Blue Bird Corporation (BLBD) Stock Rises on Q2 2025 Earnings

Blue Bird Corporation (BLBD) reported results for Q2 2025, posting revenue slightly above expectations while delivering stronger profitability and earnings per share.

Revenue: $333.1 million, down 3.7% year-over-year but slightly above the $332.2 million estimate.

Gross profit: $71.2 million, up 11.9% year-over-year.

Operating profit: $37.7 million, up 4.5% year-over-year.

Net income attributable to common shareholders: $30.8 million, up 18.2% year-over-year.

Diluted earnings per share: $0.94, beating the estimate of $0.83.

Cost and margin dynamics reinforced the earnings strength.

Cost of sales declined to $261.9 million, down 7.2% year-over-year.

Improved gross profit supported higher operating and net income despite the revenue decline.

Balance sheet and cash flow highlights:

Cash from operating activities: $36.6 million, down 33.0% year-over-year.

Capital expenditures: $5.5 million, up about 99.5% year-over-year.

Cash and cash equivalents: $241.7 million, up 159.7% year-over-year.

Total liabilities: $371.0 million, up 5.8% year-over-year.

The market reacted positively, with the stock trading up 8.17% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Blue Bird Corporation Insider Trading Activity

Blue Bird Corporation insiders have traded $BLBD stock on the open market 15 times in the past 6 months. Of those trades, 1 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $BLBD stock by insiders over the last 6 months:

PHIL HORLOCK has made 0 purchases and 8 sales selling 130,065 shares for an estimated $7,455,731.
RAZVAN RADULESCU (Chief Financial Officer) has made 0 purchases and 5 sales selling 32,399 shares for an estimated $1,722,960.
TED SCARTZ (SVP General Counsel) sold 8,877 shares for an estimated $490,187
DANIEL MARK THAU purchased 400 shares for an estimated $20,420

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Blue Bird Corporation Hedge Fund Activity

We have seen 137 institutional investors add shares of Blue Bird Corporation stock to their portfolio, and 119 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

AMERICAN CENTURY COMPANIES INC removed 932,421 shares (-41.1%) from their portfolio in Q3 2025, for an estimated $53,660,828
FMR LLC removed 847,580 shares (-17.9%) from their portfolio in Q3 2025, for an estimated $48,778,229
JPMORGAN CHASE & CO added 601,690 shares (+185.6%) to their portfolio in Q3 2025, for an estimated $34,627,259
WESTWOOD HOLDINGS GROUP INC removed 575,203 shares (-25.7%) from their portfolio in Q3 2025, for an estimated $33,102,932
MILLENNIUM MANAGEMENT LLC removed 379,887 shares (-65.7%) from their portfolio in Q3 2025, for an estimated $21,862,496
EMPOWERED FUNDS, LLC added 367,480 shares (+inf%) to their portfolio in Q3 2025, for an estimated $21,148,474
D. E. SHAW & CO., INC. added 359,735 shares (+213.7%) to their portfolio in Q3 2025, for an estimated $20,702,749

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Blue Bird Corporation Government Contracts

We have seen $23,060,868 of award payments to $BLBD over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

44 ADULT, TYPE D REAR ENGINE, WORK BUS: $252,700
44 ADULT, TYPE D REAR ENGINE, WORK BUS: $244,316
44 ADULT, TYPE D REAR ENGINE, WORK BUS: $244,316
44 ADULT, TYPE D REAR ENGINE, WORK BUS: $244,316
44 ADULT, TYPE D REAR ENGINE, WORK BUS: $237,276

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Blue Bird Corporation Analyst Ratings

Wall Street analysts have issued reports on $BLBD in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

DA Davidson issued a "Buy" rating on 11/25/2025
Needham issued a "Buy" rating on 11/25/2025
BTIG issued a "Buy" rating on 11/25/2025
B of A Securities issued a "Buy" rating on 11/25/2025

To track analyst ratings and price targets for Blue Bird Corporation, check out Quiver Quantitative's $BLBD forecast page.

Blue Bird Corporation Price Targets

Multiple analysts have issued price targets for $BLBD recently. We have seen 4 analysts offer price targets for $BLBD in the last 6 months, with a median target of $67.5.

Here are some recent targets:

Michael Shlisky from DA Davidson set a target price of $76.0 on 11/25/2025
Chris Pierce from Needham set a target price of $70.0 on 11/25/2025
Gregory Lewis from BTIG set a target price of $65.0 on 11/25/2025
Sherif El-Sabbahy from B of A Securities set a target price of $62.0 on 11/25/2025