Blue Bird Corporation logo BLBD - Blue Bird Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 11
HOLD 1
SELL 0
STRONG
SELL
0
| PRICE TARGET: $80.50 DETAILS
HIGH: $86.00
LOW: $75.00
MEDIAN: $80.50
CONSENSUS: $80.50
UPSIDE: 21.42%
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4
Revenue
Revenue 352.6 333.1 409.4 398.0 358.9 313.9 350.2 333.4 345.9 317.7 303.0 294.3 299.8 235.7 257.7 206.1 207.7 129.2 192.2 196.7 164.7 130.4 281.4 189.2 255.4 153.2 343.5 308.8 211.6 154.9 331.6 314.2 216.6 162.5 312.7 332.6 208.7 136.7 286.4 323.1 191.2 307.6 262.7 183.0 0 0 0 0 0 246.1
Cost of Revenue 282.0 261.9 323.0 312.1 288.0 253.6 290.6 264.0 282.3 254.1 253.0 248.5 264.2 228.3 262.1 184.5 204.5 113.0 179.2 170.5 146.2 116.0 251.8 168.1 231.2 131.9 296.9 267.0 185.7 135.8 288.9 277.2 195.0 141.9 273.2 287.6 184.0 118.5 247.7 276.2 166.1 266.4 226.0 160.0 0 0 0 0 0 214.2
Gross Profit 70.6 71.2 86.4 85.9 70.9 60.3 59.6 69.4 63.6 63.6 50.0 45.8 35.6 7.5 (4.4) 21.6 3.2 16.2 13.0 26.2 18.5 14.5 29.6 21.1 24.2 21.3 46.6 41.8 26.0 19.1 42.7 37.0 21.7 20.6 39.5 45.0 24.6 18.2 38.7 46.8 25.1 41.2 36.7 23.0 0 0 0 0 0 31.9
Operating Expenses
R&D Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3.6
SG&A Expenses 31.5 33.6 36.1 35.9 37.1 27.3 34.0 29.6 27.6 25.6 20.8 26.3 23.2 16.8 18.6 20.5 19.9 18.2 15.5 18.1 17.4 14.7 16.1 17.8 19.9 20.5 28.4 21.0 22.9 17.3 23.1 20.5 18.3 25.5 19.0 16.3 19.3 18.2 21.4 45.5 18.7 17.7 17.4 34.0 1.8 3.4 0.4 0.1 0 17.8
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 31.5 33.6 36.1 35.9 37.1 27.3 34.0 29.6 27.6 25.6 20.8 26.3 23.2 16.8 18.6 20.5 19.9 18.2 15.5 18.1 17.4 14.7 16.1 17.8 19.9 20.5 28.4 21.0 22.9 17.3 23.1 20.5 18.3 25.5 19.0 16.3 19.3 18.2 21.4 45.5 18.7 17.7 17.4 34.0 1.8 3.4 0.4 0.1 0 19.6
Operating Income
Operating Income 39.1 37.7 50.3 50.1 33.7 33.0 25.6 39.7 36.1 38.0 29.2 19.4 12.4 (9.4) (23.1) 1.1 (16.7) (2.0) (2.5) 8.1 1.1 (0.2) 13.6 3.3 4.3 0.8 18.2 20.8 3.0 1.8 19.6 16.5 3.4 (4.8) 20.5 28.7 5.4 0.0 17.3 1.3 6.4 23.5 19.3 (10.9) (1.8) (3.4) (0.4) (0.1) 0 14.2
Interest Expense 1.5 1.6 1.7 1.7 1.8 1.9 2.0 2.1 2.8 3.6 4.1 4.5 5.2 4.2 5.2 3.9 2.5 3.1 2.6 2.8 2.3 1.9 2.3 2.4 5.7 1.9 2.6 3.4 4.0 2.9 1.5 1.8 1.8 1.5 1.4 1.4 1.7 2.7 3.7 4.0 4.5 4.6 4.6 4.8 0 0 0 0 0 0
Interest Income 1.9 2.0 1.9 1.5 1.3 1.6 1.0 1.0 1.1 1.1 0.7 0.2 0.0 0 0.0 0 0 0 0.0 0 0 0.0 0 0.0 0 0 0 0 0 0.0 0.0 0.0 0.0 0.0 0.1 0.1 0.0 0.0 0.0 0.0 0.1 0.1 0.0 0.0 0.0 0.0 0.0 0 0 0.4
