Why Analyst Confidence in Blue Bird (BLBD) Is Rising Ahead of Key Earnings Reveal

• Blue Bird is preparing to announce its quarterly earnings on November 24, 2025, with analysts expecting earnings per share of $1.00 and the company leading its sector in revenue growth and gross profit.
• An interesting insight is that Blue Bird's top industry position and rising analyst confidence may reflect strong expectations for its financial performance and long-term growth prospects.
• We'll explore how the upcoming earnings announcement and solid analyst sentiment could influence Blue Bird's investment case and sector standing.

Find companies with promising cash flow potential yet trading below their fair value.

Blue Bird Investment Narrative Recap

Shareholders in Blue Bird must believe in the company's ability to sustain industry-leading revenue growth and profitability, largely driven by ongoing demand for clean school buses and consistent government incentives. The upcoming earnings announcement on November 24, 2025 is set to be the main short-term catalyst, with market attention focused on whether results meet or exceed analyst expectations, though the latest 2.29% share price drop does not materially shift the primary risk: sensitivity to changing policy or funding support for alternative-fuel vehicles.

Of the recent company developments, Blue Bird’s continued delivery of electric and alternative-fuel buses, such as the landmark sale to Guilford County Schools in October, directly highlights the importance of advancing clean transportation solutions. This directly connects to the current earnings catalyst, since robust EV and propane bus sales can reinforce the company’s sector leadership and revenue outlook.

However, it's important to remember that despite strong results, potential reductions or delays in government incentive programs could suddenly impact...

Read the full narrative on Blue Bird (it's free!)

Blue Bird's outlook projects $1.6 billion in revenue and $152.3 million in earnings by 2028. This is based on a 4.0% yearly revenue growth rate and a $36.4 million increase in earnings from the current $115.9 million.

Uncover how Blue Bird's forecasts yield a $62.38 fair value, a 16% upside to its current price.

Exploring Other Perspectives

Three perspectives from the Simply Wall St Community value Blue Bird between US$62.38 and US$92.99 per share. Yet as strong as these views are, broad support for government incentives remains crucial to Blue Bird’s future earnings.

Explore 3 other fair value estimates on Blue Bird - why the stock might be worth just $62.38!

Build Your Own Blue Bird Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Blue Bird research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Blue Bird research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Blue Bird's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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