Blue Bird Corporation (BLBD) is a Consumer Discretionary stock trading at $63.66 (as of 2026-09-03), with a market capitalization of $2.02B and a trailing P/E of 7.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
Blue Bird Corporation designs, engineers, manufactures, and sells school buses and related components through Bus and Parts segments. It offers multiple bus types and alternative-fuel options, and sells via dealers and directly to fleet operators and government customers.
Blue Bird designs and builds school buses (diesel, propane, natural gas, electric) plus aftermarket parts, sold through dealers and directly to U.S. and Canadian school districts and government fleets. The model leans heavily on the six-year replacement cycle and 88% internal-combustion mix, so pricing power tracks metal and component costs more than discretionary demand.
Blue Bird's profit engine is the U.S. school-bus replacement cycle: districts swap vehicles roughly every six years, creating a recurring, government-adjacent volume floor that few cyclical manufacturers enjoy, with pricing passed through an 88% internal-combustion parts supply chain.
Business quality (Solid): Solid: 20% gross margin, 12% operating margin, and 43% ROE on a $500M quarterly revenue base show a real business, but the 6.6x multiple says the market is not paying up for it.
Valuation: At 7× earnings, BLBD trades 62% below the Automobiles & Trucks average (17×). Note: the low multiple may reflect one-time earnings items.
| Price | $63.66 |
| Market Cap | $2.02B |
| P/E Ratio | 7.2 |
| EV / EBITDA | 9.7 |
| Price / Book | 3.08 |
| Price / Sales | 1.25 |
| FCF Yield | 7.6% |
| DCF Value (model) | $69.96 |
| DCF Upside vs Price | 9.9% |
| Revenue (TTM) | $1.48B |
| Net Margin | 8.6% |
| Revenue Growth (YoY) | 29.9% |
| EPS Growth (YoY) | 366.4% |
| FCF Growth (YoY) | -58.6% |
| Altman Z-Score | 7.06 (safe) |
| Piotroski F-Score | 8/9 (strong) |
| Stock P/E | 7.2 |
| Sector P/E (Consumer Discretionary) | 20.2 |
| Industry P/E (Automobiles & Trucks) | 18.0 |
| vs Sector | -64.5% |
| vs Industry | -60.2% |
| Top Institutional Holder | BlackRock, Inc. ($147.09M) |
| Institutional Holders Tracked | 10 |
| Congressional Trades (recent) | 1 |
| Sector | Consumer Discretionary |
| Industry | Automobiles & Trucks |
| CEO | John Wyskiel |
| Employees | 1,945 |
| Country | US |
| IPO Date | 2014-03-20 |
Data as of 2026-09-03.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.