Blue Bird Corporation (BLBD)
Blue Bird: Tougher FY2026 Comparison, Balanced By Richer Margins And Expanded Capacity
BLBD is reiterated as a Buy due to their robust execution, the expanding margins, and the resilient pricing power despite the regulatory/tariff headwinds. The higher ASPs have triggered the richer gross/adj EBITDA margins, with it supporting the management's ambitious long-term (FY2029/FY2030) financial targets. Assuming that BLBD delivers the long-term production capacity of 12,000–13,500 units at current prices/margins, readers may look forward to rich upside potentials to my price target of $68.70.
3 Domestic Auto Stocks to Consider Amid Upbeat Demand Outlook
Affordable EVs, new tax incentives and rising tariffs set the stage for renewed momentum across key domestic names like GM, PII and BLBD.
Blue Bird Corporation Remains Compelling As It Drives Toward Its Future
Blue Bird Corporation remains a solid "Buy," with strong financial growth, a robust balance sheet, and management confidence underscored by a $100 million buyback. BLBD delivered 901 electric buses in 2025, up from 704, and expects significant long-term growth as the United States transitions to clean energy. Management projects annual deliveries of 12,000–13,500 buses and $1.8–2.0 billion in revenue by 2029–2030, with EBITDA margin expansion to 15.5%–16%.
3 Reasons Why Growth Investors Shouldn't Overlook Blue Bird (BLBD)
Blue Bird (BLBD) is well positioned to outperform the market, as it exhibits above-average growth in financials.
BLBD or TSLA: Which Is the Better Value Stock Right Now?
Investors interested in Automotive - Domestic stocks are likely familiar with Blue Bird (BLBD) and Tesla (TSLA). But which of these two stocks is more attractive to value investors?
Are Investors Undervaluing Blue Bird (BLBD) Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Blue Bird (BLBD) Outperforming Other Auto-Tires-Trucks Stocks This Year?
Here is how Blue Bird (BLBD) and Garrett Motion (GTX) have performed compared to their sector so far this year.
Wall Street Analysts Think Blue Bird (BLBD) Is a Good Investment: Is It?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Blue Bird: Don't Let The Conservative Guidance Fool You, The Profitable Growth Bus Is Rolling
Despite impressive Q4 earnings, Blue Bird's outperformance was overshadowed by a conservative guidance, in my opinion. Blue Bird's total and EV backlogs jumped 30% and 24%, respectively, FYTD compared to the end of FY 2025, suggesting that it is likely to beat its guidance. Recent state-level funding initiatives for clean school buses reduce Blue Bird's reliance on federal programs and provide a long-term path for continued profitable growth.
Blue Bird Corporation (BLBD) Q4 2025 Earnings Call Transcript
Blue Bird Corporation ( BLBD ) Q4 2025 Earnings Call November 24, 2025 4:30 PM EST Company Participants Mark Benfield - Head-Investor Relations John Wyskiel - President, CEO & Director Razvan Radulescu - Chief Financial Officer Conference Call Participants Michael Shlisky - D.A. Davidson & Co., Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Gregory Lewis - BTIG, LLC, Research Division Sherif El-Sabbahy - BofA Securities, Research Division Craig Irwin - ROTH Capital Partners, LLC, Research Division Christopher Pierce - Needham & Company, LLC, Research Division Presentation Operator Good afternoon, and thank you for attending today's Blue Bird Fiscal 2025 Fourth Quarter and Full Year Earnings Call.
Blue Bird (BLBD) Surpasses Q4 Earnings and Revenue Estimates
Blue Bird (BLBD) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $0.97 per share. This compares to earnings of $0.77 per share a year ago.
Blue Bird (BLBD) Suffers a Larger Drop Than the General Market: Key Insights
Blue Bird (BLBD) reached $50 at the closing of the latest trading day, reflecting a -2.29% change compared to its last close.
