BLBD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03

Price $56.53

Market Cap (MRQ) $1.79B

P/E (TTM) 6.9

EPS (TTM) $8.22

Revenue (TTM) $1.61B

ROE (TTM) 64.3%

Debt/Equity (MRQ) 0.1

52W Range $46–$83

BLBD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04

range

bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06

Revenue$1.48B

2017-09-30 → 2025-09-27

EPS$3.88

2017-09-30 → 2025-09-27

Free Cash Flow$153M

2017-09-30 → 2025-09-27

Net margin17.5%

2017-09-30 → 2025-09-27

Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric	BLBD	5Y avg	Peer Median	Verdict
P/E (TTM)	6.95Y avg ≈13.4	≈13.4	24.7	Undervalued
P/S (TTM)	1.15Y avg ≈0.8	≈0.8	1.4	Overvalued
P/B (MRQ)	2.75Y avg ≈56.9	≈56.9	3.8	Fair value
EV / EBITDA	9.15Y avg ≈3.7	≈3.7	12.4	Undervalued
Price / FCF (TTM)	11.75Y avg ≈6.5	≈6.5	·	·
Price / Cash Flow (TTM)	9.95Y avg ≈4.8	≈4.8	10.5	Fair value
EV / Revenue	1.15Y avg ≈0.9	≈0.9	·	·
EV / FCF	10.85Y avg ≈5.1	≈5.1	·	·
Price / Tangible Book (MRQ)	3.7	·	·	·
PEG Ratio	≈0.1	·	·	·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric	BLBD	5Y avg	Peer Median	Verdict
Gross Margin (TTM)	20.6%5Y avg ≈14.1%	≈14.1%	23.4%	Weak
Operating Margin (TTM)	11.8%5Y avg ≈5.3%	≈5.3%	14.3%	In line
EBITDA Margin (TTM)	13.1%5Y avg ≈6.6%	≈6.6%	14.3%	Weak
Pretax Margin (TTM)	20.0%5Y avg ≈4.1%	≈4.1%	15.7%	Top tier
Net Profit Margin (TTM)	17.5%5Y avg ≈3.2%	≈3.2%	12.0%	Top tier
ROA (TTM)	32.4%5Y avg ≈9.5%	≈9.5%	6.2%	Top tier
ROE (TTM)	64.3%5Y avg ≈143.8%	≈143.8%	17.8%	Top tier
ROIC	35.8%5Y avg ≈18.7%	≈18.7%	17.9%	Top tier

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric	BLBD	5Y avg	Peer Median	Verdict
Debt / Equity (MRQ)	0.15Y avg ≈28.2	≈28.2	0.5	Low debt
Current Ratio (MRQ)	1.65Y avg ≈1.3	≈1.3	2.1	Low liquidity
Quick Ratio	1.15Y avg ≈0.6	≈0.6	0.9	Low liquidity
Long-Term Debt / Equity (MRQ)	0.15Y avg ≈24.5	≈24.5	0.5	Low debt
Interest Coverage	23.25Y avg ≈9.1	≈9.1	9.6	Strong liquidity

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric	BLBD	5Y avg	Peer Median	Verdict
Revenue YoY	9.9%5Y avg ≈20.9%	≈20.9%	·	·
Revenue CAGR 3Y	22.7%5Y avg ≈19.0%	≈19.0%	·	·
Revenue CAGR 5Y	11.0%	·	·	·
EPS YoY	22.8%	·	·	·
Net Income YoY	21.0%	·	·	·
EPS CAGR 3Y	18.0%	·	·	·
EPS CAGR 5Y	53.9%	·	·	·
Net Income CAGR 3Y	25.0%	·	·	·
Net Income CAGR 5Y	60.0%	·	·	·

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric	BLBD	5Y avg	Peer Median	Verdict
EPS (Diluted)	$3.885Y avg ≈$0.96	≈$0.96	·	·
Revenue / Share	$45.015Y avg ≈$36.58	≈$36.58	·	·
Cash Flow / Share	$5.365Y avg ≈$2.91	≈$2.91	·	·
Cash / Share	$7.195Y avg ≈$3.48	≈$3.48	·	·

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric	BLBD	5Y avg	Peer Median	Verdict
Asset Turnover	2.65Y avg ≈2.6	≈2.6	1.1	Top tier
Inventory Turnover	8.85Y avg ≈7.5	≈7.5	3.5	Top tier
Receivables Turnover	37.15Y avg ≈59.0	≈59.0	7.7	Top tier
Revenue / Employee	≈$737.1K	·	·	·

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14

Avg Surprise 12.2%

Period	Report	EPS Actual	EPS Est	Surprise
June 30, 2026	Aug 12, 2026	$1.28	$1.33	-3.5%
March 31, 2026		$1.00	$0.90	11.0%
Dec. 31, 2025		$1.00	$0.83	20.1%
Sept. 30, 2025		$1.32	$1.05	25.2%
June 30, 2025		$1.19	$0.98	21.1%
March 31, 2025		$0.96	$0.97	-0.81%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15

Income Statement 17

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue	$1.48B	$1.35B	$1.13B	$801M	$684M	$879M	$1.02B	$1.02B	$991M	$932M	$919M
Cost of Revenue	$1.18B	$1.09B	$994M	$764M	$612M	$783M	$885M	$903M	$863M	$803M	$799M
Gross Profit	$304M	$256M	$139M	$37M	$72M	$96M	$133M	$122M	$127M	$129M	$120M
R&D Expense	$15M	$9M	$7M	$6M	$5M	$6M	$12M	$8M	$7M	$5M	$5M
SG&A Expense	$136M	$117M	$87M	$77M	$66M	$74M	$90M	$87M	$68M	$103M	$85M
Operating Income	$167M	$139M	$52M	$-41M	$7M	$22M	$44M	$35M	$60M	$27M	$36M
Interest Expense	$7M	$11M	$18M	$15M	$10M	$12M	$13M	$7M	$7M	$16M	$19M
Interest Income	$6M	$4M	$1M	$9.0K	$4.0K	$11.0K	$9.0K	$70.0K	$140.0K	$133.0K	$113.0K
Other Non-op	$3M	$-4M	$-8M	$3M	$2M	$738.0K	$-1M	$-2M	$-5M	$-539.0K	$0
Pretax Income	$170M	$127M	$26M	$-53M	$-2M	$10M	$30M	$27M	$37M	$10M	$17M
Income Tax	$44M	$33M	$9M	$-11M	$-1M	$2M	$8M	$-3M	$12M	$6M	$4M
Net Income	$128M	$106M	$24M	$-46M	$-289.0K	$12M	$24M	$31M	$29M	$7M	$15M
EPS (Basic)	$4.01	$3.27	$0.74	$-1.48	$-0.01	$0.45	$0.92	$1.15	$0.79	$0.14	$0.59
EPS (Diluted)	$3.88	$3.16	$0.74	$-1.48	$-0.01	$0.45	$0.90	$1.08	$0.74	$0.14	$0.59
Shares (Basic)	31,861,326	32,270,711	32,071,940	31,020,399	27,139,054	26,850,999	26,455,436	25,259,595	23,343,772	21,252,616	21,182,885
Shares (Diluted)	32,883,436	33,349,221	32,258,652	31,020,399	27,139,054	27,086,555	27,043,814	28,616,862	24,877,729	21,315,619	25,497,602
EBITDA	$183M	$154M	$68M	$-27M	$20M	$36M	·	$42M	$63M	$35M	·

