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Upturn AI SWOT - About
BLBD 
Blue Bird Corp (BLBD)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/28/2025: BLBD (2-star) is currently NOT-A-BUY. Pass it for now.
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 $60.25
1 Year Target Price $60.25
| 4 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 77.03% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.68B USD | Price to earnings Ratio 15.23 | 1Y Target Price 60.25 |
Price to earnings Ratio 15.23 | 1Y Target Price 60.25 | ||
Volume (30-day avg) 7 | Beta 1.64 | 52 Weeks Range 30.04 - 61.95 | Updated Date 10/28/2025 |
52 Weeks Range 30.04 - 61.95 | Updated Date 10/28/2025 | ||
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 - | When - | Estimate - | Actual - |
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 15.23 | Forward PE 13.12 | Enterprise Value 1623997253 | Price to Sales(TTM) 1.19 |
Enterprise Value 1623997253 | Price to Sales(TTM) 1.19 | ||
Enterprise Value to Revenue 1.14 | Enterprise Value to EBITDA 9.69 | Shares Outstanding 31707943 | Shares Floating 31393400 |
Shares Outstanding 31707943 | Shares Floating 31393400 | ||
Percent Insiders 0.7 | Percent Institutions 113.74 |
Upturn AI SWOT
Blue Bird Corp
Company Overview
History and Background
Blue Bird Corp was founded in 1927 by Albert L. Luce Sr. Originally named 'The Southern Machine Manufacturing Company', it evolved into a leading school bus manufacturer. The company has navigated various economic cycles and technological advancements, maintaining its focus on school bus safety and innovation.
Core Business Areas
- School Bus Manufacturing: Blue Bird designs, engineers, and manufactures a complete line of school buses. Their range includes conventional (Type C), transit-style (Type D), and small bus models powered by gasoline, propane, diesel, and electric powertrains.
- Parts and Service: Blue Bird provides aftermarket parts and service support for its buses, ensuring ongoing maintenance and operational efficiency.
Leadership and Structure
The leadership team is headed by Phil Horlock (CEO). The organizational structure is a functional hierarchy, with departments covering engineering, manufacturing, sales, marketing, finance, and human resources.
Top Products and Market Share
Key Offerings
- Vision Conventional School Bus (Type C): Blue Bird's most popular conventional school bus model, available in gasoline, propane, diesel, and electric variants. Market share is estimated to be around 30% for Type C buses overall. Competitors include Navistar's IC Bus and Thomas Built Buses (Daimler Truck North America). Revenue not precisely available.
- All American Forward Engine (Type D): A transit-style school bus with a forward engine configuration. Market share is estimated to be around 20% for Type D buses overall. Competitors include Thomas Built Buses (Daimler Truck North America) and Collins Bus Corporation. Revenue not precisely available.
- Electric Powered Buses: Offering electric-powered versions of its Vision and All American models. Revenue share growing rapidly, with significant interest and purchase commitments from school districts transitioning to electric fleets. Competitors are Proterra and Lion Electric.
Market Dynamics
Industry Overview
The school bus market is mature but evolving, with growing demand for alternative fuel and electric buses driven by environmental concerns and government incentives. Safety regulations and infrastructure investments play a crucial role in market dynamics.
Positioning
Blue Bird is positioned as a leading innovator and manufacturer of school buses, emphasizing safety, reliability, and alternative fuel options. Their long history and established brand recognition provide a competitive advantage.
Total Addressable Market (TAM)
The North American school bus market is estimated to be several billion dollars annually. Blue Bird's position with strong brand awareness and focus on electric vehicle transition position them well to capitalize on this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition and reputation
- Extensive dealer network
- Wide range of product offerings (conventional, transit, alternative fuels)
- Focus on safety and innovation
- Long history in the industry
Weaknesses
- Higher price point compared to some competitors
- Dependence on government funding and regulations
- Supply chain vulnerabilities, particularly for electric bus components
- Profitability can be sensitive to fluctuations in raw material costs
Opportunities
- Growing demand for electric and alternative fuel buses
- Government incentives and subsidies for electric school bus adoption
- Expansion into new markets (e.g., paratransit, commercial shuttle)
- Technological advancements in autonomous driving and connectivity
- Increased demand from existing school districts who want to upgrade fleets.
Threats
- Intense competition from established players and new entrants
- Fluctuations in fuel prices and raw material costs
- Changes in government regulations and funding policies
- Economic downturns affecting school district budgets
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- NAV
- WGO
- LCII
Competitive Landscape
Blue Bird has a strong legacy and wide product portfolio, but faces competition from companies with established electric vehicle platforms. Blue Bird advantage include wide offering in the school bus market and long-standing relations. Key challenges are cost and new technology
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been steady, driven by demand for traditional school buses. Recent growth is accelerating due to demand for zero-emission alternatives.
Future Projections: Future growth is projected to be strong, driven by demand for electric school buses and increasing government support for zero-emission transportation. Analyst estimates suggest continued revenue and earnings growth. Refer to financial analyst reports for exact projections.
Recent Initiatives: Recent initiatives include expanding electric bus production capacity, developing new battery technologies, and partnering with utilities to support charging infrastructure.
Summary
Blue Bird Corp is a well-established school bus manufacturer with a strong brand reputation. The company is strategically positioned to capitalize on the growing demand for electric school buses. They should be careful on supply chain for electric buses and cost control to maintain competiveness. Recent growth is accelerating due to demand for zero-emission alternatives.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Outlets
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions are subject to change.
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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