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Blue Bird Corporation

BLBD

Blue Bird Corporation is a leading independent designer and manufacturer of school buses, specializing in purpose-built chassis and body systems.

Market cap
$2.41B+69.3%
Revenue$1.5B+10.1%
Net income$133.0M+23.0%
Free cash flow$183.8M+102%
EPS (diluted)$4.08+26.3%
Trailing twelve months · change vs. prior year

Earnings

Next report

Aug 5, 2026 (In 1 week)
Revenue estimate$485.7M
EPS estimate$1.22

Financials

Q2 2026

Income statement

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Revenue$352.6M-1.7%
Gross profit$70.6M-0.3%
Operating income$39.1M+16.0%
Net income$29.3M+12.5%
EPS (diluted)$0.90+13.9%

Balance sheet

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Cash & equivalents$275.9M+111%
Total debt$88.0M-5.4%
Total equity$297.9M+56.5%
Total assets$689.4M+26.8%

Cash flow

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Operating cash flow$47.8M+72.0%
CapEx$7.9M-12.9%
Free cash flow$39.9M+113%

Valuation & ratios

Valuation

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Market cap$2.41B+69.3%
Enterprise value$2.22B+56.4%
P/E18.1×+4.6×
P/S1.6×+0.5×

Profitability

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Gross margin21%+1.9pp
Operating margin11.9%+2.1pp
Net margin8.9%+0.9pp
FCF margin12.3%+5.6pp

Returns & leverage

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Return on equity54.5%-18.5pp
Debt / equity0.3×-0.2×
Current ratio1.8×+0.4×

Segments

By product

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Diesel buses$165.2M+40.5%
Alternative fuel buses$149.8M-24.9%
Parts$26.8M+5.2%

By segment

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Bus$325.1M-2.3%
Parts$27.5M+5.4%

Competitors

Profile

Blue Bird Corporation is a leading independent designer and manufacturer of school buses, specializing in purpose-built chassis and body systems. The company is a pioneer in alternative-power student transportation, offering a comprehensive range of electric, propane, and gasoline-powered vehicles alongside traditional diesel models. Its value proposition centers on safety innovation, environmental sustainability, and a robust distribution network across North America.

Competitive position

Blue Bird is a market leader in alternative-power school buses and the only principal manufacturer with chassis and body production specifically designed for school bus applications in the U.S.

GeographiesUnited States, Canada
Customer segmentsPublic Sector, Education, Government
Business modelManufacturing, Aftermarket Parts Distribution
SuppliersEngine and transmission OEMs, Steel suppliers, Battery system providers, Propane fueling kit manufacturers
CustomersSchool districts, National fleet contractors, General Services Administration (GSA), International distributors
Listed2014
Employees1.8K
CEOJohn Wyskiel
FilingsSEC EDGAR

Questions, answered.

What is Blue Bird Corporation's market cap?
Blue Bird Corporation (BLBD) has a market capitalization of $2.4B and trades on NASDAQ.
What is Blue Bird Corporation's revenue and profitability?
Blue Bird Corporation generated $1.5B in trailing twelve-month revenue with net income of $133.0M, representing a net margin of 8.9%. Gross margin stands at 21.0%, with free cash flow of $183.8M. These figures are based on the Q2 2026 filing.
Who are Blue Bird Corporation's competitors?
Blue Bird Corporation's key competitors include Rush Enterprises Inc, Dorman Products, Inc. New, Workhorse Group, Inc, and others. These companies compete in similar markets and product categories.
Who does Blue Bird Corporation partner with?
Blue Bird Corporation's notable partners include Ford Motor Company, Roush CleanTech, Cummins Inc., and others.
What subsidiaries does Blue Bird Corporation have?
Blue Bird Corporation's subsidiaries include Micro Bird Holdings, Inc., School Bus Holdings Inc..
Where is Blue Bird Corporation headquartered?
Blue Bird Corporation is headquartered in United States of America and employs approximately 1,830 people. It has been publicly traded since 2014.