Blue Bird Corporation Stock News

Currently, the company reports that more than 47% of all school buses in circulation in the Americas are more than ten years old. This represents a total of approximately 270,000. As for the revenue generated, the net result was $313.9 million, which represents a slight decrease compared to the $317.7 million from the previous year. Looking at EBITDA generated in the quarter, we see 1Q2024 clos...

Blue Bird Corporation faces challenges from policy changes under President Trump, including halted EPA funds and increased tariffs, but maintains a strong backlog and diversified product range. Despite regulatory uncertainty, 75% of Blue Bird's backlog is secured, and the company is expanding into propane and natural gas-powered buses. Electric buses offer long-term cost savings and environment...

I believe Blue Bird shares could be near rock bottom, with potential support in the low $30s after a steep 40% selloff. I find the long term demand compelling, with over 270k aging buses likely needing replacement in the next years. Management is projecting strong EV segment growth in FY25, but I caution that litigation over EPA funding remains the key risk.

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (Nasdaq: BLBD), the leader in electric and low-emission school buses, highlights its latest zero- and ultra-low emission commercial vehicle solutions at the upcoming Work Truck Week 2025 (WTW25). The company debuts its groundbreaking propane-powered Class 5-6 stripped chassis. In addition, Blue Bird presents its state-of-the-art electric step v...

Blue Bird Corporation is a compelling investment due to its focus on electric school buses and attractive stock valuation despite recent performance setbacks. Short-term revenue decline is attributed to supply chain issues, but profitability improved due to lower interest expenses and state emissions credit sales. Management forecasts significant growth in electric bus deliveries and overall re...

Blue Bird is likely to remain volatile in the near term, despite the double beat FQ1'25 earnings call and the management's reiterated FY2025 guidance. This is attributed to the lack of clarity surrounding the disbursement of federal funding for the Clean School Bus Program, despite a Federal Judge's issuance of a temporary restraining order. This development may also be why BLBD has lowered its...

Blue Bird Corporation remains a “Strong Buy” due to its solid backlog, strong funding, and undervaluation, despite recent stock price underperformance. The company reported strong Q1 FY2025 results, with $313.9 million in sales and $45.6 million in adjusted EBITDA, beating internal and consensus estimates. Management's guidance suggests continued growth, targeting 14.5-15% adjusted EBITDA margi...

Blue Bird experienced a slight topline contraction due to a decrease in EV share in total volumes during the first quarter. Expected growth in EV sales with resumed funding and related grants and a robust overall demand environment should drive topline growth in FY25. Benefit from the recent price increase and a favorable mix is expected to support margin in the quarters ahead.