Profitability
EBITDA 43.2 43.4 56.8 54.9 39.3 41.4 32.0 41.6 38.8 39.9 32.5 18.3 15.8 (6.8) (18.4) 5.2 (12.6) 1.4 1.1 11.8 4.9 3.3 17.4 7.1 8.1 4.5 20.9 22.9 5.4 3.7 21.5 18.0 6.0 (3.0) 22.6 30.7 7.4 (8.2) 19.3 3.3 8.5 25.7 21.3 (10.9) (1.8) (3.4) (0.4) (0.1) 0 17.0
EBIT 39.1 39.4 52.9 51.0 35.4 37.5 28.1 38.0 35.2 36.3 28.6 13.2 12.1 (10.1) (22.4) 1.8 (16.0) (1.9) (2.2) 8.5 1.6 (0.2) 13.8 3.5 4.5 1.0 17.9 20.4 2.8 1.5 18.8 15.8 3.9 (5.1) 20.5 28.7 5.4 (10.3) 17.3 1.3 6.5 23.6 19.2 (10.9) (1.8) (3.4) (0.4) (0.1) 0 14.2
Income Before Tax 38.4 39.9 50.2 48.8 35.2 37.4 31.2 38.6 34.3 34.6 27.3 11.2 8.5 (14.3) (28.2) (3.6) (19.6) (5.8) (4.5) 6.2 (1.1) (2.1) 13.8 2.1 (1.5) (0.7) 16.3 17.8 (0.9) (1.5) 18.0 14.4 2.3 (6.5) 20.4 28.3 3.9 (12.2) 15.0 (2.0) 2.4 20.9 15.0 (15.3) (1.8) (3.3) (0.4) (0.1) 0 11.9
Income Tax Expense 9.1 9.1 13.7 12.4 9.1 8.7 6.6 9.9 8.3 8.4 8.7 1.9 1.4 (3.0) (5.1) 2.9 (7.4) (1.8) (2.1) 1.9 (0.5) (0.5) 1.9 0.8 (0.8) (0.3) 4.7 3.2 (0.2) (0.2) 3.0 (7.5) 0.5 1.4 6.0 8.3 1.1 (3.7) 3.9 0.9 1.0 4.8 4.3 (4.3) 0 0 0 0 0 (30.6)
Net Income 29.3 30.8 36.5 36.5 26.0 28.7 24.7 28.7 26.0 26.1 18.6 9.4 7.1 (11.3) (23.1) (6.4) (12.1) (4.1) (2.4) 4.3 (0.6) (1.6) 11.9 1.3 (0.6) (0.4) 11.6 14.6 (0.7) (1.2) 14.9 21.9 1.8 (7.8) 14.5 20.0 2.7 (8.5) 10.8 (2.9) 1.4 16.0 10.7 (11.1) (1.8) (3.3) (0.4) (0.1) 0 42.6
Per Share Data
EPS (Basic) 0.92 0.97 1.15 1.16 0.82 0.89 0.76 0.89 0.81 0.81 0.58 0.29 0.17 -0.35 -0.70 -0.15 -0.35 -0.15 -0.09 0.16 -0.02 -0.06 0.44 0.05 -0.02 -0.02 0.44 0.55 -0.03 -0.05 0.55 0.83 0.04 -0.33 0.30 0.81 0.08 -0.38 0.45 -0.08 0.02 0.77 0.46 -0.52 -0.08 -0.90 -0.11 -0.04 1.29 14.81
EPS (Diluted) 0.90 0.94 1.11 1.12 0.79 0.86 0.73 0.85 0.79 0.81 0.58 0.29 0.17 -0.35 -0.70 -0.15 -0.34 -0.15 -0.09 0.16 -0.02 -0.06 0.44 0.05 -0.02 -0.02 0.43 0.55 -0.03 -0.05 0.52 0.77 0.04 -0.33 0.28 0.68 0.07 -0.38 0.39 -0.08 0.02 0.77 0.38 -0.52 -0.08 -0.90 -0.11 -0.04 1.29 14.81
Shares Outstanding 31.7 31.8 31.7 31.6 31.9 32.2 32.4 32.3 32.2 32.2 32.2 32.1 32.0 32.0 32.0 32.0 32.0 27.2 26.4 27.2 27.1 26.9 27.0 27.0 26.9 26.5 26.5 26.5 26.6 26.3 27.0 26.2 23.9 23.9 24.1 23.7 23.0 22.6 22.0 21.1 21.0 20.8 20.7 21.2 21.2 3.7 3.6 3.5 3.2 2.9
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2
Current Assets
