Blue Bird Corporation has delivered strong financial performance, with significant revenue and profit growth driven by higher unit bookings and price increases. Management has raised both near-term and long-term guidance, reflecting optimism about continued growth and improved EBITDA margins through 2030. Despite recent outperformance, I am downgrading my rating from 'strong buy' to a soft 'buy' as much of the easy upside has been realized.
Blue Bird Corporation (NASDAQ:BLBD ) Q3 2025 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants John Wyskiel - President, CEO & Director Mark R. Benfield - Executive Director of Profitability & Investor Relations Razvan Radulescu - Chief Financial Officer Conference Call Participants Christopher Alan Pierce - Needham & Company, LLC, Research Division Craig Irwin - ROTH Capital Partners, LLC, Research Division Eric Stine - Craig-Hallum Capital Group LLC, Research Division Gregory Robert Lewis - BTIG, LLC, Research Division Michael Shlisky - D.A.
Blue Bird (BLBD) came out with quarterly earnings of $1.19 per share, beating the Zacks Consensus Estimate of $0.9 per share. This compares to earnings of $0.91 per share a year ago.
In the latest trading session, Blue Bird (BLBD) closed at $43.33, marking a -3.26% move from the previous day.
Blue Bird (BLBD) closed at $45.26 in the latest trading session, marking a -1.86% move from the prior day.
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.
In the closing of the recent trading day, Blue Bird (BLBD) stood at $43.95, denoting a +2.47% move from the preceding trading day.
In the latest trading session, Blue Bird (BLBD) closed at $45.64, marking a +1.22% move from the previous day.
Blue Bird is currently undervalued and managing supply chain challenges well, but it faces a mature market with limited long-term growth without government subsidies. Intense competition, uncertain government funding, and declining school-age populations pose risks for future demand, despite Blue Bird's current electric bus leadership. My DCF valuation gives Blue Bird an intrinsic value of $50 (10% upside), but I am still hesitant to invest; therefore, I am giving Blue Bird a hold rating.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
In the closing of the recent trading day, Blue Bird (BLBD) stood at $44.2, denoting a +2.41% move from the preceding trading day.
The latest trading day saw Blue Bird (BLBD) settling at $42.88, representing a +2.17% change from its previous close.