Blue Bird's latest 11% drop makes it a bargain, in my opinion, given that the termination of the pension plan has zero impact on its cash balance and adjusted EBITDA. Blue Bird's Q2 results highlighted its operational excellence as its margins expanded YoY despite selling fewer units and diesel buses representing a majority of its sales mix. The TAM expansion brought by fully acquiring Micro Bird could help Blue Bird maintain its growth trajectory in case school bus replacement activity slows down in the early 2030s.

On May 19, 2026, Blue Bird Corp (BLBD) shares fell 11.1% to a current price of $64.68. This decline comes amid a 52-week trading range of $37.68 to $81.51, high

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Blue Bird acquired the remaining 50% of Micro Bird for $201.8M, implying 10.7x FY2026 forecast EBITDA, which is below the 12.3x sector median. The FY2026 EBITDA guidance raise of 8.9% is largely inorganic, while the organic raise is only 2.2%. Management has beaten guidance for 14 consecutive quarters, supporting credibility of midterm EBITDA targets.

Blue Bird Corporation (BLBD) Q2 2026 Earnings Call Transcript

MACON, Ga.--(BUSINESS WIRE)--Blue Bird Corporation (“Blue Bird”) (Nasdaq: BLBD), the leader in electric and low-emission school buses, announced today its fiscal 2026 second quarter financial results. Highlights (in millions except Unit Sales and EPS data) Three Months Ended March 28, 2026   B/(W) Prior Year   Six Months Ended March 28, 2026   B/(W) Prior Year Unit Sales   2,148     (147 )     4,283     (142 ) GAAP Measures:               Revenue $ 352.6   $ (6.2 )   $ 685.7   $ 13.0   Net Inco.

District begins transition to electric buses with charging infrastructure in partnership with Highland Electric Fleets BAKERSFIELD, Calif., May 6, 2026 /PRNewswire/ -- Rio Bravo-Greeley Union School District will break ground on a new electric school bus initiative, marking an early step in a transition to electric student transportation supported by on-site charging infrastructure.

Blue Bird (BLBD) closed the most recent trading day at $63.2, moving 1.42% from the previous trading session.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Blue Bird (BLBD) closed the most recent trading day at $62.93, moving 2.37% from the previous trading session.