Blue Bird（4RB）株式概要ブルーバード・コーポレーションは、その子会社とともに、米国、カナダ、および海外でスクールバスの設計、エンジニアリング、製造、販売を行っている。 詳細4RB ファンダメンタル分析スノーフレーク・スコア評価6/6将来の成長2/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より37.7%で取引されている 収益は年間14.92%増加すると予測されています 過去1年間で収益は23%増加しました 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が23.2%上昇するだろうとほぼ一致している。 リスク分析German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る4RB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€54.6232.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-35m3b2016201920222025202620282031Revenue US$2.9bEarnings US$261.0mAdvancedSet Fair ValueView all narrativesBlue Bird Corporation 競合他社DEUTZSymbol: XTRA:DEZMarket cap: €1.5bVosslohSymbol: XTRA:VOSMarket cap: €1.3bJungheinrichSymbol: XTRA:JUN3Market cap: €2.5bWacker NeusonSymbol: XTRA:WACMarket cap: €1.2b価格と性能株価の高値、安値、推移の概要Blue Bird過去の株価現在の株価US$54.6252週高値US$64.7852週安値US$31.80ベータ1.371ヶ月の変化2.94%3ヶ月変化8.16%1年変化63.53%3年間の変化125.70%5年間の変化155.23%IPOからの変化484.17%最新ニュースBoard Change • May 20High number of new directorsDirector Steve Girardin was the last director to join the board, commencing their role in 2026.お知らせ • Apr 23Blue Bird Corporation to Report Q2, 2026 Results on May 06, 2026Blue Bird Corporation announced that they will report Q2, 2026 results on May 06, 2026お知らせ • Apr 15Blue Bird Corporation Appoints Lyndon Lie as Senior Vice President of EngineeringBlue Bird Corporation announced the appointment of Lyndon Lie as senior vice president of engineering. In this role, Lie will oversee all engineering functions across Blue Bird’s platforms to support the company’s long-term growth strategy. Lie will be responsible for leading product development, platform engineering, innovation and execution. He will also manage the integration of engineering activities related to the Micro Bird acquisition. With over 30 years of experience, Lie is a seasoned global engineering executive with a strong background in multi-platform product development across the automotive and commercial vehicle industries. His previous senior engineering and technology leadership roles include positions at Volkswagen Group of America, Nikola Corporation, General Motors and TPI Composites. Throughout his career, his responsibilities have encompassed vehicle systems, electrification, advanced driver-assistance technologies, and global product launches. Lie holds a Bachelor of Science in Electrical Engineering from Oakland University and an Executive MBA from Michigan State University.お知らせ • Apr 02Blue Bird Corporation Appoints Steve Girardin to Its Board of DirectorsBlue Bird Corporation announced the successful completion of its previously announced acquisition of Girardin Group’s stake in the Micro Bird joint venture, resulting in Blue Bird taking full ownership of the enterprise. As part of the transaction, Blue Bird welcomes Steve Girardin to its Board of Directors, adding decades of industry experience and leadership expertise to the company’s governance.お知らせ • Feb 05Blue Bird Corporation Re-Affirms Earnings Guidance for the Full Fiscal Year 2026Blue Bird Corporation re-affirmed earnings guidance for the Full Fiscal Year 2026. For the year, the company expects Net Revenue at $1.5 billion.お知らせ • Jan 22Blue Bird Corporation to Report Q1, 2026 Results on Feb 04, 2026Blue Bird Corporation announced that they will report Q1, 2026 results on Feb 04, 2026最新情報をもっと見るRecent updatesBoard Change • May 20High number of new directorsDirector Steve Girardin was the last director to join the board, commencing their role in 2026.お知らせ • Apr 23Blue Bird Corporation to Report Q2, 2026 Results on May 06, 2026Blue Bird Corporation announced that they will report Q2, 2026 results on May 06, 2026お知らせ • Apr 15Blue Bird Corporation Appoints Lyndon Lie as Senior Vice President of EngineeringBlue Bird Corporation announced the appointment of Lyndon Lie as senior vice president of engineering. In this role, Lie will oversee all engineering functions across Blue Bird’s platforms to support the company’s long-term growth strategy. Lie will be responsible for leading product development, platform engineering, innovation and execution. He will also manage the integration of engineering activities related to the Micro Bird acquisition. With over 30 years of experience, Lie is a seasoned global engineering executive with a strong background in multi-platform product development across the automotive and commercial vehicle industries. His previous senior engineering and technology leadership roles include positions at Volkswagen Group of America, Nikola Corporation, General Motors and TPI Composites. Throughout his career, his responsibilities have encompassed vehicle systems, electrification, advanced driver-assistance technologies, and global product launches. Lie holds a Bachelor of Science in Electrical Engineering from Oakland University and an Executive MBA from Michigan State University.お知らせ • Apr 02Blue Bird Corporation Appoints Steve Girardin to Its Board of DirectorsBlue Bird Corporation announced the successful completion of its previously announced acquisition of Girardin Group’s stake in the Micro Bird joint venture, resulting in Blue Bird taking full ownership of the enterprise. As part of the transaction, Blue Bird welcomes Steve Girardin to its Board of Directors, adding decades of industry experience and leadership expertise to the company’s governance.お知らせ • Feb 05Blue Bird Corporation Re-Affirms Earnings Guidance for the Full Fiscal Year 2026Blue Bird Corporation re-affirmed earnings guidance for the Full Fiscal Year 2026. For the year, the company expects Net Revenue at $1.5 billion.お知らせ • Jan 22Blue Bird Corporation to Report Q1, 2026 Results on Feb 04, 2026Blue Bird Corporation announced that they will report Q1, 2026 results on Feb 04, 2026お知らせ • Jan 16Blue Bird Corporation, Annual General Meeting, Mar 11, 2026Blue Bird Corporation, Annual General Meeting, Mar 11, 2026. Location: 3920 arkwright road, suite 200, georgia 31210., macon, United Statesお知らせ • Jan 01Blue Bird Corporation Announces Resignation of Phil Horlock from Board of Directors, Effective December 24, 2025On December 24, 2025, Mr. Phil Horlock, former Chief Executive Officer and a member of the Blue Bird Corporation's Board of Directors (a Class III director) tendered his resignation from Board of Directors, effective immediately. Phil served as President & CEO of Blue Bird for more than 12 years, leading the organization through a period of transformative growth, operational excellence, and long-term value creation. Following his tenure as CEO, Phil remained on the Board after the appointment of John Wyskiel as President and CEO nearly one year ago. Horlock continued to provide strategic insight and mentorship to the company’s leadership team, which has positioned the company for continued future success.お知らせ • Nov 25Blue Bird Corporation Reaffirms Consolidated Earnings Guidance for the Fiscal Year 2026Blue Bird Corporation reaffirmed Consolidated earnings guidance for the fiscal year 2026. The company is reaffirming full-year 2026 guidance for Net Revenue at ~$1.5 billion.お知らせ • Nov 11Blue Bird Corporation to Report Q4, 2025 Results on Nov 24, 2025Blue Bird Corporation announced that they will report Q4, 2025 results on Nov 24, 2025お知らせ • Oct 25Blue Bird Corporation Appoints Jeff Sanfrey as Chief Operating OfficerOn October 22, 2025, the Board of Blue Bird Corporation approved the appointment and elevation of Mr. Jeff Sanfrey as an “executive officer” of the Company, as defined under Securities and Exchange Commission (“SEC”) regulations, serving as Chief Operating Officer of the Company. Mr. Sanfrey, age 53, has responsibility over Manufacturing, Material Planning, Logistics, Quality and Lean Transformation. Mr. Sanfrey joined Blue Bird in 2007, serving in various engineering and operations roles, most recently, prior to his current role, as Engineering and Operations Officer (starting in December 2022). In February 2024, Mr. Sanfrey’s title became Chief Operating Officer for his areas of responsibility, but he was not deemed to be an “executive officer” as defined in SEC regulations. The Board has determined that Mr. Sanfrey’s role has now evolved to meet the definition of “executive officer” under SEC regulations. Mr. Sanfrey is an industry veteran with over 30 years of experience within manufacturing, quality, and engineering. Prior to joining Blue Bird, Mr. Sanfrey held various management roles of increasing responsibility within operations at Visteon and Navistar. Mr. Sanfrey holds a Bachelor of Science degree in Chemical Engineering with Highest Honors from Ohio University, along with a Master of Science degree in Industrial Administration from Purdue University.お知らせ • Aug 07+ 1 more updateBlue Bird Corporation (NasdaqGM:BLBD) announces an Equity Buyback for $100 million worth of its shares.Blue Bird Corporation (NasdaqGM:BLBD) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The repurchases under this program are expected to be funded from one or a combination of existing cash balances, future free cash flow, or indebtedness. The program will run over a period up to January 1, 2028.お知らせ • Jul 24Blue Bird Corporation to Report Q3, 2025 Results on Aug 06, 2025Blue Bird Corporation announced that they will report Q3, 2025 results on Aug 06, 2025お知らせ • May 08Blue Bird Corporation Reaffirms Earnings Guidance for the Full Year 2025Blue Bird Corporation reaffirmed earnings guidance for the full year 2025. For the year company reaffirms guidance for Net Revenue to $1.4 billion to $1.5 Billion.お知らせ • Apr 30Blue Bird Corporation Showcases Zero- and Low-Emission Commercial Vehicle Platforms at 2025 Advanced Clean Transportation (ACT) ExpoBlue Bird Corporation showcases its latest zero- and ultra-low emission commercial vehicle platforms at the upcoming 2025 Advanced Clean Transportation (ACT) Expo, North America's advanced transportation technology event. The company presents both its electric step van and propane-powered stripped chassis at the industry event from April 28-30, 2025, at the Anaheim Convention Center booth 5488, in Anaheim, Ca. Blue Bird showcases an electric-powered step van based on its Class 5-6 stripped chassis at the 2025 ACT Expo. The step van features a 178-inch wheelbase for last-mile-delivery vehicles with a gross vehicle weight rating (GVWR) of up to 23,000 pounds. The vehicle on display features a 140kWh Lithium-ion battery. The batteries are mounted inside the frame rails for superior battery protection. The battery pack supports a vehicle range of up to 130 miles on a single charge. It takes between one and twelve hours to fully recharge depending on the charging infrastructure. Blue Bird offers several safety features on its electric-powered step van not standard on comparable electric vehicles to enhance driver protection and familiarity. This includes "hill hold," which prevents the vehicle from rolling backward or forward when sitting stationary on a hill, and "electric creep," which allows the vehicle to slowly start moving from a stop when the driver's foot is removed from the brake pedal to simulate a gas engine in gear. Commercial vehicle fleet operators using electric- and propane-powered step vans stand to benefit from energy and maintenance cost savings compared to diesel vehicles. Blue Bird anticipates both its electric-powered and propane-powered strippedassis to be commercially available in the first quarter of 2026. Blue Bird is the only U.S.-owned and operated school bus manufacturer in the United States. The company remains the proven clean transportation leader with more than 25,000 propane, natural gas, and electric-powered buses sold. Blue Bird manufactures its school buses in Fort Valley, Ga. The shift to clean transportation helps the company sustain approximately 2,000 good-paying U.S. jobs.