$BLBD

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%.

Blue 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.

Blue 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.

Blue Bird Corp (BLBD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2026q3resultsreleaseex991.htm EX-99.1 Document 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 Corp (BLBD) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-2.1 2 ex21-detroitchassisllcxass.htm EX-2.1 Document Execution Version Certain identified information has been excluded from this exhibit because it is both not material and is the type that the registrant treats as private or confidential. Omitted information is indicated by

Blue 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.

Blue 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.

Blue 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.

Neumeier Poma Investment Counsel LLC has increased its stake in Blue Bird Corporation (NASDAQ:BLBD) by 8.0% in the third quarter, now owning 483,310 shares valued at $27.81 million. Other institutional investors have also adjusted their positions in the company. Analysts have largely maintained "buy" or "strong-buy" ratings for Blue Bird, with an average price target of $67.20.