Cash & Cash Equivalents 275.9 241.7 229.3 173.1 130.7 136.1 127.7 88.4 93.1 77.3 79.0 50.5 17.8 5.7 10.5 26.5 14.9 4.1 11.7 11.2 18.7 23.9 44.5 12.5 34.1 7.7 71.0 29.1 25.6 18.8 60.3 41.9 10.3 23.2 62.6 50.3 38.4 13.0 52.3 42.7 28.6
Short-Term Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Net Receivables 12.9 10.8 20.6 21.1 15.8 14.0 59.1 34.0 11.4 11.1 12.6 11.4 13.6 9.1 12.5 13.0 11.2 6.1 10.0 10.5 6.5 4.9 7.6 13.7 7.1 5.9 10.5 40.2 8.3 10.3 24.1 22.6 12.2 6.3 10.1 34.2 6.9 19.0 20.3 19.8 6.1
Inventory 144.8 140.9 139.5 151.0 163.8 163.1 127.8 144.5 145.4 142.5 135.3 129.2 129.2 129.1 143.0 216.7 155.7 142.0 125.2 133.5 92.0 69.1 56.5 155.7 143.9 138.6 78.8 140.7 125.9 84.2 57.3 113.0 105.4 74.3 76.2 126.6 110.4 71.9 53.8 101.4 92.9
Other Current Assets 33.0 32.3 22.2 15.5 18.1 17.6 8.8 8.7 19.5 12.5 9.2 9.6 11.5 14.0 8.5 9.9 12.9 12.0 9.2 7.0 7.1 8.2 8.2 9.5 13.3 11.9 11.8 12.0 11.6 10.9 8.2 14.3 12.9 10.0 11.5 12.1 7.3 6.3 13.7 16.4 13.2
Total Current Assets 466.6 425.8 411.6 360.7 328.4 330.9 323.4 275.7 269.4 243.3 236.1 200.7 172.0 158.0 174.5 266.1 194.6 164.2 156.1 162.2 124.3 106.1 116.9 191.4 198.4 164.1 172.1 222.0 171.4 124.2 149.8 191.8 140.8 113.8 160.4 223.2 163.0 110.1 140.1 179.9 140.7
Non-Current Assets
Property, Plant & Equipment 117.9 112.7 108.5 103.8 104.1 98.5 97.7 98.1 95.2 96.4 96.1 97.3 99.9 100.7 102.3 106.5 107.7 109.8 111.0 111.9 111.8 111.1 110.4 110.5 110.6 108.8 104.7 94.7 92.5 81.6 66.1 48.9 38.1 36.2 34.7 34.2 33.4 33 33.5 30.7 29.4
Goodwill 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8 18.8
Intangible Assets 40.8 41.2 41.7 42.2 42.6 43.1 43.6 44.0 44.5 45.0 45.4 45.9 46.4 46.9 47.4 47.9 48.4 48.9 49.4 49.9 50.4 51.0 51.6 52.4 53.2 53.9 54.7 55.5 56.3 55.0 55.5 56.0 56.5 57.0 57.5 58.0 58.5 59.0 59.5 59.0 59.4
Long-Term Investments 39.2 37.4 35.2 35.9 36.0 34.4 32.1 28.7 25.9 24.0 17.6 14.8 12.3 10.7 10.7 11.3 12.8 13.9 14.8 14.5 14.0 14.3 14.3 11.9 11.0 11.3 11.1 12.3 11.4 11.0 11.1 12.3 11.9 11.7 11.6 13.5 13.9 13.7 12.9 11.6 13.3
Other Non-Current Assets 6.2 6.4 6.7 9.0 8.7 7.4 7.0 2.7 2.6 2.7 1.5 2.0 2.3 2.6 1.5 1.8 1.9 2.3 1.5 1.6 1.8 1.9 1.0 1.1 0.2 0.3 0.4 0.5 0.4 2.6 1.7 0.5 1.0 1.1 1.0 0.9 0.9 0.8 1.5 2.6 2.6
Total Non-Current Assets 222.8 216.6 213.6 214.8 215.3 204.4 201.5 192.4 187.1 187.9 181.7 189.3 192.3 193.6 191.7 197.0 203.3 199.8 199.9 200.7 201.7 201.6 200.5 198.6 197.7 196.8 193.3 186.3 183.9 173.5 157.6 139.7 136.4 135.0 135.4 143.6 146.3 147.7 137.7 130.1 138.7