お知らせ • Apr 23Blue Bird Corporation to Report Q2, 2025 Results on May 07, 2025Blue Bird Corporation announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025お知らせ • Feb 28Blue Bird Corporation Presents Its Latest Zero- and Low-Emission Commercial Vehicle Solutions At Work Truck WeekBlue Bird Corporation highlights its latest zero- and ultra-low emission commercial vehicle solutions at the upcoming Work Truck Week 2025 (WTW25). The company debuts its propane-powered Class 5-6 stripped chassis. In addition, Blue Bird presents its electric step van at the show's Ride & Drive. WTW25 takes place on March 4-7, 2025, at the Indiana Convention Center in Indianapolis, Ind. Blue Bird presents its latest electric- and propane-powered commercial vehicle solutions at Work Truck Week 2025. The industry event takes place on March 4- 7, 2025, at the Indiana convention Center in Indianapolis, Ind. Propane-powered Stripped Chassis: Blue Bird premieres its propane-powered stripped chassis based on a 208-inch wheelbase for medium to long-range delivery vehicles with a gross vehicle weight rating (GVWR) of up to 23,000 pounds. The company utilizes lightweight materials and components for its innovative vehicle platform maximizing fuel-efficiency and vehicle load while continuing to prioritize vehicle safety. Blue Bird built on its long-standing collaboration with Ford Component Sales and ROUSH CleanTech to develop the propane-powered Class 5 -6 stripped chassis. The vehicle platform features Ford's proven 7.3L V8 engine. ROUSH CleanTech integrates Ford's compact, durable and easy-to-m maintain 335 horsepower engine into a low-emission powertrain option for Blue Bird's propane-powered commercial vehicle platform. The new propane-powered stripped chassis is on display at ROUSH CleanTech, booth 553. Electric-powered Step Van: Blue Bird showcases an electric-powered step van based on its Class 5-6 stripped chassis at WTW25. The step van features a 178-inch wheelbase for last-mile-delivery vehicles with a gross vehicle weightrating (GVWR). The vehicle on display features a 140kWh Lithium-ion battery. The batteries are mounted inside the frame rails for superior battery protection. The battery pack supports a vehicle range of up to 130 miles on a single charge. It takes between one and twelve hours to fully recharge depending on the charging infrastructure. Blue Bird offers several safety features on its electric-powered step van not standard on comparable electric vehicles to enhance driver protection and familiarity. This includes "hill hold," which prevents the vehicle from rolling backward or forward when sitting stationary on a hill, and "electric creep," which allows the vehicle to slowly start moving from a stop when the driver's foot is removed from the brake pedal to simulate a gas engine in gear. Blue Bird manufactures its school buses in Fort Valley, Ga. The shift to clean transportation helps the company sustain approximately 2,000 good-paying U.S. jobs.お知らせ • Feb 06Blue Bird Corporation Reaffirms Earnings Guidance for the Full-Year 2025Blue Bird Corporation reaffirmed earnings guidance for the full-year 2025. For the year, the company reaffirmed guidance for Net Revenue to $1.4 billion to 1.5 billion.お知らせ • Jan 29Blue Bird Corporation, Annual General Meeting, Mar 14, 2025Blue Bird Corporation, Annual General Meeting, Mar 14, 2025. Location: 3920 arkwright road, suite 200, ga 31210, macon United Statesお知らせ • Jan 23+ 1 more updateBlue Bird Corporation Announces CEO ChangesBlue Bird Corporation has appointed John Wyskiel, aged 60, to the position of CEO, effective February 17, 2025. Wyskiel succeeds Phil Horlock, who served as the Company’s President and CEO from 2011 to 2021 and was reappointed to the position in May 2023. Horlock will remain on the Board, supporting Wyskiel to ensure a smooth leadership transition. Wyskiel is an automotive industry veteran with over 35 years of experience in manufacturing leadership, operational excellence and global sales and supply chain management. He will be instrumental in driving Blue Bird's strategic initiatives and delivering profitable growth. Wyskiel is very familiar with Blue Bird, having served as General Manager of Blue Bird Coach in Canada, one of the largest manufacturers of Type A and Type C school buses, from 2002 to 2004. He returns to Blue Bird after a successful 20-year career at Magna International, where he most recently was President of Magna Seating. In this role, he was responsible for leading a $6 billion business with 33,000 employees across more than 60 manufacturing facilities in 15 countries. Prior to that, Wyskiel was Vice President of Magna’s Body & Structures business in Canada and the United States. His extensive background includes various senior roles in manufacturing, operations, engineering, product management and sales at automotive suppliers Magna, Dana Corporation and Borg Warner.お知らせ • Jan 22Blue Bird Corporation to Report Q1, 2025 Results on Feb 05, 2025Blue Bird Corporation announced that they will report Q1, 2025 results on Feb 05, 2025お知らせ • Nov 26Blue Bird Corporation Provides Earnings Guidance for Full Year 2025Blue Bird Corporation provides earnings guidance for full year 2025. For the period, the company expects Net Revenue to be in the range of $1.4 billion -1.5 Billion.お知らせ • Nov 13Blue Bird Corporation to Report Q4, 2024 Results on Nov 25, 2024Blue Bird Corporation announced that they will report Q4, 2024 results on Nov 25, 2024お知らせ • Oct 29Blue Bird Appoints Edward Hightower to Its Board of DirectorsBlue Bird Corporation announced the appointment of Edward T. Hightower to its Board of Directors, effective immediately. Hightower, a seasoned global automotive executive and entrepreneur, joined Blue Bird as a Class I Director. He brings a wealth of electric vehicle and automotive industry experience to the iconic school bus manufacturer. Edward T. Hightower has over 35 years of relevant executive leadership experience. He is the founder and managing director of Motoring Ventures LLC, an investment, growth, strategy, and operations consulting firm focused on driving value in the global automotive industry. Hightower previously served as Chief Executive Officer (CEO) and President of Lordstown Motors Corp., an original equipment manufacturer (OEM) of electric vehicles (EV) for the commercial fleet market, from 2021 to 2024. He led the operational turnaround of the company and the launch of its first vehicle, the Endurance all-electric full-size pickup truck. Lordstown was one of the few new light-duty EV OEMs to successfully develop, launch, and deliver vehicles to customers. Hightower also served as CEO of the EV design and engineering joint venture between Lordstown and Foxconn, the Taiwanese electronics manufacturer. In addition, he held senior engineering, marketing and business development roles at Ford, BMW, and General Motors. Hightower also worked as a hands-on growth, strategy, operations, and M&A consultant at AlixPartners, LLP. Hightower holds a bachelor of science degree in General Engineering from the University of Illinois Urbana-Champaign and a master of business administration degree from the University of Michigan Ross School of Business.Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €38.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 117% over the past three years.お知らせ • Sep 10Blue Bird Corporation Announces President ChangesBlue Bird Corporation announced that Britton Smith has resigned from his position as President, effective September 28, 2024. Mr. Smith has decided to step down for personal reasons. Mr. Smith will step down from the Company's Board of Directors, effective immediately. Following Mr. Smith's departure, Blue Bird's current Chief Executive Officer, Phil Horlock, will assume the additional role of President and continue to lead the Company, as he has for nearly 14 years.Recent Insider Transactions • Aug 15Insider recently sold €834k worth of stockOn the 13th of August, Gurminder Bedi sold around 19k shares on-market at roughly €44.14 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.Reported Earnings • Aug 09Third quarter 2024 earnings released: EPS: US$0.89 (vs US$0.29 in 3Q 2023)Third quarter 2024 results: EPS: US$0.89 (up from US$0.29 in 3Q 2023). Revenue: US$333.4m (up 13% from 3Q 2023). Net income: US$28.7m (up 207% from 3Q 2023). Profit margin: 8.6% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 08+ 2 more updatesBlue Bird Corporation Revises Earnings Guidance for the Year 2024Blue Bird Corporation revised earnings guidance for the year 2024. For the year, the company raising full-year guidance for Net Revenue to $1.30-1.33 Billion.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €38.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 91% over the past three years.お知らせ • Jul 25Blue Bird Corporation to Report Q3, 2024 Results on Aug 07, 2024Blue Bird Corporation announced that they will report Q3, 2024 results on Aug 07, 2024お知らせ • Jul 12Blue Bird Corporation Selects to Receive $80 Million Federal Grant to Expand Electric Vehicle ManufacturingBlue Bird Corporation announced that it has been selected to receive an $80 million grant from the U.S. Department of Energy (DOE) to expand the company’s electric vehicle manufacturing capabilities and related workforce development efforts. The award selection is subject to final contract and funding negotiations between the DOE and Blue Bird, which could take up to 120 days to conclude. The DOE funding is part of the U.S. administration’s nearly $2 billion investment to convert long-standing automotive facilities to manufacturing electric vehicles and components, retain and expand good-paying manufacturing jobs, and bolster domestic supply chains. The $80 million grant to Blue Bird is part of the Domestic Automotive Manufacturing Conversion Grants program administered by the DOE’s Office of Manufacturing and Energy Supply Chains (MESC). The grant represents 50% of the total $160 million investment required to complete the conversion project. Blue Bird is one of 11 selectees, including Cummins, Blue Bird’s supply chain partner for electric vehicle powertrains. The financial award will help Blue Bird convert a prior manufacturing site for diesel-powered motorhomes in Fort Valley, Ga., into an approximately 600,000 square foot, electric vehicle manufacturing facility. Blue Bird started manufacturing high-end, Wanderlodge-branded motorhomes at the site in 1963 based on its large, Type-D school bus designs. The company ceased operations at the Wanderlodge site in 2019. The conversion will assist Blue Bird in increasing the production of Type-D electric school buses to meet the rising demand for clean student transportation nationwide. In addition, the converted facility will add more than 400 new, good-paying manufacturing jobs.お知らせ • Jul 03+ 1 more updateBlue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Small Cap Comp Value IndexBlue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Small Cap Comp Value Indexお知らせ • Jun 28Blue Bird Corporation Announces Resignation of Gurminder Bedi from Its Board of DirectorsBlue Bird Corporation announced that Gurminder Bedi has resigned from its board of directors, effective June 26, 2024, following a nine-year tenure. Bedi joined the company’s board in 2015 as an independent director after a 30-year career with Ford Motor Company. At Ford, he served as the vice president of the North American Truck business and was responsible for vehicle development and business strategy. He also held other senior management positions, including president of Ford Argentina and Brazil, head of North American Quality and a variety of other leadership roles in product development, manufacturing and strategy.Board Change • Jun 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Doug Grimm was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €45.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 111% over the past three years.お知らせ • May 15Blue Bird Corporation Promotes Tim Gordon as Senior Vice President of Sales and Marketing, Effective June 1, 2024Blue Bird Corporation has expanded its high-performance Sales and Marketing organization. The company announced three strategic leadership appointments, effective June 1, 2024. Blue Bird strengthened its Sales and Marketing team to further grow its leadership in zero- and low-emissions transportation. Tim Gordon has been promoted to senior vice president of Blue Bird’s Sales and Marketing team. In his new role, he will build on Blue Bird’s customer-centric approach, strengthen the company’s relationship with its valued dealer network, and drive strong growth. Gordon joined Blue Bird in 2016 and most recently served as vice president of Sales and Marketing since August 2022. Gordon is a well-respected, 40-year veteran of the transportation industry. Before joining Blue Bird, he spent four years at Yancey Bus Sales and Service leading its parts and service sales team. Prior to that, Gordon held various product marketing, sales, and service management roles at both Navistar, parent company of school bus manufacturer IC Bus, and semi-truck manufacturer Freightliner.お知らせ • May 10Blue Bird Corporation Provides Earnings Guidance for the Fiscal Year 2024Blue Bird Corporation provided earnings guidance for the fiscal year 2024. For the year, the company expected Net Revenue to be in the range of $1.275 billion to $1.325 billion.Reported Earnings • May 09Second quarter 2024 earnings released: EPS: US$0.81 (vs US$0.22 in 2Q 2023)Second quarter 2024 results: EPS: US$0.81 (up from US$0.22 in 2Q 2023). Revenue: US$345.9m (up 15% from 2Q 2023). Net income: US$26.0m (up 265% from 2Q 2023). Profit margin: 7.5% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26Blue Bird Corporation to Report Q2, 2024 Results on May 08, 2024Blue Bird Corporation announced that they will report Q2, 2024 results on May 08, 2024Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €33.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 63% over the past three years.