Blue Bird Corporation

NasdaqGM:BLBD Stock Report

Market Cap: US$1.2b

Blue Bird Management

Management criteria checks 3/4

Blue Bird's CEO is Phil Horlock, appointed in May 2023, has a tenure of 1.5 years. total yearly compensation is $4.46M, comprised of 8.5% salary and 91.5% bonuses, including company stock and options. directly owns 0.43% of the company’s shares, worth $5.27M. The average tenure of the management team and the board of directors is 2.2 years and 1.5 years respectively.

Key information

Phil Horlock

Chief executive officer

US$4.5m

Total compensation

CEO salary percentage8.5%
CEO tenure1.5yrs
CEO ownership0.4%
Management average tenure2.2yrs
Board average tenure1.5yrs

Recent management updates

Recent updates

Blue Bird: A Hidden Gem On A Dip

Nov 18

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

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

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

Nov 08

Initiating Blue Bird At A Strong Buy Into Year-End

Oct 20

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

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

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

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

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

Sep 11

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

Sep 05

Blue Bird: No-Brainer Growth And Value Stock

Aug 09

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

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

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

Jul 04

Putting The Brakes On Blue Bird Corporation

Jun 24

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

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

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

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

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

May 27

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

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

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

Apr 24

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

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

Blue Bird: Now A High Profit Growth Story

Mar 28

Blue Bird Corporation Takes Me To School

Mar 13

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

Feb 20

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

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

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

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

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

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

Blue Bird's (NASDAQ:BLBD) Earnings May Just Be The Starting Point

Dec 18
Blue Bird's (NASDAQ:BLBD) Earnings May Just Be The Starting Point

When Should You Buy Blue Bird Corporation (NASDAQ:BLBD)?

Dec 06
When Should You Buy Blue Bird Corporation (NASDAQ:BLBD)?

A Look At The Fair Value Of Blue Bird Corporation (NASDAQ:BLBD)

Sep 29
A Look At The Fair Value Of Blue Bird Corporation (NASDAQ:BLBD)

Blue Bird (NASDAQ:BLBD) Takes On Some Risk With Its Use Of Debt

Aug 24
Blue Bird (NASDAQ:BLBD) Takes On Some Risk With Its Use Of Debt

An Intrinsic Calculation For Blue Bird Corporation (NASDAQ:BLBD) Suggests It's 47% Undervalued

May 13
An Intrinsic Calculation For Blue Bird Corporation (NASDAQ:BLBD) Suggests It's 47% Undervalued

Is Blue Bird (NASDAQ:BLBD) Weighed On By Its Debt Load?

Dec 07
Is Blue Bird (NASDAQ:BLBD) Weighed On By Its Debt Load?

CEO Compensation Analysis

How has Phil Horlock's remuneration changed compared to Blue Bird's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 29 2024n/an/a

US$100m

Mar 30 2024n/an/a

US$80m

Dec 30 2023n/an/a

US$61m

Sep 30 2023US$4mUS$379k

US$24m

Jul 01 2023n/an/a

-US$18m

Apr 01 2023n/an/a

-US$34m

Dec 31 2022n/an/a

-US$53m

Oct 01 2022US$656kUS$200k

-US$46m

Jul 02 2022n/an/a

-US$25m

Apr 02 2022n/an/a

-US$14m

Jan 01 2022n/an/a

-US$3m

Oct 02 2021US$5mUS$720k

-US$289k

Jul 03 2021n/an/a

US$14m

Apr 03 2021n/an/a

US$11m

Jan 02 2021n/an/a

US$11m

Oct 03 2020US$2mUS$787k

US$12m

Jul 04 2020n/an/a

US$12m

Apr 04 2020n/an/a

US$25m

Jan 04 2020n/an/a

US$25m

Sep 28 2019US$4mUS$800k

US$24m

Jun 29 2019n/an/a

US$27m

Mar 30 2019n/an/a

US$35m

Dec 29 2018n/an/a

US$36m

Sep 29 2018US$2mUS$800k

US$29m

Compensation vs Market: Phil's total compensation ($USD4.46M) is about average for companies of similar size in the US market ($USD5.35M).

Compensation vs Earnings: Phil's compensation has been consistent with company performance over the past year.


CEO

Phil Horlock (68 yo)

1.5yrs

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

NamePositionTenureCompensationOwnership
Philip Horlock
President1.5yrsUS$4.46m0.43%
$ 5.3m
Razvan Radulescu
CFO, Principal Financial & Principal Accounting Officer3.1yrsUS$2.60m0.000010%
$ 121.9
Ted Scartz
Senior VP2.5yrsUS$1.60m0.028%
$ 341.2k
Jeff Sanfrey
Chief Operating Officerless than a yearno datano data
Mark Benfield
Executive Director of Profitability & Investor Relationsno datano datano data
Tim Gordon
Senior Vice President of Sales & Marketing2.3yrsno datano data
Jolene Paver
Senior VP & Chief Human Resources Officer2.2yrsno datano data
Jim Nelles
Senior Vice President of Global Supply Chain Management2.7yrsno datano data
Craig West
Vice President – Corporate Controller & Treasurerno datano datano data
Eric Boule
President & CEO of Micro Bird1.8yrsno datano data

2.2yrs

Average Tenure

49yo

Average Age

Experienced Management: BLBD's management team is considered experienced (2.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Philip Horlock
President9.8yrsUS$4.46m0.43%
$ 5.3m
Kevin Penn
Independent Director8.4yrsUS$135.00kno data
Julie Fream
Director1.1yrsno data0.0042%
$ 51.1k
Mark Blaufuss
Director1.4yrsUS$67.50k0.0061%
$ 74.7k
Douglas Grimm
Independent Director7.6yrsUS$87.50k0.058%
$ 711.6k
Edward Hightower
Directorless than a yearno datano data
Simon Newman
Director1.6yrsUS$75.00k0.0061%
$ 74.7k
Daniel Thau
Director1.5yrsUS$62.50kno data

1.5yrs

Average Tenure

62yo

Average Age

Experienced Board: BLBD's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.