Blue Bird Corporation, trading as NASDAQ:BLBD, is a prominent player in the automotive sector, particularly known for its production of school buses. The company is making significant strides in the electric vehicle market, aligning with the global shift towards clean energy. Blue Bird's main competitor in the sector is Tesla, a leader in electric vehicles.
On December 17, 2025, Radulescu Razvan, the CFO of Blue Bird, sold 7,006 shares at $51.58 each. This transaction left him with 46,180 shares. Such insider activity can be a point of interest for investors, as it may reflect the executive's perspective on the company's stock value.
Blue Bird is currently seen as a strong "Buy" with a Zacks Rank of #2, indicating a positive earnings outlook. This is in contrast to Tesla's Zacks Rank of #3, which suggests a more moderate outlook. The Zacks Rank system is a tool that helps investors identify companies with favorable earnings estimate revisions.
The company's financial health is underscored by its solid balance sheet and a $100 million buyback initiative. In 2025, Blue Bird delivered 901 electric buses, up from 704 the previous year. This growth is part of a broader strategy to increase annual deliveries to 12,000-13,500 buses by 2029-2030, with projected revenues of $1.8 billion to $2 billion.
Blue Bird's financial metrics further highlight its market position. With a P/E ratio of 12.86 and a price-to-sales ratio of 1.11, the market values its earnings and revenue favorably. The company's debt-to-equity ratio of 0.35 indicates a moderate level of debt, while a current ratio of 1.74 shows its capability to meet short-term liabilities.
