Blue Bird Corporation (BLBD) earns a Roarable Rating of A- (Buy) with 81/100 RQD Confidence. High-quality cash engine (21% profit margin, 85% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 11.9% FCF Margin ($176.2M FCF) & 20.5% Gross Margin
SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-3.20% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-10 pts vs max)
Even with a 81/100 (A-) score, BLBD faces multiple-compression risk if 13.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-3.20% YoY Shares) — any gross margin slip below 18.0% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($58.62) or 200D SMA ($63.18) invalidates the momentum regime and cuts Target Base ($62.18) toward Bear Floor ($46.21).
Blue Bird Corporation (BLBD) slipped -1.43% to $56.35, trading at 27% of its 52-week range ($46.14 – $83.39). High-quality cash engine (21% profit margin, 85% return on capital) with steady institutional support.
Blue Bird recently faced downward revisions to earnings estimates and a Zacks Rank cut to #5 (Strong Sell), even as analysts still project year over year growth in upcoming results and expect higher revenue in the next q
Blue Bird (BLBD) moved into focus after Zacks shifted the stock to a Rank #5 Strong Sell, following almost 10% cuts to earnings estimates over the past month. Recent price action shows that momentum in Blue Bird has cool
Blue Bird has seen its stock climb sharply in recent years, and a fresh round of investment in its manufacturing footprint now puts the spotlight squarely on what buyers today are paying for its earnings. With the price
The average brokerage recommendation (ABR) for Blue Bird (BLBD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable
The latest trading day saw Blue Bird (BLBD) settling at $56.35, representing a -1.43% change from its previous close.
The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience and finan
Oshkosh (OSK) delivered earnings and revenue surprises of -19.93% and -2.58%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?
Blue Bird (BLBD) pairs solid growth and profitability with a low valuation, fitting the Affordable Growth strategy despite some balance-sheet risks.
In the most recent trading session, Blue Bird (BLBD) closed at $57.73, indicating a +1.76% shift from the previous trading day.
Five shippers are investing more than $1.6 billion in new or expanded U.S. facilities, adding production capacity for commercial trailers, school buses, cooling systems and bottled beverages. The post 5 US manufacturing
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +9.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on BLBD today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for BLBD. Explore sector supply chains on /butterfly.
Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Blue Bird Corporation (BLBD) ranks #20 by composite RQD confidence (81/100, grade A-) and #433 by equity capitalization ($1.77B). Within this direct 5-issuer industry benchmark cohort, BLBD leads on earnings valuation at 13.8x trailing P/E, while BLBD leads on capital efficiency and profitability with 85.0% ROIC and 20.5% gross margin. BLBD currently leads its immediate peer cohort in composite quantitative strength at 81/100 (A-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| BLBD
ACTIVE
Blue Bird Corporation | A- | 81/100 | 13.8x | 20.5% | 85.0% | -1.43% | $1.77B | Benchmark Subject |
| HYLN Hyliion Holdings Corp. (Class A) | D- | 36/100 | — | 4.9% | -30.6% | +1.78% | $612.6M | /hyln-vs-blbd → |
| MLR Miller Industries Inc. | D+ | 58/100 | 25.7x | 15.2% | 5.5% | +0.75% | $591.8M | /mlr-vs-blbd → |
| SCAG Scage Future | D | 50/100 | — | -6.4% | — | +2.32% | $10.6M | /scag-vs-blbd → |
| GP GreenPower Motor Company Inc. | D | 47/100 | — | — | — | -8.46% | $2.5M | /gp-vs-blbd → |
In its most recent audited fiscal period (FY2025, filed 2025-09-27), Blue Bird Corporation (BLBD) reported GAAP revenue of $1.48B (+9.9% vs. FY2024 revenue of $1.35B , and +30.7% cumulative change since FY2023) , GAAP net income of $127.7M, operating cash flow of $176.2M, and free cash flow of $176.2M (+58.6% YoY). On the balance sheet, BLBD closed FY2025 with $642.3M in total assets against $84.2M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-09-27 | $1.48B | $127.7M | $176.2M | $176.2M | $642.3M | $84.2M |
| FY2024 (FY) | 2024-09-28 | $1.35B | $105.5M | $111.1M | $111.1M | $535.2M | $88.8M |
| FY2023 (FY) | 2023-09-30 | $1.13B | $23.8M | $119.9M | $119.9M | — | — |
As of 2026-11-01, Blue Bird Corporation (NASDAQ: BLBD) is rated A- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 81/100 at a spot price of $56.35 (-1.43% 1D, market cap $1.77B). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 10/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 18/20, and SEC Balance-Sheet Forensics 19/20. Across 1011 tracked Consumer Discretionary issuers, BLBD ranks #20 in composite RQD confidence.
