Blue Bird CorpBLBD
BLBD
About: Blue Bird Corp is an American bus manufacturing company. It is an independent designer and manufacturer of school buses. The company operates in two segments; the Bus segment which involves the design, engineering, manufacture, and sales of school buses and extended warranties; and the Parts segment which includes the sales of replacement bus parts. Geographically, the company generates a majority of its revenue from its customers in the United States and the rest from Canada and Rest of the world.
Employees: 1,948
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
34% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $9.24M
25% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 71
12.98% more ownership
Funds ownership: 93.64% [Q3] → 106.63% (+12.98%) [Q4]
8% less capital invested
Capital invested by funds: $1.45B [Q3] → $1.33B (-$120M) [Q4]
10% less funds holding
Funds holding: 254 [Q3] → 229 (-25) [Q4]
29% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 68
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$50
22%
upside
Avg. target
$56
36%
upside
High target
$61
49%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Barclays Adam Seiden 47% 1-year accuracy 9 / 19 met price target | 22%upside $50 | Overweight Maintained | 8 May 2025 |
DA Davidson Michael Shlisky 43% 1-year accuracy 12 / 28 met price target | 49%upside $61 | Buy Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 13 articles about BLBD published over the past 30 days
Positive
Zacks Investment Research
4 days ago
Blue Bird (BLBD) Is Considered a Good Investment by Brokers: Is That True?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Neutral
Seeking Alpha
1 week ago
Blue Bird: Made In America Sentiment Matters - Upgrade To Buy
BLBD has already emerged as a potential winner in the school bus segment during the intensified tariff war, as its competitors report impacted sales. The same has already been observed in its double beat FQ2'25 performance and reiterated FY2025/ long-term (2028+) guidance, thanks to its highly strategic US-based presence. While tariffs may pose COGS headwinds from 2026 onwards, we may see BLBD raise prices instead, allowing them to navigate the near-term uncertainties.
Positive
Seeking Alpha
1 week ago
Blue Bird Corporation: A Strong Play, Even In Light Of Tariff Terror
Blue Bird Corporation's Q2 2025 results showed revenue growth and higher adjusted EPS, despite missing analysts' earnings expectations, reinforcing my 'strong buy' rating. Management's narrowed guidance and reaffirmed long-term outlook, along with undervalued stock pricing, highlight significant growth potential, especially in electric bus deliveries. Profitability metrics were mixed, but adjusted operating cash flow rose, and future projections suggest substantial upside potential, with shares trading at attractive multiples.
Neutral
Seeking Alpha
1 week ago
Blue Bird Corporation (BLBD) Q2 2025 Earnings Call Transcript
Blue Bird Corporation (NASDAQ:BLBD ) Q2 2025 Earnings Conference Call May 7, 2025 4:30 PM ET Company Participants Mark Benfield - Head, IR John Wyskiel - President & CEO Razvan Radulescu - CFO Conference Call Participants Mike Shlisky - D.A. Davidson Eric Stine - Craig-Hallum Tyler DiMatteo - BTIG Craig Irwin - ROTH Capital Partners Chris Pierce - Needham Operator Good morning or good afternoon.
Positive
Zacks Investment Research
1 week ago
Blue Bird (BLBD) Q2 Earnings Match Estimates
Blue Bird (BLBD) came out with quarterly earnings of $0.96 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.89 per share a year ago.
Neutral
Business Wire
1 week ago
Blue Bird Reports Fiscal 2025 Second Quarter Results; Beats Second Quarter Guidance With Record Result; Reaffirms 2025 Guidance and Long-Term Outlook
MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 second quarter results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended March 29, 2025 B/(W) Prior Year Six Months Ended March 29, 2025 B/(W) Prior Year Unit Sales 2,295 41 4,425 42 GAAP Measures: Revenue $ 358.9 $ 12.9 $ 672.7 $ 9.1 Net Income $ 26.0 $.
Positive
Zacks Investment Research
1 week ago
Blue Bird Gears Up to Report Q2 Earnings: Here's What to Expect
The Zacks Consensus Estimate for BLBD's fiscal second-quarter EPS and revenues is pegged at 96 cents and $390 million, respectively.
Negative
Seeking Alpha
1 week ago
Blue Bird Looks Quite Cheap Even After Factoring In Policy Uncertainties
Blue Bird Corporation is undervalued, trading at a forward non-GAAP P/E multiple of 8.8x, significantly lower than the sector median of ~17.7x. Despite uncertainty in EV bus adoption, BLBD benefits from an aging bus fleet and underinvestment in buses for the last 5 years. BLBD's recent financial performance exceeded expectations, with strong revenue and EPS, and management maintaining optimistic year-end guidance despite policy headwinds.
Neutral
Business Wire
2 weeks ago
Blue Bird Showcases Zero- and Low-Emission Commercial Vehicle Platforms at 2025 Advanced Clean Transportation (ACT) Expo
MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and low-emission school buses, showcases its latest zero- and ultra-low emission commercial vehicle platforms at the upcoming 2025 Advanced Clean Transportation (ACT) Expo, North America's largest advanced transportation technology event. The company presents both its groundbreaking electric step van and propane-powered stripped chassis at the industry event from April 28-30, 2025, at the Anaheim Conventio.
Negative
Zacks Investment Research
2 weeks ago
Blue Bird (BLBD) Stock Sinks As Market Gains: Here's Why
Blue Bird (BLBD) concluded the recent trading session at $35.36, signifying a -0.69% move from its prior day's close.
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