BLUE BIRD REPORTS FISCAL 2025 FIRST QUARTER RESULTS; BEATS FIRST QUARTER GUIDANCE; REAFFIRMS 2025 GUIDANCE AND LONG-TERM OUTLOOK Net Sales of $314M and GAAP Net Income of $29M Adj. EBITDA of $46M with 15% Margin and 2,130 Buses Sold FY2025 Adj. EBITDA Reaffirmed at $200M or 14% of Revenue MACON, Ga. (February 5, 2025) – Blue Bird Corporation ("Blue Bird") (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2025 first quarter results. Highlights | (in millions exc ...

Earnings and Financial Performance - Blue Bird Corporation (BLBD) is set to release fiscal Q1 2025 results on Feb 5, with a Zacks Consensus Estimate of 83 cents per share on revenues of $355 million [1] - The Q1 2025 earnings estimate has remained unchanged over the past 60 days, indicating an 8.8% year-over-year contraction, while revenue is expected to grow 11.8% year-over-year [2] - For fiscal 2025, the Zacks Consensus Estimate for revenues is $1.5 billion, implying an 11% year-over-year increase, with earnings projected at $3.88 per share, suggesting a 12% uptick [4] - The company expects net revenues between $1.4 billion and $1.5 billion for fiscal 2025, compared to $1.35 billion in fiscal 2024, with adjusted EBITDA ranging from $190 million to $210 million [7][8] Business and Market Position - Blue Bird's Q1 results are expected to reflect robust demand for school buses, with over 4,800 units in its order backlog at the end of Q4 2024, including around 630 electric school buses [6] - The company is a pioneer in alternative fuel and electric-powered school buses, with over 90% of U S school buses still running on diesel, indicating significant growth potential for cleaner alternatives [14] - Blue Bird has successfully enhanced operations, increased production efficiency, and driven new order growth, solidifying its leadership in alternative-powered buses [14] Stock Performance and Valuation - Over the past six months, Blue Bird's shares have declined 27%, underperforming the industry, sector, S&P 500, and other EV players like Tesla and Rivian [9] - The company is trading at a forward 12-month sales multiple of 0.81, higher than its 5-year median but lower than the industry's 2.44, with a Value Score of A [12] Financial Health and Risk Factors - Blue Bird has a strong balance sheet with $127 million in cash against $90 million in long-term debt, and a disciplined approach to cost management [16] - The company's dependence on subsidies and grants presents a potential risk, as reduced government support could impact growth, particularly given the political uncertainty around EV policies [15]

The most recent trading session ended with Blue Bird (BLBD) standing at $38.07, reflecting a +1.52% shift from the previouse trading day's closing. The stock's performance was ahead of the S&P 500's daily loss of 1.46%. On the other hand, the Dow registered a gain of 0.65%, and the technology-centric Nasdaq decreased by 3.07%.Shares of the school bus maker witnessed a loss of 4.92% over the previous month, beating the performance of the Auto-Tires-Trucks sector with its loss of 8.85% and underperforming the ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, January 24th:The Greenbrier Companies (GBX) : This leading supplier of transportation equipment and services to the railroad and related industries carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.5% over the last 60 days.Greenbrier has a PEG ratio of 0.98 compared with 2.02 for the industry. The company possesses a Growth Score  of A.Blue ...

Blue Bird Corp. (BLBD) — one of the leading school bus manufacturers in the United States — is enjoying a solid run on the bourses. Over the past year, the stock has rallied more than 55%, outperforming the auto sector and the S&P 500.Apart from its diesel-powered buses, Blue Bird is actively focused on innovative automotive technologies, including alternative fuels like propane and gasoline, as well as electric-powered buses. The company has greatly benefited from the U.S. government’s push to transition m ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, January 22nd:The Greenbrier Companies (GBX) : This leading supplier of transportation equipment and services to the railroad and related industries carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.5% over the last 60 days.Greenbrier has a PEG ratio of 0.97 compared with 1.98 for the industry. The company possesses a Growth Score  of A.Blue ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, January 20th:The Greenbrier Companies (GBX) : This leading supplier of transportation equipment and services to the railroad and related industries carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.5% over the last 60 days.Greenbrier has a PEG ratio of 0.97 compared with 1.98 for the industry. The company possesses a Growth Score  of A.Blue ...

The Zacks Domestic Auto industry’s prospects are promising. The U.S. auto market is poised for another year of growth, building on its steady recovery since 2022. New car sales are expected to rise to 16.3 million units in 2025, marking the third consecutive year of gains, driven by improving affordability, robust demand for hybrids and aggressive promotional incentives. The electric vehicle (EV) segment continues to gain traction, fueled by growing consumer interest and an expanding model lineup, though po ...

In the latest market close, Blue Bird (BLBD) reached $42.25, with a +1.93% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 1.83%. Meanwhile, the Dow experienced a rise of 1.65%, and the technology-dominated Nasdaq saw an increase of 2.45%.Coming into today, shares of the school bus maker had lost 6.58% in the past month. In that same time, the Auto-Tires-Trucks sector lost 10.85%, while the S&P 500 lost 3.31%.The investment community will be paying close attention to th ...

Industry Overview - The yellow school bus industry has remained relatively unchanged for the past 50 years, but is now undergoing significant transformation due to the adoption of alternative powertrains and electric vehicles [1] Analyst Background - The author has nearly 10 years of experience in trading and investing, with a focus on technology and energy companies [1] - The author holds a Masters Degree in Civil Engineering and works in Asset Management, bringing a unique perspective to financial analysis [1] - The author runs a financial education company called Oak Investing, which has a wide following across 40 countries [1] - The author specializes in identifying growth opportunities, value plays, and dividend-paying stocks across various geographies and sectors [1] - The author is ranked in the Top 10% of Financial Bloggers on TipRanks, with a 75% Success Rate and 19% Average Return [1]