Blue Bird (BLBD) to Release Quarterly Earnings on Wednesday

Key Points

• Blue Bird Corporation is scheduled to release its Q3 2025 earnings report on August 6th, with analysts expecting earnings of $0.90 per share and revenue of $377.64 million.
• In its previous quarterly earnings report, Blue Bird beat expectations with an EPS of $0.96, driven by a 3.7% year-over-year revenue increase to $358.85 million.
• The stock recently experienced a decline of 1.9%, opening at $45.26, while institutional investors hold a significant 93.59% of the company's stock.

Blue Bird (NASDAQ:BLBD - Get Free Report) will likely be issuing its Q3 2025 quarterly earnings data after the market closes on Wednesday, August 6th. Analysts expect the company to announce earnings of $0.90 per share and revenue of $377.64 million for the quarter. Blue Bird has set its FY 2025 guidance at EPS.

Blue Bird (NASDAQ:BLBD - Get Free Report) last posted its quarterly earnings data on Wednesday, May 7th. The company reported $0.96 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.95 by $0.01. The firm had revenue of $358.85 million for the quarter, compared to the consensus estimate of $348.23 million. Blue Bird had a net margin of 7.97% and a return on equity of 64.83%. The business's revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.89 EPS. On average, analysts expect Blue Bird to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Blue Bird Stock Down 3.3%

BLBD traded down $1.46 during mid-day trading on Friday, reaching $43.33. 463,995 shares of the stock were exchanged, compared to its average volume of 529,259. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.73 and a current ratio of 1.45. The stock has a market capitalization of $1.37 billion, a PE ratio of 13.41, a price-to-earnings-growth ratio of 1.12 and a beta of 1.41. The company has a 50 day moving average price of $42.59 and a two-hundred day moving average price of $38.29. Blue Bird has a 1 year low of $30.04 and a 1 year high of $55.60.

Analysts Set New Price Targets

A number of brokerages recently weighed in on BLBD. Needham & Company LLC reissued a "buy" rating and issued a $49.00 price target on shares of Blue Bird in a report on Tuesday, May 27th. Barclays cut their price target on shares of Blue Bird from $54.00 to $50.00 and set an "overweight" rating on the stock in a report on Thursday, May 8th. DA Davidson cut their price target on shares of Blue Bird from $67.00 to $61.00 and set a "buy" rating on the stock in a report on Monday, April 21st. Finally, Wall Street Zen downgraded shares of Blue Bird from a "buy" rating to a "hold" rating in a report on Tuesday, May 13th. Three research analysts have rated the stock with a hold rating and six have issued a buy rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $56.79.

Insider Transactions at Blue Bird

In other news, Director Phil Horlock sold 13,289 shares of the company's stock in a transaction dated Wednesday, June 11th. The stock was sold at an average price of $41.70, for a total transaction of $554,151.30. Following the sale, the director directly owned 270,766 shares in the company, valued at $11,290,942.20. This represents a 4.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Razvan Radulescu sold 10,000 shares of the company's stock in a transaction dated Tuesday, July 8th. The shares were sold at an average price of $45.19, for a total value of $451,900.00. Following the sale, the chief financial officer owned 58,203 shares in the company, valued at approximately $2,630,193.57. This represents a 14.66% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 32,149 shares of company stock worth $1,369,666 over the last 90 days. 1.10% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Blue Bird

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Jones Financial Companies Lllp increased its position in shares of Blue Bird by 2,090.5% during the first quarter. Jones Financial Companies Lllp now owns 3,461 shares of the company's stock valued at $112,000 after buying an additional 3,303 shares during the period. NewEdge Advisors LLC increased its position in shares of Blue Bird by 30.9% during the first quarter. NewEdge Advisors LLC now owns 2,885 shares of the company's stock valued at $93,000 after buying an additional 681 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Blue Bird by 4.5% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,094 shares of the company's stock worth $618,000 after purchasing an additional 820 shares during the last quarter. 93.59% of the stock is currently owned by institutional investors.

Blue Bird Company Profile

Blue Bird Corporation, together with its subsidiaries, designs, engineers, manufactures, and sells school buses in the United States, Canada, and internationally. The company operates through two segments, Bus and Parts. It offers Type C, Type D, and specialty buses; and alternative power options through its propane powered, gasoline powered, compressed natural gas powered, and electric powered school buses, as well as diesel engines.