Blue Bird (BLBD) Surpasses Q4 Earnings and Revenue Estimates

Core Insights - Blue Bird (BLBD) reported quarterly earnings of $1.32 per share, exceeding the Zacks Consensus Estimate of $0.97 per share, and showing an increase from $0.77 per share a year ago, resulting in an earnings surprise of +36.08% [1] - The company achieved revenues of $409.37 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 7.73% and up from $350.21 million year-over-year [2] - Blue Bird shares have increased approximately 39.3% since the beginning of the year, outperforming the S&P 500's gain of 12.3% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.86 on revenues of $350 million, while for the current fiscal year, the estimate is $4.15 on revenues of $1.57 billion [7] - The estimate revisions trend for Blue Bird was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Automotive - Domestic industry, to which Blue Bird belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, REV Group (REVG), is expected to report quarterly earnings of $0.78 per share, reflecting a year-over-year change of +52.9% with revenues projected at $647.12 million, up 8.2% from the previous year [9]