Blue Bird（BLBD）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
BLBD Community Fair Values
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Analyst Price Targets
Blue Bird Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$72.45 |
| 52週高値 | US$81.51 |
| 52週安値 | US$37.68 |
| ベータ | 1.37 |
| 1ヶ月の変化 | 11.62% |
| 3ヶ月変化 | 25.80% |
| 1年変化 | 79.51% |
| 3年間の変化 | 191.08% |
| 5年間の変化 | 182.57% |
| IPOからの変化 | 657.05% |
最新ニュース
Seeking Alpha • May 13
Blue Bird: $202 Million Deal Is Cheaper Than You Think
Summary Blue Bird acquired the remaining 50% of Micro Bird for $201.8M, implying 10.7x FY2026 forecast EBITDA, which is below the 12.3x sector median. The FY2026 EBITDA guidance raise of 8.9% is largely inorganic, while the organic raise is only 2.2%. Management has beaten guidance for 14 consecutive quarters, supporting credibility of midterm EBITDA targets. Fair value is estimated at $85.59 short-term and $131.08 long-term, representing 20-85% upside from current levels. Read the full article on Seeking Alpha分析記事 • May 13
Shareholders Will Be Pleased With The Quality of Blue Bird's (NASDAQ:BLBD) Earnings
Blue Bird Corporation's ( NASDAQ:BLBD ) strong earnings report was rewarded with a positive stock price move. We did...分析記事 • May 11
Need To Know: Analysts Are Much More Bullish On Blue Bird Corporation (NASDAQ:BLBD) Revenues
Shareholders in Blue Bird Corporation ( NASDAQ:BLBD ) may be thrilled to learn that the analysts have just delivered a...
ナラティブの更新 • Apr 30
BLBD: Higher Future P E Assumptions Will Constrain Further Share Upside
Analysts have raised the Blue Bird fair value estimate from $49.00 to $55.00. This change reflects updated assumptions on revenue growth, profit margins, and a higher future P/E multiple supported by recent price target increases from several research firms.Recent updates
Seeking Alpha • May 13
Blue Bird: $202 Million Deal Is Cheaper Than You Think
Summary Blue Bird acquired the remaining 50% of Micro Bird for $201.8M, implying 10.7x FY2026 forecast EBITDA, which is below the 12.3x sector median. The FY2026 EBITDA guidance raise of 8.9% is largely inorganic, while the organic raise is only 2.2%. Management has beaten guidance for 14 consecutive quarters, supporting credibility of midterm EBITDA targets. Fair value is estimated at $85.59 short-term and $131.08 long-term, representing 20-85% upside from current levels. Read the full article on Seeking Alpha分析記事 • May 13
Shareholders Will Be Pleased With The Quality of Blue Bird's (NASDAQ:BLBD) Earnings
Blue Bird Corporation's ( NASDAQ:BLBD ) strong earnings report was rewarded with a positive stock price move. We did...分析記事 • May 11
Need To Know: Analysts Are Much More Bullish On Blue Bird Corporation (NASDAQ:BLBD) Revenues
Shareholders in Blue Bird Corporation ( NASDAQ:BLBD ) may be thrilled to learn that the analysts have just delivered a...ナラティブの更新 • Apr 30
BLBD: Higher Future P E Assumptions Will Constrain Further Share Upside
Analysts have raised the Blue Bird fair value estimate from $49.00 to $55.00. This change reflects updated assumptions on revenue growth, profit margins, and a higher future P/E multiple supported by recent price target increases from several research firms.
ナラティブの更新 • Apr 16
BLBD: Higher Margin Assumptions And Refined P/E Work Will Support Upside
Analysts have adjusted their price targets on Blue Bird by a few dollars, with updated valuations around $69.29 per share. These changes reflect refreshed views on discount rates, profit margin potential, and future P/E assumptions.ナラティブの更新 • Apr 01
BLBD: Higher Margin Assumptions And Lower Discount Rate Are Expected To Support Upside
Analysts have lifted their price targets on Blue Bird, supporting a move in the internal fair value estimate from $63.75 to about $69.29, citing updated views on discount rates, profit margins, and future P/E assumptions. Analyst Commentary Recent Street research has focused on higher price targets and refreshed assumptions for discount rates, profit margins, and future P/E multiples.