Within the Consumer Discretionary sector (Construction/Ag Equipment/Trucks), BLBD carries a Roarable A- (81/100 RQD), trailing P/E of 13.8x, gross margin of 20.5%, and ROIC of 85.0%. By comparison, HYLN (Hyliion Holdings Corp. (Class A)) holds a D- grade (36/100 RQD, P/E N/A, ROIC -30.6%, cap $612.6M) and MLR (Miller Industries Inc.) posts a D+ grade (58/100 RQD, P/E 25.7x, ROIC 5.5%, cap $591.8M). Among the 5-stock peer group, BLBD leads on earnings multiple (13.8x) while BLBD leads on capital efficiency (85.0% ROIC).
Per BLBD's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-09-27, CIK 0001589526), Blue Bird Corporation generated $1.48B in revenue (+9.9% YoY), $127.7M in net income, and $176.2M in free cash flow against $642.3M in total assets and $84.2M in total debt. Key quantitative strengths: Strong cash generator (21% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.
BLBD last traded at $56.35 (-1.43% on volume of 403,369 shares), positioning the stock -3.87% below its 50-day simple moving average ($58.62) and -10.81% below its 200-day simple moving average ($63.18). Across its 52-week range of $46.14 to $83.39, BLBD sits at the 27.4% percentile with a 14-day RSI of 41.5 (NEUTRAL RANGE) and an implied next-earnings move of ±6.6% ($52.63 to $60.07).
Why BLBD Stock slipped -1.43% Today — RQD Quant Desk Flash. High-quality cash engine (21% profit margin, 85% return on capital) with steady institutional support.
To protect compute speed and zero-delay Cboe BZX data quality for active members, our current $9.95/month Roarable Pro cohort is 100% full. Join the priority waiting list below and we will notify you the moment the next batch of Pro accounts opens (and lock in your $9.95/mo rate).
Link your personal ChatGPT, Claude Desktop, or Cursor via Roarable's Model Context Protocol (`mcp.roarable.com`) to query all 5,289 stocks, inspect Butterfly supply chains, and trade your `$100K Arena` account.
Interrogate SEC 10-K/10-Q filings on demand and ask custom ticker, valuation, or short-thesis questions directly to any of our 8 specialized AI Quant Analysts.
Command our AI agents to sort and sift 5,289 stocks by custom formulas, follow multi-indicator technical & cash-flow setups, and send you instant Email/SMS breakout & downgrade alerts.
Unlock sub-second Cboe BZX streaming quotes, pre-market/after-hours delta scanners, instant SEC Form 4 insider cluster alerts, and unlimited portfolio stress-testing.
All 8 Roarable Analysts (Mara Quenwick, Devon Kess, Gideon Vane, Eliott Vance, Sorel Thorne, Corin Hale, Tessa Rane, and Felix Orven) are proprietary AI Quant Analysts and automated algorithmic specialists — not human financial advisors, fiduciaries, or registered broker-dealers. While one-to-many daily stock ratings and briefings are free, custom 1-on-1 Q&A, custom AI sifting/indicator alert agents, and personal ChatGPT/Claude MCP connections consume dedicated per-user compute and require a $9.95/month Roarable Pro membership. All AI outputs are for educational and research purposes only and never constitute individualized investment advice.
Enter your Google email below for instant 1-step account activation, daily A–E stock rating alerts, and immediate access to your $100,000.00 Paper Trading Arena account.