お知らせ • Mar 07Blue Bird Corporation (NasdaqGM:BLBD) acquired Business of Bay Wash of Idaho Truck Wash.Blue Bird Corporation (NasdaqGM:BLBD) acquired Business of Bay Wash of Idaho Truck Wash on March 5, 2024. Blue Bird Corporation (NasdaqGM:BLBD) completed the acquisition of Business of Bay Wash of Idaho Truck Wash on March 5, 2024.Recent Insider Transactions • Feb 23Independent Director recently sold €253k worth of stockOn the 20th of February, Gurminder Bedi sold around 9k shares on-market at roughly €29.07 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Feb 16Blue Bird Corporation has filed a Follow-on Equity Offering.Blue Bird Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,042,650New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (7.6% average weekly change).Reported Earnings • Feb 08First quarter 2024 earnings released: EPS: US$0.81 (vs US$0.35 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.81 (up from US$0.35 loss in 1Q 2023). Revenue: US$317.7m (up 35% from 1Q 2023). Net income: US$26.2m (up US$37.4m from 1Q 2023). Profit margin: 8.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Feb 08Blue Bird Corporation Raises Earnings Guidance for the Full-Year Fiscal 2024Blue Bird Corporation raised earnings guidance for the full-year fiscal 2024. For the period, the company expects net revenue to be in the range of $1.15 billion to $1.25 Billion.お知らせ • Feb 02Blue Bird Corporation (NasdaqGM:BLBD) announces an Equity Buyback for $60 million worth of its shares.Blue Bird Corporation (NasdaqGM:BLBD) announces a share repurchase program. Under the program, the company will repurchase up to $60 million worth of its common stock. The shares repurchased are expected to be retired. The program will be funded from one or a combination of existing cash balances, future free cash flow and indebtedness. The program will be valid for 24 months.お知らせ • Jan 30Blue Bird Corporation, Annual General Meeting, Mar 13, 2024Blue Bird Corporation, Annual General Meeting, Mar 13, 2024, at 09:00 US Eastern Standard Time. Location: Hampton Inn & Suites, North Macon, 3954 River Pl. Dr., Macon Macon Georgia United States Agenda: To elect two (2) Class I members of the Board of Directors; to ratify the appointment of BDO USA, LLP as independent registered public accounting firm for the current fiscal year ending September 28, 2024; and to transact such other business that may properly come before the meeting.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €26.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 57% over the past three years.お知らせ • Jan 25Blue Bird Corporation to Report Q1, 2024 Results on Feb 07, 2024Blue Bird Corporation announced that they will report Q1, 2024 results on Feb 07, 2024New Risk • Dec 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Dec 13Full year 2023 earnings released: EPS: US$0.74 (vs US$1.48 loss in FY 2022)Full year 2023 results: EPS: US$0.74 (up from US$1.48 loss in FY 2022). Revenue: US$1.13b (up 42% from FY 2022). Net income: US$23.8m (up US$69.6m from FY 2022). Profit margin: 2.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.お知らせ • Nov 30Blue Bird Corporation to Report Q4, 2023 Results on Dec 11, 2023Blue Bird Corporation announced that they will report Q4, 2023 results on Dec 11, 2023お知らせ • Nov 11Blue Bird Corporation Appoints Jenna Van Harpen as Executive Director of Fleet SalesBlue Bird Corporation announced the appointment of an accomplished sales leader to direct its strategic fleet sales operations. Blue Bird expands its fleet sales as it continues to grow its leadership in electric, propane, and gasoline-powered student transportation. Jenna Van Harpen has rejoined the iconic school bus manufacturer as executive director of Fleet Sales after a nearly three-year stint as Sales Manager for Gillig, a leading manufacturer of heavy-duty transit buses, where she specialized on clean energy vehicle sales. From 2014-2020, she held roles of increasing responsibility with Blue Bird in the areas of fleet and chassis sales, as well as alternative fuels. After her first appointment to Executive Director of Fleet Sales in 2018, Van Harpen oversaw a high-performing sales team generating exceptional sales and revenue growth. Prior to joining Blue Bird, she held various sales roles at Carter Machinery, Allstate Peterbilt Group, and Truck Country for six years. Van Harpen holds a bachelor of science degree in Business Administration from the Minnesota School of Business.Board Change • Oct 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Doug Grimm was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 24Blue Bird Corporation Appoints Julie Fream to Board of DirectorsBlue Bird Corporation announced that Julie A. Fream has joined the company’s Board of Directors. Fream succeeds Adam Gray, managing partner of Coliseum Capital Management LLC, who has decided to step down from the Board following Coliseum’s sale of its Blue Bird holdings through a secondary offering. Fream is a business strategy and implementation expert with 40 years of automotive industry and board experience. Since 2013, she has been the president and CEO of MEMA Original Equipment Suppliers, a 500+ company-member trade association that advocates and advances vehicle suppliers’ business needs in North America. Fream continues to steer the organization as the vehicle industry undergoes a major transformation to clean-powertrain technologies. Fream is the founding chair of the Board of Directors for Corewell Health, a $14 billion healthcare system formed in 2022. From 2011 to 2018, she served an eight-year term as a governor-appointed trustee for Michigan Technological University, a research university focused primarily on engineering and related fields. From 2014 to 2016, Fream served as chair of the Michigan Tech Board of Trustees. Fream holds an MBA from Harvard Business School and a B.S. in Chemical Engineering from Michigan Technological University.Buying Opportunity • Aug 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €23.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Meanwhile, the company became loss making.New Risk • Aug 10New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Share price has been highly volatile over the past 3 months (13% average weekly change).お知らせ • Aug 10Blue Bird Corporation Provides Earnings Guidance for the Third Quarter, Fourth Quarter and Full Year of 2023Blue Bird Corporation provided earnings guidance for the third quarter, fourth quarter and full year of 2023. For the third quarter, revenues coming in at the top end of its guidance. The company expects further increased performance for fiscal fourth quarter. The company raising full year fiscal 2023 guidance to net revenue of just over $1.1 billion. Additionally, the company reconfirming its long-term outlook of profitable growth towards $2 billion in revenues.Reported Earnings • Aug 10Third quarter 2023 earnings released: EPS: US$0.29 (vs US$0.20 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.29 (up from US$0.20 loss in 3Q 2022). Revenue: US$294.3m (up 43% from 3Q 2022). Net income: US$9.36m (up US$15.8m from 3Q 2022). Profit margin: 3.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.お知らせ • Jul 28Blue Bird Corporation to Report Q3, 2023 Results on Aug 09, 2023Blue Bird Corporation announced that they will report Q3, 2023 results on Aug 09, 2023お知らせ • Jun 09Blue Bird Corporation has completed a Follow-on Equity Offering in the amount of $90 million.Blue Bird Corporation has completed a Follow-on Equity Offering in the amount of $90 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,500,000 Price\Range: $20お知らせ • Jun 03Blue Bird Corporation Announces Executive ChangesBlue Bird Corporation announced the appointment of Britton Smith to president, effective July 1, 2023. Phil Horlock, Blue Bird president and CEO, will continue to hold the role of CEO after Smith’s appointment takes effect. Blue Bird appointed Britton Smith to President after he served as the company’s Senior Vice President of Electrification and Chief Strategy Officer since March 2022 Smith joined Blue Bird in March 2022 as Senior Vice President of Electrification and Chief Strategy Officer. The appointment of Smith to President recognizes the increasing importance of electrification to Blue Bird’s growth strategy. He will continue to lead this key business initiative while taking on additional responsibilities across the company which will reinforce Blue Bird’s industry leadership in low- and zero-emissions student transportation. Smith builds on over 20 years of executive experience in public and private-equity-owned companies across manufacturing, industrial, healthcare, and financial services sectors. Before joining Blue Bird, he served as director of strategy and deal advisory at KPMG. In addition, he previously held various executive roles, including chief operating officer at financial services company DFC Global Corp, and associate principal at management consulting firm McKinsey & Company. Smith holds a master’s degree in Business Administration from Harvard Business School and a bachelor's degree in Mechanical Engineering with Highest Distinction from the United States Naval Academy.お知らせ • May 27+ 1 more updateBlue Bird Corporation Announces Board ChangesBlue Bird Corporation announced that on May 19, 2023, Jared Sperling, a Class III director of Blue Bird Corporation (the “Company”), tendered his resignation from Board of Directors, effective immediately. Mr. Sperling’s decision was not based on any disagreement with the Company regarding its operations, policies or practices. On May 19, 2023, the Board of Directors of the Company elected Dan Thau as a Class III director of the Company, to fill the vacancy created by the resignation of Jared Sperling. Mr. Thau was also appointed to serve as a member of the Compensation Committee and the Corporate Governance and Nominating Committee. Mr. Thau, a Vice President at American Securities LLC (“American Securities”), has been with that firm since 2015. Prior to joining American Securities, Mr. Thau was employed by Goldman Sachs as an analyst in the Financial Institutions Group in New York and in the Israel Group in Tel Aviv. Mr. Thau holds a B.S. degree in Economics from the University of Pennsylvania’s Wharton School and an M.B.A. degree from Harvard Business School.お知らせ • May 19Blue Bird Corporation Announces Management ChangesOn May 13, 2023, Matthew Stevenson, President and a Class II director of Blue Bird Corporation tendered his resignation from employment and from Board of Directors (the “Board”). The Board accepted Mr. Stevenson’s resignation from his position as an officer and on the Board effective immediately and his employment with the Company will terminate effective June 5, 2023. On May 14, 2023, the Board of Directors appointed Philip Horlock as President of the Company. Mr. Horlock served as CEO from 2015 (following the business combination in 2015) to October 2021, and served as President and CEO of School Bus Holdings from 2011 to October 2021. Mr. Horlock has been serving as an active consultant to the Company and as a Class III director since his retirement in December 2021.お知らせ • May 17Phil Horlock Returns to Blue Bird CEO PositionBlue Bird Corporation announced that Phil Horlock will again lead the company as CEO. Blue Bird’s Board of Directors has appointed Phil Horlock to assume the position of President and CEO, effective immediately. Phil held this position for nearly 11 years between 2011 and 2021 and presently serves on the Board of Directors. Matthew Stevenson, President and CEO of Blue Bird Corporation, is leaving the Company for personal reasons. Mr. Stevenson has also exited his position on the Board of Directors. Horlock will be relocating to Macon, Georgia to assume the leadership position at Blue Bird’s headquarters.Reported Earnings • May 12Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.38 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (up from US$0.38 loss in 2Q 2022). Revenue: US$299.8m (up 44% from 2Q 2022). Net income: US$7.13m (up US$19.3m from 2Q 2022). Profit margin: 2.4% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance.お知らせ • Feb 10Blue Bird Corporation Raises Earnings Guidance for the Year 2023Blue Bird Corporation raised earnings guidance for the year 2023. The company's turnaround is working and The company expects to return to historical profitability during fiscal year 2023, with increasing levels of revenues and performance each quarter, as shown in the forecast shared during the earnings call. The company is raising full year fiscal 2023 guidance to Net Revenue of just over $1 billion.Reported Earnings • Feb 09First quarter 2023 earnings released: US$0.35 loss per share (vs US$0.14 loss in 1Q 2022)First quarter 2023 results: US$0.35 loss per share (further deteriorated from US$0.14 loss in 1Q 2022). Revenue: US$235.7m (up 82% from 1Q 2022). Net loss: US$11.3m (loss widened 177% from 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.