BLBDBlue Bird Corp
Truck & Bus Bodies
- Revenue
- $1.5B
- 9.9% YoY
- Operating margin
- 11.3%
- 9.2% YoY
- EBITDA
- $183M
- 19% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.4×
- $66M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear138% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear6% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear23% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $684M | $801M | $1.1B | $1.3B | $1.5B | 9.9% |
| Operating income | $7M | −$41M | $52M | $139M | $167M | 20% |
| Net income | −$289K | −$46M | $24M | $106M | $128M | 21% |
| Operating cash flow | −$54M | −$24M | $120M | $111M | $176M | 59% |
| Capex | $12M | $6M | $9M | $15M | $23M | 50% |
| Stock-based comp | $6M | $4M | $4M | $9M | $15M | 72% |
| Buybacks | $517K | $2M | $376K | $1M | $10M | 739% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $250K · 1
- Net
- −$250K
Pay vs performance
No pay-versus-performance disclosure yet.