Balance Sheet 26

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Cash & Equivalents	$229M	$128M	$79M	$10M	$12M	$45M	$71M	$60M	$63M	$63M	$53M
Receivables	$21M	$59M	$13M	$13M	$10M	$8M	$11M	$24M	$10M	$20M	$14M
Inventory	$139M	$128M	$135M	$143M	$125M	$57M	$79M	$57M	$76M	$54M	$49M
Other Current Assets	$22M	$9M	$9M	$8M	$9M	$8M	$12M	$8M	$12M	$6M	$4M
Current Assets	$412M	$323M	$236M	$174M	$156M	$117M	$172M	$150M	$160M	$133M	$129M
PP&E (Net)	$109M	$97M	$95M	$101M	$105M	$103M	$100M	$66M	$35M	$33M	$29M
PP&E (Gross)	$244M	$224M	$212M	$204M	$199M	$186M	$172M	$141M	$104M	$97M	$87M
Accum. Depreciation	$141M	$131M	$121M	$108M	$98M	$89M	$79M	$75M	$70M	$64M	$58M
Goodwill	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M
Intangibles	$42M	$44M	$45M	$47M	$49M	$52M	$55M	$55M	$57M	$59M	$60M
Other Non-current Assets	$2M	$2M	$2M	$1M	$1M	$1M	$375.0K	$2M	$975.0K	$2M	$2M
Total Assets	$625M	$525M	$418M	$366M	$356M	$317M	$365M	$307M	$296M	$278M	$267M
Accounts Payable	$151M	$143M	$137M	$108M	$72M	$58M	$102M	$96M	$87M	$81M	$79M
Current Liabilities	$237M	$236M	$230M	$165M	$125M	$112M	$170M	$149M	$139M	$131M	$133M
Capital Leases	$4M	$3M	$4M	$5M	$6M	$7M	$8M	$51.0K	$221.0K	$378.0K	$440.0K
Deferred Tax	$5M	$3M	$3M	$0	$4M	$254.0K	$168.0K	$197.0K	$0	·	·
Other Non-current Liabilities	$10M	$9M	$8M	$11M	$15M	$14M	$12M	$5M	$15M	$16M	$13M
Long-term Debt	$90M	$95M	$130M	$150M	$164M	$174M	$183M	$142M	$151M	$152M	$187M
Total Debt	$90M	$95M	$130M	$150M	$164M	$174M	·	$142M	$151M	$152M	·
Paid-in Capital	$195M	$186M	$178M	$173M	$96M	$89M	$84M	$70M	$45M	$51M	$16M
Retained Earnings	$88M	$0	$-56M	$-80M	$-34M	$-33M	$-46M	$-69M	$-100M	$-129M	$-135M
Treasury Stock	·	$0	$50M	$50M	$50M	$50M	$50M	$0	·	·	·
AOCI	$-28M	$-26M	$-32M	$-42M	$-45M	$-58M	$-56M	$-38M	$-44M	$-59M	$-52M
Stockholders' Equity	$255M	$160M	$40M	$1M	$-33M	$-53M	$-68M	$-28M	$-59M	$-87M	$-121M
Liabilities + Equity	$625M	$525M	$418M	$366M	$356M	$317M	$365M	$307M	$296M	$278M	$267M
Shares Outstanding	31,884,721	32,268,022	32,165,225	32,024,911	27,205,269	27,048,404	26,476,336	27,259,262	23,739,344	22,518,058	20,874,882

Cash Flow 17

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
D&A	$16M	$15M	$16M	$14M	$13M	$14M	$10M	$9M	$8M	$8M	$9M
Stock-based Comp	$15M	$9M	$4M	$4M	$6M	$4M	$4M	$3M	$1M	$13M	$2M
Deferred Tax	$3M	$-2M	$8M	$-11M	$-925.0K	$29.0K	$7M	$6M	$-1M	$9M	$-9M
Amort. of Intangibles	$2M	$2M	$2M	$2M	$2M	$3M	$3M	$2M	$2M	$2M	$2M
Other Non-cash	$15M	$-16M	$68M	$15M	$-72M	$-27M	·	$208.0K	$11M	$-12M	·
Operating Cash Flow	$176M	$111M	$120M	$-24M	$-54M	$3M	$56M	$48M	$48M	$25M	$23M
CapEx	$23M	$15M	$9M	$6M	$12M	$19M	$36M	$32M	$9M	$10M	$5M
Investing Cash Flow	$-24M	$-16M	$-9M	$-6M	$-11M	$-19M	$-35M	$-32M	$-9M	$-10M	$-5M
Stock Issued	·	$0	$0	$75M	$0	$0	·	·	·	·	·
Stock Repurchased	$10M	$1M	$376.0K	$2M	$517.0K	$4M	·	·	·	·	·
Net Stock Activity	$-10M	$-1M	$-376.0K	$73M	·	·	·	·	·	·	·
Dividends Paid	·	·	·	·	·	·	·	·	·	$0	$0
Financing Cash Flow	$-51M	$-47M	$-43M	$30M	$33M	$-11M	$-10M	$-19M	$-28M	$-16M	$-26M
Net Change in Cash	$102M	$49M	$69M	$-1M	$-33M	$-26M	$11M	$-2M	$10M	$-552.0K	$-8M
Taxes Paid	$59M	$29M	$-29.0K	$-79.0K	$31.0K	$-2M	$5M	$4M	$8M	$159.0K	$7M
Free Cash Flow	$153M	$96M	$111M	$-31M	$-66M	$-16M	·	$16M	$38M	$16M	·
Levered FCF	$148M	$88M	$100M	$-42M	$-70M	$-26M	·	$9M	$33M	$9M	·