お知らせ • Jan 31Blue Bird Corporation, Annual General Meeting, Mar 08, 2023Blue Bird Corporation, Annual General Meeting, Mar 08, 2023, at 09:00 US Eastern Standard Time. Location: 3920 Arkwright Road, Fourth Floor, Macon, GA 31210 Macon Georgia United States Agenda: To consider and elect 3 Class III members of the Board of Directors named in the Proxy Statement for a term of 3 years, and until their successors are elected and qualified; to consider and vote on a non-binding advisory basis, to approve the compensation of our Named Executive Officers, as described in the Compensation Discussion and Analysis and Named Executive Officer Compensation sections of our Proxy Statement for the 2023 Annual Meeting, a say-on-pay vote; to consider and ratify the appointment of BDO USA, LLP as our independent registered public accounting firm for the current fiscal year ending September 30, 2023; and to transact such other business that may properly come before the meeting.お知らせ • Jan 26Blue Bird Corporation to Report Q1, 2023 Results on Feb 08, 2023Blue Bird Corporation announced that they will report Q1, 2023 results on Feb 08, 2023お知らせ • Dec 14Blue Bird Corporation Provides Revenue Guidance for the Year 2023Blue Bird Corporation provided revenue guidance for the year 2023. For the full year fiscal 2023, net revenue of $900-1,000 million.Reported Earnings • Dec 14Full year 2022 earnings released: US$1.48 loss per share (vs US$0.011 loss in FY 2021)Full year 2022 results: US$1.48 loss per share (further deteriorated from US$0.011 loss in FY 2021). Revenue: US$800.6m (up 17% from FY 2021). Net loss: US$45.8m (loss widened US$45.5m from FY 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany.お知らせ • Nov 29Blue Bird Corporation to Report Q4, 2022 Results on Dec 12, 2022Blue Bird Corporation announced that they will report Q4, 2022 results on Dec 12, 2022Reported Earnings • Aug 12Third quarter 2022 earnings released: US$0.20 loss per share (vs US$0.16 profit in 3Q 2021)Third quarter 2022 results: US$0.20 loss per share (down from US$0.16 profit in 3Q 2021). Revenue: US$206.1m (up 4.8% from 3Q 2021). Net loss: US$6.44m (down 249% from profit in 3Q 2021). Over the next year, revenue is forecast to grow 29%, compared to a 9.6% growth forecast for the industry in Germany.お知らせ • Aug 11Blue Bird Corporation Revises Earnings Guidance for the Year 2022Blue Bird Corporation revised earnings guidance for the year 2022. With the supply-constraint lower volumes, combined with the EV semiconductor part shortage, the company is revising guidance for fiscal 2022 to net revenue of $750 million to $800 million.お知らせ • Jul 28Blue Bird Corporation to Report Q3, 2022 Results on Aug 10, 2022Blue Bird Corporation announced that they will report Q3, 2022 results on Aug 10, 2022お知らせ • Jul 22Blue Bird Expands its Electrification EcosystemBlue Bird Corporation continues to expand its electrification ecosystem to help electric school bus customers meet their charging infrastructure needs. The company launched its Blue Bird Energy Services business to further accelerate the electrification of the student transportation industry by providing turnkey charging infrastructure solutions for electric school bus fleets. Blue Bird remains the proven clean transportation leader with nearly 650 electric-powered, zero-emission school buses in operation today. The company builds a full range of electric school buses which can carry a maximum of 84 passengers for up to 120 miles on a single charge. Depending on the charging infrastructure, the buses take between three and eight hours to recharge fully.お知らせ • Jun 26Blue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Microcap Value IndexBlue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Microcap Value Indexお知らせ • May 14Blue Bird Corporation Revises Earnings Guidance for the Year 2022Blue Bird Corporation revised earnings guidance for the year 2022. The company are revising guidance for fiscal 2022 to net revenue of $800 million - $900 million.Reported Earnings • May 14Second quarter 2022 earnings released: US$0.38 loss per share (vs US$0.023 loss in 2Q 2021)Second quarter 2022 results: US$0.38 loss per share (down from US$0.023 loss in 2Q 2021). Revenue: US$207.7m (up 26% from 2Q 2021). Net loss: US$12.1m (loss widened US$11.5m from 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 11% growth forecast for the industry in Germany.お知らせ • May 12Blue Bird Corporation Unveils Electric Vehicle Platform at 2022 Advanced Clean Transportation (ACT) ExpoBlue Bird Corporation unveiled a unique Class 5-6 electric vehicle platform at the 2022 Advanced Clean Transportation (ACT) Expo, North America’s large advanced transportation technology and clean fleet event. The company builds on its nearly century-long expertise of school bus manufacturing to expand its zero-emission transportation solutions to the commercial vehicle market. Blue Bird's flexible Class 5-6 chassis will enable a broad range of fully-electric vehicles, including last-mile delivery step vans, motorhomes, and other specialty vehicles. Due to its modular design, the Blue Bird electric vehicle (EV) chassis allows for several battery configurations from 70kWh to 225kWh supporting a vehicle range of up to 175 miles on a single charge. The battery packs take between one and twelve hours to fully recharge depending on the charging infrastructure. In addition, Blue Bird offers its Class 5-6 chassis with three wheelbase options of 178”, 190”, and 208” for vehicles with a gross vehicle weight rating (GVWR) of up to 26,000 pounds. The company utilizes lightweight materials and components for its innovative vehicle platform, thereby, maximizing vehicle payload without compromising on vehicle safety. Blue Bird offers several safety features on its EV chassis not standard on comparable electric vehicles to enhance driver protection and familiarity. This includes “hill hold,” which prevents the vehicle from rolling backward when sitting stationary on a hill, and “electric creep,” which allows the vehicle to slowly start moving from a stop when the driver's foot is removed from the brake pedal to simulate a gasoline engine in gear. In addition, the Blue Bird custom chassis provides the best turn radius to-date maximizing vehicle maneuverability in tight urban settings. Blue Bird teamed up with Lightning eMotors, a Colorado-based manufacturer of electric powertrains and complete zero-emission vehicle solutions, to build the prototype of the Class 5-6 custom chassis. Lightning eMotors drew from its broad EV experience based on nearly 250 zero-emission electric commercial vehicles in operation and over 1.5 million miles driven to-date.お知らせ • May 03Blue Bird Corporation to Report Q2, 2022 Results on May 12, 2022Blue Bird Corporation announced that they will report Q2, 2022 results on May 12, 2022お知らせ • Apr 01Blue Bird Corporation Appoints Jim Nelles as Senior Vice President, Global Supply Chain ManagementBlue Bird Corporation announced the appointment of Jim Nelles as senior vice president, Global Supply Chain Management, with immediate effect. In his current role, Nelles is responsible for optimizing Blue Bird’s global supply chain, ensuring best-in-class cost, quality, and throughput, and forging long-term strategic partnerships to secure critical components. Nelles has over 20 years of international leadership experience in supply chain management and operations. Most recently, he advised Fortune 500 industrial companies on procurement, supply chain, distribution, due diligence, and negotiations.お知らせ • Mar 03Blue Bird Corporation Announces Resignation of Paul Yousif as Senior Vice President and General Counsel, and Corporate Treasurer, Effective March 31, 2022Blue Bird Corporation announced Paul Yousif, Senior Vice President and General Counsel, and Corporate Treasurer, tendered his resignation to the Company, to be effective March 31, 2022.Reported Earnings • Feb 10First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: US$0.14 loss per share (down from US$0.06 loss in 1Q 2021). Revenue: US$129.2m (flat on 1Q 2021). Net loss: US$4.08m (loss widened 153% from 1Q 2021). Revenue exceeded analyst estimates by 18%. Over the next year, revenue is forecast to grow 20%, compared to a 10% growth forecast for the industry in Germany.お知らせ • Jan 30Blue Bird Corporation, Annual General Meeting, Mar 09, 2022Blue Bird Corporation, Annual General Meeting, Mar 09, 2022, at 09:00 US Eastern Standard Time. Location: at the Company’s corporate headquarters at 3920 Arkwright Road, Third Floor Macon Georgia United States Agenda: To elect four (4) Class II members of the Board of Directors named in the Proxy Statement for a term of three (3) years, and until their successors are elected and qualified; and to ratify the appointment of BDO USA, LLP as our independent registered public accounting firm for the current fiscal year ending October 1, 2022; and transact such other business that may properly come before the meeting.お知らせ • Jan 28Blue Bird Corporation to Report Q1, 2022 Results on Feb 09, 2022Blue Bird Corporation announced that they will report Q1, 2022 results on Feb 09, 2022お知らせ • Dec 17Blue Bird Corporation announced that it has received $75 million in funding from Coliseum Capital Management, LLCBlue Bird Corporation announced that it has entered into a securities purchase agreement with clients of returning investor Coliseum Capital Management, LLC for a private placement of 4,687,500 common shares at a price of $16 per share for gross proceeds of $75,000,000 for a 15% stake in the company, on December 15, 2021. Adam Gray from Coliseum Capital Management, LLC has joined the company’s Board as a Class II director. The securities sold in the Private Placement have not been registered under the Securities Act of 1933, as amended, or state securities laws as of the time of issuance and may not be offered or sold in the United States absent registration with the Securities and Exchange Commission ("SEC") or an applicable exemption from such registration requirements.お知らせ • Dec 16Blue Bird Corporation Provides Earnings Guidance for the Fiscal Year 2022Blue Bird Corporation provided earnings guidance for the fiscal year 2022. For the year, the company expects net revenue to be in the range of $750 million to $850 million.Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €16.90, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Machinery industry in Germany. Total returns to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €32.16 per share.Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €21.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Machinery industry in Germany. Total returns to shareholders of 76% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €33.08 per share.Executive Departure • Oct 05Chief Operating Officer Charles Jenkins has left the companyOn the 1st of October, Charles Jenkins' tenure as Chief Operating Officer ended after 1.8 years in the role. As of June 2021, Charles still personally held 12.26k shares (€158k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.株主還元4RBDE MachineryDE 市場7D-9.1%0.2%3.2%1Y63.5%-0.3%2.5%株主還元を見る業界別リターン: 4RB過去 1 年間で-0.3 % の収益を上げたGerman Machinery業界を上回りました。リターン対市場: 4RB過去 1 年間で2.5 % の収益を上げたGerman市場を上回りました。価格変動Is 4RB's price volatile compared to industry and market?4RB volatility4RB Average Weekly Movement9.2%Machinery Industry Average Movement5.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 4RBの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4RBの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19272,010John Wyskielwww.blue-bird.comブルーバード・コーポレーションは、その子会社とともに、米国、カナダ、および海外でスクールバスの設計、エンジニアリング、製造、販売を行っている。同社は、バスと部品の2つのセグメントで事業を展開している。同社は、タイプC、タイプD、および特殊バスを提供し、ディーゼルエンジンだけでなく、プロパン駆動、ガソリン駆動、圧縮天然ガス駆動、および電気駆動のスクールバスを通じて、代替動力オプションを提供している。同社はまた、バスの交換部品の販売、製品に関する延長保証も提供している。ブルーバード・コーポレーションは、ドロップシッピング、ディーラーネットワーク、フリートオペレーター、米国政府、州政府への直接販売、独立系サービスセンター、部品流通センターを通じて製品を販売している。ブルーバード・コーポレーションは1927年に設立され、ジョージア州メーコンに本社を置いている。もっと見るBlue Bird Corporation 基礎のまとめBlue Bird の収益と売上を時価総額と比較するとどうか。4RB 基礎統計学時価総額€1.81b収益（TTM）€114.60m売上高(TTM)€1.29b15.8xPER（株価収益率1.4xP/Sレシオ4RB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4RB 損益計算書（TTM）収益US$1.49b売上原価US$1.18b売上総利益US$314.22mその他の費用US$181.21m収益US$133.01m直近の収益報告Mar 28, 2026次回決算日該当なし一株当たり利益（EPS）4.20グロス・マージン21.04%純利益率8.91%有利子負債／自己資本比率29.5%4RB の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 03:28終値2026/05/22 00:00収益2026/03/28年間収益2025/09/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Blue Bird Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Adam SeidenBarclaysJoel TissBMO Capital Markets Equity ResearchSherif El-SabbahyBofA Global Research9 その他のアナリストを表示
Board Change • May 20High number of new directorsDirector Steve Girardin was the last director to join the board, commencing their role in 2026.
