School bus company Blue Bird (NASDAQ: BLBD) will be reporting results this Wednesday after market hours. Here’s what investors should know.
Blue Bird beat analysts’ revenue expectations by 0.6% last quarter, reporting revenues of $358.9 million, up 3.7% year on year. It was a strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and full-year EBITDA guidance slightly topping analysts’ expectations.
Is Blue Bird a buy or sell going into earnings? Read our full analysis here, it’s free.
This quarter, analysts are expecting Blue Bird’s revenue to grow 13.2% year on year to $377.4 million, in line with the 13.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.98 per share.

The majority of analysts covering the company have 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 5.8% on average.
Looking at Blue Bird’s peers in the heavy transportation equipment segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Greenbrier delivered year-on-year revenue growth of 2.7%, beating analysts’ expectations by 7.3%, and Oshkosh reported a revenue decline of 4%, topping estimates by 0.7%. Greenbrier traded up 21.1% following the results while Oshkosh was also up 8.2%.
Read our full analysis of Greenbrier’s results here and Oshkosh’s results here.
Investors in the heavy transportation equipment segment have had steady hands going into earnings, with share prices up 1.4% on average over the last month. Blue Bird is down 2.7% during the same time and is heading into earnings with an average analyst price target of $51.57 (compared to the current share price of $43.75).
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