Profitability 8

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Gross Margin	20.5%	19.0%	12.3%	4.6%	10.5%	10.9%	·	11.9%	12.9%	13.9%	·
Operating Margin	11.3%	10.3%	4.6%	-5.1%	0.95%	2.5%	·	3.2%	5.5%	2.9%	·
Net Margin	8.6%	7.8%	2.1%	-5.7%	-0.04%	1.4%	·	3.0%	2.9%	0.74%	·
Pretax Margin	11.5%	9.4%	2.3%	-6.6%	-0.29%	1.2%	·	2.6%	3.8%	1.1%	·
EBITDA Margin	12.3%	11.4%	6.0%	-3.3%	2.9%	4.1%	·	4.1%	6.3%	3.7%	·
ROA	22.2%	22.4%	6.1%	-12.7%	-0.09%	3.6%	·	10.2%	10.0%	2.5%	·
ROE	61.6%	105.8%	115.1%	292.6%	0.67%	-20.1%	·	-71.0%	-39.6%	-6.6%	·
ROIC	35.8%	40.4%	19.8%	-21.1%	2.0%	15.6%	·	32.0%	40.2%	17.2%	·

Liquidity & Solvency 5

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Current Ratio	1.7	1.4	1.0	1.1	1.3	1.0	·	1.0	1.2	1.1	·
Quick Ratio	1.1	0.8	0.4	0.1	0.2	0.5	·	0.6	0.5	0.6	·
Debt / Equity	0.4	0.6	3.3	108.7	-5.0	-3.3	·	-5.0	-2.6	-1.7	·
LT Debt / Equity	0.3	0.6	2.8	94.3	-4.6	-3.1	·	-4.7	-2.4	-1.6	·
Interest Coverage	23.2	13.2	2.9	-2.8	0.7	1.8	·	5.0	7.5	1.6	·

Efficiency 3

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Asset Turnover	2.6	2.9	2.9	2.2	2.0	2.6	·	3.4	3.5	3.4	·
Inventory Turnover	8.8	8.3	7.1	5.7	6.7	11.6	·	13.5	13.3	15.6	·
Receivables Turnover	37.1	37.6	90.2	71.2	77.8	96.8	·	59.9	65.0	54.7	·

Per Share 5

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Book Value / Share	$8.01	$4.95	$1.24	$0.04	$-1.20	$-1.97	·	$-1.04	$-2.46	$-3.86	·
Revenue / Share	$45.01	$40.40	$35.12	$25.81	$25.20	$32.46	·	$35.82	$39.82	$43.72	·
Cash Flow / Share	$5.36	$3.33	$3.72	$-0.79	$-2.00	$0.13	·	$1.69	$1.92	$1.18	·
Cash / Share	$7.19	$3.96	$2.46	$0.33	$0.43	$1.65	·	$2.21	$2.64	$2.32	·
EPS (TTM)	$3.88	$3.16	$0.74	$-1.48	$-0.01	$0.45	$0.90	$1.08	$0.74	$0.14	$0.59

Growth Rates 9

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue YoY	9.9%	18.9%	41.5%	17.1%	-22.2%	·	·	·	·	·	·
Revenue CAGR 3Y	22.7%	25.4%	8.8%	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	11.0%	·	·	·	·	·	·	·	·	·	·
EPS YoY	22.8%	327.0%	·	·	·	·	·	·	·	·	·
EPS CAGR 3Y	·	·	18.0%	·	·	·	·	·	·	·	·
EPS CAGR 5Y	53.9%	·	·	·	·	·	·	·	·	·	·
Net Income YoY	21.0%	343.2%	·	·	·	·	·	·	·	·	·
Net Income CAGR 3Y	·	·	25.0%	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	60.0%	·	·	·	·	·	·	·	·	·	·

Valuation (TTM) 17

Metric	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Revenue TTM	$1.48B	$1.35B	$1.13B	$801M	$684M	$879M	$1.02B	$1.02B	$991M	$932M	$919M
Net Income TTM	$128M	$106M	$24M	$-46M	$-289.0K	$12M	$24M	$31M	$29M	$7M	$15M
Market Cap	$1.85B	$1.56B	$687M	$267M	$580M	$326M	·	$668M	$489M	$329M	·
Enterprise Value	$1.71B	$1.53B	$738M	$407M	$733M	$456M	·	$750M	$578M	$429M	·
P/E	14.9	15.3	28.9	-5.6	-2132.0	26.8	21.2	22.7	27.8	104.4	17.4
P/S	1.2	1.2	0.6	0.3	0.8	0.4	·	0.7	0.5	0.4	·
P/B	7.2	9.8	17.2	193.5	-17.8	-6.1	·	-23.6	-8.4	-3.8	·
P / Tangible Book	9.5	16.1	·	·	·	·	·	·	·	·	·
P / Cash Flow	10.5	14.1	5.7	-10.9	-10.7	94.3	·	13.8	10.3	13.1	·
P / FCF	12.0	16.3	6.2	-8.7	-8.7	-21.0	·	41.1	12.7	21.2	·
EV / EBITDA	9.3	9.9	10.9	-15.3	36.7	12.5	·	17.7	9.2	12.4	·
EV / FCF	11.1	16.0	6.6	-13.2	-11.0	-29.4	·	46.2	15.0	27.6	·
EV / Revenue	1.2	1.1	0.7	0.5	1.1	0.5	·	0.7	0.6	0.5	·
Dividend Yield	·	·	·	·	·	·	·	·	·	0.00%	·
Earnings Yield	6.7%	6.5%	3.5%	-17.7%	-0.05%	3.7%	4.7%	4.4%	3.6%	0.96%	5.8%
Payout Ratio	·	·	·	·	·	·	·	·	·	0.00%	·
Annual Payout	·	·	·	·	·	·	·	·	·	$0	$0

