Blue Bird Corporation Aktie News

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 ...

Blue Bird delivered record EV sales in Q2 FY25, helping drive 3.8% YoY topline growth despite tough prior-year comps. Strong demand for both EV and traditional buses, plus a robust backlog of 4,900 units, provides solid sales visibility for upcoming quarters. Tariffs on Chinese components may temporarily moderate EV production, but ICE and alternative fuel bus demand supports overall volume gro...

MACON, Ga.--(BUSINESS WIRE)--The Blue Bird School Bus Foundation, charitable arm of iconic school bus manufacturer Blue Bird Corporation (Nasdaq: BLBD), continues to advance the education, health, and safety of children in its home state of Georgia. The Foundation hosted a community event at its corporate headquarters in Macon, Ga., and awarded a total of $53,300 to ten local area nonprofit org...

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 ...

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 adjus...

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.

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     ...

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 optimisti...