SequelSEC

Blue Bird Corp BLBD

Truck & Bus Bodies · CIK 0001589526 · Fiscal year ends 1003

Revenue
$1.61B
Fiscal year ended 2026-06-27
Operating income
$189.81M
Fiscal year ended 2026-06-27
Free cash flow
Unavailable
Fiscal year ended 2026-06-27

Valuation, from the filing

Public float$1.03BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-03-29
Float per share$32.60Float divided by shares outstanding in the same filing. A floor under the share price on that date, not the price itself.
Float / net income8.1×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue0.7×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity4.0×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-03-29, not today, and each multiple below it uses the figures for the fiscal year ending 2025-09-27 — the year that filing covered.

Valuation over time

8.1× earnings today, against a median of 9.5× across 6 years on record. Below its own history.

Float measuredPublic floatFloat / net income
2025-03-29$1.03B8.1×
2024-09-28$1.23B11.7×
2020-04-04$135.40M11.1×
2019-03-30$250.40M10.3×
2018-03-31$270.30M8.8×
2017-04-01$172.10M6.0×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

Blue Bird Corp (BLBD) reported revenue of $1.61B and net income of $281.81M for the fiscal year ended 2026-06-27. This page shows 1 annual period of income statement, balance sheet and cash flow figures normalized from Blue Bird Corp’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Truck & Bus Bodies.

Income

Blue Bird Corp income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-27
Revenue$1.61B
Cost of revenue$1.28B
Gross profit$331.66M
Operating income$189.81M
Net income$281.81M
Research & developmentUnavailable
Weighted-average diluted sharesUnavailable
Pretax income$322.60M
Income tax expense$42.12M
Diluted EPSUnavailable
Selling, general & administrative$141.86M
General & administrativeUnavailable
Selling & marketingUnavailable

Balance

Blue Bird Corp balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-27
Cash & equivalents$116.82M
Total assets$1.17B
Current assets$513.71M
Total liabilitiesUnavailable
Current liabilities$313.35M
Total equity incl. NCI$654.89M
Temporary (mezzanine) equityUnavailable
Inventory$302.47M
Accounts receivable$53.50M
Goodwill$264.10M
Long-term debt$81.81M
Accounts payable$174.96M

Cash flow

Blue Bird Corp cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-27
Operating cash flow$180.50M
Capital expendituresUnavailable
Investing cash flow-$77.33M
Financing cash flow-$159.40M
Net change in cash-$56.24M
Stock-based compensation$7.44M
Common dividends paidUnavailable
Common share repurchases$8.05M
Depreciation & amortization$20.71M

Derived

Blue Bird Corp derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-27
Free cash flowUnavailable
Gross margin20.6%
Operating margin11.8%
FCF marginUnavailable
SBC / revenue0.5%
Current ratio1.64x
Revenue YoY growth13.5%
Net margin17.5%
R&D / revenueUnavailable
CapEx / revenueUnavailable
Long-term debt / equity0.12x
Effective tax rate13.1%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open BLBD in the interactive workspace to inspect any figure back to its filing.

Source filings

10-Q · Filed 2026-08-05View SEC filing
10-Q · Filed 2026-05-06View SEC filing
10-Q · Filed 2026-02-04View SEC filing
10-K · Filed 2025-11-24View SEC filing
10-Q · Filed 2025-08-06View SEC filing
10-Q · Filed 2025-05-07View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.