← BackBlue Bird Corp · Truck & Bus BodiesBLBD
Low riskNext report: Around Nov 23 (est.)
The short versionA profitable company with growing sales.
Going well
- Sales up 30% in the latest quarter vs a year ago
- Profitable
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 2.7% from their holdings in the quarter ending June 2026 (165 bought, 134 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$58.04+0.5% that day
- Company value
- $1.8B
- Share price times all shares
- Price vs profit (P/E)
- 7.1x
- You pay about $7 for each $1 of yearly profit
- Price vs sales
- 1.1x
- Company value is 1.1 times a year of sales
- Cash vs value
- 6%
- Cash as a share of company value
- Debt vs value
- 5%
- Debt as a share of company value
From BLBD's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$517.2M+30% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.6B, up 13% from the 12 months before. Over 5 years, sales grew about 11% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.56.6%
- PassDebt under half of equityNot relying on borrowed money.0.33x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.6%
- MissProfitable every yearSteady profits, not one good year.8 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$176.2M
- MissShare count not growingNot diluting owners. Falling means buybacks.+6.0% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.20.5%
- Revenue
- $1.5B
- +9.9% vs prior year
- 5-year growth
- +11.0%/yr
- revenue, per year
- Total debt
- $89.2M
- 0.33x equity
- Current ratio
- 1.81x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 27, 2026- Revenue
- $517.2M
- +29.9% YoY
- EPS
- $5.27
- vs $1.12
- Op. margin
- 12.1%
- -0.5 pts
- Gross margin
- 20.0%
- -1.6 pts
- Free cash flow
- $21.7M
- Share count
- +7.9%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-2.7%Institutions cut 2.7% from their holdings. 165 bought, 134 sold. 3 quarters of net selling in a row.
Shares held by institutions32.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.5%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $86.8M debtShares outstandingLatest reported
32MNext reportAround Nov 23 (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 6
- Results filedFeb 4
- Results filedNov 24, 2025
- Results filedAug 6, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.