Income Statement 16

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Revenue	$517M	$353M	$333M	$409M	$398M	$359M	$314M	$350M	$333M	$346M	$318M	$303M	$300M	$236M	$335M
Cost of Revenue	$414M	$282M	$262M	$323M	$312M	$288M	$254M	$291M	$264M	$282M	$254M	$253M	$264M	$228M	$334M
Gross Profit	$103M	$71M	$71M	$86M	$86M	$71M	$60M	$60M	$69M	$64M	$64M	$50M	$36M	$7M	$995.0K
SG&A Expense	$41M	$32M	$34M	$36M	$36M	$37M	$27M	$34M	$30M	$28M	$26M	$21M	$23M	$17M	$21M
Operating Income	$63M	$39M	$38M	$50M	$50M	$34M	$33M	$26M	$40M	$36M	$38M	$29M	$12M	$-9M	$-20M
Interest Expense	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$2M	$3M	$4M	$4M	$5M	$4M	$6M
Interest Income	$627.0K	$2M	$2M	$2M	$1M	$1M	$2M	$1M	$990.0K	$1M	$1M	$746.0K	$12.0K	$0	$9.0K
Other Non-op	$136M	$-3M	$-211.0K	$626.0K	$-580.0K	$444.0K	$3M	$2M	$-3M	$-2M	$-1M	$-1M	$-342.0K	$-236.0K	$731.0K
Pretax Income	$197M	$37M	$38M	$51M	$49M	$34M	$36M	$26M	$36M	$32M	$33M	$24M	$7M	$-14M	$-25M
Income Tax	$10M	$9M	$9M	$14M	$12M	$9M	$9M	$7M	$10M	$8M	$8M	$9M	$1M	$-3M	$-512.0K
Net Income	$185M	$29M	$31M	$36M	$36M	$26M	$29M	$25M	$29M	$26M	$26M	$19M	$7M	$-11M	$-25M
EPS (Basic)	$5.41	$0.93	$0.97	$1.14	$1.16	$0.82	$0.89	$0.76	$0.89	$0.81	$0.81	$0.58	$0.22	$-0.35	$-0.80
EPS (Diluted)	$5.27	$0.90	$0.94	$1.11	$1.12	$0.79	$0.86	$0.71	$0.85	$0.79	$0.81	$0.58	$0.22	$-0.35	$-0.80
Shares (Basic)	34,237,303	31,629,376	31,777,167	·	31,556,312	31,917,407	32,227,723	·	32,305,396	32,240,458	32,170,779	·	32,033,709	32,026,311	·
Shares (Diluted)	35,150,916	32,430,122	32,624,339	·	32,581,820	32,885,993	33,360,940	·	33,653,447	33,074,592	32,429,127	·	32,322,163	32,026,311	·
EBITDA	$63M	$39M	$42M	·	$50M	$34M	$37M	·	$40M	$36M	$42M	·	$12M	$-6M	·

Balance Sheet 26

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Cash & Equivalents	$117M	$276M	$242M	$229M	$173M	$131M	$136M	$128M	$88M	$93M	$77M	·	$18M	$6M	$10M
Receivables	$53M	$13M	$11M	$21M	$21M	$16M	$14M	$59M	$34M	$11M	$11M	·	$14M	$9M	$13M
Inventory	$302M	$145M	$141M	$139M	$151M	$164M	$163M	$128M	$145M	$145M	$142M	·	$129M	$129M	$143M
Other Current Assets	$41M	$33M	$32M	$22M	$15M	$18M	$18M	$9M	$9M	$19M	$12M	·	$11M	$14M	$8M
Current Assets	$514M	$467M	$426M	$412M	$361M	$328M	$331M	$323M	$276M	$269M	$243M	·	$172M	$158M	$174M
PP&E (Net)	$165M	$118M	$113M	$109M	$104M	$104M	$98M	$97M	$98M	$94M	$96M	·	$99M	$99M	$101M
PP&E (Gross)	·	·	·	$244M	·	·	·	$224M	·	·	·	·	·	·	$204M
Accum. Depreciation	·	·	·	$141M	·	·	·	$131M	·	·	·	·	·	·	$108M
Goodwill	$264M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	$19M	·	$19M	$19M	$19M
Intangibles	$176M	$41M	$41M	$42M	$42M	$43M	$43M	$44M	$44M	$44M	$45M	·	$46M	$47M	$47M
Other Non-current Assets	$1M	$1M	$2M	$2M	$2M	$2M	$2M	$2M	$3M	$3M	$3M	·	$2M	$2M	$1M
Total Assets	$1.17B	$689M	$642M	$625M	$575M	$544M	$535M	$525M	$468M	$456M	$431M	·	$364M	$352M	$366M
Accounts Payable	$175M	$127M	$122M	$151M	$150M	$154M	$138M	$143M	$128M	$139M	$114M	·	$137M	$125M	$108M
Current Liabilities	$313M	$254M	$235M	$237M	$229M	$227M	$229M	$236M	$198M	$220M	$188M	·	$198M	$184M	$165M
Capital Leases	·	·	·	$4M	·	·	·	$3M	·	·	·	·	·	·	$5M
Deferred Tax	$33M	$8M	$6M	$5M	$0	$2M	$368.0K	$3M	$5M	$2M	$3M	·	$143.0K	$72.0K	$0
Other Non-current Liabilities	$14M	$13M	$14M	$10M	$8M	$8M	$8M	$9M	$9M	$8M	$9M	·	$9M	$9M	$11M
Long-term Debt	$87M	$88M	$89M	$90M	$91M	$93M	$94M	$95M	$96M	$97M	$98M	·	$140M	$144M	$150M
Total Debt	$87M	$88M	$89M	·	$91M	$93M	$94M	·	$96M	$97M	$98M	·	·	$144M	·
Paid-in Capital	$342M	$198M	$196M	$195M	$196M	$192M	$187M	$186M	$194M	$191M	$187M	·	$174M	$174M	$173M
Retained Earnings	$314M	$128M	$104M	$88M	$52M	$25M	$19M	$0	$25M	$-4M	$-30M	·	$-84M	$-91M	$-80M
Treasury Stock	·	·	·	·	·	·	·	·	$50M	$50M	$50M	·	$50M	$50M	$50M
AOCI	$-783.0K	$-28M	$-28M	$-28M	$-26M	$-26M	$-26M	$-26M	$-31M	$-32M	$-32M	·	$-41M	$-42M	$-42M
Stockholders' Equity	$655M	$298M	$271M	$255M	$222M	$190M	$180M	$160M	$137M	$106M	$76M	·	$-1M	$-9M	$1M
Liabilities + Equity	$1.17B	$689M	$642M	$625M	$575M	$544M	$535M	$525M	$468M	$456M	$431M	·	$364M	$352M	$366M
Shares Outstanding	31,676,039	31,646,589	31,679,557	31,884,721	31,480,251	31,674,003	32,111,078	32,268,022	32,331,161	32,299,065	32,198,592	·	32,036,149	32,032,067	32,024,911

