Forget Tesla And Rivian: America's Iconic School Bus Maker Smokes EV, Auto Giants With 117% Stock Surge
Forget Tesla And Rivian: America's Iconic School Bus Maker Smokes EV, Auto Giants With 117% Stock Surge
Electric vehicle stocks are not exactly having a great year, but one company that makes low-emission school buses has left auto sector heavyweights in the dust by more than doubling its valuation.
今年，電動車股票表現不佳，但一家生產低排放校車的公司卻讓汽車行業巨頭望塵莫及，市值已經翻了一倍多。
What Happened: Shares of Blue Bird Corp (NASDAQ:BLBD), which makes the iconic yellow American school buses used by generations of students since 1927, have skyrocketed nearly 117% this year, reaching a market capitalization of $1.85 billion, according to data from Benzinga Pro.
大數據公司Benzinga Pro的數據顯示，藍鳥公司（NASDAQ:BLBD）的股票今年已經飆升近117％，藍鳥公司生產標誌性的美國黃色校車已經被數代學生使用，市值已經達到18.5億美元。
This growth comes as the company capitalizes on the Biden administration's Clean School Bus Program, venturing into the electric bus segment.
這種增長是由於該公司利用了拜登政府的清潔校車項目，進軍電動巴士領域。
BLBD Vs. Big Players: Though dwarfed by car giants in terms of valuation, Blue Bird's gains are impressive. Tesla, Inc. (NASDAQ:TSLA), the only profitable EV maker among its peers, is down 28% this year due to thinning margins and slowing demand. Other EV startups like Rivian Automotive, Inc. (NASDAQ:RIVN) and Lucid Group, Inc. (NASDAQ:LCID) are hemorrhaging cash and have seen their stocks plummet about 44% and 33%, respectively.
藍鳥公司的收益雖然比汽車巨頭少得多，但它的增長令人印象深刻。特斯拉汽車公司（NASDAQ:TSLA）是其同行中唯一盈利的電動汽車製造商，由於利潤率和需求減緩，今年下跌了28％。其他電動汽車初創企業，如Rivian Automotive, Inc.（NASDAQ:RIVN）和Lucid Group, Inc.（NASDAQ:LCID），正瀕臨資金枯竭，它們的股票分別暴跌了44％和33％。
That means a $1,000 investment at the beginning of this year in Blue Bird would have fetched you about $2,200, while Tesla, Rivian, and Lucid would have shrunk that to $704, $542, and $686, respectively.
這意味着，在今年年初投資藍鳥公司1,000美元，就能獲得約2,200美元的回報，而同期投資特斯拉、Rivian和Lucid則會分別縮水爲704美元、542美元和686美元。
Even established automakers haven't fared well, with Ford Motor Co. (NYSE:F) and Stellantis NV (NYSE:STLA) failing to excite investors despite their broader offerings. General Motors Co. (NYSE:GM) stands as the sole exception, with a 27% gain this year.
即使是一些老牌汽車製造商的表現也不好，例如福特汽車公司（NYSE:F）和意大利斯特蘭蒂斯汽車公司（NYSE:STLA），即使它們提供更廣泛的產品線，也未能激起投資者的興趣。通用汽車公司（NYSE:GM）是唯一的例外，今年的收益爲27％。
Why It Matters: The Environmental Protection Agency's Clean School Bus Program aims to replace existing buses with zero-emission alternatives by 2026, offering $5 billion over five years. Blue Bird plays perfectly into this initiative, offering two electric options: the Vision Electric (77-passenger capacity) and the All-American RE Electric (84-passenger capacity). These buses charge overnight in 6-8 hours and travel up to 120 miles on a single charge.
環保署的清潔校車計劃旨在在2026年之前，用零排放的替代品替換現有的校車，並在五年內提供50億美元。藍鳥公司完美地契合了這一計劃，提供了兩個電動巴士方案：Vision Electric（77人座位）和All-American RE Electric（84人座位）。這些巴士夜間充電6-8個小時，單次充電續航里程可達120英里。
Blue Bird, which has an over 40% share in the school bus market as of May 2023, also sells propane, gas, and diesel-powered buses.
藍鳥公司在2023年5月份的校車市場擁有逾40％的市場份額，並銷售燃料爲丙烷、汽油和柴油的校車。
Sales And Financials: Blue Bird's second-quarter performance was strong, with 2,254 buses sold and revenue jumping 15% to $345.9 million, exceeding analyst expectations. Adjusted EBITDA reached $45.8 million.
藍鳥公司的第二季度業績強勁，售出2,254輛校車，營業收入達3.459億美元，超出了分析師的預期。經調整的息稅折舊及攤銷前利潤（EBITDA）達4580萬美元。
CEO Phil Horlock, in May, reported a robust order backlog exceeding 5,900 units, including nearly 500 electric buses with EV bookings rising 56% year-over-year in the quarter. This signifies a growing demand for electric school buses, with electric sales accounting for over 9% of the company's last quarter volume.
藍鳥公司CEO Phil Horlock 在5月份報告稱，其強勁的訂單未履行量超過5900個單位，其中包括近500輛電動校車，第三季度電動車預訂同比增長56％。這意味着對電動校車的需求正在增長，電動銷售佔公司上個季度銷售量的超過9％。
Blue Bird projects full-year net revenue of $1.275-$1.325 billion and adjusted EBITDA of $145-$165 million.
藍鳥公司預計全年淨營收爲12.75-13.25億美元，經調整的生息、稅前折舊與攤銷前利潤爲1.45-1.65億美元。
Price Action: Shares of Blue Bird closed down 1.23% at $57.16 on Thursday, according to data from Benzinga Pro.
據Benzinga Pro的數據，藍鳥公司的股票週四收盤時下跌了1.23％，收於57.16美元。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
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譯文內容由第三人軟體翻譯。