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Blue Bird (BLBD) Sees a More Significant Dip Than Broader Market: Some Facts to Know
ZACKS· 2025-12-26 23:46
Company Performance - Blue Bird (BLBD) closed at $50.74, down 2.12% from the previous trading session, which is less than the S&P 500's daily loss of 0.03% [1] - Over the past month, shares of Blue Bird have decreased by 1.71%, underperforming the Auto-Tires-Trucks sector, which gained 12.09%, and the S&P 500, which gained 2.57% [1] Upcoming Earnings - Blue Bird is expected to report an EPS of $0.8, reflecting a decrease of 13.04% from the prior-year quarter, with anticipated revenue of $350 million, indicating an 11.51% increase from the same quarter last year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates project earnings of $4.21 per share and revenue of $1.57 billion, representing changes of -3.88% and +5.74% respectively from the previous year [3] Analyst Sentiment - Recent changes to analyst estimates for Blue Bird suggest optimism regarding the business and profitability, as positive revisions typically reflect favorable near-term business trends [3] Zacks Rank - Blue Bird currently holds a Zacks Rank of 2 (Buy), with the consensus EPS projection having increased by 1.63% in the past 30 days [5] Valuation Metrics - Blue Bird has a Forward P/E ratio of 12.31, which is lower than the industry average of 16.69, indicating that Blue Bird is trading at a discount [6] - The company has a PEG ratio of 2.37, compared to the industry average PEG ratio of 1.97 [6] Industry Overview - The Automotive - Domestic industry, which includes Blue Bird, has a Zacks Industry Rank of 76, placing it in the top 31% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]
Is Federal Signal (FSS) Outperforming Other Auto-Tires-Trucks Stocks This Year?
ZACKS· 2025-12-24 15:41
For those looking to find strong Auto-Tires-Trucks stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Federal Signal (FSS) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Auto-Tires-Trucks sector should help us answer this question.Federal Signal is one of 98 companies in the Auto-Tires-Trucks group. The Auto-Tires-Trucks group currently sits at #7 within the Zacks Sector Rank. The Z ...
Ford Motor Company (F) Stock Sinks As Market Gains: What You Should Know
ZACKS· 2025-12-23 22:45
Ford Motor Company (F) closed the most recent trading day at $13.29, moving -1.26% from the previous trading session. This change lagged the S&P 500's 0.46% gain on the day. Meanwhile, the Dow gained 0.17%, and the Nasdaq, a tech-heavy index, added 0.57%. The company's stock has climbed by 3.86% in the past month, falling short of the Auto-Tires-Trucks sector's gain of 18.47% and the S&P 500's gain of 4.22%.The upcoming earnings release of Ford Motor Company will be of great interest to investors. The compa ...
The Zacks Analyst Blog Alphabet, Tesla, Sony, Tredegar and CVD Equipment
ZACKS· 2025-12-18 10:25
Core Insights - The Zacks Equity Research team has highlighted key stocks including Alphabet Inc., Tesla, and Sony Group Corp., along with micro-cap stocks Tredegar Corp. and CVD Equipment Corp. [1][2] Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past year, gaining 63.8% compared to the industry's 59% [4] - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud's backlog reaching $155 billion, up 46% sequentially [4] - New Google Cloud Platform customers increased by approximately 34% year-over-year, and 70% of these customers are utilizing Alphabet's AI products [5] - Revenues from products based on Alphabet's generative AI models grew over 200% year-over-year, indicating strong adoption [5] - Search growth is supported by AI features, while YouTube benefits from increased demand for shorts, although competition in cloud computing remains a concern [6] Tesla, Inc. (TSLA) - Tesla's shares have increased by 11.3% over the past year, underperforming the Zacks Automotive - Domestic industry, which gained 13.9% [7] - The company achieved a new delivery record in Q3, largely due to buyers taking advantage of the expiring $7,500 EV tax credit, but Q4 deliveries are expected to decline due to the withdrawal of incentives and increased competition from Chinese EV manufacturers [7] - Automotive margins are under pressure, but the Energy Generation & Storage unit is performing well, and the Supercharger network is expanding [8] - Tesla's robotaxi service is operational in Austin