Blue Bird (BLBD) to Release Earnings on Wednesday

Blue Bird (NASDAQ:BLBD) is projected to issue its Q1 2026 results after the market closes on Wednesday, February 4th. Analysts expect the company to announce earnings of $0.80 per share and revenue of $325.7380 million for the quarter. Interested persons can check the company’s upcoming Q1 2026 earning summary 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 earnings per share for the quarter, beating analysts’ consensus estimates of $0.97 by $0.35. Blue Bird had a net margin of 8.63% and a return on equity of 62.87%. The business had revenue of $409.37 million during the quarter, compared to analyst estimates of $380.37 million. During the same quarter last year, the business posted $0.77 earnings per share. Blue Bird’s revenue for the quarter was up 16.9% compared to the same quarter last year. 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 1.4%

NASDAQ:BLBD opened at $50.31 on Monday. The company has a market cap of $1.59 billion, a price-to-earnings ratio of 12.97, a P/E/G ratio of 2.39 and a beta of 1.45. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.15 and a current ratio of 1.74. The stock’s fifty day moving average price is $50.14 and its two-hundred day moving average price is $52.34. Blue Bird has a 52-week low of $30.04 and a 52-week high of $61.95.

Insider Activity

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

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Danske Bank A S bought a new stake in shares of Blue Bird in the third quarter worth about $822,000. Caitong International Asset Management Co. Ltd increased its stake in 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 worth $41,000 after purchasing an additional 702 shares in the last quarter. Caxton Associates LLP acquired a new stake in Blue Bird during the 3rd quarter worth approximately $1,757,000. Triumph Capital Management bought a new position in Blue Bird in the third quarter valued at approximately $460,000. Finally, PDT Partners LLC lifted its stake in Blue Bird by 6.5% in the third quarter. PDT Partners LLC now owns 113,567 shares of the company’s stock valued at $6,536,000 after buying an additional 6,946 shares in the last quarter. 93.59% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

BLBD has been the topic of several recent research reports. Bank of America raised their price target on Blue Bird from $60.00 to $62.00 and gave the company a “buy” rating in a report on Tuesday, November 25th. DA Davidson upped their target price on shares of Blue Bird from $70.00 to $76.00 and gave the company a “buy” rating in a research report on Tuesday, November 25th. BTIG Research reaffirmed a “buy” rating and issued a $65.00 target price on shares of Blue Bird in a research note on Tuesday, November 25th. Needham & Company LLC reissued a “buy” rating and set a $70.00 price target on shares of Blue Bird in a research note on Tuesday, November 25th. Finally, UBS Group restated a “buy” rating on shares of Blue Bird in a report on Monday, November 3rd. Six research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, Blue Bird presently has a consensus rating of “Moderate Buy” and an average target price of $64.60.

About Blue Bird

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.