Added to YB: 2026-09-30
Pitch date: 2026-09-25
BLBD [bullish]
Blue Bird Corporation
-1.05%
current return
Author Info
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Company Info
Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally.
Market Cap
$1.8B
Pitch Price
$58.12
Price Target
93.00 (+62%)
Dividend
N/A
EV/EBITDA
8.39
P/E
6.72
EV/Sales
1.12
Sector
Machinery
Category
growth
Blue Bird: The Quiet Industrial Compounder Hiding in School Buses
BLBD: Blue Bird’s school-bus economics have improved to ~32% ROIC, ~20.6% gross margin and a net-cash balance sheet, while Micro Bird and the Ford chassis platform expand its addressable markets. At $55.58, shares trade at ~11.6x forward earnings versus a ~$93 blended target. Much of the growth is already priced in, making margin durability and execution of the 2028 chassis launch the central risks.
Read full article (4 min)