Despite impressive Q4 earnings, Blue Bird’s outperformance was overshadowed by conservative guidance, in my opinion. Blue Bird’s total and EV backlogs jumped 30% and 24%, respectively, FYTD compared ...
My bull thesis has played out as the EV turnaround story delivered 100%+ gains, but the market is now mispricing Blue Bird Corporation by focusing on the wrong catalyst. While investors remain fixated ...
Blue Bird beat analysts’ revenue expectations by 5.5% last quarter, reporting revenues of $398 million, up 19.4% year on year. It was an exceptional quarter for the company, with a solid beat of ...