Latest revenue
$352.6M
as of 2026-03-28
Latest net income
$29.3M
as of 2026-03-28
Net margin
8.3%
as of 2026-03-28
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $2.10B
- Enterprise value
- $2.10B
- P/E (trailing)
- 16.4×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $81.51
- 52-wk low
- $37.68
- Beta
- —
- Shares out
- 31.6M
5-year trend
What this company does
Item 1. Business The Company (formerly Hennessy Capital Acquisition Corp.) was incorporated in Delaware on September 24, 2013 as a special purpose acquisition company, or SPAC. On February 24, 2015, the Company consummated a business combination (the “Business Combination”), pursuant to which the Company acquired all of the outstanding capital stock of School Bus Holdings Inc., a Delaware corporation (“School Bus Holdings” or “SBH”) from The Traxis Group, B.V. (the “Seller”). The total purchase price was paid in a combination of cash in the amount of $100.0 million and 12,000,000 shares of the Company’s common stock, $0.0001 par value (the “Common Stock”), valued at $120.0 million. In…
AI summary unavailable — showing raw filing excerpt
Generated from BLBD's filing dated 2025-11-24
Key risks
Item 1A. Risk Factors You should carefully consider the following risk factors in addition to the other information included in this Report, including matters addressed in the section entitled “Cautionary Note Regarding Forward-Looking Statements.” We may face additional risks and uncertainties that are not presently known to us, or that we currently deem immaterial, which may also impair our business. The following discussion should be read in conjunction with the financial statements and notes to the financial statements included in this Report. Risk Factors Relating to Our Business and Industry Pandemics, epidemics or similar widespread disease or illness outbreaks (collectively, “public…
AI summary unavailable — showing raw filing excerpt
Generated from BLBD's filing dated 2025-11-24
Profitability
Gross margin
20.5%
7.8%Operating margin
11.3%
9.2%Net margin
8.6%
10.1%Return on equity
50.0%
24.4%Return on assets
20.4%
1.6%Leverage
Debt / equity
1.45×
36.8%Long-term debt / equity
0.33×
40.8%Debt / assets
59.2%
15.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-28 | $352.6M | -1.7% | $29.3M | +12.5% | 8.3% |
Q4 2025 2025-12-27 | $333.1M | +6.1% | $30.8M | +7.1% | 9.2% |
Q3 2025 2025-09-27 | $409.4M | +16.9% | $36.5M | +48.0% | 8.9% |
Q2 2025 2025-06-28 | $398.0M | +19.4% | $36.5M | +27.0% | 9.2% |
Q1 2025 2025-03-29 | $358.9M | +3.7% | $26.0M | +0.1% | 7.3% |
Q4 2024 2024-12-28 | $313.9M | -1.2% | $28.7M | +9.8% | 9.2% |
Q3 2024 2024-09-28 | $350.2M | — | $24.7M | — | 7.0% |
Q2 2024 2024-06-29 | $333.4M | +13.3% | $28.7M | +452.8% | 8.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Truck & Bus Bodies · SIC 3713
Your notes
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Insider activity
Insider buying
$55.6K
Insider selling
$12.2M
Net activity
−$12.1M
Distinct insiders
5
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BLBD
Institutional value
$694.8M
Total shares held
13.1M
Distinct holders
167
-98 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.6M | $147.1M | -8.5K (-0.3%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $79.0M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 688.9K | $39.1M | +48.2K (+7.5%) | Added |
| 4 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 625.2K | $35.5M | +149.0K (+31.3%) | Added |
| 5 | Allspring Global Investments Holdings, LLC | 506.7K | $29.8M | +96.8K (+23.6%) | Added |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 425.4K | $24.2M | — | New |
| 7 | Nuveen, LLC | 334.0K | $19.0M | -118.4K (-26.2%) | Trimmed |
| 8 | DEUTSCHE BANK AG\ | 325.2K | $18.5M | +2.9K (+0.9%) | Added |
| 9 | BLAIR WILLIAM & CO/IL | 320.7K | $18.2M | +83 (+0.0%) | Added |
| 10 | FEDERATED HERMES, INC. | 310.3K | $17.6M | +9.8K (+3.3%) | Added |
| 11 | JPMORGAN CHASE & CO | 318.3K | $17.3M | +156.7K (+96.9%) | Added |
| 12 | VANGUARD FIDUCIARY TRUST CO | 220.2K | $12.5M | — | New |
| 13 | SEI INVESTMENTS CO | 206.0K | $11.7M | +30.7K (+17.5%) | Added |
| 14 | GLOBEFLEX CAPITAL L P | 197.8K | $11.2M | +0 (+0.0%) | No change |
| 15 | ROYCE & ASSOCIATES LP | 181.7K | $10.3M | +3.8K (+2.1%) | Added |
| 16 | JANE STREET GROUP, LLC | 176.2K | $10.0M | +126.8K (+256.9%) | Added |
| 17 | FRANKLIN RESOURCES INC | 143.3K | $8.1M | -13.2K (-8.4%) | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 131.6K | $7.5M | +15.1K (+12.9%) | Added |
| 19 | CONGRESS ASSET MANAGEMENT CO | 130.3K | $7.4M | +18.0K (+16.1%) | Added |
| 20 | FIRST TRUST ADVISORS LP | 126.9K | $7.2M | -738.2K (-85.3%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BLBD's latest filing finishes processing.