What To Look For From BLBD

School bus company Blue Bird (NASDAQ:BLBD) will be reporting earnings this Monday after the bell. Here’s what to look for.

Blue Bird beat analysts’ revenue expectations by 5.5% last quarter, reporting revenues of $398 million, up 19.4% year on year. It was an exceptional quarter for the company, with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ adjusted operating income estimates.

Is Blue Bird a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Blue Bird’s revenue to grow 8.5% year on year to $380 million, slowing from the 15.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.02 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Blue Bird has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 4.8% on average.

Looking at Blue Bird’s peers in the heavy transportation equipment segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Cummins’s revenues decreased 1.6% year on year, beating analysts’ expectations by 5%, and Douglas Dynamics reported revenues up 25.3%, falling short of estimates by 0.7%. Cummins traded up 7.8% following the results while Douglas Dynamics’s stock price was unchanged.

Read our full analysis of Cummins’s results here and Douglas Dynamics’s results here.

Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the heavy transportation equipment stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 7.3% on average over the last month. Blue Bird is down 4.7% during the same time and is heading into earnings with an average analyst price target of $62.38 (compared to the current share price of $53.68).

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