Company data sheet · Blue Bird

Blue Bird: three lost years, and the economy wasn't the reason.

Industry
Truck & Bus Bodies Manufacturing
Headquarters
United States
Ticker
BLBD (Nasdaq)
Sources
SEC filings (2013–2026), Stratrix's verified Decision Cases, market data and official economic statistics for the United States
Data as of
October 18, 2026
  1. From profit to three straight losses. Blue Bird earned $0.1 billion in fiscal 2018–2020. Then it lost money every year from fiscal 2021 to 2022: $0.1 billion in all. Fiscal 2023 was its first profit in four years: $0 billion.
  2. It wasn't the cycle. The losses began in fiscal 2021 (mostly calendar 2021), a year the US economy grew 6.3% and factories added jobs. When a company falls while its economy grows, look inside the company first.
  3. Leaders came and went. Blue Bird filed 40 leadership changes since 2016, more than 95% of large manufacturers (the median is 19). The day after each, its shares moved a median 0.2 points against its sector. The news was rarely news.

Financial results

Fiscal yearRevenueNet income
2016$0.9 billion$0 billion
2017$1 billion$0 billion
2018$1 billion$0 billion
2019$1 billion$0 billion
2020$0.9 billion$0 billion
2021$0.7 billion−$0 billion
2022$0.8 billion−$0 billion
2022$0.8 billion−$0 billion
2023$1.1 billion$0 billion
2024$1.3 billion$0.1 billion
2025$1.5 billion$0.1 billion

As reported in its annual filings. Losses in red.

The full data sheet · Data Plan

Everything behind these findings, ready for your board deck.

  • Market reaction to disclosed decisions: 64 decision filings since 2016, each linked to the SEC, with the share return against its sector and the S&P 500 the next day and the next year (41 with market data).
  • Economic context: 7 measures for the United States, every year since 2016, from the official sources.
  • Peer comparison: against 953 companies of its size in its sector.
  • Financial results: ten years of revenue, operating and net income, and every annual report, linked.
  • Methods and sources, so each number can be checked and cited.

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