Can BLBD sustain its earnings growth into Q2 2025?

**Blue Bird (BLBD) is poised to sustain its earnings growth into Q2 2025**, based on several key indicators:

1. **Positive Earnings Projection**: The estimated EPS for BLBD in Q2 2025 is $0.95, representing a 7.87% increase compared to the same quarter of the previous year. Concurrently, the projected revenue is $390 million, indicating a 12.74% increase year-over-year. These figures suggest a strong financial outlook for the company.

2. **Recent Performance and Market Outperformance**: BLBD's stock has outperformed the market, with a recent gain of 1.6% compared to the S&P 500's daily loss. This market outperformance often reflects underlying financial strength and investor confidence in the company's future prospects.
3. **Strategic Collaborations**: Blue Bird's extended collaboration with Ford and ROUSH CleanTech until 2030 is a positive signal for sustained growth. This partnership is likely to bolster BLBD's position in the clean school bus market, which is expected to grow due to stricter emission standards.
4. **Analyst Confidence**: The Zacks Rank, which considers estimate revisions and near-term business trends, has assigned BLBD a #2 (Buy) rating. This indicates that analysts are optimistic about the company's future performance.
5. **Resilience Amid Policy Uncertainty**: Despite facing policy challenges, BLBD has demonstrated resilience, with a significant portion of its backlog consisting of orders that are not directly affected by the policy changes. Additionally, the company's strategic responses to regulatory challenges suggest a positive outlook.

In conclusion, the combination of positive earnings projections, recent market outperformance, strategic collaborations, analyst confidence, and resilience against policy uncertainties supports the notion that BLBD can sustain its earnings growth into Q2 2025.