arBtrage CAPITALIZING MARKETS — checking… Sign in Sign up
Calendar /

Blue Bird Corporation

BLBD Consumer Discretionary Construction/Ag Equipment/Trucks
$56.73
▼ -1.1% Today
as of Oct 22, 16:46 ET
Last 30 days -9.10% Sep 14 → Oct 22
$54.95 $56.95 $58.95 $60.96 $62.96 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$56.68
High
$57.40
Low
$56.00
Volume
$543,997
Avg Vol
$475,803
Mkt Cap
$2.0B
P/E (TTM)
8.07
Beta
—
52w High
$83.39
52w Low
$46.14
Div Yield
—
Shares Out
$32M

Recent Press Releases & News last 60 days · 15 items

Oct 20 · 15:49 StockStory
3 Reasons BLBD Has Explosive Upside Potential
Oct 15 · 20:50 Zacks
Blue Bird (BLBD) Laps the Stock Market: Here's Why
Oct 14 · 12:30 Zacks
Is Blue Bird (BLBD) a Buy as Wall Street Analysts Look Optimistic?
▸ Show all 15 press releases & news Free account →

BLBD earnings at a glance

The options market is pricing a move of about ±6.7% after the report, a range of roughly $52.94 to $60.52 from today's $56.73. Over its last 2 reports the stock rose the next day 1 time and fell 1, moving ±2.1% on average; after the most recent report on May 6, 2026 it moved +2.6%. That means options currently expect more movement than BLBD has typically delivered. BLBD beat the consensus EPS estimate in 2 of its last 3 reported quarters. Implied volatility is currently 56%. The share price of $56.73 sits in the middle of its 52-week range.

More Consumer Discretionary stocks · All stocks · Earnings calendar

Overview

52-week range
$46
$83
28% of range
Avg surprise (last 3)
+8.9%
Avg reaction (last 2)
+0.5%
50% positive
Latest IV / EM
56%
EM ±6.7% · $55 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.22$1.48$2.75$4.01$5.27 Actual $0.22Actual $0.29Actual $0.81Actual $0.79Actual $0.85Actual $0.86Actual $0.79Est $0.95Actual $1.12Est $0.85Actual $0.94Actual $0.96Est $0.86Actual $5.27 AprJulDecMarJunDecMar/2025Jun/2025DecMar/2026Jun
Revenue vs Net Income Revenue Net income
$0$136M$272M$407M$543M Dec 24Mar 25Jun 25Dec 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Sat Jun 27, 2026Jun 2026 $5.27 — — — — financials
Wed May 6, 2026Mar/2026 $0.96 $0.86 +11.6% +21.5% +2.6% earnings
Sat Dec 27, 2025Dec 2025 $0.94 — — — — financials
Wed Aug 6, 2025Jun/2025 $1.12 $0.85 +31.8% — — earnings
Wed May 7, 2025Mar/2025 $0.79 $0.95 -16.8% — -1.6% earnings
Sat Dec 28, 2024Dec 2024 $0.86 — — — — financials
Sat Jun 29, 2024Jun 2024 $0.85 — — — — financials
Sat Mar 30, 2024Mar 2024 $0.79 — — — — financials
Sat Dec 30, 2023Dec 2023 $0.81 — — — — financials
Sat Jul 1, 2023Jul 2023 $0.29 — — — — financials
Sat Apr 1, 2023Apr 2023 $0.22 — — — — financials

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$517M$353M$333M—$398M$359M$314M—
Cost of revenue$414M$282M$262M—$312M$288M$254M—
Gross profit$103M$71M$71M—$86M$71M$60M—
Operating income$63M$39M$38M—$50M$34M$33M—
Net income$185M$29M$31M—$36M$26M$29M—
EPS (diluted)$5.27$0.90$0.94—$1.12$0.79$0.86—

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$117M$276M$242M$229M$173M$131M$136M$128M
Inventory$302M$145M$141M$139M$151M$164M$163M$128M
Total current assets$514M$467M$426M$412M$361M$328M$331M$323M
Total assets$1.17B$689M$642M$625M$575M$544M$535M$525M
Long-term debt$82M$83M$84M$85M$86M$88M$89M$90M
Total liabilities————————
Total equity$655M$298M$271M$255M$222M$190M$180M$160M