and San Francisco, with driverless tests recently initiated, although significant results from AI and autonomous projects may take years [9] Sony Group Corp. (SONY) - Sony's shares have outperformed the Zacks Audio Video Production industry, rising 26.5% compared to 24.4% for the industry [10] - The company's performance is driven by strong results in Game & Network Services, Music, and Imaging & Sensing Solutions, despite challenges in Pictures and Entertainment, and Technology & Services [10] - Increased engagement in PlayStation and higher streaming in Recorded Music are contributing to growth, while Imaging & Sensing Solutions benefits from higher image sensor sales [11] - The acquisition of STATSports is expected to enhance sports analytics capabilities, although there are concerns about business volatility and a slowdown in the imaging market [12] Tredegar Corp. (TG) - Tredegar's shares have underperformed the Zacks Chemical - Plastic industry, declining 1.6% compared to the industry's 23.8% gain [13] - The company reported a strong Q3 2025 rebound, with Aluminum Extrusions EBITDA surging 172% year-over-year, driven by higher volumes and improved pricing [14] - Net income improved to $7.1 million from a loss of $3.4 million in Q3 2024, supported by stronger operating cash flow [14] - Despite facing challenges such as elevated corporate costs and high customer concentration, Tredegar maintained its market position through pricing flexibility and achieved 34% year-over-year volume growth in specialty products [15] CVD Equipment Corp. (CVV) - CVD Equipment's shares have gained 9.3% over the past six months, slightly underperforming the Zacks Manufacturing - General Industrial industry's gain of 10.5% [16] - The company is positioned for long-term growth in advanced materials for aerospace and EV batteries, supported by differentiated CVD/CVI platforms [16] - Key growth drivers include the adoption of ceramic matrix composites in aerospace and alignment with the shift to 200mm SiC wafers in power electronics [17] - Recent margin improvements and a restructuring plan targeting $2 million in annual cost savings are expected to enhance operating leverage, although risks include order volatility and customer concentration [18]
Here's Why Paccar (PCAR) Fell More Than Broader Market
ZACKS· 2025-12-13 00:00
Company Performance - Paccar (PCAR) closed at $111.56, reflecting a -1.09% change from the previous day, underperforming the S&P 500's loss of 1.07% [1] - Over the past month, Paccar's shares have appreciated by 16.82%, significantly outperforming the Auto-Tires-Trucks sector's gain of 1.87% and the S&P 500's gain of 0.94% [1] Earnings Estimates - The upcoming earnings disclosure projects Paccar's earnings per share (EPS) at $1.05, indicating a 36.75% decrease from the same quarter last year [2] - Revenue is forecasted to be $6.06 billion, reflecting a 17.64% decline compared to the corresponding quarter of the prior year [2] - For the full year, analysts expect earnings of $5.01 per share and revenue of $26.05 billion, marking changes of -36.58% and -17.48% respectively from last year [3] Analyst Estimates and Rankings - Recent adjustments to analyst estimates for Paccar indicate the dynamic nature of near-term business trends, with positive revisions suggesting confidence in business performance [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently ranks Paccar at 3 (Hold) [6] - The Zacks Consensus EPS estimate has decreased by 0.49% over the past month [6] Valuation Metrics - Paccar's Forward P/E ratio stands at 22.53, indicating a premium compared to the industry average Forward P/E of 16.65 [7] - The company has a PEG ratio of 15.43, which is significantly higher than the average PEG ratio of 1.92 for the Automotive - Domestic industry [7] Industry Context - The Automotive - Domestic industry, part of the Auto-Tires-Trucks sector, holds a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]
Are Auto-Tires-Trucks Stocks Lagging REV Group (REVG) This Year?
ZACKS· 2025-12-12 15:40
The Auto-Tires-Trucks group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has REV Group (REVG) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.REV Group is one of 99 individual stocks in the Auto-Tires-Trucks sector. Collectively, these companies sit at #9 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst ...
General Motors Company (GM) Soars to 52-Week High, Time to Cash Out?