Total Assets 689.4 642.3 625.3 575.5 543.7 535.2 524.9 468.1 456.5 431.3 417.8 390.0 364.3 351.6 366.1 463.2 397.9 364.0 356.0 362.9 326.0 307.8 317.4 390.1 396.1 360.9 365.4 408.4 355.4 297.7 307.4 331.5 277.2 248.8 295.8 366.8 309.3 257.8 277.9 310.1 279.4
Current Liabilities
Account Payables 127.1 121.7 151.5 150.2 153.7 137.8 143.2 128.1 138.8 113.9 137.1 136.2 136.6 124.8 107.9 129.9 111.9 61.4 72.3 113.2 80.8 51.4 57.6 95.5 116.0 75.0 102.3 135.9 112.9 65.9 95.8 132.9 96.1 60.7 87.3 135.4 109.4 67.9 80.6 129.4 97.5
Short-Term Debt 5 5 5 5 5 5 5 5 5 5 19.8 20.4 20.4 20.4 19.8 19.9 18.7 16.1 14.8 14.9 13.7 12.4 9.9 10.9 10.6 10.6 9.9 9.9 9.9 9.9 9.9 8 8 8 8 8 8 8 11.8 11.8 11.8
Deferred Revenue 12.0 11.6 11.3 10.8 10.3 9.9 9.4 9.1 8.7 8.4 8.1 7.8 7.4 7.2 7.2 7.2 7.3 7.5 7.8 7.9 8.0 8.3 8.5 8.4 8.5 8.4 8.6 8.4 8.2 8.1 8.2 7.7 7.2 6.8 6.8 6.5 5.9 5.7 5.7 5.5 5.0
Other Current Liabilities 104.5 56.2 13.8 17.2 14.8 29.6 21.6 17.4 28.8 27.1 59.5 48.8 29.8 27.5 23.1 24.5 26.2 22.8 25.7 32.2 29.0 32.6 30.3 33.4 34.5 36.4 39.2 24.7 12.9 14.4 13.1 15.2 14.6 16.2 18.4 19.5 11.3 11.5 12.0 8.4 8.9
Total Current Liabilities 254.3 235.1 236.8 228.6 226.6 229.4 236.0 197.6 219.8 187.8 229.6 217.7 198.4 184.3 164.8 186.7 168.9 112.3 124.8 172.2 135.8 109.0 111.6 152.1 173.5 134.2 169.7 207.1 174.1 115.9 148.9 181.0 138.2 102.6 138.8 190.4 154.1 110.4 130.5 187.8 150.9
Non-Current Liabilities
Long-Term Debt 83.0 84.2 85.3 86.5 87.7 88.8 90.0 91.2 92.3 129.7 110.5 115.1 119.8 129.3 150.4 195.0 139.6 149.2 194.6 153.0 156.4 159.9 164.2 211.5 198.7 206.0 173.2 200.5 197.7 200.0 132.2 137.8 139.6 141.4 143.2 145.0 146.9 148.7 140.4 142.6 170.9
Deferred Tax Liabilities 8.2 5.5 5.4 0 1.5 0.4 2.8 4.6 2.2 2.5 2.5 0.2 0.1 0.1 22.0 3.9 3.8 3.7 3.7 0.6 0.5 0.4 0.3 0.8 0.4 0.3 0.2 1.1 33.1 0.2 0.2 0.6 40.5 42.5 44.8 63.9 20.9 65.9 11.5 7.4 15.2
Other Non-Current Liabilities 22.7 23.3 19.9 17.5 17.3 17.2 18.0 19.5 19.1 19.5 19.1 31.5 33.2 33.6 14.4 41.0 43.0 44.5 43.3 66.5 67.9 73.8 74.6 69.2 68.7 70.3 70.8 37.7 38.2 38.5 39.4 42.3 56.1 57.7 59.8 79.0 79.8 81.7 83.4 68.6 67.7
Total Non-Current Liabilities 137.2 135.9 133.0 125.0 126.7 126.1 129.4 133.2 130.9 167.9 148.1 161.9 167.1 176.5 200.0 254.5 201.4 213.3 263.9 237.5 242.7 253.0 259.0 299.9 287.6 294.6 263.5 262.5 258.8 261.5 186.9 195.0 208.9 211.5 215.6 236.1 237.4 240.6 234.3 221.5 247.7