Cash Flow 14

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
D&A	$9M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$4M	$3M	$4M
Stock-based Comp	$2M	$2M	$2M	$2M	$3M	$7M	$3M	$2M	$2M	$2M	$2M	$2M	$699.0K	$589.0K	$537.0K
Deferred Tax	$-5M	$3M	$3M	$8M	$-1M	$-2M	$-2M	$-6M	$2M	$682.0K	$1M	$8M	$1M	$-3M	$-5M
Other Non-cash	·	·	$-3M	·	·	·	$-7M	·	·	·	$-33M	·	·	$30M	·
Operating Cash Flow	$31M	$48M	$37M	$65M	$57M	$28M	$26M	$55M	$989.0K	$55M	$217.0K	$36M	$25M	$20M	$30M
CapEx	$9M	$8M	$5M	$5M	$5M	$9M	$5M	$5M	$4M	$3M	$3M	$2M	$3M	$1M	$2M
Investing Cash Flow	$-59M	$-8M	$-6M	$-5M	$-5M	$-9M	$-5M	$-6M	$-4M	$-3M	$-3M	$-2M	$-3M	$-1M	$-2M
Stock Repurchased	$0	$198.0K	$2M	$5M	$0	$3M	$1M	$877.0K	$0	$0	$301.0K	$319.0K	$0	$57.0K	$205.0K
Net Stock Activity	·	·	$-2M	·	·	·	$-1M	·	·	·	$-301.0K	·	·	$-57.0K	·
Financing Cash Flow	$-131M	$-6M	$-18M	$-4M	$-10M	$-24M	$-13M	$-10M	$-1M	$-36M	$995.0K	$-5M	$-10M	$-23M	$-44M
Net Change in Cash	$-159M	$34M	$12M	$56M	$42M	$-5M	$8M	$39M	$-5M	$16M	$-2M	$28M	$12M	$-5M	$-16M
Taxes Paid	$9M	$7M	$1.0K	$15M	$13M	$31M	$80.0K	$11M	$9M	$9M	$2.0K	$4.0K	$38.0K	$-90.0K	$-127.0K
Free Cash Flow	·	·	$31M	·	·	·	$22M	·	·	·	$-3M	·	·	$19M	·
Levered FCF	·	·	$30M	·	·	·	$20M	·	·	·	$-5M	·	·	$15M	·

Profitability 8

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Gross Margin	20.0%	20.0%	21.4%	·	21.6%	19.7%	19.2%	·	20.8%	18.4%	20.0%	·	11.9%	3.2%	·
Operating Margin	12.1%	11.1%	11.3%	·	12.6%	9.4%	10.5%	·	11.9%	10.4%	11.9%	·	4.2%	-4.0%	·
Net Margin	35.8%	8.3%	9.2%	·	9.2%	7.3%	9.2%	·	8.6%	7.5%	8.2%	·	2.4%	-4.8%	·
Pretax Margin	38.1%	10.4%	11.4%	·	12.4%	9.4%	11.3%	·	10.8%	9.3%	10.3%	·	2.3%	-6.1%	·
EBITDA Margin	12.1%	11.1%	12.5%	·	12.6%	9.4%	11.8%	·	11.9%	10.4%	13.1%	·	4.2%	-2.5%	·
ROA	21.3%	4.8%	5.2%	·	7.0%	5.2%	5.9%	·	6.7%	6.3%	6.7%	·	·	-3.2%	·
ROE	42.3%	12.0%	13.6%	·	20.3%	17.6%	22.5%	·	38.9%	49.7%	78.8%	·	·	-77.2%	·
ROIC	8.0%	7.6%	7.9%	·	12.0%	8.7%	9.1%	·	12.3%	13.2%	16.2%	·	·	-5.5%	·

Liquidity & Solvency 5

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Current Ratio	1.6	1.8	1.8	·	1.6	1.4	1.4	·	1.4	1.2	1.3	·	·	0.9	·
Quick Ratio	0.5	1.1	1.1	·	0.8	0.6	0.7	·	0.6	0.5	0.5	·	·	0.1	·
Debt / Equity	0.1	0.3	0.3	·	0.4	0.5	0.5	·	0.7	0.9	1.3	·	·	-15.7	·
LT Debt / Equity	0.1	0.3	0.3	·	0.4	0.5	0.5	·	0.7	0.9	1.2	·	·	-13.5	·
Interest Coverage	31.9	25.3	24.1	·	28.8	18.6	17.3	·	18.9	12.8	10.5	·	2.4	-2.2	·

Efficiency 3

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Asset Turnover	0.6	0.6	0.6	·	0.8	0.7	0.6	·	0.8	0.8	0.8	·	·	0.7	·
Inventory Turnover	1.8	1.8	1.7	·	2.1	1.9	1.7	·	1.9	2.1	1.9	·	·	1.7	·
Receivables Turnover	13.9	24.6	26.9	·	14.4	26.4	25.0	·	14.7	27.6	31.4	·	·	30.9	·

Per Share 5

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Book Value / Share	$20.67	$9.41	$8.57	·	$7.05	$6.01	$5.60	·	$4.25	$3.28	$2.35	·	·	$-0.29	·
Revenue / Share	$14.71	$10.87	$10.21	·	$12.22	$10.91	$9.41	·	$9.91	$10.46	$9.80	·	$9.28	$7.36	·
Cash Flow / Share	·	·	$1.12	·	·	·	$0.79	·	·	·	$0.01	·	·	$0.62	·
Cash / Share	$3.69	$8.72	$7.63	·	$5.50	$4.13	$4.24	·	$2.73	$2.88	$2.40	·	·	$0.18	·
EPS (TTM)	$8.22	$4.07	$3.96	·	$3.48	$3.21	$3.21	·	$3.03	$2.47	$1.90	·	·	·	·

Valuation (TTM) 11

Metric	Q3 2026	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q2 2023	Q1 2023	Q4 2022
Revenue TTM	$1.61B	$1.49B	$1.50B	·	$1.42B	$1.36B	$1.34B	·	$1.30B	$1.26B	$1.21B	·	·	·	·
Net Income TTM	$282M	$133M	$130M	·	$116M	$108M	$108M	·	$100M	$80M	$61M	·	·	·	·
Market Cap	$2.50B	$1.74B	$1.61B	·	$1.36B	$1.04B	$1.27B	·	$1.74B	$1.24B	$868M	·	·	$343M	·
Enterprise Value	$2.47B	$1.56B	$1.45B	·	$1.28B	$1.00B	$1.22B	·	$1.75B	$1.24B	$889M	·	·	$482M	·
P/E	9.6	13.5	12.8	·	12.4	10.3	12.3	·	17.8	15.5	14.2	·	·	·	·
P/S	1.5	1.2	1.1	·	1.0	0.8	0.9	·	1.3	1.0	0.7	·	·	·	·
P/B	3.8	5.9	5.9	·	6.1	5.5	7.0	·	12.7	11.7	11.5	·	·	-37.3	·
P / Tangible Book	11.6	7.3	7.6	·	8.4	8.1	10.8	·	23.4	29.2	73.6	·	·	·	·
P / Cash Flow	·	·	43.9	·	·	·	48.0	·	·	·	4000.3	·	·	17.2	·
EV / Revenue	1.5	1.0	1.0	·	0.9	0.7	0.9	·	1.3	1.0	0.7	·	·	·	·
Earnings Yield	10.4%	7.4%	7.8%	·	8.1%	9.8%	8.1%	·	5.6%	6.4%	7.0%	·	·	·	·