お知らせ • Apr 23Blue Bird Corporation to Report Q2, 2026 Results on May 06, 2026Blue Bird Corporation announced that they will report Q2, 2026 results on May 06, 2026
お知らせ • Apr 15Blue Bird Corporation Appoints Lyndon Lie as Senior Vice President of EngineeringBlue Bird Corporation announced the appointment of Lyndon Lie as senior vice president of engineering. In this role, Lie will oversee all engineering functions across Blue Bird’s platforms to support the company’s long-term growth strategy. Lie will be responsible for leading product development, platform engineering, innovation and execution. He will also manage the integration of engineering activities related to the Micro Bird acquisition. With over 30 years of experience, Lie is a seasoned global engineering executive with a strong background in multi-platform product development across the automotive and commercial vehicle industries. His previous senior engineering and technology leadership roles include positions at Volkswagen Group of America, Nikola Corporation, General Motors and TPI Composites. Throughout his career, his responsibilities have encompassed vehicle systems, electrification, advanced driver-assistance technologies, and global product launches. Lie holds a Bachelor of Science in Electrical Engineering from Oakland University and an Executive MBA from Michigan State University.
お知らせ • Apr 02Blue Bird Corporation Appoints Steve Girardin to Its Board of DirectorsBlue Bird Corporation announced the successful completion of its previously announced acquisition of Girardin Group’s stake in the Micro Bird joint venture, resulting in Blue Bird taking full ownership of the enterprise. As part of the transaction, Blue Bird welcomes Steve Girardin to its Board of Directors, adding decades of industry experience and leadership expertise to the company’s governance.
お知らせ • Feb 05Blue Bird Corporation Re-Affirms Earnings Guidance for the Full Fiscal Year 2026Blue Bird Corporation re-affirmed earnings guidance for the Full Fiscal Year 2026. For the year, the company expects Net Revenue at $1.5 billion.
お知らせ • Jan 22Blue Bird Corporation to Report Q1, 2026 Results on Feb 04, 2026Blue Bird Corporation announced that they will report Q1, 2026 results on Feb 04, 2026
Board Change • May 20High number of new directorsDirector Steve Girardin was the last director to join the board, commencing their role in 2026.
お知らせ • Apr 23Blue Bird Corporation to Report Q2, 2026 Results on May 06, 2026Blue Bird Corporation announced that they will report Q2, 2026 results on May 06, 2026
お知らせ • Apr 15Blue Bird Corporation Appoints Lyndon Lie as Senior Vice President of EngineeringBlue Bird Corporation announced the appointment of Lyndon Lie as senior vice president of engineering. In this role, Lie will oversee all engineering functions across Blue Bird’s platforms to support the company’s long-term growth strategy. Lie will be responsible for leading product development, platform engineering, innovation and execution. He will also manage the integration of engineering activities related to the Micro Bird acquisition. With over 30 years of experience, Lie is a seasoned global engineering executive with a strong background in multi-platform product development across the automotive and commercial vehicle industries. His previous senior engineering and technology leadership roles include positions at Volkswagen Group of America, Nikola Corporation, General Motors and TPI Composites. Throughout his career, his responsibilities have encompassed vehicle systems, electrification, advanced driver-assistance technologies, and global product launches. Lie holds a Bachelor of Science in Electrical Engineering from Oakland University and an Executive MBA from Michigan State University.
お知らせ • Apr 02Blue Bird Corporation Appoints Steve Girardin to Its Board of DirectorsBlue Bird Corporation announced the successful completion of its previously announced acquisition of Girardin Group’s stake in the Micro Bird joint venture, resulting in Blue Bird taking full ownership of the enterprise. As part of the transaction, Blue Bird welcomes Steve Girardin to its Board of Directors, adding decades of industry experience and leadership expertise to the company’s governance.
お知らせ • Feb 05Blue Bird Corporation Re-Affirms Earnings Guidance for the Full Fiscal Year 2026Blue Bird Corporation re-affirmed earnings guidance for the Full Fiscal Year 2026. For the year, the company expects Net Revenue at $1.5 billion.
お知らせ • Jan 22Blue Bird Corporation to Report Q1, 2026 Results on Feb 04, 2026Blue Bird Corporation announced that they will report Q1, 2026 results on Feb 04, 2026
お知らせ • Jan 16Blue Bird Corporation, Annual General Meeting, Mar 11, 2026Blue Bird Corporation, Annual General Meeting, Mar 11, 2026. Location: 3920 arkwright road, suite 200, georgia 31210., macon, United States
お知らせ • Jan 01Blue Bird Corporation Announces Resignation of Phil Horlock from Board of Directors, Effective December 24, 2025On December 24, 2025, Mr. Phil Horlock, former Chief Executive Officer and a member of the Blue Bird Corporation's Board of Directors (a Class III director) tendered his resignation from Board of Directors, effective immediately. Phil served as President & CEO of Blue Bird for more than 12 years, leading the organization through a period of transformative growth, operational excellence, and long-term value creation. Following his tenure as CEO, Phil remained on the Board after the appointment of John Wyskiel as President and CEO nearly one year ago. Horlock continued to provide strategic insight and mentorship to the company’s leadership team, which has positioned the company for continued future success.
お知らせ • Nov 25Blue Bird Corporation Reaffirms Consolidated Earnings Guidance for the Fiscal Year 2026Blue Bird Corporation reaffirmed Consolidated earnings guidance for the fiscal year 2026. The company is reaffirming full-year 2026 guidance for Net Revenue at ~$1.5 billion.
お知らせ • Nov 11Blue Bird Corporation to Report Q4, 2025 Results on Nov 24, 2025Blue Bird Corporation announced that they will report Q4, 2025 results on Nov 24, 2025
お知らせ • Oct 25Blue Bird Corporation Appoints Jeff Sanfrey as Chief Operating OfficerOn October 22, 2025, the Board of Blue Bird Corporation approved the appointment and elevation of Mr. Jeff Sanfrey as an “executive officer” of the Company, as defined under Securities and Exchange Commission (“SEC”) regulations, serving as Chief Operating Officer of the Company. Mr. Sanfrey, age 53, has responsibility over Manufacturing, Material Planning, Logistics, Quality and Lean Transformation. Mr. Sanfrey joined Blue Bird in 2007, serving in various engineering and operations roles, most recently, prior to his current role, as Engineering and Operations Officer (starting in December 2022). In February 2024, Mr. Sanfrey’s title became Chief Operating Officer for his areas of responsibility, but he was not deemed to be an “executive officer” as defined in SEC regulations. The Board has determined that Mr. Sanfrey’s role has now evolved to meet the definition of “executive officer” under SEC regulations. Mr. Sanfrey is an industry veteran with over 30 years of experience within manufacturing, quality, and engineering. Prior to joining Blue Bird, Mr. Sanfrey held various management roles of increasing responsibility within operations at Visteon and Navistar. Mr. Sanfrey holds a Bachelor of Science degree in Chemical Engineering with Highest Honors from Ohio University, along with a Master of Science degree in Industrial Administration from Purdue University.
お知らせ • Aug 07+ 1 more updateBlue Bird Corporation (NasdaqGM:BLBD) announces an Equity Buyback for $100 million worth of its shares.Blue Bird Corporation (NasdaqGM:BLBD) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its common stock. The repurchases under this program are expected to be funded from one or a combination of existing cash balances, future free cash flow, or indebtedness. The program will run over a period up to January 1, 2028.
お知らせ • Jul 24Blue Bird Corporation to Report Q3, 2025 Results on Aug 06, 2025Blue Bird Corporation announced that they will report Q3, 2025 results on Aug 06, 2025
お知らせ • May 08Blue Bird Corporation Reaffirms Earnings Guidance for the Full Year 2025Blue Bird Corporation reaffirmed earnings guidance for the full year 2025. For the year company reaffirms guidance for Net Revenue to $1.4 billion to $1.5 Billion.
お知らせ • Apr 30Blue Bird Corporation Showcases Zero- and Low-Emission Commercial Vehicle Platforms at 2025 Advanced Clean Transportation (ACT) ExpoBlue Bird Corporation showcases its latest zero- and ultra-low emission commercial vehicle platforms at the upcoming 2025 Advanced Clean Transportation (ACT) Expo, North America's advanced transportation technology event. The company presents both its electric step van and propane-powered stripped chassis at the industry event from April 28-30, 2025, at the Anaheim Convention Center booth 5488, in Anaheim, Ca. Blue Bird showcases an electric-powered step van based on its Class 5-6 stripped chassis at the 2025 ACT Expo. The step van features a 178-inch wheelbase for last-mile-delivery vehicles with a gross vehicle weight rating (GVWR) of up to 23,000 pounds. The vehicle on display features a 140kWh Lithium-ion battery. The batteries are mounted inside the frame rails for superior battery protection. The battery pack supports a vehicle range of up to 130 miles on a single charge. It takes between one and twelve hours to fully recharge depending on the charging infrastructure. Blue Bird offers several safety features on its electric-powered step van not standard on comparable electric vehicles to enhance driver protection and familiarity. This includes "hill hold," which prevents the vehicle from rolling backward or forward when sitting stationary on a hill, and "electric creep," which allows the vehicle to slowly start moving from a stop when the driver's foot is removed from the brake pedal to simulate a gas engine in gear. Commercial vehicle fleet operators using electric- and propane-powered step vans stand to benefit from energy and maintenance cost savings compared to diesel vehicles. Blue Bird anticipates both its electric-powered and propane-powered strippedassis to be commercially available in the first quarter of 2026. Blue Bird is the only U.S.-owned and operated school bus manufacturer in the United States. The company remains the proven clean transportation leader with more than 25,000 propane, natural gas, and electric-powered buses sold. Blue Bird manufactures its school buses in Fort Valley, Ga. The shift to clean transportation helps the company sustain approximately 2,000 good-paying U.S. jobs.
