Blue Bird: Don't Miss The School Bus Before It Leaves
Blue Bird(BLBD) seekingalpha.com·2024-05-27 23:30
As a reminder, Blue Bird's bid to ramp up capacity has to be considered in relation to Blue Bird's first "collective bargain agreement with the United Steelworkers." As a result, Blue Bird cautioned the union contract's potential to "influence the fiscal '24 margin outlook." However, Blue Bird has demonstrated resilient pricing power, bolstering its revenue growth potential. Therefore, management has taken "proactive pricing actions taken" in view of possible margin compression in the second half of BLBD's ...