Superworth

Blue Bird BLBD

Agricultural - Machinery, Industrials
$57.73
+1.76%
Market cap
$1.8B
PE
7.0×
10y median 21.6×
Forward PE
n/m
not a meaningful number
Price to sales
1.1×
EV/EBIT
9.1×
Revenue, 12 months
$1.6B
+13% on a year ago
Net margin
17.5%
Free cash flow yield
8.4%

Blue Bird trades at 7.0× trailing earnings, cheaper than 99% of the last ten years. Revenue was $1.6B over the last twelve months, up 13% on a year earlier with a 17% net margin.

Charts

Financials

Income statement for BLBD, by quarter
Income statementQ4 FY23Q1 FY24Q2 FY24Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
$303M+18%$317.7M+35%$345.9M+15%$333.4M+13%$350.2M+16%$313.9M−1%$358.9M+4%$398M+19%$409.4M+17%$333.1M+6%$352.6M−2%$517.2M+30%
Cost of revenue$253M−4%$254.1M+11%$282.3M+7%$264M+6%$290.6M+15%$253.6M−0%$288M+2%$312.1M+18%$323M+11%$261.9M+3%$282M−2%$413.8M+33%
Gross profit$50M$63.6M+752%$63.6M+79%$69.4M+52%$59.6M+19%$60.3M−5%$70.9M+11%$85.9M+24%$86.4M+45%$71.2M+18%$70.6M−0%$103.4M+20%
SG&A$20.8M+12%$25.6M+52%$27.6M+19%$29.6M+13%$34M+63%$27.3M+7%$37.1M+35%$35.9M+21%$36.1M+6%$33.6M+23%$31.5M−15%$40.7M+14%
$29.2M$38M$36.1M+190%$39.7M+105%$25.6M−12%$33M−13%$33.7M−7%$50.1M+26%$50.3M+97%$37.7M+14%$39.1M+16%$62.7M+25%
Interest expense$4.1M−21%$3.6M−14%$2.8M−46%$2.1M−53%$2M−51%$1.9M−47%$1.8M−36%$1.7M−18%$1.7M−14%$1.6M−18%$1.5M−15%$2M+13%
Pre-tax income$24.5M$32.6M$32.3M+367%$35.9M+311%$26.1M+7%$35.6M+9%$33.6M+4%$49.2M+37%$51.1M+96%$37.9M+6%$36.6M+9%$197M+300%
$8.7M$8.4M$8.3M+495%$9.9M+428%$6.6M−24%$8.7M+3%$9.1M+11%$12.4M+25%$13.7M+109%$9.1M+5%$9.1M−0%$10.2M−18%
Net income$18.6M$26.1M$26M+265%$28.7M+207%$24.7M+33%$28.7M+10%$26M+0%$36.5M+27%$36.5M+48%$30.8M+7%$29.3M+13%$185.3M+408%
$0.58$0.81$0.79+259%$0.85+193%$0.73+26%$0.86+6%$0.79+0%$1.12+32%$1.12+53%$0.94+9%$0.90+14%$5.27+371%
32M+0%32.4M+1%33.1M+2%33.7M+3%33.7M+5%33.4M+3%32.9M−1%32.6M−3%32.5M−4%32.6M−2%32.4M−1%35.2M+8%

Revenue: Q4 FY13: 6 months less the 3 months printed beside them.

Cost of revenue: Q4 FY13: 6 months less the 3 months printed beside them.

Gross profit: Q4 FY13: 6 months less the 3 months printed beside them.

SG&A: Q4 FY13 and Q4 FY13: 6 months less the 3 months printed beside them.

Operating income: Q4 FY13: 6 months less the 3 months printed beside them.

Interest expense: Q4 FY13: 6 months less the 3 months printed beside them.

Pre-tax income: Q4 FY13: 6 months less the 3 months printed beside them.

Income tax: Q4 FY13: 6 months less the 3 months printed beside them.

Net income: Q4 FY13: 6 months less the 3 months printed beside them.

EPS, diluted: 13 periods, Q4 FY13 to Q4 FY25: quarter's net income to common over its shares, to the cent.

Diluted shares: Q4 FY13 and Q4 FY13: share-days: the 6-month average less the second quarter's. Q4 FY15 and Q4 FY16: the earlier year to date counted no dilution: the quarter's basic count plus the later year to date's dilution. 7 periods, Q4 FY17 to Q4 FY25: share-days: the 12-month average less the 9-month, weighted by days. Q4 FY21 and Q4 FY22: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.

From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.

Peers

Companies in Agricultural - Machinery nearest Blue Bird's size, closest first.

CompanyMarket capPEIts 10y median PEFwd PEP/SRevenue growthNet margin
BLBDBlue Bird$1.8B7.0×21.6×1.1×+13%17.5%
ALGAlamo$1.8B17.5×19.8×1.1×+4%6.1%
LNNLindsay$1.1B19.9×34.8×1.7×−6%8.8%
PLOWDouglas Dynamics$918.5M18.2×20.8×1.3×+20%7.5%
ASTEAstec Industries$885.3M45.2×37.1×0.6×+19%1.3%
AEBIAebi Schmidt$857.5M39.5×44.1×0.4×+79%1.1%
MTWManitowoc$802M40.4×21.5×0.3×+9%0.9%
MLRMiller Industries$584.3M41.2×11.4×0.8×−21%1.9%
AGCOAgco$7.4B14.7×19.0×0.7×+2%5.2%
GENCGencor Industries$254.8M17.2×19.0×2.3×−6%13.5%
CNHCNH Industrial$14.2B46.0×11.2×0.8×+1%1.7%
Peer median$901.9M29.7×20.3×0.8×+3%3.5%

More on Blue Bird

Each number over time

Where it ranks

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About

Industry
Agricultural - Machinery
Sector
Industrials

Valuation data, not investment advice. Prices as of .