BLBD Earnings

BLBD reported its earnings on 2026-02-04, showcasing a revenue of 333.08M against an estimate of 350.00M, resulting in a -4.83% surprise. The EPS was 0.94, surpassing the expected 0.77 by 22.08% . The stock experienced a 11.77% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following BLBD's earnings announcement on 2026-02-04, the stock price moved by 11.77% on the day of the release. Over the subsequent five days, it saw a % change. Historically, BLBD's stock price tends to shift by an average of -3.29% in the 10 days leading up to earnings and +10.13% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate BLBD’s annual revenue to reach 363.06M, while the EPS is projected at 0.92. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.58% and EPS estimates Revise Upward by 1.01% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between BLBD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2026 were Revise Upward by 0.58%, while EPS estimates moved Revise Upward by 1.01% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, BLBD's stock price typically moves by -3.29% in the 10 days before its earnings and +10.13% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 0.92 and revenue of 363.06M.

The company demonstrated strong financial performance with increased revenue per unit, higher gross margins, and improved liquidity. The positive outlook for the EV market, supported by strong orders and funding, further enhances sentiment. Although EV sales were slightly down, the backlog remains robust. The Q&A highlighted sustainable efficiency improvements and a strategic capital allocation plan, including a share buyback program. Despite some uncertainties regarding pricing and tariffs, overall sentiment is positive, suggesting a potential stock price increase of 2% to 8% over the next two weeks.