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Blue Bird Corporation

BLBD

Industrials · 61.90 -0.2% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

Blue Bird Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Company-0.2% todayVolume comparison unavailable
Market group0 of 19 activeIndustrial Equipment & Services · unavailable
Disclosed network0 of 7 confirmingNo filing-linked name is confirming now
What would change this read
  • BLBD's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if BLBD's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Farm & Heavy Construction Machinery

No new filing conclusion is available. 0 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 7 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • BLBD's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements125
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +9.9% year over year.
  • Operating cash flow covered net income at 1.38x in the latest annual period.
  • Demand and volume has repeated favorable evidence across 4 filings.
  • Macroeconomic conditions has repeated favorable evidence across 4 filings.
  • Pricing and mix has repeated favorable evidence across 4 filings.
  • Supply chain and availability has repeated favorable evidence across 4 filings.
  • Tariffs and trade policy has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 4 filings.
Questions before a position
  • P/E is 44% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 25% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

61.90
6m+7.4%12m+4.3%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-09-30$800.6M+17.1%$-1.48+14.3%
2022-10-01$800.6M+0.0%$-1.48+0.0%
2023-09-30$1.1B+41.5%$0.74+4.0%
2024-09-28$1.3B+18.9%$3.16+3.4%
2025-09-27$1.5B+9.9%$3.88-1.4%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 4 filings
The decrease was primarily attributable to a decrease in the stated term loan interest rate from 6.2% at March 29, 2025 to 5.5% at March 28, 2026, as well as lower outstanding borrowings in the first six months of fiscal 2026 compared to the first six months…
10-Q · May 6, 2026
Demand and volumepositive · 4 filings
Bus sales decreased $7.6 million, or 2.3%, reflecting a 6.4% decrease in unit bookings that was partially offset by a 4.4% increase in average sales price per unit.
10-Q · May 6, 2026
Input and raw-material costsmixed · 4 filings
However, it was negatively impacted by an increase of $0.7 million in selling, general and administrative expenses during the first six months of fiscal 2026 when compared with the same period in fiscal 2025, primarily due to an increase in (a) research and d…
10-Q · May 6, 2026
Labor availability and costsmixed · 4 filings
However, it was negatively impacted by an increase of $0.7 million in selling, general and administrative expenses during the first six months of fiscal 2026 when compared with the same period in fiscal 2025, primarily due to an increase in (a) research and d…
10-Q · May 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 1.4× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

61.90-0.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for BLBD. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for BLBD. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BLBD

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CMICummins Inc.supplierNov 24, 2025

We have partnered with Cummins, one of our long-standing engine suppliers, to design and develop our electric vehicle offering.

ALSNAllison Transmission Holdings, Inc.partnerNov 24, 2025

Electric powertrains and battery systems Accelera (a business segment of Cummins Inc.) Propane and gasoline engines and transmissions Ford Motor Company Transmissions Allison Transmission Propane fueling kits Roush CleanTech Our purchasing department continua…

Depended on by

RUSHARush Enterprises, Inc.distributorMay 8, 2026

The Truck Segment includes our operation of a network of commercial vehicle dealerships under the name “Rush Truck Centers.” Rush Truck Centers primarily sell commercial vehicles manufactured by Peterbilt, International, Hino, Ford, Isuzu, IC Bus, Blue Bird,…

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BLBD is currently a Follower in the organic co-movement group Industrial Equipment & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for BLBD; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.