Blue Bird Corporation (BLBD): a potential bargain?

Buy — a strong beat-and-raise quarter got sold off on guidance nuance and margin worry, not a broken business.

🔥 HOT Fundamentals63/100

Fell 14% in 1 trading day(s) — now $66.01

Why BLBD dropped

Blue Bird reported Q3 fiscal 2026 results with revenue up ~30% and EPS beating estimates, and even raised guidance and announced a new Ford chassis partnership — yet the stock fell 14.2% because investors focused on the fact that core Blue Bird bus revenue was flat and margin gains may not be durable, plus the stock had already run up to an all-time high beforehand.

Fwd P/E 13.4Op margin 12.1%Rev growth 29.9%Debt/equity 17.7%Analyst upside 32.4%

How this scored 63/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 17.5%

✅ Generates cash Free cash flow $-16M

✅ Not drowning in debt Debt/equity 17.7% (limit 200%)

✅ Can pay its bills Current ratio 1.6 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 19/25

Operating margin 12.1% 4/9

Net profit margin 17.5% 7/8

Return on equity 64.3% 8/8

Growth Is it getting bigger, or dying? 17/25

Revenue growth 29.9% 9/9

Earnings growth 370.5% 8/8

Expected profit change -41.6% 0/8

Value Is it cheap right now? 14/25

Forward P/E 13.4 8/10

PEG ratio unknown 2/8

Analyst target upside 32.4% 4/7

Balance sheet Will it survive? 13/25

Debt / equity 17.7% 10/10

Current ratio 1.6 3/8

Free cash flow $-16M 0/7

🔒 Read the full AI analysis

Create a free account to unlock the bull case and the risks for BLBD — plus today's other picks.

Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-08-07. Research only — not financial advice.