As a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better ...

Last year, I initiated my coverage on Blue Bird Corporation (NASDAQ: BLBD ) with a buy rating due to its market leadership in alternative fuel school buses, which positions it to be a major beneficiary from the EPA’s $5 billion Clean SchoolAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, al ...

An updated edition of the Aug 11, 2025 article.The auto industry is undergoing transformation, with electric vehicles (EVs) and autonomous vehicles (AVs) becoming mainstream and reshaping how people think about mobility. For years, Tesla (TSLA) dominated the EV conversation. Today, the field looks very different. Chinese rival BYD Co. Ltd (BYDDY) is challenging Tesla’s leadership, and traditional automakers are rapidly pivoting toward electrification. On top of that, pure-play EV startups are adding fresh c ...

行业核心观点 - 国内汽车行业正经历需求驱动因素转变 受政策、融资成本和定价压力影响 [1] - 电动汽车销售因税收抵免政策即将到期而短期强劲 但政策结束后需求可能大幅下降 [1][6] - 美联储降息对汽车贷款缓解作用有限 高融资成本压力将持续 [1][5] - 新车销售强劲与库存紧张、关税压力形成冲突 推高车辆价格 [1][4] - 行业Zacks排名第147位 处于所有250个行业中的后40% [7][8] - 行业2025年盈利预测在过去一年下调55% 反映分析师对增长潜力悲观 [8][9] 行业表现与估值 - 过去一年行业涨幅31% 超越同期汽车-轮胎-卡车板块的24%和标普500指数的18% [10] - 行业当前EV/EBITDA为45.27倍 高于标普500的18.34倍和板块的22.83倍 [13] - 过去五年行业估值区间为10.22-70.03倍 中位数为28.93倍 [13] 电动汽车细分市场 - 8月电动汽车销量创纪录达146,332辆 环比增长14.1% 同比增长17.7% [6] - 销量激增主要受9月底7,500美元税收抵免政策到期驱动 [6] - 政策推动的需求消退后 电动汽车销售预计将出现大幅回调 [6] 推荐公司：Blue Bird - 专注于低排放和零排放校车领域 拥有超过20,000辆丙烷、天然气和电动汽车在运营 [17] - 超过半数销售为非柴油车 通过能源服务合资公司扩展充电基础设施解决方案 [17] - 上季度交付创纪录271辆电动巴士 累计售出或待交付1,200辆电动汽车 [18] - 总订单积压约3,900辆 上调2025年调整后EBITDA指引至2.05-2.15亿美元 [18] - 2025财年销售预计同比增长8% 盈利预计改善17% [19] - 当前Zacks排名为第1级(强力买入) [19] 推荐公司：Xos - 生产中型和重型电动卡车及动力系统 主要客户包括UPS和FedEx [23] - 通过多元化供应商网络规避关税风险 充电解决方案获加州CORE激励计划批准 [23] - 上季度交付量创纪录135辆 同比增长50% 收入增长18.7%至1,840万美元 [24] - 运营亏损收窄至710万美元 为上市以来最低 第二次实现正自由现金流460万美元 [24] - 2026年销售预计同比增长25.5% 2025年盈利预计改善46% [25] - 当前Zacks排名为第2级(买入) [25]

值得注意的是，Blue Bird正将其产品组合向定价更高的替代动力巴士转型，这为收入和利润率提供了增 长动力。刘易斯指出，这表明该公司在未来几年具备极具吸引力的中期增长前景。 智通财经APP获悉，投行BTIG发布研报，表示仍对美国Blue Bird Corporation(BLBD.US)持看涨观点， 将其目标价上调至65美元。该行指出，鉴于北美校车平均车龄已接近11年，该公司所在市场预计将持续 处于车辆更新周期。 BTIG对Blue Bird的投资论点基于其市场领先地位——作为北美地区首选的纯正校车设计与制造商，该 公司掌控着约三分之一的市场份额。 分析师格雷戈里·刘易斯强调，"该企业凭借卓越品质建立了知名品牌，通过与经销商长达数十年的合作 伙伴关系，在全美范围内增强了客户销售渠道与产品服务能力，" 展望未来，刘易斯指出了Blue Bird即将面临的多项催化因素：高价替代动力巴士的产量提升、与主要学 区就低排放车型达成合约、根据首批客户订单开发中型商用车产品线，以及美国环保署(EPA)和州政府 即将公布的政府资助计划。 ...

BTIG updated on Tuesday that it still has a bullish view of Blue Bird Corporation (NASDAQ:BLBD). With the North American school bus average age around 11 years, Blue Bird's (NASDAQ:BLBD) market is expected to be in ...

PLATTSBURGH, N.Y.--(BUSINESS WIRE)--Micro Bird USA LLC, a leading manufacturer of school and commercial buses, celebrated the grand opening of its state-of-the-art manufacturing facility in Plattsburgh, New York. This milestone marks a major step in Micro Bird's long-term growth strategy and its commitment to provide the highest quality and safest buses to customers across North America. Following the acquisition of the site in December 2024 and a $38 million investment, Micro Bird's team worke. ...

核心观点 - 文章通过价值投资指标对比Blue Bird与特斯拉 认为Blue Bird在估值吸引力和盈利前景方面更具优势 [1][6] 估值指标对比 - Blue Bird远期市盈率为13.99倍 显著低于特斯拉的204.73倍 [5] - Blue Bird的PEG比率(1.53倍)远低于特斯拉(8.55倍) 显示其估值与盈利增长更匹配 [5] - Blue Bird市净率为8.04倍 低于特斯拉的14.03倍 [6] 投资评级表现 - Blue Bird获得Zacks1级(强力买入)评级 特斯拉仅获4级(卖出)评级 [3] - Blue Bird价值评级为B级 特斯拉价值评级为F级 [6] - Zacks评级系统重点关注盈利预测上调趋势 Blue Bird盈利前景改善程度更大 [3] 方法论框架 - 价值投资者采用传统指标评估公司是否被低估 包括市盈率 市销率 盈利率和每股现金流等 [4] - 最佳价值机会需同时具备强劲Zacks评级和优秀价值评分等级 [2]

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电动巴士行业 - 电动巴士制造商Blue Bird Corporation（NASDAQ: BLBD）近期表现良好，公司正大力进军电动巴士市场 [1] 投资服务内容 - 投资服务专注于石油和天然气行业，重点关注现金流及具备实际增长潜力的公司 [1] - 订阅服务提供包含50多只股票的投资组合模型、油气勘探开发公司的深度现金流分析以及行业实时讨论 [2]