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Blue Bird Corp
Nasdaq · CIK 1589526
Last close56.53
Daily change+0.93 (1.67%)
10 Years gain+283.51%
Dividends TTM0
Dividend yield0.00%
Fundamental Analysis
BLBD · STANDARD
SIC 3713 · Truck & Bus Bodies · Fiscal year end 1003
Fundamental
82.9Momentum
56.5Acceleration
33.9Confidence
87.0Annual Revenue15
Quarterly Revenue51
Annual CFO17
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth20.3 / 25
Quality15.5 / 25
Capital Efficiency20.0 / 20
Balance Sheet13.6 / 15
Shareholder Economics9.4 / 10
Forward Indicators0.0 / 5
Signals
Gross margin expansionGross margin improved by 1.1485 percentage points.
Operating leverageOperating margin improved by 1.2956 percentage points.
FCF growthFree cash flow grew 63.1512%.
Strong operating leverageOperating income is growing faster than revenue while operating margin expands.
Warnings
Receivables anomaly · MEDIUMAccounts receivable growth is materially above revenue growth.
Inventory anomaly · MEDIUMInventory growth is materially above revenue growth.
ROIC declining · MEDIUMROIC declined by 51.8954 percentage points.
Possible growth trap · HIGHRevenue growth is high, but quality indicators are deteriorating.
Key Metrics
Revenue Growth TTM18.41%OK
Revenue CAGR 3Y9.32%OK
Gross Margin20.69%OK
Operating Margin11.84%OK
FCF Margin9.06%OK
FCF Growth63.15%OK
ROIC38.53%OK
Incremental Operating Margin 3Y34.62%OK
Net Debt / CFO-0.17xOK
Diluted Share Growth 1Y6.89%OK
SBC / Revenue0.53%OK
SBC / FCF5.89%OK
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Sep 27, 2025 | $1.48B | $303.51M | $167.17M | $176.21M | $153.34M | 20.51% | 11.29% | 10.36% | 108.56% | 32.88M |
| 2025 FY Sep 28, 2024 | $1.35B | $256.16M | $139.33M | $111.11M | $95.85M | 19.01% | 10.34% | 7.11% | n/a | 33.35M |
| 2023 FY Sep 30, 2023 | $1.13B | $138.85M | $51.66M | $119.93M | $111.41M | 12.26% | 4.56% | 9.83% | n/a | 32.26M |
| 2025 FY Sep 30, 2023 | $1.13B | $138.85M | $51.66M | $119.93M | $111.41M | 12.26% | 4.56% | 9.83% | 35.11% | 32.26M |
| 2023 FY Oct 01, 2022 | $800.64M | $36.55M | -$40.70M | -$24.44M | -$30.89M | 4.56% | -5.08% | -3.86% | -48.72% | 31.02M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $1.60B | sum latest 4 fiscal quarters Revenue | OK | 0001589526-26-000049, 0001589526-26-000007 |
| Revenue Growth TTM | 18.41% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001589526-26-000049, 0001589526-26-000007 |
| Revenue CAGR 3Y | 9.32% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001589526-25-000100 |
| Revenue CAGR 5Y | 13.08% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001589526-25-000100 |
| Gross Profit CAGR 3Y | 29.78% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0001589526-25-000100 |
| Operating Income Growth | 32.96% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0001589526-26-000049, 0001589526-26-000007 |
| FCF Growth | 63.15% | FCF_current / FCF_prior_year - 1 | OK | 0001589526-26-000049, 0001589526-26-000030 |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 20.69% | Gross Profit / Revenue | OK | 0001589526-26-000049, 0001589526-26-000007 |
| Operating Margin | 11.84% | Operating Income / Revenue | OK | 0001589526-26-000049, 0001589526-26-000007 |
| FCF Margin | 9.06% | (CFO - CapEx) / Revenue | OK | 0001589526-26-000049, 0001589526-26-000030 |
| CFO / Net Income | 0.61x | CFO / Net Income | OK | 0001589526-26-000049, 0001589526-26-000030 |
| FCF / Net Income | 0.51x | FCF / Net Income | OK | 0001589526-26-000049, 0001589526-26-000030 |
| ROIC | 38.53% | NOPAT / Average Invested Capital | OK | 0001589526-26-000049, 0001589526-26-000007 |
| Net Debt / CFO | -0.17x | Net Debt / CFO | OK | 0001589526-26-000049, 0001589526-26-000030 |