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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
$1.95B+5.8%
Revenue$1.6B+13.5%
Net income$281.8M+143%
Free cash flow$153.1M+7.0%
EPS (diluted)$8.23+135%
Trailing twelve months · change vs. prior year

Earnings

Next report

Nov 23, 2026 (in 2 months)
Revenue estimate$551.5M
EPS estimate$1.48

Financials

Q3 2026

Income statement

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Revenue$517.2M+29.9%
Gross profit$103.4M+20.3%
Operating income$62.7M+25.2%
Net income$185.3M+408%
EPS (diluted)$5.27+371%

Balance sheet

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Cash & equivalents$116.8M-32.5%
Total debt$115.8M+26.5%
Total equity$654.9M+195%
Total assets$1.2B+103%

Cash flow

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Operating cash flow$31.0M-45.5%
CapEx$9.4M+104%
Free cash flow$21.7M-58.6%

Valuation & ratios

Valuation

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Market cap$1.96B+5.8%
Enterprise value$1.96B+10.6%
P/E-9.0×
P/S1.2×-0.1×

Profitability

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Gross margin20.6%+1.1pp
Operating margin11.8%+1.8pp
Net margin17.5%+9.3pp
FCF margin9.5%-0.6pp

Returns & leverage

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Return on equity64.3%-0.3pp
Debt / equity0.2×-0.2×
Current ratio1.6×+0.1×

Segments

By product

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Alternative fuel buses$339.5M+44.9%
Diesel buses$139.8M+11.0%
Parts$24.7M-1.4%

By segment

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Bus$491.7M+32.1%
Parts$25.5M-1.2%

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

FAQ

What is Blue Bird Corporation's market cap?
Blue Bird Corporation (BLBD) has a market capitalization of $2.0B and trades on NASDAQ.
What is Blue Bird Corporation's revenue and profitability?
Blue Bird Corporation generated $1.6B in trailing twelve-month revenue with net income of $281.8M, representing a net margin of 17.5%. Gross margin stands at 20.6%, with free cash flow of $153.1M. The latest reported period is Q3 2026.
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.