Blue Bird (BLBD) Q1 2026 Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy BLBD?
Source: NASDAQ.COM
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Analyst Views on BLBD
Wall Street analysts forecast BLBD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BLBD is 59.20 USD with a low forecast of 49.00 USD and a high forecast of 70.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 52.440
Low
49.00
Averages
59.20
High
70.00
Current: 52.440
Low
49.00
Averages
59.20
High
70.00
About BLBD
Blue Bird Corporation is an independent designer and manufacturer of school buses. The Company is engaged in designing, engineering, and manufacturing low- and zero-emission school buses with more than 20,000 propane, natural gas, and electric-powered buses. The Bus segment includes the manufacture and assembly of buses to be sold to a variety of customers across the United States, Canada, and in certain limited international markets. The Parts segment consists primarily of the purchase of parts from third parties to be sold to dealers within its network and certain large fleet customers. It designs, engineers, manufactures, and sells three types of buses: Type C school buses, Type D school buses, and specialty buses. Each of its Type C and Type D buses is manufactured and assembled on its own dedicated purpose-built chassis in Fort Valley, Georgia. Its network of dealers and authorized repair centers operate over 200 locations to support the fleet across the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Blue Bird Corp. Exceeds Q1 Earnings Expectations
- Earnings Beat: Blue Bird Corp. (BLBD) reported adjusted earnings of $1.00 per share for Q1, surpassing analysts' expectations of $0.80, indicating strong profitability performance.
- Revenue Growth: The company achieved a 6.1% year-over-year revenue increase to $333.1 million, exceeding the consensus estimate of $325.7 million, reflecting successful pricing strategies and product mix.
- Electric Bus Sales: In the quarter, Blue Bird sold 2,135 buses, including 121 electric-powered units, demonstrating the company's ongoing growth potential in the low-emission and electric bus market.
- Optimistic Outlook: Following a strong start, Blue Bird raised its fiscal 2026 adjusted EBITDA guidance to $225 million, reaffirming expectations for net revenue of approximately $1.5 billion, showcasing confidence in future growth.
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Blue Bird (BLBD) Q1 2026 Earnings Call Transcript
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Blue Bird Corporation Reaffirms Positive 2026 Financial Outlook
- Earnings Beat: Blue Bird Corporation reported a Q1 non-GAAP EPS of $1.00, exceeding expectations by $0.20, which reflects the company's strong profitability and boosts investor confidence.
- Revenue Growth: The company achieved Q1 revenue of $333.1 million, a 6.1% year-over-year increase, surpassing market expectations by $7.36 million, indicating sustained demand and leadership in the alternative power sector.
- 2026 Guidance Reaffirmed: Blue Bird reaffirmed its 2026 net revenue target at approximately $1.5 billion, slightly below the consensus of $1.52 billion, while raising its adjusted EBITDA guidance to $225 million, showcasing confidence in future profitability.
- Long-Term Growth Outlook: The company anticipates achieving an adjusted EBITDA margin of over 16% on a revenue target of $2 billion, indicating that Blue Bird's strategic focus on electric vehicle and chassis expansion will drive long-term growth.
See More
Blue Bird Corporation to Announce Q1 Earnings on February 4th
- Earnings Announcement: Blue Bird Corporation (BLBD) is set to announce its Q1 2023 earnings on February 4th after market close, with consensus EPS estimate at $0.80, reflecting a 13% year-over-year decline, while revenue is projected at $325.74 million, indicating a 3.7% year-over-year increase.
- Historical Performance: Over the past two years, Blue Bird has consistently beaten EPS and revenue estimates 100% of the time, showcasing its strong profitability and adaptability in the market.
- Estimate Revision Trends: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates experienced two upward and two downward revisions, indicating mixed market sentiment regarding the company's future performance.
- Long-Term Growth Outlook: Blue Bird maintains guidance for $1.5 billion in revenue and a 14.7% EBITDA margin by 2026, while signaling robust expansion in electric vehicles and chassis, underscoring its leadership position in the alternative power sector.
See More
Blue Bird Corporation to Release Q1 Fiscal 2026 Results on February 4, 2026
- Earnings Release Schedule: Blue Bird Corporation will hold an audio webcast on February 4, 2026, at 4:30 PM ET, where executives will discuss Q1 fiscal 2026 financial results, providing crucial insights for investors.
- Investor Engagement Opportunity: The public can participate in the webcast via Blue Bird's Investor Relations website, enhancing transparency and fostering interaction with investors, thereby strengthening the company's trust in the market.
- Technological Leadership: Since its founding in 1927, Blue Bird has sold over 25,000 low- and zero-emission school buses, showcasing its innovative capabilities in clean energy solutions and driving transformation in the student transportation industry.
- Commitment to Safety and Reliability: Blue Bird focuses on designing and manufacturing safe, reliable, and durable school buses, ensuring the safe transportation of 25 million children daily, reflecting the company's strong commitment to social responsibility.
See More
Blue Bird Corporation CFO Sells 7,984 Shares for Approximately $402,300
- Insider Sale: On December 10, 2025, Blue Bird Corporation CFO Razvan Radulescu executed an open-market sale of 7,984 shares for approximately $402,300, representing 14% of his direct holdings, which now stands at 49,087 shares, indicating a cautious outlook on the company's future.
- Post-Sale Value: Following the transaction, Radulescu's direct ownership is valued at around $2.47 million, suggesting that despite the sale, he retains a significant stake, reflecting confidence in the company's long-term prospects.
