Blue Bird (BLBD)
Builds school, specialty, and commercial buses across diesel, gasoline, propane, and electric powertrains.
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Sells Type A, C, and D school buses, specialty and commercial buses, extended warranties, and replacement parts through Bus and Parts. Revenue is concentrated in bus sales, largely through independent dealers serving U.S. and Canadian school districts and contractors, with diesel, gasoline, propane, and electric powertrains.
Operates through Bus and Parts, designing and manufacturing school, activity, specialty, and commercial buses while supplying replacement components. The Vision Type C and All American Type D lines anchor the portfolio; the fully owned Micro Bird business adds smaller Type A school buses and North American shuttle and commercial models. Diesel, gasoline, propane, and electric powertrains let fleets match routes, infrastructure, and emissions requirements.
Competes through integrated Georgia chassis-and-body operations, safety features, powertrain breadth, and an independent dealer and service network spanning the United States and Canada. Sales depend heavily on school-district and contractor procurement, public funding, dealer execution, and engine or powertrain partners. Product specifications and purchases are governed by federal, state, provincial, and local rules.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 10, 2026 | Roth Capital | Target | Target: $94 | Target: $93 |
| Aug 6, 2026 | BTIG | Reiterate | Rating: —Target: — | Target: $95 |
| Jul 20, 2026 | Barclays | Reiterate | Rating: —Target: $75 | Target: $85 |
| Jun 25, 2026 | Roth Capital | Target | Target: $48 | Target: $94 |
| Jun 9, 2026 | D.A. Davidson | Target | Target: $76 | Target: $86 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $116.8M · Total debt $115.8M · Total assets $1.17B · Shareholders' equity $654.9M
- Revenue
- $517.2M
- Operating income
- $62.7M
- Net income
- $185.3M
No dividends on record.
| Institutions | ≈ 103.10% | 32.66M shares | |
|---|---|---|---|
| 315 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 10.37% | 3.28M shares | |
| 14 holders · as of Sep 18, 2026 | |||
| Adds to | 113.47% | ||
31.68M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 113.47%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 9.53% | 3.02M | as of Jun 30, 2026 |
Groupe Autobus Girardin LteeInsider | 8.53% | 2.70M | filed Apr 8, 2026 |
Management, LLCInstitution | 8.42% | 2.67M | filed Mar 5, 2018 |
BlackRock, Inc.Institution | 8.30% | 2.63M | as of Jun 30, 2026 |
American Century Investment Management, Inc.Institution | 5.66% | 1.79M | filed Feb 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 16, 2026 | Jeffrey Scott Sanfrey | officer: Chief Operating Officer | −4,000 | $62.40 |
| Aug 12, 2026 | Daniel Mark Thau | director | +350 | $64.37 |
| May 19, 2026 | Daniel Mark Thau | director | +300 | $65.09 |
| Mar 4, 2026 | Jeffrey Scott Sanfrey | officer: Chief Operating Officer | −5,192 | $58.54 |
| Feb 19, 2026 | Razvan Radulescu | officer: Chief Financial Officer | −3,925 | $60.98 |
- GreenPower Motor
Focused electric-school-bus challenger
- Berkshire Hathaway Class B
Type A bus rivalry through Forest River and Collins
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Blue Bird | $58.57 | −1.02% | $1.87B | 7.2 | — | 1.2 | +29.9% |
| GreenPower Motor | $0.7899 | +0.05% | $2.4M | 2.1 | — | 0.2 | −71.7% |
| Berkshire Hathaway Class B | $508.58 | +1.01% | $1.09T | 12.7 | 23.4 | 2.8 | +3.0% |
| Median | 7.4 | 23.4 | 1.5 | −34.4% |