

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Current price $57.73
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Aug 6, 26 |
Daily · Wilder smoothing
| DA Davidson |
| maintain |
| Buy |
| Buy |
| Aug 6, 26 | BTIG | maintain | Buy | Buy |
| Aug 6, 26 | Needham | maintain | Buy | Buy |
| Jul 20, 26 | Barclays | maintain | Overweight | Overweight |
| Jun 1, 26 | DA Davidson | maintain | Buy | Buy |
| May 7, 26 | Needham | maintain | Buy | Buy |
| May 7, 26 | BTIG | maintain | Buy | Buy |
| May 7, 26 | Barclays | maintain | Overweight | Overweight |
| Feb 6, 26 | Freedom Broker | maintain | Buy | Buy |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 49.38 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 53.40 | Oscillator | Neutral |
| Williams %R (14) | -32.36 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.76 (Hist 0.38) | Oscillator | Buy |
| Average Directional Index (14) | 31.45 (+DI 13.4 / -DI 22.8) | Trend | Strong Sell |
| EMA 20 | 57.32 | MA | Buy |
| SMA 20 | 56.63 | MA | Buy |
| EMA 50 | 60.06 | MA | Strong Sell |
| SMA 50 | 59.21 | MA | Sell |
| SMA 200 | 62.98 | MA | Strong Sell |
TTM vs. 5-year historical average (annual ratios)
| Metric | BLBD | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 6.8x | -136.7x · sector 73.6x | Discount |
| Forward P/E (FY26E) | 12.0x | EPS est. 4.81 | Elevated |
| Price / Book | 3.0x | 40.8x | Discount |
| Price / Sales | 1.1x | 0.8x | Elevated |
| EV / EBITDA | 22.6x | 10.2x | Elevated |
| Return on equity | 76.2% | — | Top tier |
| Gross margin | 20.6% | 13.4% | Above hist. |
| Debt / Equity | 0.18 | 24.75 | Conservative |
| Piotroski / Altman Z | 5/9 | Z 4.22 | Safe zone |
Discounted cash flow model
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 16, 26 | Sanfrey Jeffrey Scott | officer: Chief Operating Officer | S-Sale | 4,000 @ $62.40 | $249.6K |
| Aug 12, 26 |
| Thau Daniel Mark |
| director |
| P-Purchase |
| 350 @ $64.37 |
| $22.53K |
| May 19, 26 | Thau Daniel Mark | director | P-Purchase | 300 @ $65.09 | $19.53K |
| Apr 1, 26 | Girardin Steve | director | A-Award | 2,702,180 | — |
| Apr 1, 26 | Girardin Steve | director | A-Award | 2,297 | — |
| Apr 1, 26 | Girardin Steve | director | A-Award | 1 @ $63,021,287.00 | $63.02M |
| Apr 1, 26 | Girardin Steve | director: | 0 | — |
| Apr 1, 26 | Penn Kevin S. | director | A-Award | 2,297 | — |
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Stock news · updated daily
In the most recent trading session, Blue Bird (BLBD) closed at $57.73, indicating a +1.76% shift from the previous trading day.
Blue Bird narrowed FY2026 adjusted EBITDA guidance to $245-250 million, with my earlier $245 million assumption at the low end. The company has beaten its own guidance for fifteen consecutive quarters. Micro Bird consolidation added $7.8 million to Q3 adjusted EBITDA, over half of my $15 million second-half estimate.
In the closing of the recent trading day, Blue Bird (BLBD) stood at $57.51, denoting a +1.32% move from the preceding trading day.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 5, 2026 | 1.25 | 1.28 | Beat 2.4% | $517.2M |
| May 6, 2026 | 0.81 | 1.00 | Beat 23.5% | $353.0M |
| Feb 4, 2026 | 0.80 | 1.00 | Beat 25.0% | $333.0M |
| Nov 24, 2025 | 1.05 | 1.32 | Beat 25.7% | $409.4M |
| Aug 6, 2025 | 0.90 | 1.19 | Beat 32.2% | $398.0M |
| May 7, 2025 | 0.96 | 0.96 | Beat 0.0% | $358.9M |
| 4 | Sep 18, 2026 | 2026-09-18 10:25:32 | View |
| SC 13G/A | Sep 8, 2026 | 2026-09-08 09:59:46 | View |
| 4 | Aug 13, 2026 | 2026-08-13 11:57:01 | View |
| SC 13G/A | Aug 6, 2026 | 2026-08-06 10:17:34 | View |
| 10-Q | Aug 5, 2026 | 2026-08-05 16:14:36 | View |
| 8-K | Aug 5, 2026 | 2026-08-05 16:09:10 | View |
Proxy statement (DEF 14A) disclosures