お知らせ • Apr 23Blue Bird Corporation to Report Q2, 2025 Results on May 07, 2025Blue Bird Corporation announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on May 07, 2025
お知らせ • Feb 28Blue Bird Corporation Presents Its Latest Zero- and Low-Emission Commercial Vehicle Solutions At Work Truck WeekBlue Bird Corporation highlights its latest zero- and ultra-low emission commercial vehicle solutions at the upcoming Work Truck Week 2025 (WTW25). The company debuts its propane-powered Class 5-6 stripped chassis. In addition, Blue Bird presents its electric step van at the show's Ride & Drive. WTW25 takes place on March 4-7, 2025, at the Indiana Convention Center in Indianapolis, Ind. Blue Bird presents its latest electric- and propane-powered commercial vehicle solutions at Work Truck Week 2025. The industry event takes place on March 4- 7, 2025, at the Indiana convention Center in Indianapolis, Ind. Propane-powered Stripped Chassis: Blue Bird premieres its propane-powered stripped chassis based on a 208-inch wheelbase for medium to long-range delivery vehicles with a gross vehicle weight rating (GVWR) of up to 23,000 pounds. The company utilizes lightweight materials and components for its innovative vehicle platform maximizing fuel-efficiency and vehicle load while continuing to prioritize vehicle safety. Blue Bird built on its long-standing collaboration with Ford Component Sales and ROUSH CleanTech to develop the propane-powered Class 5 -6 stripped chassis. The vehicle platform features Ford's proven 7.3L V8 engine. ROUSH CleanTech integrates Ford's compact, durable and easy-to-m maintain 335 horsepower engine into a low-emission powertrain option for Blue Bird's propane-powered commercial vehicle platform. The new propane-powered stripped chassis is on display at ROUSH CleanTech, booth 553. Electric-powered Step Van: Blue Bird showcases an electric-powered step van based on its Class 5-6 stripped chassis at WTW25. The step van features a 178-inch wheelbase for last-mile-delivery vehicles with a gross vehicle weightrating (GVWR). The vehicle on display features a 140kWh Lithium-ion battery. The batteries are mounted inside the frame rails for superior battery protection. The battery pack supports a vehicle range of up to 130 miles on a single charge. It takes between one and twelve hours to fully recharge depending on the charging infrastructure. Blue Bird offers several safety features on its electric-powered step van not standard on comparable electric vehicles to enhance driver protection and familiarity. This includes "hill hold," which prevents the vehicle from rolling backward or forward when sitting stationary on a hill, and "electric creep," which allows the vehicle to slowly start moving from a stop when the driver's foot is removed from the brake pedal to simulate a gas engine in gear. Blue Bird manufactures its school buses in Fort Valley, Ga. The shift to clean transportation helps the company sustain approximately 2,000 good-paying U.S. jobs.
お知らせ • Feb 06Blue Bird Corporation Reaffirms Earnings Guidance for the Full-Year 2025Blue Bird Corporation reaffirmed earnings guidance for the full-year 2025. For the year, the company reaffirmed guidance for Net Revenue to $1.4 billion to 1.5 billion.
お知らせ • Jan 29Blue Bird Corporation, Annual General Meeting, Mar 14, 2025Blue Bird Corporation, Annual General Meeting, Mar 14, 2025. Location: 3920 arkwright road, suite 200, ga 31210, macon United States
お知らせ • Jan 23+ 1 more updateBlue Bird Corporation Announces CEO ChangesBlue Bird Corporation has appointed John Wyskiel, aged 60, to the position of CEO, effective February 17, 2025. Wyskiel succeeds Phil Horlock, who served as the Company’s President and CEO from 2011 to 2021 and was reappointed to the position in May 2023. Horlock will remain on the Board, supporting Wyskiel to ensure a smooth leadership transition. Wyskiel is an automotive industry veteran with over 35 years of experience in manufacturing leadership, operational excellence and global sales and supply chain management. He will be instrumental in driving Blue Bird's strategic initiatives and delivering profitable growth. Wyskiel is very familiar with Blue Bird, having served as General Manager of Blue Bird Coach in Canada, one of the largest manufacturers of Type A and Type C school buses, from 2002 to 2004. He returns to Blue Bird after a successful 20-year career at Magna International, where he most recently was President of Magna Seating. In this role, he was responsible for leading a $6 billion business with 33,000 employees across more than 60 manufacturing facilities in 15 countries. Prior to that, Wyskiel was Vice President of Magna’s Body & Structures business in Canada and the United States. His extensive background includes various senior roles in manufacturing, operations, engineering, product management and sales at automotive suppliers Magna, Dana Corporation and Borg Warner.
お知らせ • Jan 22Blue Bird Corporation to Report Q1, 2025 Results on Feb 05, 2025Blue Bird Corporation announced that they will report Q1, 2025 results on Feb 05, 2025
お知らせ • Nov 26Blue Bird Corporation Provides Earnings Guidance for Full Year 2025Blue Bird Corporation provides earnings guidance for full year 2025. For the period, the company expects Net Revenue to be in the range of $1.4 billion -1.5 Billion.
お知らせ • Nov 13Blue Bird Corporation to Report Q4, 2024 Results on Nov 25, 2024Blue Bird Corporation announced that they will report Q4, 2024 results on Nov 25, 2024
お知らせ • Oct 29Blue Bird Appoints Edward Hightower to Its Board of DirectorsBlue Bird Corporation announced the appointment of Edward T. Hightower to its Board of Directors, effective immediately. Hightower, a seasoned global automotive executive and entrepreneur, joined Blue Bird as a Class I Director. He brings a wealth of electric vehicle and automotive industry experience to the iconic school bus manufacturer. Edward T. Hightower has over 35 years of relevant executive leadership experience. He is the founder and managing director of Motoring Ventures LLC, an investment, growth, strategy, and operations consulting firm focused on driving value in the global automotive industry. Hightower previously served as Chief Executive Officer (CEO) and President of Lordstown Motors Corp., an original equipment manufacturer (OEM) of electric vehicles (EV) for the commercial fleet market, from 2021 to 2024. He led the operational turnaround of the company and the launch of its first vehicle, the Endurance all-electric full-size pickup truck. Lordstown was one of the few new light-duty EV OEMs to successfully develop, launch, and deliver vehicles to customers. Hightower also served as CEO of the EV design and engineering joint venture between Lordstown and Foxconn, the Taiwanese electronics manufacturer. In addition, he held senior engineering, marketing and business development roles at Ford, BMW, and General Motors. Hightower also worked as a hands-on growth, strategy, operations, and M&A consultant at AlixPartners, LLP. Hightower holds a bachelor of science degree in General Engineering from the University of Illinois Urbana-Champaign and a master of business administration degree from the University of Michigan Ross School of Business.
Valuation Update With 7 Day Price Move • Oct 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €38.20, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 117% over the past three years.
お知らせ • Sep 10Blue Bird Corporation Announces President ChangesBlue Bird Corporation announced that Britton Smith has resigned from his position as President, effective September 28, 2024. Mr. Smith has decided to step down for personal reasons. Mr. Smith will step down from the Company's Board of Directors, effective immediately. Following Mr. Smith's departure, Blue Bird's current Chief Executive Officer, Phil Horlock, will assume the additional role of President and continue to lead the Company, as he has for nearly 14 years.
Recent Insider Transactions • Aug 15Insider recently sold €834k worth of stockOn the 13th of August, Gurminder Bedi sold around 19k shares on-market at roughly €44.14 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
Reported Earnings • Aug 09Third quarter 2024 earnings released: EPS: US$0.89 (vs US$0.29 in 3Q 2023)Third quarter 2024 results: EPS: US$0.89 (up from US$0.29 in 3Q 2023). Revenue: US$333.4m (up 13% from 3Q 2023). Net income: US$28.7m (up 207% from 3Q 2023). Profit margin: 8.6% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 08+ 2 more updatesBlue Bird Corporation Revises Earnings Guidance for the Year 2024Blue Bird Corporation revised earnings guidance for the year 2024. For the year, the company raising full-year guidance for Net Revenue to $1.30-1.33 Billion.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €38.00, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 91% over the past three years.
お知らせ • Jul 25Blue Bird Corporation to Report Q3, 2024 Results on Aug 07, 2024Blue Bird Corporation announced that they will report Q3, 2024 results on Aug 07, 2024
お知らせ • Jul 12Blue Bird Corporation Selects to Receive $80 Million Federal Grant to Expand Electric Vehicle ManufacturingBlue Bird Corporation announced that it has been selected to receive an $80 million grant from the U.S. Department of Energy (DOE) to expand the company’s electric vehicle manufacturing capabilities and related workforce development efforts. The award selection is subject to final contract and funding negotiations between the DOE and Blue Bird, which could take up to 120 days to conclude. The DOE funding is part of the U.S. administration’s nearly $2 billion investment to convert long-standing automotive facilities to manufacturing electric vehicles and components, retain and expand good-paying manufacturing jobs, and bolster domestic supply chains. The $80 million grant to Blue Bird is part of the Domestic Automotive Manufacturing Conversion Grants program administered by the DOE’s Office of Manufacturing and Energy Supply Chains (MESC). The grant represents 50% of the total $160 million investment required to complete the conversion project. Blue Bird is one of 11 selectees, including Cummins, Blue Bird’s supply chain partner for electric vehicle powertrains. The financial award will help Blue Bird convert a prior manufacturing site for diesel-powered motorhomes in Fort Valley, Ga., into an approximately 600,000 square foot, electric vehicle manufacturing facility. Blue Bird started manufacturing high-end, Wanderlodge-branded motorhomes at the site in 1963 based on its large, Type-D school bus designs. The company ceased operations at the Wanderlodge site in 2019. The conversion will assist Blue Bird in increasing the production of Type-D electric school buses to meet the rising demand for clean student transportation nationwide. In addition, the converted facility will add more than 400 new, good-paying manufacturing jobs.
お知らせ • Jul 03+ 1 more updateBlue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Small Cap Comp Value IndexBlue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Small Cap Comp Value Index
お知らせ • Jun 28Blue Bird Corporation Announces Resignation of Gurminder Bedi from Its Board of DirectorsBlue Bird Corporation announced that Gurminder Bedi has resigned from its board of directors, effective June 26, 2024, following a nine-year tenure. Bedi joined the company’s board in 2015 as an independent director after a 30-year career with Ford Motor Company. At Ford, he served as the vice president of the North American Truck business and was responsible for vehicle development and business strategy. He also held other senior management positions, including president of Ford Argentina and Brazil, head of North American Quality and a variety of other leadership roles in product development, manufacturing and strategy.
Board Change • Jun 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Doug Grimm was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 15Investor sentiment improves as stock rises 31%After last week's 31% share price gain to €45.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 111% over the past three years.
お知らせ • May 15Blue Bird Corporation Promotes Tim Gordon as Senior Vice President of Sales and Marketing, Effective June 1, 2024Blue Bird Corporation has expanded its high-performance Sales and Marketing organization. The company announced three strategic leadership appointments, effective June 1, 2024. Blue Bird strengthened its Sales and Marketing team to further grow its leadership in zero- and low-emissions transportation. Tim Gordon has been promoted to senior vice president of Blue Bird’s Sales and Marketing team. In his new role, he will build on Blue Bird’s customer-centric approach, strengthen the company’s relationship with its valued dealer network, and drive strong growth. Gordon joined Blue Bird in 2016 and most recently served as vice president of Sales and Marketing since August 2022. Gordon is a well-respected, 40-year veteran of the transportation industry. Before joining Blue Bird, he spent four years at Yancey Bus Sales and Service leading its parts and service sales team. Prior to that, Gordon held various product marketing, sales, and service management roles at both Navistar, parent company of school bus manufacturer IC Bus, and semi-truck manufacturer Freightliner.