- Market Performance: As of December 10, 2025, Blue Bird's stock price increased by 27.24% over the past year, outperforming the S&P 500's 14% gain, indicating strong market sentiment regarding the company's growth potential in the school bus sector.
- Financial Outlook: Blue Bird reported record revenue and adjusted EBITDA for fiscal year 2025, with guidance for 2026 net revenue at approximately $1.5 billion and adjusted EBITDA of $220 million, demonstrating robust momentum in profitable growth plans.
See More
Blue Bird Corp. Exceeds Q1 Earnings Expectations
- Earnings Beat: Blue Bird Corp. (BLBD) reported adjusted earnings of $1.00 per share for Q1, surpassing analysts' expectations of $0.80, indicating strong profitability performance.
- Revenue Growth: The company achieved a 6.1% year-over-year revenue increase to $333.1 million, exceeding the consensus estimate of $325.7 million, reflecting successful pricing strategies and product mix.
- Electric Bus Sales: In the quarter, Blue Bird sold 2,135 buses, including 121 electric-powered units, demonstrating the company's ongoing growth potential in the low-emission and electric bus market.
- Optimistic Outlook: Following a strong start, Blue Bird raised its fiscal 2026 adjusted EBITDA guidance to $225 million, reaffirming expectations for net revenue of approximately $1.5 billion, showcasing confidence in future growth.
See More
Blue Bird (BLBD) Q1 2026 Earnings Call Transcript
See More
Blue Bird Corporation Reaffirms Positive 2026 Financial Outlook
- Earnings Beat: Blue Bird Corporation reported a Q1 non-GAAP EPS of $1.00, exceeding expectations by $0.20, which reflects the company's strong profitability and boosts investor confidence.
- Revenue Growth: The company achieved Q1 revenue of $333.1 million, a 6.1% year-over-year increase, surpassing market expectations by $7.36 million, indicating sustained demand and leadership in the alternative power sector.
- 2026 Guidance Reaffirmed: Blue Bird reaffirmed its 2026 net revenue target at approximately $1.5 billion, slightly below the consensus of $1.52 billion, while raising its adjusted EBITDA guidance to $225 million, showcasing confidence in future profitability.
- Long-Term Growth Outlook: The company anticipates achieving an adjusted EBITDA margin of over 16% on a revenue target of $2 billion, indicating that Blue Bird's strategic focus on electric vehicle and chassis expansion will drive long-term growth.
See More
Blue Bird Corporation to Announce Q1 Earnings on February 4th
- Earnings Announcement: Blue Bird Corporation (BLBD) is set to announce its Q1 2023 earnings on February 4th after market close, with consensus EPS estimate at $0.80, reflecting a 13% year-over-year decline, while revenue is projected at $325.74 million, indicating a 3.7% year-over-year increase.
- Historical Performance: Over the past two years, Blue Bird has consistently beaten EPS and revenue estimates 100% of the time, showcasing its strong profitability and adaptability in the market.
- Estimate Revision Trends: In the last three months, EPS estimates have seen one upward revision and two downward adjustments, while revenue estimates experienced two upward and two downward revisions, indicating mixed market sentiment regarding the company's future performance.
- Long-Term Growth Outlook: Blue Bird maintains guidance for $1.5 billion in revenue and a 14.7% EBITDA margin by 2026, while signaling robust expansion in electric vehicles and chassis, underscoring its leadership position in the alternative power sector.
See More
Blue Bird Corporation to Release Q1 Fiscal 2026 Results on February 4, 2026
- Earnings Release Schedule: Blue Bird Corporation will hold an audio webcast on February 4, 2026, at 4:30 PM ET, where executives will discuss Q1 fiscal 2026 financial results, providing crucial insights for investors.
- Investor Engagement Opportunity: The public can participate in the webcast via Blue Bird's Investor Relations website, enhancing transparency and fostering interaction with investors, thereby strengthening the company's trust in the market.
- Technological Leadership: Since its founding in 1927, Blue Bird has sold over 25,000 low- and zero-emission school buses, showcasing its innovative capabilities in clean energy solutions and driving transformation in the student transportation industry.
- Commitment to Safety and Reliability: Blue Bird focuses on designing and manufacturing safe, reliable, and durable school buses, ensuring the safe transportation of 25 million children daily, reflecting the company's strong commitment to social responsibility.
See More
Blue Bird Corporation CFO Sells 7,984 Shares for Approximately $402,300
- Insider Sale: On December 10, 2025, Blue Bird Corporation CFO Razvan Radulescu executed an open-market sale of 7,984 shares for approximately $402,300, representing 14% of his direct holdings, which now stands at 49,087 shares, indicating a cautious outlook on the company's future.
- Post-Sale Value: Following the transaction, Radulescu's direct ownership is valued at around $2.47 million, suggesting that despite the sale, he retains a significant stake, reflecting confidence in the company's long-term prospects.
- Market Performance: As of December 10, 2025, Blue Bird's stock price increased by 27.24% over the past year, outperforming the S&P 500's 14% gain, indicating strong market sentiment regarding the company's growth potential in the school bus sector.
- Financial Outlook: Blue Bird reported record revenue and adjusted EBITDA for fiscal year 2025, with guidance for 2026 net revenue at approximately $1.5 billion and adjusted EBITDA of $220 million, demonstrating robust momentum in profitable growth plans.
See More
