Heavy Transportation Equipment Stocks Hold Steady After Q1; Blue Bird, CVG Lead Peer Gains

Heavy transportation equipment stocks tracked in a 12-company peer group rose 2.4% on average after first-quarter earnings, with revenue and next-quarter guidance broadly in line with analyst estimates as of May 14, 2026. Blue Bird (NASDAQ:BLBD) reported revenue of $352.6 million, down 1.7% from a year earlier but 6.5% above estimates, alongside an EBITDA beat. Its shares rose 9.6% since reporting to $71.28. Commercial Vehicle Group (NASDAQ:CVGI) posted revenue of $171.5 million, up 1% and 7.2% above estimates, with EPS and EBITDA also ahead; its stock gained 24.6% to $5.26. Douglas Dynamics (NYSE:PLOW) revenue rose 19.8% to $137.8 million, beating estimates by 3.4%, and shares gained 2.7% to $45.77. Greenbrier (NYSE:GBX) missed revenue estimates by 11.5% with sales down 22.9% to $587.5 million, though shares rose 5.3%. PACCAR (NASDAQ:PCAR) revenue fell 8.9% to $6.78 billion, missing estimates by 0.9%, and shares declined 11.2%.