お知らせ • May 10Blue Bird Corporation Provides Earnings Guidance for the Fiscal Year 2024Blue Bird Corporation provided earnings guidance for the fiscal year 2024. For the year, the company expected Net Revenue to be in the range of $1.275 billion to $1.325 billion.
Reported Earnings • May 09Second quarter 2024 earnings released: EPS: US$0.81 (vs US$0.22 in 2Q 2023)Second quarter 2024 results: EPS: US$0.81 (up from US$0.22 in 2Q 2023). Revenue: US$345.9m (up 15% from 2Q 2023). Net income: US$26.0m (up 265% from 2Q 2023). Profit margin: 7.5% (up from 2.4% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26Blue Bird Corporation to Report Q2, 2024 Results on May 08, 2024Blue Bird Corporation announced that they will report Q2, 2024 results on May 08, 2024
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €33.20, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 13x in the Machinery industry in Germany. Total returns to shareholders of 63% over the past three years.
お知らせ • Mar 07Blue Bird Corporation (NasdaqGM:BLBD) acquired Business of Bay Wash of Idaho Truck Wash.Blue Bird Corporation (NasdaqGM:BLBD) acquired Business of Bay Wash of Idaho Truck Wash on March 5, 2024. Blue Bird Corporation (NasdaqGM:BLBD) completed the acquisition of Business of Bay Wash of Idaho Truck Wash on March 5, 2024.
Recent Insider Transactions • Feb 23Independent Director recently sold €253k worth of stockOn the 20th of February, Gurminder Bedi sold around 9k shares on-market at roughly €29.07 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Feb 16Blue Bird Corporation has filed a Follow-on Equity Offering.Blue Bird Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,042,650
New Risk • Feb 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (7.6% average weekly change).
Reported Earnings • Feb 08First quarter 2024 earnings released: EPS: US$0.81 (vs US$0.35 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.81 (up from US$0.35 loss in 1Q 2023). Revenue: US$317.7m (up 35% from 1Q 2023). Net income: US$26.2m (up US$37.4m from 1Q 2023). Profit margin: 8.2% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Feb 08Blue Bird Corporation Raises Earnings Guidance for the Full-Year Fiscal 2024Blue Bird Corporation raised earnings guidance for the full-year fiscal 2024. For the period, the company expects net revenue to be in the range of $1.15 billion to $1.25 Billion.
お知らせ • Feb 02Blue Bird Corporation (NasdaqGM:BLBD) announces an Equity Buyback for $60 million worth of its shares.Blue Bird Corporation (NasdaqGM:BLBD) announces a share repurchase program. Under the program, the company will repurchase up to $60 million worth of its common stock. The shares repurchased are expected to be retired. The program will be funded from one or a combination of existing cash balances, future free cash flow and indebtedness. The program will be valid for 24 months.
お知らせ • Jan 30Blue Bird Corporation, Annual General Meeting, Mar 13, 2024Blue Bird Corporation, Annual General Meeting, Mar 13, 2024, at 09:00 US Eastern Standard Time. Location: Hampton Inn & Suites, North Macon, 3954 River Pl. Dr., Macon Macon Georgia United States Agenda: To elect two (2) Class I members of the Board of Directors; to ratify the appointment of BDO USA, LLP as independent registered public accounting firm for the current fiscal year ending September 28, 2024; and to transact such other business that may properly come before the meeting.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €26.00, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 57% over the past three years.
お知らせ • Jan 25Blue Bird Corporation to Report Q1, 2024 Results on Feb 07, 2024Blue Bird Corporation announced that they will report Q1, 2024 results on Feb 07, 2024
New Risk • Dec 13New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Dec 13Full year 2023 earnings released: EPS: US$0.74 (vs US$1.48 loss in FY 2022)Full year 2023 results: EPS: US$0.74 (up from US$1.48 loss in FY 2022). Revenue: US$1.13b (up 42% from FY 2022). Net income: US$23.8m (up US$69.6m from FY 2022). Profit margin: 2.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 30Blue Bird Corporation to Report Q4, 2023 Results on Dec 11, 2023Blue Bird Corporation announced that they will report Q4, 2023 results on Dec 11, 2023
お知らせ • Nov 11Blue Bird Corporation Appoints Jenna Van Harpen as Executive Director of Fleet SalesBlue Bird Corporation announced the appointment of an accomplished sales leader to direct its strategic fleet sales operations. Blue Bird expands its fleet sales as it continues to grow its leadership in electric, propane, and gasoline-powered student transportation. Jenna Van Harpen has rejoined the iconic school bus manufacturer as executive director of Fleet Sales after a nearly three-year stint as Sales Manager for Gillig, a leading manufacturer of heavy-duty transit buses, where she specialized on clean energy vehicle sales. From 2014-2020, she held roles of increasing responsibility with Blue Bird in the areas of fleet and chassis sales, as well as alternative fuels. After her first appointment to Executive Director of Fleet Sales in 2018, Van Harpen oversaw a high-performing sales team generating exceptional sales and revenue growth. Prior to joining Blue Bird, she held various sales roles at Carter Machinery, Allstate Peterbilt Group, and Truck Country for six years. Van Harpen holds a bachelor of science degree in Business Administration from the Minnesota School of Business.
Board Change • Oct 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Doug Grimm was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 24Blue Bird Corporation Appoints Julie Fream to Board of DirectorsBlue Bird Corporation announced that Julie A. Fream has joined the company’s Board of Directors. Fream succeeds Adam Gray, managing partner of Coliseum Capital Management LLC, who has decided to step down from the Board following Coliseum’s sale of its Blue Bird holdings through a secondary offering. Fream is a business strategy and implementation expert with 40 years of automotive industry and board experience. Since 2013, she has been the president and CEO of MEMA Original Equipment Suppliers, a 500+ company-member trade association that advocates and advances vehicle suppliers’ business needs in North America. Fream continues to steer the organization as the vehicle industry undergoes a major transformation to clean-powertrain technologies. Fream is the founding chair of the Board of Directors for Corewell Health, a $14 billion healthcare system formed in 2022. From 2011 to 2018, she served an eight-year term as a governor-appointed trustee for Michigan Technological University, a research university focused primarily on engineering and related fields. From 2014 to 2016, Fream served as chair of the Michigan Tech Board of Trustees. Fream holds an MBA from Harvard Business School and a B.S. in Chemical Engineering from Michigan Technological University.
Buying Opportunity • Aug 11Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be €23.17, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Meanwhile, the company became loss making.
New Risk • Aug 10New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 0.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.2x net interest cover). Share price has been highly volatile over the past 3 months (13% average weekly change).
お知らせ • Aug 10Blue Bird Corporation Provides Earnings Guidance for the Third Quarter, Fourth Quarter and Full Year of 2023Blue Bird Corporation provided earnings guidance for the third quarter, fourth quarter and full year of 2023. For the third quarter, revenues coming in at the top end of its guidance. The company expects further increased performance for fiscal fourth quarter. The company raising full year fiscal 2023 guidance to net revenue of just over $1.1 billion. Additionally, the company reconfirming its long-term outlook of profitable growth towards $2 billion in revenues.
Reported Earnings • Aug 10Third quarter 2023 earnings released: EPS: US$0.29 (vs US$0.20 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.29 (up from US$0.20 loss in 3Q 2022). Revenue: US$294.3m (up 43% from 3Q 2022). Net income: US$9.36m (up US$15.8m from 3Q 2022). Profit margin: 3.2% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 122 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 28Blue Bird Corporation to Report Q3, 2023 Results on Aug 09, 2023Blue Bird Corporation announced that they will report Q3, 2023 results on Aug 09, 2023
お知らせ • Jun 09Blue Bird Corporation has completed a Follow-on Equity Offering in the amount of $90 million.Blue Bird Corporation has completed a Follow-on Equity Offering in the amount of $90 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,500,000 Price\Range: $20
お知らせ • Jun 03Blue Bird Corporation Announces Executive ChangesBlue Bird Corporation announced the appointment of Britton Smith to president, effective July 1, 2023. Phil Horlock, Blue Bird president and CEO, will continue to hold the role of CEO after Smith’s appointment takes effect. Blue Bird appointed Britton Smith to President after he served as the company’s Senior Vice President of Electrification and Chief Strategy Officer since March 2022 Smith joined Blue Bird in March 2022 as Senior Vice President of Electrification and Chief Strategy Officer. The appointment of Smith to President recognizes the increasing importance of electrification to Blue Bird’s growth strategy. He will continue to lead this key business initiative while taking on additional responsibilities across the company which will reinforce Blue Bird’s industry leadership in low- and zero-emissions student transportation. Smith builds on over 20 years of executive experience in public and private-equity-owned companies across manufacturing, industrial, healthcare, and financial services sectors. Before joining Blue Bird, he served as director of strategy and deal advisory at KPMG. In addition, he previously held various executive roles, including chief operating officer at financial services company DFC Global Corp, and associate principal at management consulting firm McKinsey & Company. Smith holds a master’s degree in Business Administration from Harvard Business School and a bachelor's degree in Mechanical Engineering with Highest Distinction from the United States Naval Academy.
お知らせ • May 27+ 1 more updateBlue Bird Corporation Announces Board ChangesBlue Bird Corporation announced that on May 19, 2023, Jared Sperling, a Class III director of Blue Bird Corporation (the “Company”), tendered his resignation from Board of Directors, effective immediately. Mr. Sperling’s decision was not based on any disagreement with the Company regarding its operations, policies or practices. On May 19, 2023, the Board of Directors of the Company elected Dan Thau as a Class III director of the Company, to fill the vacancy created by the resignation of Jared Sperling. Mr. Thau was also appointed to serve as a member of the Compensation Committee and the Corporate Governance and Nominating Committee. Mr. Thau, a Vice President at American Securities LLC (“American Securities”), has been with that firm since 2015. Prior to joining American Securities, Mr. Thau was employed by Goldman Sachs as an analyst in the Financial Institutions Group in New York and in the Israel Group in Tel Aviv. Mr. Thau holds a B.S. degree in Economics from the University of Pennsylvania’s Wharton School and an M.B.A. degree from Harvard Business School.
お知らせ • May 19Blue Bird Corporation Announces Management ChangesOn May 13, 2023, Matthew Stevenson, President and a Class II director of Blue Bird Corporation tendered his resignation from employment and from Board of Directors (the “Board”). The Board accepted Mr. Stevenson’s resignation from his position as an officer and on the Board effective immediately and his employment with the Company will terminate effective June 5, 2023. On May 14, 2023, the Board of Directors appointed Philip Horlock as President of the Company. Mr. Horlock served as CEO from 2015 (following the business combination in 2015) to October 2021, and served as President and CEO of School Bus Holdings from 2011 to October 2021. Mr. Horlock has been serving as an active consultant to the Company and as a Class III director since his retirement in December 2021.
お知らせ • May 17Phil Horlock Returns to Blue Bird CEO PositionBlue Bird Corporation announced that Phil Horlock will again lead the company as CEO. Blue Bird’s Board of Directors has appointed Phil Horlock to assume the position of President and CEO, effective immediately. Phil held this position for nearly 11 years between 2011 and 2021 and presently serves on the Board of Directors. Matthew Stevenson, President and CEO of Blue Bird Corporation, is leaving the Company for personal reasons. Mr. Stevenson has also exited his position on the Board of Directors. Horlock will be relocating to Macon, Georgia to assume the leadership position at Blue Bird’s headquarters.
