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Upturn AI SWOT - About
BLBD 
Blue Bird Corp (BLBD)
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Upturn Advisory Summary
08/28/2025: BLBD (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $56.57
1 Year Target Price $56.57
| 4 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 95.3% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.88B USD | Price to earnings Ratio 17 | 1Y Target Price 56.57 |
Price to earnings Ratio 17 | 1Y Target Price 56.57 | ||
Volume (30-day avg) 7 | Beta 1.5 | 52 Weeks Range 30.04 - 60.45 | Updated Date 08/29/2025 |
52 Weeks Range 30.04 - 60.45 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.49 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate 1 | Actual 1.19 |
Profitability
Profit Margin 8.16% | Operating Margin (TTM) 12.72% |
Management Effectiveness
Return on Assets (TTM) 17.2% | Return on Equity (TTM) 64.54% |
Valuation
Trailing PE 17 | Forward PE 14.64 | Enterprise Value 1799976337 | Price to Sales(TTM) 1.32 |
Enterprise Value 1799976337 | Price to Sales(TTM) 1.32 | ||
Enterprise Value to Revenue 1.27 | Enterprise Value to EBITDA 10.74 | Shares Outstanding 31707900 | Shares Floating 31510403 |
Shares Outstanding 31707900 | Shares Floating 31510403 | ||
Percent Insiders 0.7 | Percent Institutions 113.02 |
Upturn AI SWOT
Blue Bird Corp
Company Overview
History and Background
Blue Bird Corporation, founded in 1927 by Albert L. Luce, is a leading independent designer and manufacturer of school buses. Originally a small bus body shop, it evolved into a major player in the school transportation industry, innovating with safety features and alternative fuel options.
Core Business Areas
- School Bus Manufacturing: Blue Bird designs, engineers, and manufactures a comprehensive range of school buses, including conventional, transit-style, and alternative-fuel powered models.
Leadership and Structure
Phil Horlock serves as the President and CEO. The company operates under a traditional corporate structure with various departments responsible for engineering, manufacturing, sales, and marketing.
Top Products and Market Share
Key Offerings
- Conventional School Buses: Traditional yellow school buses, available in various sizes and engine types (diesel, gasoline, propane, CNG, electric). Blue Bird's market share in conventional buses is significant, estimated at around 30-35%. Competitors include Thomas Built Buses (Daimler Truck North America) and IC Bus (Navistar).
- Alternative Fuel School Buses: Buses powered by propane, CNG, and electric drivetrains. Blue Bird is a leader in alternative fuel buses, with a growing market share. Competitors include Lion Electric and other electric bus manufacturers. Revenue from these buses is growing, and is estimated around 50% of new order book.
- Transit-Style School Buses: Buses with a more modern, streamlined design, often used for longer routes or specialized transportation. Blue Bird offers transit-style models with various fuel options. Market share is smaller than conventional buses. Competitors include Collins Bus and Starcraft Bus.
Market Dynamics
Industry Overview
The school bus market is characterized by a relatively stable demand, driven by mandatory school transportation requirements. The industry is seeing increased adoption of alternative fuel buses due to environmental concerns and cost savings. Government regulations and funding play a significant role in market dynamics.
Positioning
Blue Bird is positioned as a leading manufacturer of school buses, with a reputation for safety, reliability, and innovation. It has a strong presence in the alternative fuel segment, giving it a competitive advantage.
Total Addressable Market (TAM)
The TAM for school buses in North America is estimated to be around $2 billion annually. Blue Bird is well-positioned to capture a significant share of this market, especially with the growing demand for electric buses.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive dealer network
- Leadership in alternative fuel buses
- Established manufacturing capabilities
Weaknesses
- Dependence on school bus market
- Exposure to commodity price fluctuations
- Higher debt
Opportunities
- Increasing demand for electric school buses
- Government incentives for green transportation
- Expansion into new markets
- Development of advanced safety technologies
Threats
- Competition from established and emerging players
- Economic downturn affecting school budgets
- Changes in government regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Daimler Truck North America (DTG.DE)
- Navistar International Corporation (TRATON.DE)
- Lion Electric (LEV)
Competitive Landscape
Blue Bird benefits from its brand reputation, dealer network, and alternative fuel expertise. Competitors have broader product portfolios and established relationships with school districts. The electric bus market is becoming increasingly competitive.
Growth Trajectory and Initiatives
Historical Growth: Blue Bird has experienced moderate growth in recent years, driven by increasing demand for school buses and its leadership in alternative fuel buses.
Future Projections: Analyst estimates suggest continued growth for Blue Bird, particularly in the electric bus segment. Revenue is expected to increase significantly as electric bus adoption accelerates.
Recent Initiatives: Blue Bird has invested heavily in developing its electric bus platform and expanding its production capacity. It has also partnered with various technology companies to enhance its safety features.
Summary
Blue Bird Corporation is a well-established company in the school bus market, especially in alternative fuels such as electricity and propane. Its strengths are brand recognition and a strong dealer network. The company faces increased competition and must manage potential supply chain challenges effectively. The electrification of fleets presents a significant opportunity for growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Blue Bird Corp Investor Relations
- Industry reports
- Analyst estimates
- Company filings
Disclaimers:
This analysis is based on publicly available information and represents a snapshot in time. Market conditions and company performance are subject to change. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Blue Bird Corp
Exchange NASDAQ | Headquaters Macon, GA, United States | ||
IPO Launch date 2014-03-20 | President, CEO & Director Mr. John Wyskiel | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 1945 | Website https://www.blue-bird.com |
Full time employees 1945 | Website https://www.blue-bird.com | ||
Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines. The company also sells replacement bus parts; and provides extended warranties related to its products. Blue Bird Corporation sells its products through drop ship and a network of dealers, as well as directly to fleet operators, the United States government, and state governments; independent service centers; and maintains a parts distribution center. Blue Bird Corporation was founded in 1927 and is headquartered in Macon, Georgia.
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