FY2025 EPS Estimates for Blue Bird Decreased by Roth Capital

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.

Blue Bird Corporation (NASDAQ:BLBD - Free Report) - Analysts at Roth Capital dropped their FY2025 EPS estimates for shares of Blue Bird in a report issued on Wednesday, August 6th. Roth Capital analyst C. Irwin now anticipates that the company will post earnings of $3.24 per share for the year, down from their previous estimate 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 quarterly earnings data on Wednesday, August 6th. The company reported $1.19 EPS for the quarter, beating analysts' consensus estimates of $0.90 by $0.29. Blue Bird had a net margin of 8.16% and a return on equity of 61.66%. The company had revenue of $398.01 million for the quarter, compared to analyst estimates of $377.64 million. During the same period in the prior year, the firm posted $0.91 EPS. The company's quarterly revenue was up 19.4% on a year-over-year basis.

A number of other analysts also recently weighed in on the stock. Needham & Company LLC upped their target price on shares of Blue Bird from $49.00 to $53.00 and gave the stock a "buy" rating in a research report on Thursday, August 7th. DA Davidson decreased their price objective on Blue Bird from $67.00 to $61.00 and set a "buy" rating for the company in a report on Monday, April 21st. Wall Street Zen upgraded Blue Bird from a "hold" rating to a "strong-buy" rating in a research report on Saturday. Finally, Barclays dropped their target price on Blue Bird from $54.00 to $50.00 and set an "overweight" rating for the company in a report on Thursday, May 8th. Two equities research analysts have rated the stock with a hold rating, six have assigned a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $57.36.

Blue Bird Trading Up 2.7%

Shares of BLBD traded up $1.50 during mid-day trading on Friday, reaching $56.19. The company's stock had a trading volume of 390,819 shares, compared to its average volume of 559,857. The company's fifty day moving average price is $43.90 and its two-hundred day moving average price is $38.62. Blue Bird has a 52 week low of $30.04 and a 52 week high of $60.45. The company has a current ratio of 1.58, a quick ratio of 0.92 and a debt-to-equity ratio of 0.39. The stock has a market cap of $1.78 billion, a PE ratio of 16.09, a P/E/G ratio of 1.80 and a beta of 1.50.

Institutional Investors Weigh In On Blue Bird

A number of institutional investors have recently added to or reduced their stakes in the stock. PFG Advisors lifted its position in Blue Bird by 2.6% during the 2nd quarter. PFG Advisors now owns 9,789 shares of the company's stock worth $422,000 after buying an additional 246 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in shares of Blue Bird by 0.7% in the 2nd quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 40,132 shares of the company's stock valued at $1,732,000 after purchasing an additional 282 shares during the period. CWM LLC raised its holdings in shares of Blue Bird by 9.3% in the 1st quarter. CWM LLC now owns 3,771 shares of the company's stock valued at $122,000 after purchasing an additional 322 shares during the period. Redmond Asset Management LLC raised its holdings in shares of Blue Bird by 1.0% in the 2nd quarter. Redmond Asset Management LLC now owns 34,350 shares of the company's stock valued at $1,483,000 after purchasing an additional 350 shares during the period. Finally, Freedom Investment Management Inc. raised its holdings in shares of Blue Bird by 4.9% in the 4th quarter. Freedom Investment Management Inc. now owns 8,461 shares of the company's stock valued at $327,000 after purchasing an additional 392 shares during the period. 93.59% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Blue Bird

In other news, CFO Razvan Radulescu sold 700 shares of Blue Bird stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $60.02, for a total value of $42,014.00. Following the transaction, the chief financial officer directly owned 47,503 shares in the company, valued at approximately $2,851,130.06. The trade was a 1.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Phil Horlock sold 30,000 shares of Blue Bird stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $60.00, for a total value of $1,800,000.00. Following the completion of the transaction, the director owned 240,766 shares in the company, valued at $14,445,960. The trade was a 11.08% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 72,849 shares of company stock valued at $3,743,780. Corporate insiders own 1.10% of the company's stock.

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.