Total Liabilities 391.4 371.0 369.8 353.6 353.3 355.5 365.3 330.8 350.7 355.7 377.8 379.6 365.5 360.8 364.7 441.2 370.3 325.6 388.7 409.8 378.6 362.0 370.6 452.0 461.2 428.8 433.2 469.6 433.0 377.4 335.8 376.0 347.2 314.2 354.3 426.4 391.5 350.9 364.8 409.3 398.5
Stockholders' Equity
Common Stock 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Retained Earnings 128.3 104.0 88.2 52.2 24.7 18.7 0 25.2 (3.5) (29.6) (55.7) (74.3) (83.7) (90.8) (79.5) (56.4) (50.0) (37.8) (33.8) (31.4) (35.7) (35.1) (33.5) (45.4) (46.7) (46.1) (45.6) (57.2) (71.8) (71.2) (69.2) (84.2) (106.1) (107.9) (100.1) (114.6) (134.6) (137.4) (128.9) (138.5) (136.3)
Accumulated Other Comprehensive Income (28.1) (28.2) (28.2) (26.3) (26.3) (26.4) (26.4) (31.5) (31.6) (31.8) (31.9) (41.2) (41.5) (41.7) (41.9) (44.1) (44.4) (44.6) (44.8) (57.3) (57.7) (58.0) (58.4) (55.2) (55.5) (55.8) (56.2) (36.9) (37.4) (38.7) (38.4) (42.0) (42.6) (43.3) (43.9) (55.8) (56.8) (57.7) (58.9) (49.7) (50.4)
Total Stockholders' Equity 297.9 271.4 255.4 221.8 190.4 179.7 159.6 137.3 105.8 75.6 40.0 10.4 (1.1) (9.2) 1.4 22.0 27.6 38.5 (32.7) (46.8) (52.6) (54.2) (53.2) (61.9) (65.1) (67.9) (67.8) (61.2) (77.6) (79.7) (28.3) (44.5) (70.0) (65.3) (58.5) (59.6) (82.2) (93.1) (87.0) (99.2) (119.2)
Total Liabilities & Equity 689.4 642.3 625.3 575.5 543.7 535.2 524.9 468.1 456.5 431.3 417.8 390.0 364.3 351.6 366.1 463.2 397.9 364.0 356.0 362.9 326.0 307.8 317.4 390.1 396.1 360.9 365.4 408.4 355.4 297.7 307.4 331.5 277.2 248.8 295.8 366.8 309.3 257.8 277.9 310.1 279.4
Debt Metrics
Total Debt 88.0 89.2 90.3 91.5 93.0 94.3 96.0 97.3 98.6 136.1 131.9 136.7 141.4 151.1 174.5 219.8 163.5 170.8 220.8 174.1 176.6 179.1 182.3 227.3 214.8 220.3 188.9 210.4 207.6 209.9 142.1 145.8 147.6 149.4 151.2 153.0 154.9 156.7 152.1 154.3 182.7
Net Debt (187.9) (152.6) (139.0) (81.6) (37.7) (41.8) (31.7) 8.9 5.5 58.8 52.9 86.2 123.6 145.5 164.0 193.3 148.6 166.7 209.1 162.9 157.9 155.2 137.8 214.7 180.7 212.6 118.0 181.3 182.0 191.1 81.9 103.9 137.3 126.2 88.6 102.7 116.4 143.7 99.8 111.6 154.0
Metric 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2
Operating Activities
Net Income 29.3 30.8 36.5 36.5 26.0 28.7 24.7 28.7 26.0 26.1 18.6 9.4 7.1 (11.3) (23.1) (6.4) (12.1) (4.1) (2.4) 4.3 (0.6) (1.6) 11.9 1.3 (0.6) (0.4) 11.6 14.6 (0.7) (1.2) 14.9 21.9 1.8 (7.8) 14.4 20.0 2.7 (8.5) 11.1 (2.9) 1.4