ナラティブの更新 • Mar 18
BLBD: Higher Margin Outlook And Buybacks Will Support Future Share Gains
The analyst price target for Blue Bird has been raised by $2 to $78. Analysts point to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change.ナラティブの更新 • Mar 04
BLBD: Incremental Price Hikes And Buybacks Will Still Restrain Further Upside
The analyst price target for Blue Bird has increased by a few dollars to incorporate updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. Recent target increases of $3, $5 and $8 from several firms have helped support the revised range.ナラティブの更新 • Feb 18
BLBD: Conservative FY26 Guidance And Modest Assumption Tweaks Will Limit Further Upside Potential
Analysts have lifted their average price target on Blue Bird by a single-digit dollar amount, reflecting updates to revenue growth, profit margin and future P/E assumptions following recent research in which several firms raised their targets by $3, $5, $8 and to $76. Analyst Commentary Recent research has centered on how Blue Bird's updated revenue, margin and P/E assumptions line up with current valuation.ナラティブの更新 • Feb 04
BLBD: Strong Q1 Outlook And Conservative FY26 Guidance Are Expected To Support Upside
Analysts have raised their price target on Blue Bird by US$6 to US$76, citing revenue and EBITDA that were ahead of estimates, as well as a Q1 outlook and FY26 guidance they view as conservative but supportive of their updated view. Analyst Commentary Bullish Takeaways Bullish analysts point to revenues and EBITDA coming in ahead of both their own models and broader expectations, which they see as supportive of a higher valuation framework.ナラティブの更新 • Jan 21
BLBD: Continued Execution And Conservative FY26 Outlook Will Support Higher Shares
Narrative Update on Blue Bird Analysts have lifted their price target on Blue Bird to US$76 from US$70, citing revenue and EBITDA results ahead of expectations, along with a Q1 outlook that exceeded forecasts, while FY26 guidance was maintained and viewed as conservatively set by management. Analyst Commentary Recent commentary from bullish analysts centers on stronger than expected execution and a view that current guidance leaves room for upside over time.ナラティブの更新 • Jan 07
BLBD: Q1 Outperformance And Conservative FY26 Outlook Will Shape Fairly Balanced Prospects
Analysts lifted their fair value estimate for Blue Bird to US$49.00 from US$36.00, citing Street research that highlighted revenue and EBITDA outperformance versus expectations and a Q1 outlook that was well ahead of prior estimates, even as management maintained what analysts viewed as conservative longer term guidance. Analyst Commentary Street research has largely focused on Blue Bird's stronger than expected revenue and EBITDA, along with Q1 guidance that came in ahead of prior estimates.ナラティブの更新 • Dec 17
BLBD: Near Term Revenue And EBITDA Strength Will Support Higher Share Price
Analysts raised their price target on Blue Bird to $76 from $68 per share, citing stronger than expected recent revenue and EBITDA performance, along with a robust near term outlook that offsets only modest changes to long term growth and margin assumptions. Analyst Commentary Bullish analysts highlighted that the higher price target reflects growing confidence in Blue Bird's ability to convert operational momentum into sustained earnings growth.ナラティブの更新 • Dec 03
BLBD: Sustained Margin Gains Are Expected To Drive Stronger Share Price Momentum
Analysts have nudged their fair value estimate for Blue Bird higher from $62.38 to $63.75, citing recent price target increases driven by revenue and EBITDA beats, a better than expected near term outlook, and steadily improving margins supported by higher volumes and firmer pricing. Analyst Commentary Recent research notes highlight that bullish analysts are becoming more confident in Blue Bird's ability to sustain stronger revenue growth and margin expansion, which in turn supports higher valuation multiples and price targets.分析記事 • Nov 27
