Welcome to our dedicated page for Blue Bird SEC filings (Ticker: BLBD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Blue Bird Corporation (NASDAQ: BLBD) SEC filings, offering detailed insight into the company’s financial reporting, governance and material events. Blue Bird identifies itself in its filings as the leading independent designer and manufacturer of school buses, and investors can use these documents to understand how the business performs and evolves over time.
Key filings include annual reports on Form 10-K and quarterly reports on Form 10-Q, which present audited or reviewed financial statements, segment information for the Bus and Parts businesses, and discussions of factors affecting net sales, gross profit and net income. These reports also explain Blue Bird’s use of non-GAAP measures such as Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income, Adjusted Diluted Earnings per Share, Free Cash Flow and Adjusted Free Cash Flow, along with reconciliations to GAAP figures.
Investors can review current reports on Form 8-K for timely disclosures about significant events. Recent 8-K filings describe the authorization of a share repurchase program of up to $100 million, the termination and wind-down of the Clean Bus Solutions joint venture, leadership and executive officer changes, and the scheduling and results of earnings webcasts. These filings also incorporate press releases that detail quarterly and full-year financial results.
In addition, this page gives visibility into governance and compensation disclosures referenced in proxy materials, as well as any exhibits related to warrants, joint venture agreements or other contracts mentioned in Blue Bird’s reports. Insider transactions, such as those reported on Form 4, can be monitored separately to see trading activity by directors and officers.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy 10-K and 10-Q reports, explain complex non-GAAP adjustments, and surface notable items from 8-Ks. Real-time updates from EDGAR help users follow new filings as they are posted, while AI analysis can make Blue Bird’s regulatory disclosures more accessible to both professional and individual investors.
Blue Bird Corporation is asking stockholders to vote at its 2026 Annual Meeting on March 11, 2026 at its Macon, Georgia headquarters. The agenda includes electing two Class III directors, approving an amended and restated 2015 Omnibus Equity Incentive Plan that raises the share reserve to 6,100,000 shares of common stock and increases the cap on full value awards to 3,400,000 shares, and adopting a charter amendment to extend Delaware‑style liability protection to certain officers.
Stockholders will also cast advisory votes on executive compensation and on how often future say‑on‑pay votes should occur, with the Board backing annual votes. Ratification of BDO USA, P.C. as the independent auditor for fiscal 2026 is on the ballot. As of the January 15, 2026 record date, 31,617,002 common shares were outstanding, and major holders include FMR LLC, BlackRock, The Vanguard Group, and Westwood Management. The Board recommends voting in favor of all proposals.
Blue Bird Corporation has outlined the agenda for its 2026 Annual Meeting of Stockholders, set for March 11, 2026 at its Macon, Georgia headquarters. Holders of 31,617,002 shares of common stock as of January 15, 2026 may vote.
Stockholders will elect two Class III directors (Douglas Grimm and Dan Thau) to terms ending in 2029. They will also vote on an amended and restated 2015 Omnibus Equity Incentive Plan that increases the share reserve from 5,200,000 to 6,100,000 shares, with 3,400,000 shares available for full value awards such as RSUs.
The agenda includes a charter amendment to add Delaware-style officer exculpation, an advisory “say‑on‑pay” vote on executive compensation, an advisory vote on how often to hold future say‑on‑pay votes (the Board favors annually), and ratification of BDO USA, P.C. as independent auditor for fiscal 2026.
Blue Bird Corporation’s Chief Financial Officer reported an options exercise and share sale. On December 17, 2025, the officer exercised stock options to acquire a total of 7,006 shares of common stock at an exercise price of $12.35 per share, through two transactions of 3,503 shares each. That same day, 7,006 shares of common stock were sold at a weighted average price of $51.58 per share under a pre-arranged Rule 10b5-1 trading plan, with sale prices ranging from $51.55 to $51.64. After these transactions, the officer directly beneficially owned 46,180 shares of Blue Bird common stock.
Blue Bird Corp's Chief Operating Officer reported a routine tax-related share withholding. On December 12, 2025, 549 shares of common stock, par value $0.0001 per share, were disposed of at $50.36 per share under transaction code F. According to the explanation, these shares were withheld to satisfy payroll tax withholding obligations related to restricted stock units that vested on that date.
After this withholding transaction, the officer directly beneficially owns 39,011 shares of Blue Bird common stock.
Blue Bird Corp’s SVP General Counsel reported an insider equity transaction. On December 12, 2025, 626 shares of common stock were withheld at $50.36 per share to satisfy payroll tax withholding obligations tied to restricted stock units that vested on that date.
After this tax-related withholding, the officer directly beneficially owned 59,910 shares of Blue Bird common stock. The filing indicates this is a form filed by one reporting person in the capacity of an officer.
Blue Bird Corp reported an insider transaction by its Chief Financial Officer on Form 4. On December 12, 2025, 2,907 shares of common stock were used in a transaction coded “F” at a price of $ 50.36 per share.
The filing explains that these shares were withheld to satisfy payroll tax withholding obligations tied to restricted stock units that vested on that date. After this tax-related share withholding, the officer directly beneficially owns 46,180 shares of Blue Bird common stock.
Blue Bird Corp reported an insider stock sale by a director. On 12/12/2025, the director sold 7,040 shares of common stock at $50.5 per share and a further 8,341 shares at $50.35 per share.
After these transactions, the director directly beneficially owned 233,726 shares following the first sale and 225,385 shares following the second sale.
Blue Bird Corporation files its annual report describing a leading position in the North American school bus market and expanding alternative-fuel offerings. In fiscal 2025 it sold 9,409 Type C and D buses worldwide, with 7.0% of net sales from parts. Management estimates Blue Bird sold about 64% of all alternative powered U.S. and Canadian school buses from 2015–2025, including 5,275 propane, gasoline and electric buses in 2025 and 901 electric units, and has now delivered over 2,000 electric buses.
The company highlights government support such as the EPA’s $5 billion Clean School Bus Program and notes more than 1,400 combined orders tied to the first three CSBP rounds and the Clean Heavy Duty Vehicle Program. Blue Bird was selected for an approximate $80 million DOE grant to convert a former facility into a multi-powertrain bus plant, now under administrative review, while it increases its own planned investment. The report also details strong dealer relationships, key single-source suppliers, unionization of over 1,580 employees, and risks from supply chain disruptions, public health crises, military conflicts and municipal budget cycles.
Blue Bird Corporation filed a current report announcing plans to present its fiscal 2025 fourth quarter and full-year financial results via a live webcast on November 24, 2025. The webcast is scheduled to begin at approximately 4:30 p.m. Eastern Time and will feature remarks from Chief Executive Officer John Wyskiel, Chief Financial Officer Razvan Radulescu, and other company leaders.
The webcast can be accessed through the investor relations page of Blue Bird’s website and will be available for replay about three hours after it concludes. The replay will remain accessible for at least 12 months. Detailed financial results are provided separately in a press release attached as an exhibit.
Blue Bird Corp (BLBD) reported an initial statement of beneficial ownership for its Chief Operating Officer as of 10/22/2025. The officer beneficially owns 30,836 shares of common stock, which includes 13,500 RSUs that convert to one share each upon vesting.
RSU tranches vest on 12/12/2025 (843 and 844), in two equal installments on 12/06/2025 and 12/05/2026 (2,311 each), and in three equal installments on 12/02/2025, 12/01/2026, and 11/30/2027 (2,373 and 4,818), with certain tranches subject to downward adjustment tied to Management Incentive Performance bonus payouts. The filing also lists a stock option for 5,192 shares at $12.35, exercisable starting 12/12/2025 and expiring 12/12/2032.
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