Depreciation & Amortization 4.1 4.0 3.9 4.0 3.9 3.9 3.9 3.7 3.6 3.6 3.9 5.0 3.7 3.4 4.0 3.4 3.4 3.3 3.3 3.3 3.3 3.5 3.7 3.6 3.6 3.5 3.0 2.6 2.7 2.2 2.7 2.2 2.1 2.1 2.1 2.0 2.1 2.0 2.0 2.0 2.0
Stock-Based Compensation 0 2.4 1.9 3.0 7.4 2.5 1.6 2.5 2.5 2.1 1.9 0.9 0.7 0.6 0.5 0.7 0.8 1.7 4.0 0.3 0.9 0.7 0.0 1.8 1.2 1.1 1.1 1.1 1.2 0.9 0.2 0.9 0.9 0.6 0.4 0.5 0.4 0 0 10.3 1.3
Change in Working Capital 11.7 (1.5) 13.4 14.4 (6.6) (4.9) 33.4 (33.7) 23.4 (35.6) 5.9 23.8 12.8 29.1 40.7 (45.9) 32.9 (35.2) (44.3) (11.9) (4.6) (15.6) 67.9 (37.3) 30.7 (90.8) 49.5 (10.6) 15.9 (51.4) 23.3 6.9 (3.9) (30.9) 21.7 (11.7) 15.2 (33.3) (8.9) 12.4 21.2
Other Non-Cash Items 0.0 (1.7) 1.1 0.6 (1.2) (1.6) (2.4) (2.5) (1.7) 2.9 (2.1) (1.9) (0.9) 1.2 12.7 2.4 4.1 2.9 0.7 0.0 1.7 1.7 (1.8) 0.1 3.0 0.8 3.5 (0.4) 2.5 1.1 2.9 0.9 (0.1) 1.0 3.7 2.2 1.5 11.5 (0.9) 4.9 1.6
Operating Cash Flow 47.8 36.6 65.1 56.9 27.8 26.4 55.4 1.0 54.6 0.2 35.8 39.4 24.8 19.9 30.0 (43.0) 21.7 (33.1) (40.0) (3.0) 0.3 (11.5) 81.8 (30.1) 37.8 (86.0) 74.8 7.7 21.4 (48.2) 41.3 40.1 0.8 (33.8) 41.9 15.1 22.9 (32.2) 3.8 34.6 28.2
Investing Activities
Capital Expenditure (7.9) (5.5) (4.7) (4.6) (9.0) (4.6) (5.1) (4.5) (2.7) (2.9) (2.1) (2.6) (2.6) (1.1) (1.7) (1.3) (1.9) (1.6) (1.9) (3.3) (3.7) (3.3) (2.2) (2.5) (5.0) (9.3) (5.4) (7.4) (11.9) (10.8) (16.5) (8.6) (3.6) (3.4) (2.1) (2.0) (2.2) (3.0) (3.1) (2.6) (2.3)
Acquisitions 0 (0.2) (0.1) (0.3) 0 (0.5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Sales/Maturities of Investments 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Investing Activities 0 0 0 0 0 0 (0.6) 0 0 0 0 0 0 0 0 0 0 0 0.0 0.9 0 0 0.0 0 0 0.1 0.0 0 0 0 0.0 0.0 0 0 0.0 0.0 0.0 0 0 0 0
Investing Cash Flow (7.9) (5.7) (4.8) (4.9) (9.0) (5.1) (5.7) (4.5) (2.7) (2.9) (2.1) (2.6) (2.6) (1.1) (1.7) (1.3) (1.9) (1.6) (1.9) (2.4) (3.7) (3.3) (2.2) (2.5) (5.0) (9.1) (5.3) (7.4) (11.9) (10.8) (16.5) (8.5) (3.6) (3.4) (2.1) (2.0) (2.2) (3.0) (3.1) (2.6) (2.3)
Financing Activities
Net Debt Issuance (1.2) (1.2) (1.2) (1.6) (1.3) (1.8) (1.4) (1.4) (37.6) 1.1 (5.1) (5.1) (10.1) (20.1) (43.9) 56.0 (9.0) (44.0) 42.4 (2.9) (2.9) (2.9) (47.6) 12.2 (7.8) 32.3 (27.6) 2.5 (2.5) 67.5 (1.9) (2.0) (2.0) (2.0) (2.0) (2.0) (2.0) (5.2) (3.0) (28.0) (13.0)
Stock Repurchased (5.2) (17.3) (6.0) (8.9) (23.0) (11.5) (10.8) 0 0 (0.3) (0.3) 0 0 (0.1) (0.2) 0 (0.0) (1.5) 0 0 0 0 0 0 0 0 0 0 (0.0) (50.3) (7.7) (3.4) (12.5) (3.0) 0 0 0 0 0 0 0