Blue Bird Corporation (NASDAQ:BLBD) Full-Year Results: Here's What Analysts Are Forecasting For This Year
It's been a good week for Blue Bird Corporation ( NASDAQ:BLBD ) shareholders, because the company has just released its...ナラティブの更新 • Nov 19
BLBD: Continued Margin Improvement Will Drive Upward Share Price Momentum
Analysts have raised their price target for Blue Bird from $55 to $65 per share, citing continued margin improvements and strong post-earnings performance as key factors in their updated outlook. Analyst Commentary Following the recent price target increase, analyst commentary reflects both optimism about Blue Bird's outlook as well as awareness of potential challenges.ナラティブの更新 • Nov 05
BLBD: Gross Margin Improvements Will Drive Continued Outperformance This Year
Analysts have raised their fair value estimate for Blue Bird from $59.13 to $62.38, citing continued improvements in gross margins and strong management execution. These factors are driving better performance prospects.分析記事 • Oct 05
Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 43% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Blue Bird fair value estimate is US$94.98 Blue Bird is...ナラティブの更新 • Sep 20
Government Funding And Fleet Renewal Will Drive Future Electrification
Following an earnings beat and raised guidance driven by robust revenue growth, cost control, and sustained margin expansion, analysts have increased Blue Bird's consensus price target from $56.57 to $59.12. Analyst Commentary Earnings beat and raised guidance following Q3 results driven by strong management execution in both revenue growth and cost control.分析記事 • Aug 28
Blue Bird Corporation (NASDAQ:BLBD) Stock Rockets 26% But Many Are Still Ignoring The Company
Blue Bird Corporation ( NASDAQ:BLBD ) shares have continued their recent momentum with a 26% gain in the last month...ナラティブの更新 • Aug 08
Government Funding And Fleet Renewal Will Drive Future Electrification
Despite a notable decline in consensus revenue growth forecasts, an improved net profit margin for Blue Bird has led to an upward revision in the fair value price target from $51.57 to $56.57. What's in the News Blue Bird Corporation announces a share repurchase program of up to $100 million, funded by cash, future free cash flow, or debt, running through up to January 1, 2028.分析記事 • Aug 03
Returns On Capital Are A Standout For Blue Bird (NASDAQ:BLBD)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • May 24
It's A Story Of Risk Vs Reward With Blue Bird Corporation (NASDAQ:BLBD)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...分析記事 • Apr 21
Blue Bird (NASDAQ:BLBD) Has A Rock Solid Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 04
Why The 44% Return On Capital At Blue Bird (NASDAQ:BLBD) Should Have Your Attention
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Mar 27
Blue Bird Corporation: A Speculative Value Play
Summary I believe Blue Bird shares could be near rock bottom, with potential support in the low $30s after a steep 40% selloff. I find the long term demand compelling, with over 270k aging buses likely needing replacement in the next years. Management is projecting strong EV segment growth in FY25, but I caution that litigation over EPA funding remains the key risk. From a value perspective, shares are trading below last year's sales and the P/CF has cooled off significantly since the all time highs in June last year. I rate Blue Bird Corporation as a speculative buy, expecting upside to the high $50s if policy risks subside. Read the full article on Seeking Alpha分析記事 • Feb 26
At US$36.23, Is Blue Bird Corporation (NASDAQ:BLBD) Worth Looking At Closely?