Reported Earnings • May 12Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.38 loss in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (up from US$0.38 loss in 2Q 2022). Revenue: US$299.8m (up 44% from 2Q 2022). Net income: US$7.13m (up US$19.3m from 2Q 2022). Profit margin: 2.4% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 137 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 10Blue Bird Corporation Raises Earnings Guidance for the Year 2023Blue Bird Corporation raised earnings guidance for the year 2023. The company's turnaround is working and The company expects to return to historical profitability during fiscal year 2023, with increasing levels of revenues and performance each quarter, as shown in the forecast shared during the earnings call. The company is raising full year fiscal 2023 guidance to Net Revenue of just over $1 billion.
Reported Earnings • Feb 09First quarter 2023 earnings released: US$0.35 loss per share (vs US$0.14 loss in 1Q 2022)First quarter 2023 results: US$0.35 loss per share (further deteriorated from US$0.14 loss in 1Q 2022). Revenue: US$235.7m (up 82% from 1Q 2022). Net loss: US$11.3m (loss widened 177% from 1Q 2022). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany.
お知らせ • Jan 31Blue Bird Corporation, Annual General Meeting, Mar 08, 2023Blue Bird Corporation, Annual General Meeting, Mar 08, 2023, at 09:00 US Eastern Standard Time. Location: 3920 Arkwright Road, Fourth Floor, Macon, GA 31210 Macon Georgia United States Agenda: To consider and elect 3 Class III members of the Board of Directors named in the Proxy Statement for a term of 3 years, and until their successors are elected and qualified; to consider and vote on a non-binding advisory basis, to approve the compensation of our Named Executive Officers, as described in the Compensation Discussion and Analysis and Named Executive Officer Compensation sections of our Proxy Statement for the 2023 Annual Meeting, a say-on-pay vote; to consider and ratify the appointment of BDO USA, LLP as our independent registered public accounting firm for the current fiscal year ending September 30, 2023; and to transact such other business that may properly come before the meeting.
お知らせ • Jan 26Blue Bird Corporation to Report Q1, 2023 Results on Feb 08, 2023Blue Bird Corporation announced that they will report Q1, 2023 results on Feb 08, 2023
お知らせ • Dec 14Blue Bird Corporation Provides Revenue Guidance for the Year 2023Blue Bird Corporation provided revenue guidance for the year 2023. For the full year fiscal 2023, net revenue of $900-1,000 million.
Reported Earnings • Dec 14Full year 2022 earnings released: US$1.48 loss per share (vs US$0.011 loss in FY 2021)Full year 2022 results: US$1.48 loss per share (further deteriorated from US$0.011 loss in FY 2021). Revenue: US$800.6m (up 17% from FY 2021). Net loss: US$45.8m (loss widened US$45.5m from FY 2021). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Machinery industry in Germany.
お知らせ • Nov 29Blue Bird Corporation to Report Q4, 2022 Results on Dec 12, 2022Blue Bird Corporation announced that they will report Q4, 2022 results on Dec 12, 2022
Reported Earnings • Aug 12Third quarter 2022 earnings released: US$0.20 loss per share (vs US$0.16 profit in 3Q 2021)Third quarter 2022 results: US$0.20 loss per share (down from US$0.16 profit in 3Q 2021). Revenue: US$206.1m (up 4.8% from 3Q 2021). Net loss: US$6.44m (down 249% from profit in 3Q 2021). Over the next year, revenue is forecast to grow 29%, compared to a 9.6% growth forecast for the industry in Germany.
お知らせ • Aug 11Blue Bird Corporation Revises Earnings Guidance for the Year 2022Blue Bird Corporation revised earnings guidance for the year 2022. With the supply-constraint lower volumes, combined with the EV semiconductor part shortage, the company is revising guidance for fiscal 2022 to net revenue of $750 million to $800 million.
お知らせ • Jul 28Blue Bird Corporation to Report Q3, 2022 Results on Aug 10, 2022Blue Bird Corporation announced that they will report Q3, 2022 results on Aug 10, 2022
お知らせ • Jul 22Blue Bird Expands its Electrification EcosystemBlue Bird Corporation continues to expand its electrification ecosystem to help electric school bus customers meet their charging infrastructure needs. The company launched its Blue Bird Energy Services business to further accelerate the electrification of the student transportation industry by providing turnkey charging infrastructure solutions for electric school bus fleets. Blue Bird remains the proven clean transportation leader with nearly 650 electric-powered, zero-emission school buses in operation today. The company builds a full range of electric school buses which can carry a maximum of 84 passengers for up to 120 miles on a single charge. Depending on the charging infrastructure, the buses take between three and eight hours to recharge fully.
お知らせ • Jun 26Blue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Microcap Value IndexBlue Bird Corporation(NasdaqGM:BLBD) dropped from Russell Microcap Value Index
お知らせ • May 14Blue Bird Corporation Revises Earnings Guidance for the Year 2022Blue Bird Corporation revised earnings guidance for the year 2022. The company are revising guidance for fiscal 2022 to net revenue of $800 million - $900 million.
Reported Earnings • May 14Second quarter 2022 earnings released: US$0.38 loss per share (vs US$0.023 loss in 2Q 2021)Second quarter 2022 results: US$0.38 loss per share (down from US$0.023 loss in 2Q 2021). Revenue: US$207.7m (up 26% from 2Q 2021). Net loss: US$12.1m (loss widened US$11.5m from 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 11% growth forecast for the industry in Germany.
お知らせ • May 12Blue Bird Corporation Unveils Electric Vehicle Platform at 2022 Advanced Clean Transportation (ACT) ExpoBlue Bird Corporation unveiled a unique Class 5-6 electric vehicle platform at the 2022 Advanced Clean Transportation (ACT) Expo, North America’s large advanced transportation technology and clean fleet event. The company builds on its nearly century-long expertise of school bus manufacturing to expand its zero-emission transportation solutions to the commercial vehicle market. Blue Bird's flexible Class 5-6 chassis will enable a broad range of fully-electric vehicles, including last-mile delivery step vans, motorhomes, and other specialty vehicles. Due to its modular design, the Blue Bird electric vehicle (EV) chassis allows for several battery configurations from 70kWh to 225kWh supporting a vehicle range of up to 175 miles on a single charge. The battery packs take between one and twelve hours to fully recharge depending on the charging infrastructure. In addition, Blue Bird offers its Class 5-6 chassis with three wheelbase options of 178”, 190”, and 208” for vehicles with a gross vehicle weight rating (GVWR) of up to 26,000 pounds. The company utilizes lightweight materials and components for its innovative vehicle platform, thereby, maximizing vehicle payload without compromising on vehicle safety. Blue Bird offers several safety features on its EV chassis not standard on comparable electric vehicles to enhance driver protection and familiarity. This includes “hill hold,” which prevents the vehicle from rolling backward when sitting stationary on a hill, and “electric creep,” which allows the vehicle to slowly start moving from a stop when the driver's foot is removed from the brake pedal to simulate a gasoline engine in gear. In addition, the Blue Bird custom chassis provides the best turn radius to-date maximizing vehicle maneuverability in tight urban settings. Blue Bird teamed up with Lightning eMotors, a Colorado-based manufacturer of electric powertrains and complete zero-emission vehicle solutions, to build the prototype of the Class 5-6 custom chassis. Lightning eMotors drew from its broad EV experience based on nearly 250 zero-emission electric commercial vehicles in operation and over 1.5 million miles driven to-date.
お知らせ • May 03Blue Bird Corporation to Report Q2, 2022 Results on May 12, 2022Blue Bird Corporation announced that they will report Q2, 2022 results on May 12, 2022
お知らせ • Apr 01Blue Bird Corporation Appoints Jim Nelles as Senior Vice President, Global Supply Chain ManagementBlue Bird Corporation announced the appointment of Jim Nelles as senior vice president, Global Supply Chain Management, with immediate effect. In his current role, Nelles is responsible for optimizing Blue Bird’s global supply chain, ensuring best-in-class cost, quality, and throughput, and forging long-term strategic partnerships to secure critical components. Nelles has over 20 years of international leadership experience in supply chain management and operations. Most recently, he advised Fortune 500 industrial companies on procurement, supply chain, distribution, due diligence, and negotiations.
お知らせ • Mar 03Blue Bird Corporation Announces Resignation of Paul Yousif as Senior Vice President and General Counsel, and Corporate Treasurer, Effective March 31, 2022Blue Bird Corporation announced Paul Yousif, Senior Vice President and General Counsel, and Corporate Treasurer, tendered his resignation to the Company, to be effective March 31, 2022.
Reported Earnings • Feb 10First quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatFirst quarter 2022 results: US$0.14 loss per share (down from US$0.06 loss in 1Q 2021). Revenue: US$129.2m (flat on 1Q 2021). Net loss: US$4.08m (loss widened 153% from 1Q 2021). Revenue exceeded analyst estimates by 18%. Over the next year, revenue is forecast to grow 20%, compared to a 10% growth forecast for the industry in Germany.
お知らせ • Jan 30Blue Bird Corporation, Annual General Meeting, Mar 09, 2022Blue Bird Corporation, Annual General Meeting, Mar 09, 2022, at 09:00 US Eastern Standard Time. Location: at the Company’s corporate headquarters at 3920 Arkwright Road, Third Floor Macon Georgia United States Agenda: To elect four (4) Class II members of the Board of Directors named in the Proxy Statement for a term of three (3) years, and until their successors are elected and qualified; and to ratify the appointment of BDO USA, LLP as our independent registered public accounting firm for the current fiscal year ending October 1, 2022; and transact such other business that may properly come before the meeting.
お知らせ • Jan 28Blue Bird Corporation to Report Q1, 2022 Results on Feb 09, 2022Blue Bird Corporation announced that they will report Q1, 2022 results on Feb 09, 2022
お知らせ • Dec 17Blue Bird Corporation announced that it has received $75 million in funding from Coliseum Capital Management, LLCBlue Bird Corporation announced that it has entered into a securities purchase agreement with clients of returning investor Coliseum Capital Management, LLC for a private placement of 4,687,500 common shares at a price of $16 per share for gross proceeds of $75,000,000 for a 15% stake in the company, on December 15, 2021. Adam Gray from Coliseum Capital Management, LLC has joined the company’s Board as a Class II director. The securities sold in the Private Placement have not been registered under the Securities Act of 1933, as amended, or state securities laws as of the time of issuance and may not be offered or sold in the United States absent registration with the Securities and Exchange Commission ("SEC") or an applicable exemption from such registration requirements.
お知らせ • Dec 16Blue Bird Corporation Provides Earnings Guidance for the Fiscal Year 2022Blue Bird Corporation provided earnings guidance for the fiscal year 2022. For the year, the company expects net revenue to be in the range of $750 million to $850 million.
Valuation Update With 7 Day Price Move • Dec 03Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €16.90, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Machinery industry in Germany. Total returns to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €32.16 per share.
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment improved over the past weekAfter last week's 18% share price gain to €21.60, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 19x in the Machinery industry in Germany. Total returns to shareholders of 76% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €33.08 per share.
Executive Departure • Oct 05Chief Operating Officer Charles Jenkins has left the companyOn the 1st of October, Charles Jenkins' tenure as Chief Operating Officer ended after 1.8 years in the role. As of June 2021, Charles still personally held 12.26k shares (€158k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 1.83 years, which is considered inexperienced in the Simply Wall St Risk Model.
