Blue Bird Corp
No SEC Form 4 filings for $BLBD in the last 30 days.
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
Over the past 7 days, alphai's AI scored 4 news stories mentioning BLBD (Blue Bird Corp). Coverage has skewed bullish: 1 bullish, 3 neutral, and 0 bearish.
Recent BLBD coverage spans financial news, earnings and corporate actions.
Revenue beat with stable operating margin, but EPS miss and only in-line EBITDA guidance suggest a mixed near-term setup.
Raised FY2026 Adj. EBITDA guidance and disclosed a new Ford collaboration and Detroit Chassis asset purchase, supporting a higher profit outlook and EV growth narrative.
The 8-K signals a material transaction that can change Blue Bird’s balance sheet, operating footprint, and assumed liabilities, creating near-term execution and valuation risk.
This is an earnings preview, so the main tradable variable is the gap between reported results and the stated consensus expectations.
The upgrade is a near-term sentiment catalyst, but the article flags growth risks from revenue declines and production capacity limits.
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 (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. 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) –
6 min readBlue 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
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.
2 min readNeumeier 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.
3 min readPhil Horlock, a Director at Blue Bird Corp (BLBD), sold 15,381 shares of the company on December 12, 2025, reducing his total holdings to 225,385 shares. Over the past year, Horlock has sold 167,089 shares with no purchases, while the company has seen 3 insider buys and 15 insider sells. Blue Bird Corp is currently trading at $50.42, which is considered modestly overvalued compared to its GF Value of $40.56.
3 min readThe average brokerage recommendation (ABR) for Blue Bird (BLBD) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
3 min readImage source: The Motley Fool.Monday, Nov. 24, 2025 at 4:30 p.m. ETNeed a quote from a Motley Fool analyst? Email pr@fool.comContinue reading ...
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