While Blue Bird Corporation ( NASDAQ:BLBD ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Feb 17
Blue Bird: No Floor In Sight - Pending Further Policy Clarity (Rating Downgrade)
Summary Blue Bird is likely to remain volatile in the near term, despite the double beat FQ1'25 earnings call and the management's reiterated FY2025 guidance. This is attributed to the lack of clarity surrounding the disbursement of federal funding for the Clean School Bus Program, despite a Federal Judge's issuance of a temporary restraining order. This development may also be why BLBD has lowered its FY2025 EV sales guidance, with it underscoring why the stock has been sold off as it has. Despite the robust backlog, growing Free Cash Flow generation, and healthier balance sheet, we are likely to see a disjoint in its performance metrics and stock price performance ahead. Combined with drastically higher short interest volume, we have downgraded BLBD to a Hold, pending further policy clarity and the materialization of a stock price floor. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
Blue Bird: Past Underperformance, But Long-Term Potential Is Too Good To Ignore - Reiterating Buy
Summary Blue Bird experienced a slight topline contraction due to a decrease in EV share in total volumes during the first quarter. Expected growth in EV sales with resumed funding and related grants and a robust overall demand environment should drive topline growth in FY25. Benefit from the recent price increase and a favorable mix is expected to support margin in the quarters ahead. Anticipated growth in the top and bottom in the short term, and a promising long-term outlook make BLBD stock a compelling buy at the current levels. Read the full article on Seeking Alpha分析記事 • Feb 08
Blue Bird Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a good week for Blue Bird Corporation ( NASDAQ:BLBD ) shareholders, because the company has just released its...分析記事 • Jan 17
Blue Bird (NASDAQ:BLBD) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Jan 14
The Case Against Blue Bird
Summary Blue Bird's stock appears undervalued, given strong profit growth and tailwinds from alternative-fuel buses like propane and electric models. The November elections likely have contributed to a recent sell-off; some investors may see that as an opportunity. But the school bus market's long-term stagnation and Blue Bird's reliance on cyclical demand raise concerns about sustainable growth. Pricing and margins have driven earnings growth and stock price appreciation; both seem potentially at risk going forward. Read the full article on Seeking AlphaSeeking Alpha • Dec 19
Blue Bird's Unloved Status Triggers Rich Capital Appreciation Prospects
Summary BLBD continues to report robust growth prospects, supported by a growing backlog, higher ASPs, raised FY2025 guidance, and raised long-term profit margin targets. These have directly contributed to its healthier balance sheet along with the raised consensus forward estimates, with it underscoring why the stock is cheap at current levels. Even then, it goes without saying that there may be near-term uncertainties, attributed to the potential change in the US EV policies under the President-elect Trump. The same headwind has already been embedded in BLBD's poor stock price performance, with the stock likely to remain volatile pending further clarity in early 2025. Read the full article on Seeking Alpha分析記事 • Dec 14
We Ran A Stock Scan For Earnings Growth And Blue Bird (NASDAQ:BLBD) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Seeking Alpha • Dec 12
Blue Bird: Oversold And Undervalued Heading Into 2025
Summary Blue Bird stock has underperformed recently but still delivered a 90% return over the past year, outperforming the S&P 500. Execution challenges and potential policy changes under President-elect Trump are key risks, especially regarding EPA funding post-2027. Management aims to scale EV production significantly, targeting 4K-5K units post-2028, up from 704 units in FY2024. BLBD is assessed to be oversold and significantly undervalued as investors reflected caution on its growth and execution challenges. I argue why the stock remains poised for a bullish pivot, potentially leading to its next rally as we head into 2025. Read the full article on Seeking AlphaSeeking Alpha • Dec 04
Blue Bird Is Positioned For Continued Growth, Looks Even More Attractive Now
Summary Blue Bird Corporation reported strong FY24 results with double-digit top-line growth, driven by robust demand and higher pricing. Anticipated decline in EV sales in H1 FY25 due to customer delivery requests, but backlog and continued healthy demand should drive growth in H2 FY25 and beyond. Higher pricing, focus on operational efficiency, and cost reduction initiatives should fuel margins in the quarters ahead. The recent drop in the stock price makes it an attractive buy as long-term prospects remain promising. Read the full article on Seeking Alpha分析記事 • Nov 28
Analysts Have Made A Financial Statement On Blue Bird Corporation's (NASDAQ:BLBD) Yearly Report
It's been a good week for Blue Bird Corporation ( NASDAQ:BLBD ) shareholders, because the company has just released its...分析記事 • Nov 27
Blue Bird (NASDAQ:BLBD) Is Investing Its Capital With Increasing Efficiency
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Seeking Alpha • Nov 27
Blue Bird: Shares Deserve To Take A Nice Ride Higher
Summary Blue Bird Corporation's shares dropped 5% despite better-than-expected revenue and adjusted earnings due to revised long-term guidance and political risks from potential tariffs. The company reported strong Q4 results with revenue of $350.2 million and adjusted EPS of $0.77, outperforming analyst expectations. Management's revised long-term guidance indicates slower growth, but near-term performance improvements and lower trading multiples make the stock a 'strong buy'. Concerns over tariffs and a slightly reduced outlook for the North American school bus industry are valid, but current valuation and performance justify optimism. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Blue Bird: A Hidden Gem On A Dip
Summary Blue Bird has consistently exceeded market expectations, with significant growth in revenue and profits, driven by strategic pricing and a favorable product mix. With substantial investments in expanding production capacity and a strong focus on alternative fuel buses, Blue Bird is well-positioned to benefit from regulatory support. Trading at just 6.7 times forward EV/EBITDA, Blue Bird's valuation is significantly lower than the industry median, offering a compelling entry point for investors. The Q4 2024 upcoming release should provide the key determining moments for the stock's reversal if Blue Bird continues to outperform the estimates, which I think it will. I therefore initiate a "Buy" rating and believe the company's long-term strategy and industry conditions should create long-term shareholder value. Read the full article on Seeking Alpha分析記事 • Nov 12
Should You Investigate Blue Bird Corporation (NASDAQ:BLBD) At US$41.72?