Implied volatility — last 90 days

30%62%94%126%158% Jun 07 — IV 49% · EM ±6.8%Jun 08 — IV 45% · EM ±5.9%Jun 09 — IV 45% · EM ±5.7%Jun 10 — IV 48% · EM ±5.6%Jun 11 — IV 45% · EM ±5.0%Jun 12 — IV 49% · EM ±5.0%Jun 15 — IV 82% · EM ±5.9%Jun 16 — IV 70% · EM ±4.1%Jun 17 — IV 109% · EM ±4.5%Jun 19 — IV 36% · EM ±7.9%Jun 22 — IV 41% · EM ±8.6%Jun 23 — IV 42% · EM ±8.6%Jun 24 — IV 40% · EM ±8.1%Jun 25 — IV 42% · EM ±8.2%Jun 26 — IV 40% · EM ±7.7%Jun 29 — IV 46% · EM ±8.2%Jun 30 — IV 48% · EM ±8.3%Jul 01 — IV 42% · EM ±7.0%Jul 02 — IV 37% · EM ±6.0%Jul 03 — IV 38% · EM ±6.0%Jul 06 — IV 45% · EM ±6.3%Jul 07 — IV 44% · EM ±5.8%Jul 08 — IV 51% · EM ±6.3%Jul 09 — IV 45% · EM ±5.3%Jul 10 — IV 82% · EM ±9.0%Jul 13 — IV 58% · EM ±4.8%Jul 14 — IV 111% · EM ±8.0%Jul 15 — IV 91% · EM ±5.4%Jul 16 — IV 140% · EM ±5.9%Jul 20 — IV 57% · EM ±13.6%Jul 21 — IV 58% · EM ±13.4%Jul 22 — IV 57% · EM ±13.1%Jul 23 — IV 63% · EM ±14.3%Jul 24 — IV 61% · EM ±13.4%Jul 27 — IV 64% · EM ±13.4%Jul 28 — IV 64% · EM ±13.1%Jul 29 — IV 67% · EM ±13.4%Jul 30 — IV 61% · EM ±12.0%Jul 31 — IV 70% · EM ±13.4%Aug 03 — IV 66% · EM ±11.7%Aug 04 — IV 66% · EM ±11.3%Aug 05 — IV 69% · EM ±11.5%Aug 06 — IV 48% · EM ±7.7%Aug 07 — IV 41% · EM ±6.4%Aug 10 — IV 47% · EM ±6.5%Aug 11 — IV 52% · EM ±6.8%Aug 12 — IV 49% · EM ±6.2%Aug 13 — IV 37% · EM ±4.3%Aug 14 — IV 31% · EM ±3.4%Aug 17 — IV 80% · EM ±6.7%Aug 18 — IV 70% · EM ±5.1%Aug 19 — IV 158% · EM ±9.4%Aug 20 — IV 94% · EM ±3.9%Aug 24 — IV 41% · EM ±8.6%Aug 25 — IV 37% · EM ±7.5%Aug 26 — IV 34% · EM ±6.7%Aug 27 — IV 34% · EM ±6.6%Aug 28 — IV 38% · EM ±7.3%Aug 31 — IV 60% · EM ±10.6%Sep 01 — IV 38% · EM ±6.5%Sep 02 — IV 41% · EM ±6.8%Sep 03 — IV 43% · EM ±7.0%Sep 04 — IV 32% · EM ±5.0%Sep 07 — IV 36% · EM ±5.0%Sep 08 — IV 44% · EM ±5.9%Sep 09 — IV 76% · EM ±9.5%Sep 10 — IV 50% · EM ±6.0%Sep 11 — IV 48% · EM ±5.3%Sep 14 — IV 65% · EM ±5.4%Sep 15 — IV 64% · EM ±4.6%Sep 16 — IV 73% · EM ±4.3%Sep 17 — IV 55% · EM ±2.3%Sep 21 — IV 38% · EM ±8.0%Sep 22 — IV 37% · EM ±7.6%Sep 23 — IV 37% · EM ±7.4%Sep 24 — IV 40% · EM ±7.9%Sep 25 — IV 42% · EM ±8.0%Sep 28 — IV 56% · EM ±9.9%Sep 29 — IV 44% · EM ±7.5%Sep 30 — IV 42% · EM ±6.9%Oct 01 — IV 45% · EM ±7.3%Oct 02 — IV 48% · EM ±7.5%Oct 06 — IV 55% · EM ±7.2%Oct 07 — IV 45% · EM ±5.6%Oct 08 — IV 56% · EM ±6.7%

Sector peers

PLOW
Douglas Dynamics, Inc.
$917M $39.97-0.5%
ASTE
Astec Industries, Inc.
$903M $38.90-0.9%
MTW
Manitowoc Company, Inc. (The)
$795M $22.15-0.3%
HYLN
Hyliion Holdings Corp.
$752M $3.10-2.2%
MLR
Miller Industries, Inc.
$602M $52.290.0%
HY
Hyster-Yale, Inc.
$591M $29.20+0.9%

BLBD earnings FAQ

What is BLBD's expected move for earnings?

Options currently price a move of about ±6.7%, or $3.79 per share either way from $56.73.

How does BLBD stock usually react to earnings?

Across the last 2 reports the average next-day move was ±2.1%, up 1 times and down 1 times.

What is BLBD's implied volatility?

BLBD's at-the-money implied volatility is about 56% based on the latest options snapshot.

View on Nasdaq ↗
🔒 Preview mode. Create a free account to unlock the full earnings calendar, all panels, heatmaps, options flow, and screener.
Sign up free → Sign in