Blue Bird (BLBD) to Release Earnings on Wednesday

Key Points

• Blue Bird will report Q2 2026 results after the market close on Wednesday, May 6, with analysts forecasting $0.877 EPS and $335.229M in revenue and an earnings call at 4:30 PM ET.
• In the prior quarter (reported Feb. 4) Blue Bird beat expectations with $1.00 EPS (vs. $0.80 est.) and $333.08M revenue; analysts project about $5 EPS for the current and next fiscal year and an average price target of $67.20.
• Recent insider selling occurred as the CFO sold 3,925 shares (~$60.98 each) and the COO sold 5,192 shares (~$58.54 each), while institutional investors hold roughly 93.6% of the stock.

Blue Bird (NASDAQ:BLBD - Get Free Report) is expected to be posting its Q2 2026 results after the market closes on Wednesday, May 6th. Analysts expect Blue Bird to post earnings of $0.8770 per share and revenue of $335.2290 million for the quarter. Individuals are encouraged to explore the company's upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Wednesday, May 6, 2026 at 4:30 PM ET.

Blue Bird (NASDAQ:BLBD - Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The company reported $1.00 earnings per share for the quarter, topping analysts' consensus estimates of $0.80 by $0.20. The company had revenue of $333.08 million during the quarter, compared to analysts' expectations of $325.74 million. Blue Bird had a return on equity of 57.60% and a net margin of 8.65%.The firm's revenue for the quarter was up 6.1% on a year-over-year basis. During the same period last year, the firm earned $0.92 EPS. On average, analysts expect Blue Bird to post $5 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Blue Bird Stock Down 2.4%

BLBD opened at $62.93 on Wednesday. The company has a debt-to-equity ratio of 0.31, a current ratio of 1.81 and a quick ratio of 1.21. The business has a 50 day simple moving average of $58.70 and a 200-day simple moving average of $54.19. The stock has a market capitalization of $1.99 billion, a P/E ratio of 15.89, a P/E/G ratio of 2.40 and a beta of 1.40. Blue Bird has a 12 month low of $34.19 and a 12 month high of $66.13.

Insider Activity at Blue Bird

In related news, CFO Razvan Radulescu sold 3,925 shares of the firm's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $60.98, for a total value of $239,346.50. Following the completion of the transaction, the chief financial officer directly owned 42,255 shares of the company's stock, valued at $2,576,709.90. This trade represents a 8.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Jeffrey Scott Sanfrey sold 5,192 shares of the firm's stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $58.54, for a total value of $303,939.68. Following the completion of the transaction, the chief operating officer directly owned 39,011 shares of the company's stock, valued at $2,283,703.94. The trade was a 11.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 1.10% of the company's stock.

Hedge Funds Weigh In On Blue Bird

Hedge funds have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd increased its stake in Blue Bird by 10,028.6% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 709 shares of the company's stock valued at $41,000 after purchasing an additional 702 shares in the last quarter. Transamerica Financial Advisors LLC increased its stake in Blue Bird by 222.7% in the 4th quarter. Transamerica Financial Advisors LLC now owns 823 shares of the company's stock valued at $39,000 after purchasing an additional 568 shares in the last quarter. Aster Capital Management DIFC Ltd purchased a new position in Blue Bird in the 4th quarter valued at approximately $41,000. Larson Financial Group LLC increased its stake in Blue Bird by 1,742.3% in the 3rd quarter. Larson Financial Group LLC now owns 1,308 shares of the company's stock valued at $75,000 after purchasing an additional 1,237 shares in the last quarter. Finally, Mcguire Capital Advisors Inc. purchased a new position in Blue Bird in the 4th quarter valued at approximately $63,000. 93.59% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Wall Street Zen cut Blue Bird from a "strong-buy" rating to a "buy" rating in a report on Saturday, February 7th. Barclays raised their price target on Blue Bird from $50.00 to $55.00 and gave the company an "overweight" rating in a report on Thursday, February 5th. Needham & Company LLC raised their price target on Blue Bird from $70.00 to $78.00 and gave the company a "buy" rating in a report on Thursday, February 5th. BTIG Research reissued a "buy" rating and issued a $65.00 price target on shares of Blue Bird in a report on Thursday, February 5th. Finally, Zacks Research cut Blue Bird from a "strong-buy" rating to a "hold" rating in a report on Friday, March 6th. Six research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, Blue Bird currently has an average rating of "Moderate Buy" and an average target price of $67.20.

About Blue Bird

Blue Bird Corporation NASDAQ: BLBD is a leading manufacturer of buses and mass transportation vehicles headquartered in Fort Valley, Georgia. The company's core business encompasses the design, engineering, and production of school buses and activity buses, with a product lineup that includes conventional (Type C) models, transit-style (Type D) models and specialty configurations for special-needs and activity transport. In recent years, Blue Bird has expanded its offerings to include zero-emission electric school buses, reflecting its commitment to advanced propulsion technologies and environmental sustainability.

Established in 1927, Blue Bird has built a legacy of safety and reliability in student transportation.

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