While Blue Bird Corporation ( NASDAQ:BLBD ) might not have the largest market cap around , it received a lot of...Seeking Alpha • Nov 08
BlueBird: Adding To My Position With A 100% Upside Target
Summary BlueBird (BLBD) is a Strong Buy with a $91 target, driven by its monopoly on alternative-fueled buses and significant revenue growth potential. Despite potential policy changes, BlueBird's propane and gasoline buses provide a competitive edge, meeting new EPA standards and offering lower total ownership costs. BlueBird's financial health is robust, with record profits, zero debt, and a government grant to boost production capacity by 40% in two years. Risks include competition and government incentives, but BlueBird's diverse powertrain options and strong market position mitigate these concerns. Read the full article on Seeking AlphaSeeking Alpha • Oct 20
Initiating Blue Bird At A Strong Buy Into Year-End
Summary Blue Bird's stock has paused after a massive rally, but I believe this is a consolidation phase before another significant upward move. Despite short-term bearish technicals, long-term fundamentals and seasonality suggest a bullish outlook, with November historically being a strong month. Blue Bird's leadership in alternative power buses and strong demand for replacements support a robust long-term growth and profitability outlook. At less than 13X forward earnings, Blue Bird is undervalued given its growth prospects, making it a strong buy with significant upside potential. Read the full article on Seeking Alpha分析記事 • Oct 09
We Think Blue Bird (NASDAQ:BLBD) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 17
Blue Bird Corporation (NASDAQ:BLBD) Doing What It Can To Lift Shares
With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Machinery industry in the United States, you...
新しいナラティブ • Sep 13
Strategic Shifts And Federal Support Drive Electric Bus Maker's Financial Upturn
Strategic partnerships and lean manufacturing investments are poised to enhance production efficiency, lower costs, and improve Blue Bird's profitability.Seeking Alpha • Sep 11
Blue Bird Corporation: It's Time To Turn This Bus Around (Rating Upgrade)
Summary Blue Bird Corporation's stock experienced significant volatility but now shows strong financial performance and improved guidance, prompting an upgrade from 'hold' to 'buy'. Third-quarter revenue increased by 13.3% year-over-year, driven by higher prices and product mix changes, with net income tripling to $28.7 million. Management's updated guidance for 2024 and 2025 indicates higher revenue and EBITDA, with long-term projections suggesting substantial upside potential for investors. With low net debt and plans for share buybacks, Blue Bird Corporation is positioned for strong future growth, justifying a higher valuation. Read the full article on Seeking AlphaSeeking Alpha • Sep 05
Blue Bird: Lack Of Price Action On Q3 Make For A Buying Opportunity
Summary Blue Bird is expected to play a key role in the electrification of school buses, with significant growth projections. Government bipartisan programs like the Clean School Bus Act are crucial for the company's growth. Despite a great Q3 and raised guidance, the price action has been nil, providing a buying opportunity. Read the full article on Seeking AlphaSeeking Alpha • Aug 09
Blue Bird: No-Brainer Growth And Value Stock
Summary Blue Bird Stock suffered a 30% decline, likely due to panic selling and profit-taking after hitting highs in June 2024. Blue Bird's recent earnings release corroborates its bullish thesis, as it upgraded its guidance. BLBD is still cheap, even though it boasts a solid growth profile. While execution challenges and industry cyclicality are critical risks, revenue and profitability visibility are strong. I explain why BLBD is well-positioned to resume its rally, urging investors not to miss adding before it flies. Read on. Read the full article on Seeking Alpha分析記事 • Aug 06
Why Blue Bird Corporation (NASDAQ:BLBD) Could Be Worth Watching
Blue Bird Corporation ( NASDAQ:BLBD ), might not be a large cap stock, but it saw a significant share price rise of 44...Seeking Alpha • Jul 04
