Blue Bird (BLBD) Q2 2025 Earnings Call May 07, 2025 04:30 PM ET Company Participants Mark Benfield - Executive Director of Profitability & Investor RelationsJohn Wyskiel - President, CEO & DirectorRazvan Radulescu - Chief Financial Officer Conference Call Participants Michael Shlisky - Managing Director & Senior Equity Research AnalystEric Stine - Senior Research AnalystTyler DiMatteo - Equity Research AnalystCraig Irwin - Managing Director, Senior Research AnalystChris Pierce - Senior Analyst Operator This ...

BLUE BIRD CORPORATION (NASDAQ: BLBD) FY2025 Second Quarter Results 2 Important Disclaimers Forward Looking Statements Earnings Conference Call May 7, 2025 Agenda | Introductions & | Mark Benfield | | --- | --- | | Forward-Looking Statements | Executive Director, Investor Relations | | Key Results and Highlights | John Wyskiel | | | President & CEO | | Financial Results | Razvan Radulescu | | | CFO | | Outlook | John Wyskiel | | | President & CEO | | Q&A | Group | This presentation includes forward-looking s ...

Over the last year, Blue Bird Corporation ( BLBD ) has given up most of the gains that it generated in May 2024 due to uncertainty regarding a key industry tailwind for the EV school buses. Although theI am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a q ...

华夏时报记者田野于建平北京报道 在一系列利好政策的助推下，客车市场被迅速激活。 中汽协数据显示，自2024年"以旧换新"政策发布以来，国内客车市场保持增速，累计销量达51.1万辆，同比增长 3.9%。其中，6米以上客车(行业重点关注的27家企业)累计销售12.6万辆，同比增长33.4%，增速创下20年来新 高。 2025年，"以旧换新"接力政策再度出台，为客车行业带来更为强劲的发展动力。数据显示，2025年第一季度，客 车市场销售12.5万辆，同比增长9.8%。其中，6米以上客车销量为2.5万辆，同比继续增长13.5%。 政策激活市场增长 具体到公司层面，2024年四大客车上市公司均实现了销量和营收正增长。销量方面，金龙汽车（600686）累计销 量超5万辆，同比增长19.07%；宇通客车（600066）累计销量约4.69万辆，同比增长28.48%；中通客车（000957） 累计销量1.14万辆，同比增长51.49%；安凯客车（000868）累计销量约5837辆，同比增长34.87%。 业绩方面，2024年宇通客车实现营收372.18亿元，同比增长37.63%，归母净利润41.16亿元，同比增长126.53% ...

Core Viewpoint - Investors often prefer stocks with a low price-to-earnings (P/E) ratio, believing that a lower P/E indicates higher stock value and potential for growth [1][2] Group 1: P/E Ratio Insights - Stocks with a rising P/E ratio can also yield strong returns, indicating that as earnings rise, stock prices should follow suit [2][3] - A rising P/E ratio suggests investor confidence in a company's fundamentals and expected future earnings growth [4] - Historical data shows that stocks can experience P/E ratio increases of over 100% from their breakout points, presenting significant investment opportunities if identified early [5] Group 2: Stock Screening Criteria - The screening parameters for identifying stocks with increasing P/E include: - Current year EPS growth estimate should be greater than or equal to last year's actual growth [7] - Price changes over four weeks should exceed those over 12 weeks, and similarly for 12 weeks over 24 weeks, indicating consistent price increases [7][8] - Price change for 12 weeks should be at least 20% higher than for 24 weeks but not exceed 100%, signaling potential uptrends without overvaluation [8] Group 3: Selected Stocks - Four stocks identified with a Zacks Rank of 2 (Buy) include: - **Context Therapeutics (CNTX)**: Focuses on women's oncology with an average four-quarter earnings surprise of 22.37% [9][10] - **Blue Bird (BLBD)**: Engaged in school bus manufacturing with an average four-quarter earnings surprise of 49.64% [10] - **Dycom Industries (DY)**: A specialty contractor in the telecom sector with an average four-quarter earnings surprise of 26.99% [10] - **Leidos (LDOS)**: A leader in science and technology serving various markets, with an average four-quarter earnings surprise of 28.34% [11]