Blue Bird Corp
No enriched coverage for $BLBD in the last 7 days.
Blue Bird (BLBD) stock fell 4.4% despite a solid quarter. Greenbrier (GBX) reported a 31.6% revenue decline, missing estimates, and its stock also dropped 4.4%. Oshkosh (OSK) beat revenue and EPS estimates, with stock unchanged. Federal Signal (FSS) saw 18.7% revenue growth, exceeding EPS and EBITDA estimates, and its stock rose 12.8%.
Thau Daniel Mark purchased 350 shares of Blue Bird Corp (BLBD) at $64.37 on 2026-08-12.
After the July jobs report showed a 23,000 job loss versus an 80,000 gain forecast, the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors priced in a potential Fed rate cut, lifting growth and rate-sensitive stocks. Corning rose 6.4%, Sunrun 8.4%, Coinbase 5.2%, Builders FirstSource 2.6%, and Blue Bird 2%.
Recent BLBD coverage spans earnings, insider activity and macro economy.
In the last 30 days, BLBD insiders filed 1 SEC Form 4 transaction — 1 purchase ($23K) and no sales. The most active reporter was Thau Daniel Mark with 1 filing.
Blue Bird shares fell 4.4% after a modest earnings beat, indicating short‑term weakness.
A director open-market purchase is a modest bullish signal, but it is not a new fundamental catalyst and lacks 10b5-1 context.
The move is presented as part of a broad market reaction to macro easing expectations.
The earnings mix (FCF margin compression plus reaffirmed guidance) is the immediate driver of downside risk for BLBD.
Revenue beat with stable operating margin, but EPS miss and only in-line EBITDA guidance suggest a mixed near-term setup.
alphai scores every news story that mentions BLBD with an AI model for sentiment and relevance, and aggregates insider trades from Blue Bird Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Blue Bird (BLBD) stock fell 4.4% despite a solid quarter. Greenbrier (GBX) reported a 31.6% revenue decline, missing estimates, and its stock also dropped 4.4%. Oshkosh (OSK) beat revenue and EPS estimates, with stock unchanged. Federal Signal (FSS) saw 18.7% revenue growth, exceeding EPS and EBITDA estimates, and its stock rose 12.8%.
3 min readThau Daniel Mark purchased 350 shares of Blue Bird Corp (BLBD) at $64.37 on 2026-08-12.
1 min readAfter the July jobs report showed a 23,000 job loss versus an 80,000 gain forecast, the unemployment rate stayed at 4.1% (U.S. Bureau of Labor Statistics). Investors priced in a potential Fed rate cut, lifting growth and rate-sensitive stocks. Corning rose 6.4%, Sunrun 8.4%, Coinbase 5.2%, Builders FirstSource 2.6%, and Blue Bird 2%.
6 min readBlue Bird (NASDAQ: BLBD) shares fell 6.4% after Q3 results. The company reported revenue of $517.2M, above analysts’ $498.1M, with 29.9% YoY growth and 42.9% higher sales volume. Adjusted EPS was $1.28 vs $1.30 consensus, and free cash flow margin fell to 4.2% from 13.1%. Guidance was reaffirmed, not raised.
6 min readBlue Bird (NASDAQ:BLBD) reported Q2 CY2026 revenue of $517.2 million, up 29.9% year over year and 3.8% above Wall Street estimates, according to the company. Non-GAAP adjusted EPS was $1.28, up from $1.19 but 1.6% below consensus. The company guided full-year revenue to about $1.75 billion and expected EPS growth to $5.28.
4 min readBlue Bird Corp (BLBD) filed an SEC Form 8-K — Results of Operations and Financial Condition. BLUE BIRD REPORTS FISCAL 2026 THIRD QUARTER RESULTS Net Sales of $517M and GAAP Net Income of $185M Adj. EBITDA of $71M with 14% Margin and 3,525 Buses Sold FY2026 Adj. EBITDA Guidance Raised MACON, Ga. (August 5, 2026) – Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the le
6 min readBlue Bird Corp (BLBD) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Blue Bird Enters Definitive Agreement with Ford to Expand Commercial Stripped Chassis Operations Starting in 2028, the next generation of the F-53/F-59 chassis will be designed and commercialized by Blue Bird with Ford powertrains MACON, GEORGIA – August 5, 2026 – Blue Bird Corpo
6 min readBlue Bird (NASDAQ: BLBD) is set to report Q2 earnings Wednesday after market hours. The company previously reported $352.6 million revenue, down 1.7% YoY, and beat analysts on EBITDA and EPS. For this quarter, analysts expect revenue growth of 25.2% YoY. The article cites an average analyst price target of $84.50 versus $75.35.
3 min readBlue Bird (BLBD) shares rose about 4% to $81.53 after Barclays raised its price target to $85 from $75 and kept an Overweight rating. Barclays cited updated machinery and construction forecasts, production trends, new awards, pricing, and acquisitions, plus Blue Bird’s cash generation and balance sheet. The stock hit an all-time high; analysts noted revenue declines and capacity limits.
4 min readBlue Bird Corporation (NASDAQ:BLBD) saw its shares surge 18.1% in after-hours trading after reporting second-quarter results that exceeded analyst expectations. The company posted adjusted earnings per share of $1.00 and revenue of $352.6 million, both beating consensus estimates. Blue Bird also raised its fiscal 2026 revenue guidance to approximately $1.75 billion and adjusted EBITDA guidance to $245 million, driven by strong first-half performance and a recent acquisition.
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