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16

Metric	2025-09-27	2024-09-28	2023-09-30	2022-10-01	2022-09-30
Revenue	$1.48B	$1.35B	$1.13B	$801M	$801M
Gross Margin %	20.5%	19.0%	12.3%	4.6%	·
Operating Margin %	11.3%	10.3%	4.6%	-5.1%	·
Net Income	$128M	$106M	$24M	$-46M	$-46M
Diluted EPS	$3.88	$3.16	$0.74	$-1.48	$-1.48

Metric	2025-09-27	2024-09-28	2023-09-30	2022-10-01	2022-09-30
Debt / Equity	0.4	0.6	3.3	108.7	·
Current Ratio	1.7	1.4	1.0	1.1	·
Quick Ratio	1.1	0.8	0.4	0.1	·

Metric	2025-09-27	2024-09-28	2023-09-30	2022-10-01	2022-09-30
Free Cash Flow	$153M	$96M	$111M	$-31M	·

Institutional owners (13F) 329 filers · $2.5B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 329

Value held $2.5B

New positions 55

Exited positions 32

Institutional activity — Q2 2026 vs prior quarter

New positions	Exited positions	Increased	Decreased	Net shares change
55 (-3 vs prior Q)	32 (+5 vs prior Q)	114 (+17 vs prior Q)	100 (-2 vs prior Q)	-2.2M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution	Value	Shares	% of tracked 13F	Type
FMR LLC	$238,250,168	3,017,353	9.51%	Shares
BlackRock, Inc.	$207,492,984	2,627,824	8.28%	Shares
AMERICAN CENTURY COMPANIES INC	$126,044,795	1,596,312	5.03%	Shares
VANGUARD CAPITAL MANAGEMENT LLC	$110,656,992	1,401,431	4.42%	Shares
WESTWOOD HOLDINGS GROUP INC	$97,929,034	1,240,236	3.91%	Shares
VANGUARD GROUP INC	$95,930,995	2,041,085	3.83%	Shares
WELLINGTON MANAGEMENT GROUP LLP	$78,580,046	995,188	3.14%	Shares
GEODE CAPITAL MANAGEMENT, LLC	$69,027,379	874,048	2.75%	Shares
BANK OF AMERICA CORP /DE/	$63,565,248	805,031	2.54%	Shares
STATE STREET CORP	$63,473,733	803,872	2.53%	Shares
JANUS HENDERSON GROUP PLC	$62,669,415	1,102,335	2.50%	Shares
DIMENSIONAL FUND ADVISORS LP	$56,807,504	719,465	2.27%	Shares
325 CAPITAL LLC	$56,171,354	711,390	2.24%	Shares
Allspring Global Investments Holdings, LLC	$51,630,936	662,955	2.06%	Shares
NEUMEIER POMA INVESTMENT COUNSEL LLC	$51,129,758	647,540	2.04%	Shares
GOLDMAN SACHS GROUP INC	$45,715,234	578,967	1.82%	Shares
OBERWEIS ASSET MANAGEMENT INC/	$41,836,008	529,838	1.67%	Shares
Aberdeen Group plc	$40,732,543	515,863	1.63%	Shares
VANGUARD PORTFOLIO MANAGEMENT LLC	$35,915,114	454,852	1.43%	Shares
AQR CAPITAL MANAGEMENT LLC	$34,655,701	438,902	1.38%	Shares
Empowered Funds, LLC	$28,895,728	365,954	1.15%	Shares
VICTORY CAPITAL MANAGEMENT INC	$27,233,225	344,899	1.09%	Shares
Nuveen, LLC	$26,618,680	337,116	1.06%	Shares
BLAIR WILLIAM & CO/IL	$25,343,475	320,966	1.01%	Shares
MARSHALL WACE, LLP	$24,566,351	311,124	0.98%	Shares
ALLIANCEBERNSTEIN L.P.	$24,328,438	428,393	0.97%	Shares
NORTHERN TRUST CORP	$23,743,035	300,697	0.95%	Shares
FEDERATED HERMES, INC.	$23,657,048	299,608	0.94%	Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$23,170,180	293,442	0.92%	Shares
LOOMIS SAYLES & CO L P	$22,931,642	290,421	0.91%	Shares
LAZARD ASSET MANAGEMENT LLC	$20,960,406	265,456	0.84%	Shares
VANGUARD FIDUCIARY TRUST CO	$17,911,602	226,844	0.71%	Shares
D. E. Shaw & Co., Inc.	$16,334,771	206,874	0.65%	Shares
RENAISSANCE TECHNOLOGIES LLC	$16,308,083	206,536	0.65%	Shares
MORGAN STANLEY	$15,899,365	201,359	0.63%	Shares
GLOBEFLEX CAPITAL L P	$15,623,973	197,872	0.62%	Shares
FIRST TRUST ADVISORS LP	$15,380,539	194,789	0.61%	Shares
Invesco Ltd.	$15,098,889	191,222	0.60%	Shares
ROYCE & ASSOCIATES LP	$15,090,914	191,121	0.60%	Shares
JPMORGAN CHASE & CO	$13,743,901	175,461	0.55%	Shares
ENVESTNET ASSET MANAGEMENT INC	$12,600,200	159,577	0.50%	Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$12,558,588	159,050	0.50%	Shares
SEI INVESTMENTS CO	$12,348,414	156,388	0.49%	Shares
HighTower Advisors, LLC	$12,078,291	152,967	0.48%	Shares
CONGRESS ASSET MANAGEMENT CO	$11,797,572	149,412	0.47%	Shares
DEUTSCHE BANK AG\	$10,997,944	139,285	0.44%	Shares
Hillsdale Investment Management Inc.	$10,920,168	138,300	0.44%	Shares
RAYMOND JAMES FINANCIAL INC	$9,689,814	122,718	0.39%	Shares
WELLS FARGO & COMPANY/MN	$9,398,056	119,023	0.37%	Shares
TWO SIGMA INVESTMENTS, LP	$9,021,496	114,254	0.36%	Shares

