Blue Bird Management
Management criteria checks 2/4
Blue Bird's CEO is Phil Horlock, appointed in May 2023, has a tenure of 1.58 years. total yearly compensation is $4.46M, comprised of 8.5% salary and 91.5% bonuses, including company stock and options. directly owns 0.48% of the company’s shares, worth $6.11M. The average tenure of the management team and the board of directors is 2.3 years and 1.6 years respectively.
Key information
Phil Horlock
Chief executive officer
US$4.5m
Total compensation
| CEO salary percentage | 8.5% |
| CEO tenure | 1.6yrs |
| CEO ownership | 0.5% |
| Management average tenure | 2.3yrs |
| Board average tenure | 1.6yrs |
Recent management updates
Recent updates
Blue Bird's Unloved Status Triggers Rich Capital Appreciation Prospects
Dec 19We Ran A Stock Scan For Earnings Growth And Blue Bird (NASDAQ:BLBD) Passed With Ease
Dec 14
Blue Bird: Oversold And Undervalued Heading Into 2025
Dec 12Blue Bird Is Positioned For Continued Growth, Looks Even More Attractive Now
Dec 04Analysts Have Made A Financial Statement On Blue Bird Corporation's (NASDAQ:BLBD) Yearly Report
Nov 28Blue Bird (NASDAQ:BLBD) Is Investing Its Capital With Increasing Efficiency
Nov 27Blue Bird: Shares Deserve To Take A Nice Ride Higher
Nov 27Blue Bird: A Hidden Gem On A Dip
Nov 18Should You Investigate Blue Bird Corporation (NASDAQ:BLBD) At US$41.72?
Nov 12BlueBird: Adding To My Position With A 100% Upside Target
Nov 08Initiating Blue Bird At A Strong Buy Into Year-End
Oct 20We Think Blue Bird (NASDAQ:BLBD) Can Stay On Top Of Its Debt
Oct 09Blue Bird Corporation (NASDAQ:BLBD) Doing What It Can To Lift Shares
Sep 17Blue Bird Corporation: It's Time To Turn This Bus Around (Rating Upgrade)
Sep 11Blue Bird: Lack Of Price Action On Q3 Make For A Buying Opportunity
Sep 05Blue Bird: No-Brainer Growth And Value Stock
Aug 09Why Blue Bird Corporation (NASDAQ:BLBD) Could Be Worth Watching
Aug 06Blue Bird: Strong Momentum And Good Fundamentals Make It A Buy
Jul 04Putting The Brakes On Blue Bird Corporation
Jun 24Blue Bird (NASDAQ:BLBD) Has A Pretty Healthy Balance Sheet
Jun 21Blue Bird Corporation (NASDAQ:BLBD) Shares Could Be 41% Below Their Intrinsic Value Estimate
May 30Blue Bird: Don't Miss The School Bus Before It Leaves
May 27Blue Bird Corporation (NASDAQ:BLBD) Might Not Be As Mispriced As It Looks
May 07Blue Bird: Ticks A Lot Of Boxes, But Wait For Stabilization On The Charts
Apr 24At US$35.90, Is It Time To Put Blue Bird Corporation (NASDAQ:BLBD) On Your Watch List?
Apr 11Blue Bird: Now A High Profit Growth Story
Mar 28Blue Bird Corporation Takes Me To School
Mar 13After Decisive Earnings Beat, Blue Bird Still Shows Value To Be Had
Feb 20Earnings Beat: Blue Bird Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Feb 10Investors Holding Back On Blue Bird Corporation (NASDAQ:BLBD)
Jan 24Blue Bird's (NASDAQ:BLBD) Returns Have Hit A Wall
Jan 03Blue Bird's (NASDAQ:BLBD) Earnings May Just Be The Starting Point
Dec 18When Should You Buy Blue Bird Corporation (NASDAQ:BLBD)?
