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Blue Bird CorporationInforme acción NasdaqGM:BLBD

Capitalización bursátil US$1.6b
Precio de las acciones
US$51.84
No disponible
1Y31.4%
7D0.2%
Valor de la cartera
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Blue Bird Corporation

Informe acción NasdaqGM:BLBD

Capitalización de mercado: US$1.6b

Blue Bird (BLBD) Resumen de Acciones

Blue Bird Corporation, junto con sus filiales, diseña, fabrica y vende autobuses escolares en Estados Unidos, Canadá e internacionalmente. Saber más

Análisis fundamental de BLBD
Puntuación del snowflake
Valoración6/6
Crecimiento futuro1/6
Rendimiento pasado5/6
Salud financiera6/6
Dividendos0/6

Recompensas

Cotiza un 45.3% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 6.85%

Los beneficios aumentaron un 21.1% el pasado año

Cotiza a buen valor en comparación con empresas similares e industria

Los analistas coinciden en que el precio de las acciones subirá un 23%

Análisis de riesgos

Venta significativa por parte de personas con información privilegiada en los últimos 3 meses


BLBD Community Fair Values

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See what 69 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Blue Bird

BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year

Key Takeaways Ongoing government incentives and societal momentum toward cleaner transportation support Blue Bird's long-term revenue and volume growth in alternative-fuel school buses. Operational improvements and increased high-margin EV and alt-fuel sales are expected to drive sustainable margin expansion and greater earnings resilience.
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US$63.75
FV
18.7% infravalorado descuento intrínseco
3.89%
Revenue growth p.a.
327
users have viewed this narrative
3users have liked this narrative
2users have commented on this narrative
43users have followed this narrative
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Blue Bird

Tariffs And Headwinds Will Depress Bus Demand Despite Subsidies

Key Takeaways Tariffs, demographic shifts, and subsidy reliance threaten demand, revenue stability, and long-term market size for Blue Bird's electric and alternative-fuel buses. Rising competition, cost inflation, and persistent supply chain issues jeopardize Blue Bird's margins, pricing power, and sustainable earnings growth.
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US$36
FV
44.0% sobrevalorado descuento intrínseco
8.48%
Revenue growth p.a.
24
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
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Blue Bird

Accelerated Electrification And Decarbonization Will Revitalize Student Transit Systems

Key Takeaways An understated replacement demand, strong electrification position, and innovative tech adoption poise Blue Bird for sustained revenue growth and margin expansion. Diversification into new markets and automation efforts support higher-margin, less cyclical revenue streams while boosting competitiveness in technology-rich vehicle segments.
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US$76
FV
31.8% infravalorado descuento intrínseco
4.54%
Revenue growth p.a.
10
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
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Draganfly

America Wants Homegrown Drones — Draganfly Is Ready to Deliver

Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more

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4.9k
users have viewed this narrative
5users have liked this narrative
0users have commented on this narrative
148users have followed this narrative
US$9.21
12.1% infravalorado descuento intrínseco
Jolt_Communications's Fair Value
Revenue
64.98% p.a.
Profit Margin
15%
Future PE
35x
Price in 2030
US$14.83

Competidores de Blue Bird Corporation

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Blue Bird
Precios históricos de las acciones
Precio actual de la acciónUS$51.84
Máximo en las últimas 52 semanasUS$61.95
Mínimo de 52 semanasUS$30.04
Beta1.42
Cambio en 1 mes-1.71%
Variación en 3 meses-10.54%
Cambio de 1 año31.44%
Variación en 3 años384.03%
Variación en 5 años183.90%
Variación desde la OPV441.69%

Noticias y actualizaciones recientes

Blue Bird Corporation: Alternative Power Leadership And Replacement Demand Support Long-Term Growth

Dec 20

Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Nov 27
Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Recent updates

Blue Bird Corporation: Alternative Power Leadership And Replacement Demand Support Long-Term Growth

Dec 20

Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Nov 27
Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year

Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 43% Below Their Intrinsic Value Estimate

Oct 05
Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 43% Below Their Intrinsic Value Estimate

Blue Bird Corporation (NASDAQ:BLBD) Stock Rockets 26% But Many Are Still Ignoring The Company

Aug 28
Blue Bird Corporation (NASDAQ:BLBD) Stock Rockets 26% But Many Are Still Ignoring The Company