Show all 329 institutional owners →

Activists & 5%+ owners 8 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer	Filed	Stake	Status	Purpose	Filing
Groupe Autobus Girardin Ltee, Steve Girardin, Andre Girardin, Dave Girardin	April 8, 2026	7.88%	Initial filing	Passive investment	SEC
ASP BB HOLDINGS LLC, ASP BB INVESTCO LP, AMERICAN SECURITIES PARTNERS VII, L.P., AMERICAN SECURITIES PARTNERS VII(B), L.P., AMERICAN SECURITIES PARTNERS VII(C), L.P., AMERICAN SECURITIES ASSOCIATES VII, LLC, AMERICAN SECURITIES LLC ×5 filings	Feb. 22, 2024	·	Initial filing	·	SEC
Coliseum Capital Management, LLC, Coliseum Capital, LLC, Coliseum Capital Partners, L.P., Adam Gray, Christopher Shackelton ×8 filings	June 14, 2023	·	Initial filing	·	SEC
Spitfire Capital LLC, Julian A.L. Allen ×4 filings	Dec. 17, 2018	·	Initial filing	·	SEC
OR ×3 filings	Oct. 22, 2018	·	Initial filing	·	SEC
ASP BB HOLDINGS LLC (See Item 2), ASP BB INVESTCO LP (See Item 2), AMERICAN SECURITIES PARTNERS VII, L.P. (See Item 2), AMERICAN SECURITIES PARTNERS VII(B), L.P. (See Item 2), AMERICAN SECURITIES PARTNERS VII(C), L.P. (See Item 2), AMERICAN SECURITIES ASSOCIATES VII, LLC (See Item 2), AMERICAN SECURITIES LLC (See Item 2) ×2 filings	Sept. 19, 2016	·	Initial filing	·	SEC
Stephen Feinberg ×4 filings	June 13, 2016	·	Initial filing	·	SEC
Hennessy Capital Partners I LLC, Hennessy Capital LLC, Daniel J. Hennessy ×2 filings	April 27, 2015	·	Initial filing	·	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 41 insiders · 17 officers · 24 directors