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (0.2) (0.2) (0.8) (0.8) (1.3) (1.0) (1.0) (1.0) (1.0) (1.0) (1.0)
Other Financing Activities 0 0 0 0 0 0 0 0 0 0 0 0 0.0 (3.2) (0.5) 0 0 (2.5) 0.0 0.8 1.1 (2.9) 0 (1.2) 1.4 (0.4) (0.0) 0.7 (0.2) 0.4 3.3 5.6 5.3 3.6 (24.2) 1.8 7.8 2.0 12.8 11.0 0
Financing Cash Flow (5.8) (18.5) (4.1) (9.7) (24.1) (12.9) (10.4) (1.2) (36.0) 1.0 (5.4) (4.0) (10.1) (23.4) (44.3) 56.0 (9.0) 27.0 42.4 (2.1) (1.8) (5.8) (47.6) 11.0 (6.4) 31.9 (27.6) 3.3 (2.7) 17.6 (6.5) 0.0 (10.0) (2.2) (27.5) (1.2) 4.7 (4.1) 8.8 (18.0) (13.9)
Cash Position
Net Change in Cash 34.2 12.4 56.2 42.3 (5.4) 8.4 39.3 (4.7) 15.8 (1.7) 28.3 32.7 12.1 (4.6) (16.0) 11.6 10.8 (7.6) 0.5 (7.5) (5.2) (20.6) 32.0 (21.5) 26.4 (63.3) 41.9 3.5 6.8 (41.4) 18.3 31.6 (12.9) (39.4) 12.3 11.9 25.4 (39.3) 9.6 14.1 12.0
Cash at Beginning 241.7 229.3 173.1 130.7 136.1 127.7 88.4 93.1 77.3 79.0 50.7 18.0 5.9 10.5 26.5 14.9 4.1 11.7 11.2 18.7 23.9 44.5 12.5 34.1 7.7 71.0 29.1 25.6 18.8 60.3 41.9 10.3 23.2 62.6 50.3 38.4 13.0 52.3 42.7 28.6 16.6
Cash at End 275.9 241.7 229.3 173.1 130.7 136.1 127.7 88.4 93.1 77.3 79.0 50.7 18.0 5.9 10.5 26.5 14.9 4.1 11.7 11.2 18.7 23.9 44.5 12.5 34.1 7.7 71.0 29.1 25.6 18.8 60.3 41.9 10.3 23.2 62.6 50.3 38.4 13.0 52.3 42.7 28.6
Free Cash Flow 39.9 31.1 60.5 52.3 18.7 21.8 50.2 (3.5) 51.8 (2.7) 33.7 36.8 22.2 18.8 28.3 (44.3) 19.8 (34.6) (41.9) (6.3) (3.4) (14.8) 79.5 (32.6) 32.8 (95.3) 69.5 0.2 9.5 (59.0) 24.8 31.5 (2.8) (37.3) 39.8 13.0 20.7 (35.2) 0.8 32.1 25.9
Key Metrics 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2021 Q3 2021 Q2 2021 Q1 2020 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4
Income Statement
Revenue 352.6 333.1 409.4 398.0 358.9 313.9 350.2 333.4 345.9 317.7 303.0 294.3 299.8 235.7 257.7 206.1 207.7 129.2 192.2 196.7 164.7 130.4 281.4 189.2 255.4 153.2 343.5 308.8 211.6 154.9 331.6 314.2 216.6 162.5 312.7 332.6 208.7 136.7 286.4 323.1 191.2 307.6 262.7 183.0 0 0 0 0 0 246.1
Gross Profit 70.6 71.2 86.4 85.9 70.9 60.3 59.6 69.4 63.6 63.6 50.0 45.8 35.6 7.5 (4.4) 21.6 3.2 16.2 13.0 26.2 18.5 14.5 29.6 21.1 24.2 21.3 46.6 41.8 26.0 19.1 42.7 37.0 21.7 20.6 39.5 45.0 24.6 18.2 38.7 46.8 25.1 41.2 36.7 23.0 0 0 0 0 0 31.9
Operating Income 39.1 37.7 50.3 50.1 33.7 33.0 25.6 39.7 36.1 38.0 29.2 19.4 12.4 (9.4) (23.1) 1.1 (16.7) (2.0) (2.5) 8.1 1.1 (0.2) 13.6 3.3 4.3 0.8 18.2 20.8 3.0 1.8 19.6 16.5 3.4 (4.8) 20.5 28.7 5.4 0.0 17.3 1.3 6.4 23.5 19.3 (10.9) (1.8) (3.4) (0.4) (0.1) 0 14.2
