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BLBD Blue Bird Corp

Trailing twelve months to 2026-06-27 · as filed 2026-08-05, not restated
Consumer Disc

Scale

Market cap
$1.9bn
Revenue TTM
$1.6bn
Net income TTM
$282m
Free cash flow
$153m
Composite score
72.5
Sector rank
#1663

Valuation

P / E
6.9
EV / EBITDA
9.0
EV / sales
1.2
FCF yield
7.93%
Earnings yield vs 10-yr
9.86pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
17.5%
EBITDA margin
13.1%
ROE
43.0%
ROIC
30.6%
Revenue growth
13.5%

Insider activity, last 90 days

Net open-market
$0.02m
Buyers
1
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

However, the higher inventory purchase costs that we incurred in producing and selling buses during the first nine months of fiscal 2025 and fiscal 2026 resulting from general inflationary pressures caused by global supply chain constraints as well as changes in trade policies and tariffs, as applicable, did not negatively impact our operating results or cash flows during these periods as such impacts were largely offset by proactive increases in the sales prices we charged for our products. …Blue Bird Corp, 10-Q, period ended 2026-06-27, filed 2026-08-05

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