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Roth Capital Has Negative View of Blue Bird FY2025 Earnings

Blue Bird logo with Auto/Tires/Trucks background

Key Points

  • Roth Capital has lowered its earnings per share (EPS) estimate for Blue Bird Corporation for FY2025 from $3.32 to $3.24, while the consensus estimate stands at $3.86 per share.
  • Blue Bird reported a quarterly EPS of $1.19, significantly exceeding the consensus estimate of $0.90, with a revenue of $398.01 million, up 19.4% from the previous year.
  • Several research analysts have changed their ratings and price targets for Blue Bird, with the average rating now at "Moderate Buy" and an average target price of $57.36.
  • Want stock alerts on Blue Bird? Get 5 Weeks of MarketBeat All Access for $5. Get My Stock Alerts.

Blue Bird Corporation (NASDAQ:BLBD - Free Report) - Equities researchers at Roth Capital dropped their FY2025 earnings per share (EPS) estimates for Blue Bird in a research report issued on Wednesday, August 6th. Roth Capital analyst C. Irwin now expects that the company will post earnings of $3.24 per share for the year, down from their previous forecast of $3.32. The consensus estimate for Blue Bird's current full-year earnings is $3.86 per share. Roth Capital also issued estimates for Blue Bird's Q1 2026 earnings at $0.82 EPS, Q2 2026 earnings at $0.97 EPS, Q3 2026 earnings at $1.01 EPS, Q4 2026 earnings at $1.10 EPS and FY2026 earnings at $3.89 EPS.

Blue Bird (NASDAQ:BLBD - Get Free Report) last posted its earnings results on Wednesday, August 6th. The company reported $1.19 EPS for the quarter, topping the consensus estimate of $0.90 by $0.29. Blue Bird had a return on equity of 61.66% and a net margin of 8.16%. The business had revenue of $398.01 million during the quarter, compared to analysts' expectations of $377.64 million. During the same period in the previous year, the business earned $0.91 earnings per share. The firm's revenue was up 19.4% on a year-over-year basis.

A number of other equities analysts have also recently weighed in on the company. Barclays decreased their price objective on Blue Bird from $54.00 to $50.00 and set an "overweight" rating on the stock in a report on Thursday, May 8th. Needham & Company LLC increased their target price on Blue Bird from $49.00 to $53.00 and gave the company a "buy" rating in a report on Thursday. Wall Street Zen raised Blue Bird from a "hold" rating to a "strong-buy" rating in a research report on Saturday. Finally, DA Davidson lowered their price target on Blue Bird from $67.00 to $61.00 and set a "buy" rating for the company in a research report on Monday, April 21st. Two investment analysts have rated the stock with a hold rating, six have given a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $57.36.

Get Our Latest Report on Blue Bird

Blue Bird Price Performance

Shares of NASDAQ BLBD traded up $3.03 during trading hours on Friday, reaching $55.34. 3,070,362 shares of the stock traded hands, compared to its average volume of 673,546. The company has a market capitalization of $1.75 billion, a P/E ratio of 15.81, a price-to-earnings-growth ratio of 1.80 and a beta of 1.50. The company has a quick ratio of 0.92, a current ratio of 1.58 and a debt-to-equity ratio of 0.39. Blue Bird has a 52-week low of $30.04 and a 52-week high of $60.45. The company's 50-day simple moving average is $43.56 and its two-hundred day simple moving average is $38.50.

Institutional Trading of Blue Bird

Several institutional investors have recently added to or reduced their stakes in BLBD. LPL Financial LLC boosted its stake in Blue Bird by 39.0% during the 4th quarter. LPL Financial LLC now owns 23,513 shares of the company's stock valued at $908,000 after purchasing an additional 6,600 shares during the last quarter. Vanguard Group Inc. boosted its stake in shares of Blue Bird by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 2,426,912 shares of the company's stock worth $93,752,000 after buying an additional 25,745 shares during the last quarter. JPMorgan Chase & Co. boosted its stake in shares of Blue Bird by 1.7% in the 4th quarter. JPMorgan Chase & Co. now owns 306,286 shares of the company's stock worth $11,832,000 after buying an additional 5,109 shares during the last quarter. Norges Bank purchased a new position in shares of Blue Bird in the 4th quarter worth $3,349,000. Finally, Geode Capital Management LLC boosted its stake in shares of Blue Bird by 1.8% in the 4th quarter. Geode Capital Management LLC now owns 765,490 shares of the company's stock worth $29,578,000 after buying an additional 13,262 shares during the last quarter. 93.59% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Blue Bird news, CFO Razvan Radulescu sold 10,000 shares of the stock in a transaction on Thursday, August 7th. The stock was sold at an average price of $53.21, for a total transaction of $532,100.00. Following the sale, the chief financial officer directly owned 48,203 shares in the company, valued at approximately $2,564,881.63. This trade represents a 17.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Phil Horlock sold 13,289 shares of the stock in a transaction on Wednesday, June 11th. The shares were sold at an average price of $41.70, for a total value of $554,151.30. Following the sale, the director owned 270,766 shares in the company, valued at approximately $11,290,942.20. This represents a 4.68% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 42,149 shares of company stock valued at $1,901,766. 1.10% of the stock is owned by corporate insiders.

About Blue Bird

(Get Free Report)

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.

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Earnings History and Estimates for Blue Bird (NASDAQ:BLBD)

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