Dec 06A Look At The Fair Value Of Blue Bird Corporation (NASDAQ:BLBD)
Sep 29Blue Bird (NASDAQ:BLBD) Takes On Some Risk With Its Use Of Debt
Aug 24An Intrinsic Calculation For Blue Bird Corporation (NASDAQ:BLBD) Suggests It's 47% Undervalued
May 13CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 28 2024 | n/a | n/a | US$106m |
| Jun 29 2024 | n/a | n/a | US$100m |
| Mar 30 2024 | n/a | n/a | US$80m |
| Dec 30 2023 | n/a | n/a | US$61m |
| Sep 30 2023 | US$4m | US$379k | US$24m |
| Jul 01 2023 | n/a | n/a | -US$18m |
| Apr 01 2023 | n/a | n/a | -US$34m |
| Dec 31 2022 | n/a | n/a | -US$53m |
| Oct 01 2022 | US$656k | US$200k | -US$46m |
| Jul 02 2022 | n/a | n/a | -US$25m |
| Apr 02 2022 | n/a | n/a | -US$14m |
| Jan 01 2022 | n/a | n/a | -US$3m |
| Oct 02 2021 | US$5m | US$720k | -US$289k |
| Jul 03 2021 | n/a | n/a | US$14m |
| Apr 03 2021 | n/a | n/a | US$11m |
| Jan 02 2021 | n/a | n/a | US$11m |
| Oct 03 2020 | US$2m | US$787k | US$12m |
| Jul 04 2020 | n/a | n/a | US$12m |
| Apr 04 2020 | n/a | n/a | US$25m |
| Jan 04 2020 | n/a | n/a | US$25m |
| Sep 28 2019 | US$4m | US$800k | US$24m |
| Jun 29 2019 | n/a | n/a | US$27m |
| Mar 30 2019 | n/a | n/a | US$35m |
| Dec 29 2018 | n/a | n/a | US$36m |
| Sep 29 2018 | US$2m | US$800k | US$29m |
Compensation vs Market: Phil's total compensation ($USD4.46M) is about average for companies of similar size in the US market ($USD5.54M).
Compensation vs Earnings: Phil's compensation has increased by more than 20% in the past year.
CEO
Phil Horlock (68 yo)
1.6yrs
Tenure
US$4,456,161
Compensation
Mr. Philip Horlock, also known as Phil, has been the Chief Executive Officer of Blue Bird Corporation since May 15, 2023 and serves as its President since September 28, 2024. He served as Chief Executive O...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 1.6yrs | US$4.46m | 0.48% $ 6.1m | |
| CFO, Principal Financial & Principal Accounting Officer | 3.2yrs | US$2.60m | 0.0021% $ 26.9k | |
| Senior VP | 2.6yrs | US$1.60m | 0.038% $ 478.6k | |
| Chief Operating Officer | less than a year | no data | no data | |
| Executive Director of Profitability & Investor Relations | no data | no data | no data | |
| Senior Vice President of Sales & Marketing | 2.3yrs | no data | no data | |
| Senior VP & Chief Human Resources Officer | 2.3yrs | no data | no data | |
| Senior Vice President of Global Supply Chain Management | 2.8yrs | no data | no data | |
| Vice President – Corporate Controller & Treasurer | no data | no data | no data | |
| President & CEO of Micro Bird | 1.9yrs | no data | no data |
2.3yrs
Average Tenure
49yo
Average Age
Experienced Management: BLBD's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 9.8yrs | US$4.46m | 0.48% $ 6.1m | |
| Independent Director | 8.5yrs | US$135.00k | no data | |
| Director | 1.2yrs | no data | 0.0042% $ 53.4k | |
| Director | 1.5yrs | US$67.50k | 0.0062% $ 78.1k | |
| Independent Director | 7.7yrs | US$87.50k | 0.059% $ 743.9k | |
| Director | less than a year | no data | no data | |
| Director | 1.7yrs | US$75.00k | 0.0062% $ 78.1k | |
| Director | 1.6yrs | US$62.50k | 0.0022% $ 27.6k |
1.6yrs
Average Tenure
62yo
Average Age
Experienced Board: BLBD's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 09:12 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/28 |
| Annual Earnings | 2024/09/28 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Blue Bird Corporation is covered by 10 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Adam Seiden | Barclays |
| Joel Tiss | BMO Capital Markets Equity Research |
| Sherif El-Sabbahy | BofA Global Research |