Returns On Capital Are A Standout For Blue Bird (NASDAQ:BLBD)

Aug 03
Returns On Capital Are A Standout For Blue Bird (NASDAQ:BLBD)

It's A Story Of Risk Vs Reward With Blue Bird Corporation (NASDAQ:BLBD)

May 24
It's A Story Of Risk Vs Reward With Blue Bird Corporation (NASDAQ:BLBD)

Blue Bird (NASDAQ:BLBD) Has A Rock Solid Balance Sheet

Apr 21
Blue Bird (NASDAQ:BLBD) Has A Rock Solid Balance Sheet

Why The 44% Return On Capital At Blue Bird (NASDAQ:BLBD) Should Have Your Attention

Apr 04
Why The 44% Return On Capital At Blue Bird (NASDAQ:BLBD) Should Have Your Attention

Blue Bird Corporation: A Speculative Value Play

Mar 27

At US$36.23, Is Blue Bird Corporation (NASDAQ:BLBD) Worth Looking At Closely?

Feb 26
At US$36.23, Is Blue Bird Corporation (NASDAQ:BLBD) Worth Looking At Closely?

Blue Bird: No Floor In Sight - Pending Further Policy Clarity (Rating Downgrade)

Feb 17

Blue Bird: Past Underperformance, But Long-Term Potential Is Too Good To Ignore - Reiterating Buy

Feb 09

Blue Bird Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Feb 08
Blue Bird Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Blue Bird (NASDAQ:BLBD) Could Easily Take On More Debt

Jan 17
Blue Bird (NASDAQ:BLBD) Could Easily Take On More Debt

The Case Against Blue Bird

Jan 14

Blue Bird's Unloved Status Triggers Rich Capital Appreciation Prospects

Dec 19

We Ran A Stock Scan For Earnings Growth And Blue Bird (NASDAQ:BLBD) Passed With Ease

Dec 14
We Ran A Stock Scan For Earnings Growth And Blue Bird (NASDAQ:BLBD) Passed With Ease

Blue Bird: Oversold And Undervalued Heading Into 2025

Dec 12

Blue Bird Is Positioned For Continued Growth, Looks Even More Attractive Now

Dec 04

Analysts Have Made A Financial Statement On Blue Bird Corporation's (NASDAQ:BLBD) Yearly Report

Nov 28
Analysts Have Made A Financial Statement On Blue Bird Corporation's (NASDAQ:BLBD) Yearly Report

Blue Bird (NASDAQ:BLBD) Is Investing Its Capital With Increasing Efficiency

Nov 27
Blue Bird (NASDAQ:BLBD) Is Investing Its Capital With Increasing Efficiency

Blue Bird: Shares Deserve To Take A Nice Ride Higher

Nov 27

Blue Bird: A Hidden Gem On A Dip

Nov 18

Should You Investigate Blue Bird Corporation (NASDAQ:BLBD) At US$41.72?

Nov 12
Should You Investigate Blue Bird Corporation (NASDAQ:BLBD) At US$41.72?

BlueBird: Adding To My Position With A 100% Upside Target

Nov 08

Initiating Blue Bird At A Strong Buy Into Year-End

Oct 20

We Think Blue Bird (NASDAQ:BLBD) Can Stay On Top Of Its Debt

Oct 09
We Think Blue Bird (NASDAQ:BLBD) Can Stay On Top Of Its Debt

Blue Bird Corporation (NASDAQ:BLBD) Doing What It Can To Lift Shares

Sep 17
Blue Bird Corporation (NASDAQ:BLBD) Doing What It Can To Lift Shares
User avatar

Strategic Shifts And Federal Support Drive Electric Bus Maker's Financial Upturn

Strategic partnerships and lean manufacturing investments are poised to enhance production efficiency, lower costs, and improve Blue Bird's profitability.

