Blue Bird (BLBD) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.28
- Estimate
- $1.30
- Surprise
- -1.6%
- Revenue (period 2026-06-27)
- $517.2M
- Score at report (before → after)
- 5.4 → 5.5/10
Revenue source: xbrl.
How the report landed
Blue Bird (BLBD) missed the $1.30 estimate with diluted EPS of $1.28 — a modest 1.6% shortfall. TrendMatrix's engine moved from Buy (Wait) (5.4/10) to Sell at 5.5/10 after the report — the engine's score rose despite the miss.
Where TrendMatrix's rating stands now
TrendMatrix currently rates BLBD Hold at 6.9/10.
3 of the last 4 quarters beat the estimate; this quarter's -1.6% surprise compares with a +16.8% four-quarter average. Next scheduled report: 2026-11-25.
What supports the rating
- Strong earnings beat streak (3/4)
- Attractive valuation
What argues against it
- Concentration risk — Supplier: single-source suppliers for critical bus components
- Concentration risk — Supplier: Ford Component Sales exclusive engine supplier
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $62.41
- Price target
- $77.54
- Stop
- $58.17
- Upside to target
- +24.2%
- Reward-to-risk
- 3.0:1
Forward estimates sit below the trailing run-rate (12.9× forward vs 7.3× trailing) — consensus expects earnings to decline from here.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
BLBD at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Farm & Heavy Construction Machinery
- Market cap
- $1.96B
- P/E (fwd)
- 12.9
- P/E (ttm)
- 7.3
- 52-week range
- $46.14–$83.39
- Off 52-week high
- 25.2%
- RSI (14)
- 63
- Volume vs avg
- 0.61×
- Score today
- 6.9/10