Blue Bird: Strong Momentum And Good Fundamentals Make It A Buy
Summary Blue Bird operates in the not-so-fancy school bus manufacturing industry. The company has two very clear growth catalysts due to the age of school buses and the transition to electric buses, supported by government plans. Blue Bird recently increased guidance for FY2024, which brought euphoria to the company's shares and, coupled with a reasonable valuation, makes me consider it a buy. Read the full article on Seeking AlphaSeeking Alpha • Jun 24
Putting The Brakes On Blue Bird Corporation
Summary Blue Bird Corporation's stock has surged by 70.7% in three months, outperforming the market. Strong financial performance with revenue and profits increasing significantly have been responsible for this. Management has raised guidance for the year, anticipating further growth in production and revenue. But this doesn't mean that shares deserve more upside from where they are today. Read the full article on Seeking Alpha分析記事 • Jun 21
Blue Bird (NASDAQ:BLBD) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • May 30
Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Blue Bird is US$94.22 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • May 27
Blue Bird: Don't Miss The School Bus Before It Leaves
Summary Blue Bird Corporation is expected to benefit from the push to replace the aging school bus fleet with clean/zero-emissions models. Blue Bird is expanding its TAM with its EV commercial chassis business. Blue Bird lifted its long-term growth model to account for secular tailwinds lifting its school bus manufacturing business. BLBD has outperformed the market easily over the past year but is still attractively valued. I argue why investors shouldn't miss this school bus stock before it leaves us behind. Read on. Read the full article on Seeking Alpha分析記事 • May 07
Blue Bird Corporation (NASDAQ:BLBD) Might Not Be As Mispriced As It Looks
With a price-to-sales (or "P/S") ratio of 1x Blue Bird Corporation ( NASDAQ:BLBD ) may be sending bullish signals at...Seeking Alpha • Apr 24
Blue Bird: Ticks A Lot Of Boxes, But Wait For Stabilization On The Charts
Summary Blue Bird has generated impressive returns of 92% over the past year, outperforming the US benchmark and other small-caps. The company specializes in low or zero-emission school buses, which are gaining traction due to their low total cost of ownership. An aging fleet, a ramp-up in federal grants and rebates, and BLBD's new JV designed to make bus ownership more affordable should support business momentum. BLBD has already implemented two separate price hikes this year, and that should play a key role in driving strong operating leverage. The stock has experienced a volatile few weeks, and we would advise investors to wait for a flattening of the price action before going long. Read the full article on Seeking Alpha分析記事 • Apr 11
At US$35.90, Is It Time To Put Blue Bird Corporation (NASDAQ:BLBD) On Your Watch List?
Blue Bird Corporation ( NASDAQ:BLBD ), might not be a large cap stock, but it led the NASDAQGM gainers with a...株主還元
| BLBD | US Machinery | US 市場 | |
|---|---|---|---|
| 7D | 2.3% | -0.4% | 1.1% |
| 1Y | 79.5% | 42.1% | 26.7% |
業界別リターン: BLBD過去 1 年間で42.1 % の収益を上げたUS Machinery業界を上回りました。
リターン対市場: BLBD過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。
価格変動
| BLBD volatility | |
|---|---|
| BLBD Average Weekly Movement | 5.9% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: BLBD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BLBDの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1927 | 2,010 | John Wyskiel | www.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。
Blue Bird Corporation 基礎のまとめ
| BLBD 基礎統計学 | |
|---|---|
| 時価総額 | US$2.25b |
| 収益（TTM） | US$133.01m |
| 売上高(TTM) | US$1.49b |
17.2x
PER（株価収益率1.5x
P/SレシオBLBD は割高か？
公正価値と評価分析を参照収益と収入
| BLBD 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% |
BLBD の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/05/14 12:25 |
| 終値 | 2026/05/14 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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 Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |
| Sherif El-Sabbahy | BofA Global Research |