Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BLBD
Strong BuyUnloved QualityAPPROVEBlue Bird Corporation · Industrials · United States · $1.9B · Avg Vol: $38M/d
Blue Bird manufactures US school buses, an oligopolistic market with replacement-driven demand, and has expanded margins substantially through pricing discipline while moving to net cash, producing a strong quality score (Q85) and firm momentum. Nothing adverse is known on accounting, solvency or governance. Structural pricing improvement in a consolidated market is the supportive evidence.
COMPANY DESCRIPTION
Blue Bird Corporation is a leading designer and manufacturer of school buses, serving school districts and fleet operators across North America. The company's competitive moat is anchored by its strong brand heritage, extensive dealer network, and clear leadership in alternative-fuel and electric school buses. It operates as a dominant player in a highly consolidated industry, benefiting from secular trends toward fleet electrification.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 800.6M | 1.1B | 1.3B | 1.5B | 22.7% | 1.6B | 1.8B | 2.0B | 17.0% |
| EPS | -1.48 | 0.74 | 3.27 | 4.01 | 132.8% | 8.45 | 4.42 | 4.39 | 4.6% |
| Shares | 32.0M | 32.2M | 32.3M | 31.9M | -0.4% | 31.6M | — | — | — |
| Debt | 172.3M | 131.9M | 96.0M | 90.3M | -19.4% | 115.8M | — | — | — |
| Equity | 1.4M | 40.0M | 159.6M | 255.4M | 469.6% | — | — | — | — |
| Op CF | -24.4M | 119.9M | 111.1M | 176.2M | 21.2% | 180.5M | — | — | — |
| Inv CF | -6.5M | -8.5M | -15.8M | -23.9M | — | — | — | — | — |
| Fin CF | 29.7M | -42.9M | -46.6M | -50.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of BLBD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BLBD | Blue Bird Corporation(you) | $1.9B | 93 | Strong Buy |
| ALG | Alamo Group Inc. | $2.0B | 57 | Hold |
| MTW | The Manitowoc Company, Inc. | $706M | 68 | Buy |
| SOM.L | Somero Enterprises, Inc. | $170M | 96 | Strong Buy |
| FSS | Federal Signal Corporation | $7.2B | 66 | Buy |
| LNN | Lindsay Corporation | $1.2B | 47 | Hold |
| GENC | Gencor Industries, Inc. | $277M | 74 | Buy |
| OSK | Oshkosh Corporation | $9.5B | 64 | Hold |
| TEX | Terex Corporation | $7.3B | 55 | Hold |
| AGCO | AGCO Corporation | $7.9B | 51 | Hold |
Peer medians: ROE 8.8% · P/E 27.6x · Gross margin 29.3%