Net Income 29.3 30.8 36.5 36.5 26.0 28.7 24.7 28.7 26.0 26.1 18.6 9.4 7.1 (11.3) (23.1) (6.4) (12.1) (4.1) (2.4) 4.3 (0.6) (1.6) 11.9 1.3 (0.6) (0.4) 11.6 14.6 (0.7) (1.2) 14.9 21.9 1.8 (7.8) 14.5 20.0 2.7 (8.5) 10.8 (2.9) 1.4 16.0 10.7 (11.1) (1.8) (3.3) (0.4) (0.1) 0 42.6
EPS (Diluted) 0.90 0.94 1.11 1.12 0.79 0.86 0.73 0.85 0.79 0.81 0.58 0.29 0.17 -0.35 -0.70 -0.15 -0.34 -0.15 -0.09 0.16 -0.02 -0.06 0.44 0.05 -0.02 -0.02 0.43 0.55 -0.03 -0.05 0.52 0.77 0.04 -0.33 0.28 0.68 0.07 -0.38 0.39 -0.08 0.02 0.77 0.38 -0.52 -0.08 -0.90 -0.11 -0.04 1.29 14.81
Balance Sheet
Cash & Equivalents 275.9 241.7 229.3 173.1 130.7 136.1 127.7 88.4 93.1 77.3 79.0 50.5 17.8 5.7 10.5 26.5 14.9 4.1 11.7 11.2 18.7 23.9 44.5 12.5 34.1 7.7 71.0 29.1 25.6 18.8 60.3 41.9 10.3 23.2 62.6 50.3 38.4 13.0 52.3 42.7 28.6
Total Assets 689.4 642.3 625.3 575.5 543.7 535.2 524.9 468.1 456.5 431.3 417.8 390.0 364.3 351.6 366.1 463.2 397.9 364.0 356.0 362.9 326.0 307.8 317.4 390.1 396.1 360.9 365.4 408.4 355.4 297.7 307.4 331.5 277.2 248.8 295.8 366.8 309.3 257.8 277.9 310.1 279.4
Total Debt 88.0 89.2 90.3 91.5 93.0 94.3 96.0 97.3 98.6 136.1 131.9 136.7 141.4 151.1 174.5 219.8 163.5 170.8 220.8 174.1 176.6 179.1 182.3 227.3 214.8 220.3 188.9 210.4 207.6 209.9 142.1 145.8 147.6 149.4 151.2 153.0 154.9 156.7 152.1 154.3 182.7
Stockholders' Equity 297.9 271.4 255.4 221.8 190.4 179.7 159.6 137.3 105.8 75.6 40.0 10.4 (1.1) (9.2) 1.4 22.0 27.6 38.5 (32.7) (46.8) (52.6) (54.2) (53.2) (61.9) (65.1) (67.9) (67.8) (61.2) (77.6) (79.7) (28.3) (44.5) (70.0) (65.3) (58.5) (59.6) (82.2) (93.1) (87.0) (99.2) (119.2)
Cash Flow
Operating Cash Flow 47.8 36.6 65.1 56.9 27.8 26.4 55.4 1.0 54.6 0.2 35.8 39.4 24.8 19.9 30.0 (43.0) 21.7 (33.1) (40.0) (3.0) 0.3 (11.5) 81.8 (30.1) 37.8 (86.0) 74.8 7.7 21.4 (48.2) 41.3 40.1 0.8 (33.8) 41.9 15.1 22.9 (32.2) 3.8 34.6 28.2
Capital Expenditure (7.9) (5.5) (4.7) (4.6) (9.0) (4.6) (5.1) (4.5) (2.7) (2.9) (2.1) (2.6) (2.6) (1.1) (1.7) (1.3) (1.9) (1.6) (1.9) (3.3) (3.7) (3.3) (2.2) (2.5) (5.0) (9.3) (5.4) (7.4) (11.9) (10.8) (16.5) (8.6) (3.6) (3.4) (2.1) (2.0) (2.2) (3.0) (3.1) (2.6) (2.3)
Free Cash Flow 39.9 31.1 60.5 52.3 18.7 21.8 50.2 (3.5) 51.8 (2.7) 33.7 36.8 22.2 18.8 28.3 (44.3) 19.8 (34.6) (41.9) (6.3) (3.4) (14.8) 79.5 (32.6) 32.8 (95.3) 69.5 0.2 9.5 (59.0) 24.8 31.5 (2.8) (37.3) 39.8 13.0 20.7 (35.2) 0.8 32.1 25.9