Blue Bird Corporation: It's Time To Turn This Bus Around (Rating Upgrade)

Sep 11

Blue Bird: Lack Of Price Action On Q3 Make For A Buying Opportunity

Sep 05

Blue Bird: No-Brainer Growth And Value Stock

Aug 09

Why Blue Bird Corporation (NASDAQ:BLBD) Could Be Worth Watching

Aug 06
Why Blue Bird Corporation (NASDAQ:BLBD) Could Be Worth Watching

Blue Bird: Strong Momentum And Good Fundamentals Make It A Buy

Jul 04

Putting The Brakes On Blue Bird Corporation

Jun 24

Blue Bird (NASDAQ:BLBD) Has A Pretty Healthy Balance Sheet

Jun 21
Blue Bird (NASDAQ:BLBD) Has A Pretty Healthy Balance Sheet

Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 41% Below Their Intrinsic Value Estimate

May 30
Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 41% Below Their Intrinsic Value Estimate

Blue Bird: Don't Miss The School Bus Before It Leaves

May 27

Blue Bird Corporation (NASDAQ:BLBD) Might Not Be As Mispriced As It Looks

May 07
Blue Bird Corporation (NASDAQ:BLBD) Might Not Be As Mispriced As It Looks

Blue Bird: Ticks A Lot Of Boxes, But Wait For Stabilization On The Charts

Apr 24

At US$35.90, Is It Time To Put Blue Bird Corporation (NASDAQ:BLBD) On Your Watch List?

Apr 11
At US$35.90, Is It Time To Put Blue Bird Corporation (NASDAQ:BLBD) On Your Watch List?

Blue Bird: Now A High Profit Growth Story

Mar 28

Blue Bird Corporation Takes Me To School

Mar 13

After Decisive Earnings Beat, Blue Bird Still Shows Value To Be Had

Feb 20

Earnings Beat: Blue Bird Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Feb 10
Earnings Beat: Blue Bird Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors Holding Back On Blue Bird Corporation (NASDAQ:BLBD)

Jan 24
Investors Holding Back On Blue Bird Corporation (NASDAQ:BLBD)

Blue Bird's (NASDAQ:BLBD) Returns Have Hit A Wall

Jan 03
Blue Bird's (NASDAQ:BLBD) Returns Have Hit A Wall

Rentabilidad de los accionistas

BLBDUS MachineryMercado US
7D0.2%1.0%1.3%
1Y31.4%21.9%15.8%

Rentabilidad vs. Industria: BLBD superó a la industria US Machinery, que obtuvo un rendimiento del 21.9% el año pasado.

Rentabilidad vs. Mercado: BLBD superó al mercado US, que obtuvo un rendimiento del 15.8% el año pasado.

Volatilidad de los precios

Is BLBD's price volatile compared to industry and market?
BLBD volatility
BLBD Average Weekly Movement4.7%
Machinery Industry Average Movement5.3%
Market Average Movement6.5%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.0%

Precio estable de las acciones: BLBD no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BLBD (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19272,010John Wyskielwww.blue-bird.com

Blue Bird Corporation, junto con sus filiales, diseña, fabrica y vende autobuses escolares en Estados Unidos, Canadá e internacionalmente. La empresa opera a través de dos segmentos, Autobuses y Recambios. Ofrece autobuses de tipo C, tipo D y especiales; y opciones de energía alternativa a través de sus autobuses escolares propulsados por propano, gasolina, gas natural comprimido y electricidad, así como motores diésel.

Resumen de fundamentos de Blue Bird Corporation

¿Cómo se comparan los beneficios e ingresos de Blue Bird con su capitalización de mercado?
Estadísticas fundamentales de BLBD
Capitalización bursátilUS$1.64b
Beneficios(TTM)US$127.72m
Ingresos (TTM)US$1.48b
12.9x
Ratio precio-beneficio (PE)
1.1x
Ratio precio-ventas (PS)

¿Está BLBD sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BLBD
IngresosUS$1.48b
Coste de los ingresosUS$1.18b
Beneficio brutoUS$303.51m
Otros gastosUS$175.79m
BeneficiosUS$127.72m

Últimos beneficios comunicados

Sep 27, 2025

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)4.03
Margen bruto20.51%
Margen de beneficio neto8.63%
Ratio deuda/patrimonio35.4%

¿Cómo se ha desempeñado BLBD a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/12/26 15:27
Precio de las acciones al final del día2025/12/24 00:00
Beneficios2025/09/27
Ingresos anuales2025/09/27

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Blue Bird Corporation está cubierta por 11 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Adam SeidenBarclays
Joel TissBMO Capital Markets Equity Research
Sherif El-SabbahyBofA Global Research