Blue Bird Corp

BLBD

Market cap $1.61B

Blue Bird (BLBD) is well positioned to outperform the market, as it exhibits above-average growth in financials.

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?

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.

Here is how Blue Bird (BLBD) and Garrett Motion (GTX) have performed compared to their sector so far this year.

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.

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 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) 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.

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 fourth quarter and full year financial results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended September 27, 2025   B/(W) Prior Year   Twelve Months Ended September 27, 2025   B/(W) Prior Year Unit Sales   2,517     51     9,409     409 GAAP Measures:               Revenue $ 409.4   $ 59.2   $ 1,480.1  .

Blue Bird (BLBD) reached $50 at the closing of the latest trading day, reflecting a -2.29% change compared to its last close.