Blue Bird Isn't As Defensive As It Looks - But At $10, It's Close Enough [Seeking Alpha]
Blue Bird Corporation (BLBD)
Last blue bird corporation earnings: 2/12 04:00 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
SummaryBLBD stock has dropped 57% since early January despite what seems like a relatively defensive business.School bus demand, however, is tied to property tax revenue, and fixed costs do suggest near-term pressure on earnings.Even in that context, however, the decline has gone too far, and investors are looking past mid-term tailwinds.BLBD has found a bottom in recent sessions and should have a nice bounce - at some point.This article was highlighted for PRO subscribers, 's service for professional investors. Find out how you can get the best content on hereAmid the COVID-19 crisis, Blue Bird (To be sure, school shutdowns might have a modest effect on bus sales and parts revenue, and there is leverage on the balance sheet. Neither effect seems to justify such a steep decline.Parts gross profit was less than 18% of the total in fiscal 2019 (ending September), and should hold up. Unit sales are likely delayed, not lost. Meanwhile, in the two months since earnings, BLBD's EV/EBITDA mu
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BLBD
News
- Why Analysts See Blue Bird's Story Evolving Amid Margin Gains And Higher Targets [Yahoo! Finance]Yahoo! Finance
- Has Blue Bird's 2025 Surge Already Priced In Its Electric School Bus Growth Story? [Yahoo! Finance]Yahoo! Finance
- The 5 Most Interesting Analyst Questions From Blue Bird's Q3 Earnings Call [Yahoo! Finance]Yahoo! Finance
- Blue Bird: Don't Let The Conservative Guidance Fool You, The Profitable Growth Bus Is Rolling [Seeking Alpha]Seeking Alpha
- Heavy Transportation Equipment Stocks Q3 Highlights: Blue Bird (NASDAQ:BLBD) [Yahoo! Finance]Yahoo! Finance
BLBD
Earnings
- 11/24/25 - Beat
BLBD
Sec Filings
- 12/5/25 - Form 4
- 12/4/25 - Form 4
- 12/4/25 - Form 4
- BLBD's page on the SEC website