Blue Bird Corp
BLBD Nasdaq· Truck & Bus Bodies
Last close · Oct 26, 2026
$58.04
KIRA · Stoqly’s AI analyst, in plain words
- Blue Bird Corp had $1.5B of revenue in fiscal 2025, up 9.9% on the year before. Over five years, revenue changed +11.0% a year on average.
- Its operating margin was 11.3%, up 1.0 pts: of every 100 in sales, about 11 is left after running the business.
- Blue Bird Corp made $128M of net profit in fiscal 2025. From fiscal 2016 to 2025, diluted EPS grew 44.6% a year.
- Free cash flow was $153M in fiscal 2025, 10.4% of revenue.
- Blue Bird Corp returned $9.9M to shareholders in fiscal 2025, 6% of free cash flow. The diluted share count fell 1.4%.
- Blue Bird Corp has $139M more cash than debt.
Market cap
$2.0B
P/E
7.1x
Revenue
$1.5B
Net income
$128M
Free cash flow
$153M
Operating margin
11.3%
Blue Bird Corp in 30 seconds · fiscal 2025
Are sales growing?
+9.9%
Yes. Sales grew 9.9% last year.
Does it make a profit?
8.6%
A little. It keeps 8.6% of every sale as profit.
Does profit turn into cash?
10.4%
Yes. 10.4% of sales ends up as free cash.
Is debt under control?
Net cash
Yes. It has more cash than debt.
How healthy are the accounts?
8 / 9
Solid. It passes 8 of 9 health tests.
How is the share priced?
7.1x
One share costs 7.1 times its yearly profit per share.
What Blue Bird Corp does
No business description yet.
- Fiscal year ends
- September 27, 2025
- Latest annual report
- 10-K · Nov 24, 2025
- Legal name
- Blue Bird Corp
- CIK
- 0001589526
Blue Bird Corp · BLBD
Results and finances
The last 5 fiscal years. Amounts in USD.
| Fiscal year | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Sales and profit | |||||
| Revenue | $684M | $801M | $1.1B | $1.3B | $1.5B |
| Revenue growth | −22.2% | 17.1% | 41.5% | 18.9% | 9.9% |
| Gross margin | 10.5% | 4.6% | 12.3% | 19.0% | 20.5% |
| Operating margin | 1.0% | −5.1% | 4.6% | 10.3% | 11.3% |
| Net income | −$0.3M | −$45.8M | $23.8M | $106M | $128M |
| Net margin | −0.0% | −5.7% | 2.1% | 7.8% | 8.6% |
| Diluted EPS | −$0.01 | −$1.48 | $0.74 | $3.16 | $3.88 |
| Cash | |||||
| Cash from operations | −$54.2M | −$24.4M | $120M | $111M | $176M |
| Capital expenditure | $12.2M | $6.5M | $8.5M | $15.3M | $22.9M |
| Free cash flow | −$66.5M | −$30.9M | $111M | $95.8M | $153M |
| FCF margin | −9.7% | −3.9% | 9.8% | 7.1% | 10.4% |
| Share buybacks | $0.5M | $1.7M | $0.4M | $1.2M | $9.9M |
| Share count change | 0.2% | 14.3% | 4.0% | 3.4% | −1.4% |
| Debt and strength | |||||
| Cash and short-term investments | $11.7M | $10.5M | $79.0M | $128M | $229M |
| Debt incl. finance leases | $170M | $152M | $132M | $96.0M | $90.3M |
| Shareholders' equity | −$32.7M | $1.4M | $40.0M | $160M | $255M |
| Net debt / EBITDA | 7.9x | — | 0.8x | −0.2x | −0.8x |
| Current ratio | 1.3x | 1.1x | 1.0x | 1.4x | 1.7x |
| Interest coverage | 0.7x | −2.8x | 2.9x | 13.2x | 23.2x |
| Returns and quality | |||||
| Return on capital | 4.3% | −22.8% | 36.9% | 81.1% | 106.4% |
| Return on equity | — | — | 115.1% | 105.8% | 61.6% |
| Return on tangible equity | — | — | — | 108.6% | 65.5% |
| Piotroski F-score | 2 | 3 | 7 | 7 | 8 |
| Altman Z'' | 0.3 | −1.3 | 0.6 | 3.3 | 4.8 |
Insiders bought, 12 months
$0.1M
1 insider
Insiders sold, 12 months
$2.3M
3 insiders
Of sales under plans
33%
$0.8M
How to read these numbers
- Revenue:
- Total sales reported in the income statement.
- Operating margin:
- Operating income as a share of revenue.
- Net income:
- Profit after all expenses, interest and tax.
- Free cash flow:
- Cash from operations minus capital spending.
- Net debt / EBITDA:
- Years of EBITDA needed to pay off net debt. Below zero means more cash than debt.
- Return on capital:
- After-tax operating income as a share of the money invested in the business: debt plus equity, minus cash.
Blue Bird Corp · BLBD
Charts and comparison
Ten years at a glance, and how it stacks up against similar companies.
Revenue
Net income
Margins, % of revenue
Cash vs debt (incl. leases)
Free cash flow
Dividends and buybacks
KIRA
At $58.04 a share, the company is worth $2.0B: 7.1 times its earnings of the last four quarters.
Source: SEC EDGAR XBRL filings (CIK 0001589526). Data updated October 24, 2026. For information only — not investment advice. Check the original filings before relying on any figure.