Blue Bird (BLBD) to Release Earnings on Wednesday

Blue Bird (NASDAQ:BLBD) will likely be announcing its Q1 2026 results after the market closes on Wednesday, February 4th. Analysts expect Blue Bird to post earnings of $0.80 per share and revenue of $325.7380 million for the quarter. Individuals are encouraged to explore the company’s upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 4:30 PM ET.

Blue Bird (NASDAQ:BLBD) last issued its quarterly earnings results on Monday, November 24th. The company reported $1.32 EPS for the quarter, topping the consensus estimate of $0.97 by $0.35. The company had revenue of $409.37 million for the quarter, compared to the consensus estimate of $380.37 million. Blue Bird had a return on equity of 62.87% and a net margin of 8.63%.The company’s revenue for the quarter was up 16.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.77 EPS. On average, analysts expect Blue Bird to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Blue Bird Stock Up 1.3%

Shares of BLBD stock opened at $50.61 on Wednesday. The stock has a market cap of $1.60 billion, a P/E ratio of 13.04, a price-to-earnings-growth ratio of 2.37 and a beta of 1.43. The stock has a fifty day moving average price of $50.25 and a 200 day moving average price of $52.20. Blue Bird has a one year low of $30.04 and a one year high of $61.95. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.74 and a quick ratio of 1.15.

Insider Buying and Selling at Blue Bird

In other Blue Bird news, Director Phil Horlock sold 15,381 shares of Blue Bird stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $50.42, for a total transaction of $775,510.02. Following the completion of the sale, the director owned 225,385 shares of the company’s stock, valued at $11,363,911.70. The trade was a 6.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Razvan Radulescu sold 7,984 shares of the business’s stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $50.39, for a total value of $402,313.76. Following the completion of the sale, the chief financial officer directly owned 49,087 shares of the company’s stock, valued at approximately $2,473,493.93. This trade represents a 13.99% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Blue Bird by 10,028.6% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 709 shares of the company’s stock valued at $41,000 after buying an additional 702 shares during the period. Larson Financial Group LLC raised its stake in Blue Bird by 1,742.3% during the 3rd quarter. Larson Financial Group LLC now owns 1,308 shares of the company’s stock valued at $75,000 after purchasing an additional 1,237 shares during the period. NewEdge Advisors LLC grew its stake in Blue Bird by 30.9% during the first quarter. NewEdge Advisors LLC now owns 2,885 shares of the company’s stock valued at $93,000 after acquiring an additional 681 shares in the last quarter. Jones Financial Companies Lllp grew its position in shares of Blue Bird by 2,090.5% during the first quarter. Jones Financial Companies Lllp now owns 3,461 shares of the company’s stock valued at $112,000 after purchasing an additional 3,303 shares in the last quarter. Finally, Tower Research Capital LLC TRC grew its holdings in Blue Bird by 131.0% during the 2nd quarter. Tower Research Capital LLC TRC now owns 4,077 shares of the company’s stock valued at $176,000 after buying an additional 2,312 shares in the last quarter. 93.59% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently weighed in on BLBD shares. Needham & Company LLC reiterated a “buy” rating and issued a $70.00 price target on shares of Blue Bird in a research report on Tuesday, November 25th. Zacks Research downgraded Blue Bird from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, October 7th. DA Davidson raised their price target on Blue Bird from $70.00 to $76.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. Bank of America lifted their target price on Blue Bird from $60.00 to $62.00 and gave the stock a “buy” rating in a report on Tuesday, November 25th. Finally, UBS Group reissued a “buy” rating on shares of Blue Bird in a report on Monday, November 3rd. Six analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $64.60.

Blue Bird Company Profile

Blue Bird Corporation (NASDAQ: BLBD) is a leading manufacturer of buses and mass transportation vehicles headquartered in Fort Valley, Georgia. The company’s core business encompasses the design, engineering, and production of school buses and activity buses, with a product lineup that includes conventional (Type C) models, transit-style (Type D) models and specialty configurations for special-needs and activity transport. In recent years, Blue Bird has expanded its offerings to include zero-emission electric school buses, reflecting its commitment to advanced propulsion technologies and environmental sustainability.

Established in 1927, Blue Bird has built a legacy of safety and reliability in student transportation.