ZACKS· 2025-12-12 15:16
Have you been paying attention to shares of General Motors (GM) ? Shares have been on the move with the stock up 12.5% over the past month. The stock hit a new 52-week high of $81.22 in the previous session. General Motors has gained 51.8% since the start of the year compared to the 12.7% gain for the Zacks Auto-Tires-Trucks sector and the 14.8% return for the Zacks Automotive - Domestic industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't miss ...
Blue Bird (BLBD) Beats Stock Market Upswing: What Investors Need to Know
ZACKS· 2025-12-11 23:46
Core Viewpoint - Blue Bird (BLBD) is set to report its earnings, with expectations of a decline in EPS but an increase in revenue compared to the previous year [2][3]. Financial Performance - The stock closed at $51.48, reflecting a +1.12% change from the previous day, outperforming the S&P 500's gain of 0.21% [1] - Over the past month, Blue Bird's shares have decreased by 1.36%, underperforming the Auto-Tires-Trucks sector, which gained 2.04% [1] - The upcoming earnings report is expected to show an EPS of $0.8, a decline of 13.04% year-over-year, while revenue is projected at $350 million, an increase of 11.51% [2] Earnings Estimates - Full-year estimates predict earnings of $4.21 per share and revenue of $1.57 billion, representing year-over-year changes of -3.88% and +5.74%, respectively [3] - Recent analyst estimate revisions indicate a 1.76% increase in the consensus EPS projection over the past 30 days, reflecting positive sentiment [6] Valuation Metrics - Blue Bird has a Forward P/E ratio of 12.09, which is lower than the industry average of 16.56 [7] - The current PEG ratio for Blue Bird is 2.33, compared to the Automotive - Domestic industry average of 1.89 [8] Industry Context - The Automotive - Domestic industry, part of the Auto-Tires-Trucks sector, holds a Zacks Industry Rank of 65, placing it in the top 27% of over 250 industries [8][9] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), currently rates Blue Bird as 2 (Buy), indicating a favorable outlook based on estimate changes [6]
REV Group (REVG) Q4 Earnings and Revenues Top Estimates
ZACKS· 2025-12-10 14:11
Core Insights - REV Group reported quarterly earnings of $0.83 per share, exceeding the Zacks Consensus Estimate of $0.78 per share, and showing an increase from $0.51 per share a year ago, representing an earnings surprise of +6.41% [1] - The company achieved revenues of $664.4 million for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 2.67%, and up from $597.9 million year-over-year [2] - REV Group's stock has increased approximately 74.6% since the beginning of the year, significantly outperforming the S&P 500's gain of 16.3% [3] Earnings Outlook - The company's earnings outlook is crucial for assessing future stock performance, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The trend of estimate revisions for REV Group was favorable prior to the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6] Future Estimates - Current consensus EPS estimate for the upcoming quarter is $0.56 on revenues of $582.81 million, while for the current fiscal year, the estimate is $3.52 on revenues of $2.64 billion [7] Industry Context - The Automotive - Domestic industry, to which REV Group belongs, is currently ranked in the top 25% of over 250 Zacks industries, suggesting a favorable outlook for the sector [8]
Are Auto-Tires-Trucks Stocks Lagging Federal Signal (FSS) This Year?
ZACKS· 2025-12-08 15:41
Group 1 - Federal Signal (FSS) is currently outperforming its peers in the Auto-Tires-Trucks sector, with a year-to-date gain of about 20%, compared to the sector average gain of 12% [4] - The Zacks Rank for Federal Signal is 2 (Buy), indicating a positive analyst sentiment and a stronger earnings outlook, with a 3.8% increase in the consensus estimate for full-year earnings over the past three months [3] - Federal Signal is part of the Automotive - Domestic industry, which has 14 companies and is ranked 80 in the Zacks Industry Rank, with an average gain of 16.2% this year, showing that FSS is performing better than this group [5] Group 2 - OPENLANE (KAR) is another stock in the Auto-Tires-Trucks sector that has outperformed, with a year-to-date increase of 31.8% and a Zacks Rank of 1 (Strong Buy) [4][5] - The Automotive - Original Equipment industry, to which OPENLANE belongs, is ranked 92 and has only gained 1% this year, indicating a weaker performance compared to Federal Signal [6]