19

Insider	Role	Last activity	Shares owned	Buys 12m	Sells 12m	Net 12m
John Wyskiel	President & CEO	Dec. 2, 2025 A	136,419	0	0	$0
Matthew Stevenson	President & CEO	July 1, 2022 F	213,534	0	0	$0
Razvan Radulescu	Chief Financial Officer	Feb. 19, 2026 S	42,255	0	3	$-1,003,029
Jeffery L Taylor	Chief Financial Officer	Dec. 11, 2020 A	21,842	0	0	$0
Phillip Tighe	Chief Financial Officer	Dec. 11, 2019 A	116,212	0	0	$0
Charles B Lowrey II	EVP, CFO and Secretary	June 11, 2014 P	18,000	0	0	$0
Britton Smith	President	Sept. 12, 2024 S	80,617	0	0	$0
Kevin M. Charlton	President and COO	June 11, 2014 P	67,000	0	0	$0
Jeffrey Scott Sanfrey	Chief Operating Officer	Sept. 16, 2026 S	35,011	0	2	$-553,540
Charles R Jenkins III	Chief Operating Officer	Dec. 11, 2020 A	30,834	0	0	$0
John Kwapis	Chief Operating Officer	June 10, 2016 F	35,768	0	0	$0
Ted Scartz	SVP General Counsel	Dec. 12, 2025 F	59,910	0	0	$0
Paul Yousif	General Counsel & Treasurer	March 2, 2022 M	30,420	0	0	$0
Thomas Arthur Roberts	Chief Adminstrative Officer	Oct. 31, 2021 A	61,050	0	0	$0
Mark Ashburn Terry	Chief Commercial Officer	June 8, 2020 S	38,055	0	0	$0
Michael Mccurdy	VP of Human Resources	Oct. 12, 2016 M	13,383	0	0	$0
Dale Wendell	Chief Commercial Officer	June 10, 2016 F	36,779	0	0	$0
Daniel Mark Thau	Director	Aug. 12, 2026 P	9,046	3	0	$62,477
Steve Girardin	Director	April 1, 2026 A	2,297	0	0	$0
Simon J Newman	Director	April 1, 2026 A	10,334	0	0	$0
Edward T. Hightower	Director	April 1, 2026 A	6,396	0	0	$0
Douglas J. Grimm	Director	April 1, 2026 A	28,764	0	0	$0
Kevin S. Penn	Director	April 1, 2026 A	6,396	0	0	$0
Mark Blaufuss	Director	April 1, 2026 A	10,334	0	0	$0
Julie A Fream	Director	April 1, 2026 A	9,705	0	0	$0
Phil Horlock	Director	Dec. 12, 2025 S	225,385	0	2	$-775,489
Gurminder S Bedi	Director	Aug. 13, 2024 S	0	0	0	$0
Alan H Schumacher	Director	June 1, 2023 A	27,615	0	0	$0
Kathleen Shaw	Director	April 1, 2022 A	11,859	0	0	$0
Chan Galbato	Director	April 1, 2022 A	29,991	0	0	$0
Daniel J Hennessy	Director	Sept. 4, 2018 S	5,053	0	0	$0
Dev Kapadia	Director	April 5, 2016 A	9,486	0	0	$0
Dennis M Donovan	Director	April 5, 2016 A	9,486	0	0	$0
James Marcotuli	Director	May 30, 2015 A	4,878	0	0	$0
Joseph Tabet	Director	Oct. 15, 2013 P	·	0	0	$0
Richard Edward Burns	Director	Oct. 15, 2013 P	·	0	0	$0
Peter Shea	Director	Oct. 15, 2013 P	·	0	0	$0
Bradley J Bell	Director	Oct. 15, 2013 P	·	0	0	$0
Hennessy Capital LLC	10% owner	April 22, 2015 J	0	0	0	$0
Hennessy Capital Partners I, LLC	10% owner	April 22, 2015 J	0	0	0	$0
FEINBERG STEPHEN	·	June 8, 2016 S	0	0	0	$0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 44 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund	Weight	Units	As of	Source
IDRV · iShares Trust	1.08%	25,795 SH	Sept. 11, 2026	Daily
SAWS · ETF Series Solutions	1.04%	1,097 NS	July 31, 2026	N-PORT
VAMO · Cambria ETF Trust	0.88%	12,806 NS	July 31, 2026	N-PORT
PBD · Invesco Exchange-Traded Fund Trust …	0.86%	17,724 SH	Oct. 2, 2026	Daily
FYC · First Trust Exchange-Traded AlphaDE…	0.64%	111,134 NS	July 31, 2026	N-PORT
JSMD · Janus Detroit Street Trust	0.44%	62,612 NS	July 31, 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0.30%	55,239 NS	July 31, 2026	N-PORT
FFSM · FIDELITY COVINGTON TRUST	0.25%	50,961 NS	July 31, 2026	N-PORT
ROSC · Lattice Strategies Trust	0.25%	2,051 NS	July 31, 2026	N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0.21%	16,832 NS	July 31, 2026	N-PORT
CALF · Pacer Funds Trust	0.18%	90,307 NS	July 31, 2026	N-PORT
VFQY · VANGUARD WELLINGTON FUND	0.18%	10,969 SH	Aug. 19, 2026	Daily
VFMF · VANGUARD WELLINGTON FUND	0.16%	14,372 SH	Aug. 19, 2026	Daily
VTWG · VANGUARD SCOTTSDALE FUNDS	0.15%	34,224 SH	Aug. 19, 2026	Daily
IWO · iShares Trust	0.13%	301,390 SH	Sept. 11, 2026	Daily
FAD · First Trust Exchange-Traded AlphaDE…	0.13%	10,069 NS	July 31, 2026	N-PORT
EBIT · Harbor ETF Trust	0.13%	203 NS	July 31, 2026	N-PORT
ESSC · Strategy Shares	0.12%	595 NS	July 31, 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0.11%	35,586 NS	July 31, 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0.08%	183,777 SH	Aug. 19, 2026	Daily
OMFS · Invesco Exchange-Traded Self-Indexe…	0.08%	3,562 SH	Oct. 2, 2026	Daily
IWM · iShares Trust	0.06%	814,105 SH	Sept. 11, 2026	Daily
ISCG · iShares Trust	0.06%	9,414 SH	Sept. 11, 2026	Daily
DFAS · Dimensional ETF Trust	0.05%	109,978 NS	July 31, 2026	N-PORT
FIDU · FIDELITY COVINGTON TRUST	0.03%	9,840 NS	July 31, 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0.03%	362,932 SH	Aug. 19, 2026	Daily
VIS · VANGUARD WORLD FUND	0.03%	36,497 SH	Aug. 19, 2026	Daily
DXUV · Dimensional ETF Trust	0.02%	1,572 NS	July 31, 2026	N-PORT
VFMO · VANGUARD WELLINGTON FUND	0.02%	5,740 SH	Aug. 19, 2026	Daily
PRFZ · Invesco Exchange-Traded Fund Trust	0.02%	8,280 SH	Oct. 2, 2026	Daily
WSML · iShares Trust	0.02%	1,752 SH	Sept. 10, 2026	Daily
DFAC · Dimensional ETF Trust	0.01%	81,886 NS	July 31, 2026	N-PORT
DCOR · Dimensional ETF Trust	0.01%	4,738 NS	July 31, 2026	N-PORT
DFSU · Dimensional ETF Trust	0.01%	3,011 NS	July 31, 2026	N-PORT
TILT · FlexShares Trust	0.01%	2,686 NS	July 31, 2026	N-PORT
DFAU · Dimensional ETF Trust	0.01%	9,005 NS	July 31, 2026	N-PORT
DFUS · Dimensional ETF Trust	0.00%	10,282 NS	July 31, 2026	N-PORT
IWV · iShares Trust	0.00%	10,150 SH	Sept. 10, 2026	Daily
ITOT · iShares Trust	0.00%	42,466 SH	Sept. 11, 2026	Daily
VTI · VANGUARD INDEX FUNDS	0.00%	1,006,416 SH	Aug. 19, 2026	Daily
VTHR · VANGUARD SCOTTSDALE FUNDS	0.00%	2,598 SH	Aug. 19, 2026	Daily
DFUV · Dimensional ETF Trust	0.00%	16 NS	July 31, 2026	N-PORT
ISCB · iShares Trust	·	1,312 SH	Sept. 11, 2026	Daily
SMLF · iShares Trust	·	17,981 SH	Sept. 11, 2026	Daily

BLBD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21

rating · 14 analysts BUY

Median target $89.50 +58.3%

4 28.6% Strong Buy

9 64.3% Buy

1 7.1% Hold

0 0.0% Sell

0 0.0% Strong Sell

12-Month Price Target

8 analysts · 2026-09-30

Mean target $89.12 +57.7%

← Below all targets Current price $56.53

Low$82.00 Mean$89.12 High$95.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker	Market Cap	P/E	Rev YoY	Net Margin	ROE	Gross Margin
BLBD	$1.85B	14.9	9.9%	8.6%	61.6%	20.5%
FSS	$6.61B	27.1	17.1%	11.3%	18.6%	28.9%
TEX	$3.46B	16.0	5.7%	4.1%	10.9%	19.4%
ATMU	·	20.8	5.7%	11.8%	59.7%	28.2%
TRN	·	8.7	-29.9%	11.7%	23.7%	·
GBX	$1.44B	7.3	-8.6%	6.3%	14.0%	18.8%
ASTE	$991M	25.8	8.1%	2.8%	5.9%	26.5%
PLOW	$753M	16.7	15.4%	7.1%	16.9%	26.6%
MTW	$425M	60.0	2.9%	0.32%	1.1%	18.1%
MLR	$425M	18.9	-37.2%	2.9%	5.5%	15.2%
WNC	$350M	1.7	-20.8%	13.7%	56.2%	4.5%

Latest News Recent headlines mentioning this company

23

Blue Bird (BLBD) Appoints Lyndon Lie as Senior Vice President of Engineering Yahoo Finance · 5 months, 1 week ago

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

BOUNCE_UP Stopped out Oct 2

risk 1 reward 1.50

entry $53.75 R:R 1.50

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

BLBD Blue Bird Corporation - Common Stock

BLBD Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

BLBD Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Financial Health Debt, liquidity, solvency — balance sheet strength

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Institutional owners (13F) 329 filers · $2.5B total · As of Sept. 30, 2026

Activists & 5%+ owners 8 positions

Company insiders 41 insiders · 17 officers · 24 directors

ETF ownership Held by 44 ETFs

BLBD Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

12-Month Price Target

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Latest News Recent headlines mentioning this company

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

My Metrics Your personal watchlist — selected rows from Full Fundamentals