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BLBDBlue Bird Corp
Industrials · Construction/Ag Equipment/Trucks · Small
$57.73+1.76%
As of 23 Oct 2026Mkt cap $2.0B
Stage 13
WATCH
Fundamentals
56.6/75
Technical
7.5/15
Independent
64.1/90
GCAE viewbusiness is credible but technical recovery is not yet actionable
Price
- 1M
- +3.9%
- 3M
- −24.1%
- 6M
- −11.2%
- 1Y
- +4.7%
Financials & valuation
Cached filing evidence · as of 2026-10-02
Valuation
- P/E
- 7.0xHist median 13.0x
- Forward P/E
- —No validated forward-estimate source
- Price / FCF
- 12.4x
- FCF yield
- 8.1%
Quality
- ROIC
- 100.9%
- Operating margin
- 10.3%
- FCF margin
- 10.4%
- Current ratio
- 1.7x
Growth
- Revenue growth
- +9.9%Latest FY YoY
- Revenue CAGR
- +21.3%
- EPS CAGR
- +129.0%
- FCF CAGR
- +17.3%
Capital
- Share-count trend
- +1.0%3Y annualised
- Net cash
- $138M-0.8x OCF
Annual trend
- CAGR 2021–2025
- +21.3%
- Latest · 2025
- $1B
- YoY
- +9.9%
GCAE Research
- Quality Research
- MIXED
- Acceleration Radar
- FUNDAMENTAL GATE FAIL
- THE ONE
- NOT FLAGGED
- Final / Opportunity
- NOT FLAGGED
Key takeaway
Blue Bird committed an estimated $300 million to a new one-million-square-foot multi-powertrain Type C bus facility in Georgia. This materially raises capacity optionality and capital-at-risk; MIXED remains appropriate pending demand and return evidence.
Unresolved question
No reliable unresolved question is available from the current committed evidence.
Watch next
- Facility build schedule and budget
- Orders excluding grant-funded electric buses
- Normalized capacity utilization and margins
More details & evidence
Production decision
- Stage 13
- WATCH
- Technical state
- approaching-support
- Rotation
- headwind
- Evidence
- fresh
Presentation freshness
- Stage 11 market
- 2026-10-23 · Massive
- Financial cache
- 2026-10-02
- Quality Research
- CURRENT
- THE ONE
- NOT FLAGGED
Authority
- Company page
- Presentation only
- Scores
- Frozen GCAE production outputs
- Research
- Research-only lanes; no score override
- Private portfolio
- Not loaded