Blue Bird (BLBD) 주식 개요
블루버드 코퍼레이션은 자회사와 함께 미국, 캐나다 및 전 세계에서 스쿨버스를 설계, 엔지니어링, 제조 및 판매하고 있습니다. 자세히 보기
BLBD Community Fair Values
Create NarrativeSee what 75 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Capital Goods opportunity
Blue Bird Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$70.84 |
| 52주 최고가 | US$81.51 |
| 52주 최저가 | US$36.01 |
| 베타 | 1.37 |
| 1개월 변동 | 21.01% |
| 3개월 변동 | 19.64% |
| 1년 변동 | 90.33% |
| 3년 변동 | 266.67% |
| 5년 변동 | 164.62% |
| IPO 이후 변동 | 640.23% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.Seeking Alpha • Feb 09
Blue Bird: Questions Remain
Summary Blue Bird boasts strong execution, market leadership in alternative-fuel buses, and robust margin expansion, with valuation still appearing reasonable post-earnings rally. Current multiples (EV/EBITDA <8x, EV/FCF <16x) seem low given 15%+ annualized EBITDA growth, but Blue Bird's own model suggests a market peak by the end of the decade. That in turn suggests potential multiple compression, while moderation in property tax revenue growth could dim overall market growth. There's a case to simply own an excellent business, but there are reasons to question how much upside remains. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...Seeking Alpha • Mar 28
Blue Bird: Now A High Profit Growth Story
Summary Blue Bird has progressed from a turnaround story to a growth story, with shares up 100% in the past six months. The US school bus market is shifting towards alternative fuels, with Blue Bird gaining market share. Blue Bird's JV with Generate Capital will offer a complete solution of electric buses and charging infrastructure, driving sales regardless of government initiatives. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Blue Bird Corporation Takes Me To School
Summary Blue Bird Corporation has seen rapid growth and robust cash flows, outperforming the broader market with a stock increase of 53.5%. The company's revenue has increased by 41.5% in 2023, with a significant rise in sales in the Bus segment. Management forecasts a positive outlook for the future, with expected growth in units ordered and improved profitability. If growth is achieved as expected, the upside for investors could be quite appealing. Read the full article on Seeking Alpha주주 수익률
| BLBD | US Machinery | US 시장 | |
|---|---|---|---|
| 7D | 10.5% | 5.7% | 3.2% |
| 1Y | 90.3% | 58.6% | 31.0% |
수익률 대 산업: BLBD은 지난 1년 동안 58.6%의 수익을 기록한 US Machinery 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: BLBD은 지난 1년 동안 31%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| BLBD volatility | |
|---|---|
| BLBD Average Weekly Movement | 6.0% |
| Machinery Industry Average Movement | 6.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: BLBD는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: BLBD의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1927 | 2,010 | John Wyskiel | www.blue-bird.com |
블루버드 코퍼레이션은 자회사와 함께 미국, 캐나다 및 전 세계에서 스쿨버스를 설계, 엔지니어링, 제조 및 판매하고 있습니다. 이 회사는 버스와 부품의 두 가지 부문으로 운영됩니다. 이 회사는 프로판, 가솔린, 압축 천연가스, 전기 동력 스쿨버스와 디젤 엔진 등 다양한 동력 옵션을 통해 C형, D형, 특수 버스를 제공합니다.
Blue Bird Corporation 기초 지표 요약
| BLBD 기초 통계 | |
|---|---|
| 시가총액 | US$2.06b |
| 순이익 (TTM) | US$133.01m |
| 매출 (TTM) | US$1.49b |
16.9x
주가수익비율(P/E)1.5x
주가매출비율(P/S)BLBD는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| BLBD 손익계산서 (TTM) | |
|---|---|
| 매출 | US$1.49b |
| 매출원가 | US$1.18b |
| 총이익 | US$314.22m |
| 기타 비용 | US$181.21m |
| 순이익 | US$133.01m |
최근 보고된 실적
Mar 28, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 4.20 |
| 총이익률 | 21.04% |
| 순이익률 | 8.91% |
| 부채/자본 비율 | 29.5% |
BLBD의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 01:12 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/28 |
| 연간 수익 | 2025/09/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Blue Bird Corporation는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Adam Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |
| Sherif El-Sabbahy | BofA Global Research |