 fiscal years

+14.3% a year over 2 years

  • FY2025Sep 27, 202510-K
    Revenue$1.5B
  • FY2024Sep 28, 202410-K
    Revenue$1.3B
  • FY2023Sep 30, 202310-K
    Revenue$1.1B

Fiscal years in figures

BLBD's revenue, profit, cash flow and dividend with each year-end price, from FY2013 to FY2022, 10 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $1.6B
$1.8B
Enterprise value 
$1.8B
P/E 3-year median: 15.3
6.2
EV / EBIT 
9.3
EV / Revenue 
1.1
P/B 3-year median: 9.8
2.7
FCF yield 3-year median: 8.3%
8.7%
Earnings yield 3-year median: 6.5%
16.0%

Profitability

Gross margin 
20.6%
Operating margin 
11.8%
Net margin 3-year median: 7.8%
17.5%
ROIC 
38.4%
ROIC, 5-year average 
17.6%
ROE 
82.8%

Growth

Revenue, yearly change 
+9.9%
EPS, yearly change 
+22.8%
FCF, yearly change 
+60.0%
Revenue, average a year 
+11.0%
EPS, average a year 
+53.9%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
$117M
Total debt 
$116M
Net cash 
$1.1M
Net debt / EBITDA 
-0.0x
Interest cover 
27.9x
Current ratio 
1.64

Balance sheet of June 27, 2026.

Returns to shareholders

Dividend yield 
0.00%
Buybacks 
0.56%
Total returned 
0.56%
Shares, yearly change 
-1.7%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 37).

Gross margin

20.5%

Above 55% of the 75 companies in its industry, and 23% of all.

Operating margin

11.3%

Above 80% of the 84 companies in its industry, and 67% of all.

Net margin

8.6%

Above 85% of the 92 companies in its industry, and 62% of all.

ROE

47.1%

Above 96% of the 87 companies in its industry, and 96% of all.

ROA

19.9%

Above 99% of the 94 companies in its industry, and 97% of all.

Revenue growth

9.9%

Above 69% of the 92 companies in its industry, and 62% of all.

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
Blue Bird Corp
CIK
1589526
Exchange
NASDAQ
Industry (SIC)
3713 · Truck & Bus Bodies
Fiscal year ends
October 3
Latest annual report
September 27, 2025
Reporting currency
USD
Shares
31.71M

Other companies: Industrials

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The full analysis

What do Blue Bird's filings show?

These are Blue Bird's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about BLBD

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What is BLBD's market cap?

Blue Bird Corporation's market cap is $1.8B, at a price of $55.43 on November 13, 2026 and 31.71M shares.

What is BLBD's P/E?

BLBD's P/E is 6.2, on earnings per share of $8.23 over the last 12 months. The median over the last 3 fiscal years was 15.3.

How much revenue does BLBD have?

Blue Bird had revenue of $1.6B over the last 12 months. Over the last 5 years it changed by +11.0% a year on average.

Does BLBD pay a dividend?

No. Blue Bird paid no regular dividend over the last 12 months.

Where do the figures come from?

From Blue Bird Corporation's SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.