Blue Bird Corporation: Strong Pricing And Backlog Set To Fuel Growth Further
BLBDBlue Bird(BLBD) Seeking Alpha·2024-09-15 11:48

1 = grbender The Thesis After a strong 2023 drive by strong demand environment for the Blue Bird Corporation (NYSE:BLBD) product, the first three quarters of 2024 has seen strong doubledigit topline growth. In my view, the company's revenue should benefit from strong growth in EVs and higher pricing in the near term. While the longer-term demand should be driven by the federal funding of approximately $5 billion in the coming years. The company's margin also looks good with strong pricing and continues focu ...