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 held its annual meeting of stockholders, where shareholders approved an amended and restated 2015 Omnibus Equity Incentive Plan and several governance proposals. The plan increases the common shares reserved for awards from 5,200,000 to 6,100,000 and extends its term to November 21, 2035, while also raising the cap on full-value awards from 2,500,000 to 3,400,000. Shareholders elected two Class III directors to terms ending at the 2029 meeting, approved officer liability limitations under Delaware law, endorsed executive pay on an advisory basis, chose an annual say‑on‑pay vote, and ratified BDO USA, P.C. as auditor for fiscal 2026. Turnout was high, with 28,252,219 of 31,617,002 eligible shares, or 89.35%, represented.
Blue Bird Corp Chief Operating Officer Jeffrey Scott Sanfrey exercised stock options and sold shares. On March 4, 2026, he converted 5,192 options into 5,192 common shares at $12.35 per share, then sold 5,192 shares at a weighted average price of $58.54, leaving 39,011 shares directly owned.
Blue Bird Corp Chief Financial Officer Razvan Radulescu reported an open-market sale of common stock. On February 19, 2026, he sold 3,925 shares of Blue Bird common stock at an average price of $60.98 per share. After this transaction, he directly owned 42,255 shares of common stock.
BLBD submitted a Form 144 notice for 3,925 shares of Common Stock to be sold in connection with RSU vesting on 12/12/2025. The broker listed is Muriel Siebert & Co., Inc. The excerpt also shows prior sales by Razvan Radulescu of 7,984 and 7,006 shares on 12/10/2025 and 12/17/2025.
Blue Bird Corporation has signed a definitive agreement to acquire Girardin Group’s 50% stake in the Micro Bird joint venture, giving it full ownership for approximately $200 million, with 30% paid in cash and 70% in stock and exchangeable shares. Blue Bird will also buy Micro Bird’s Plattsburgh, New York manufacturing facility and related real estate for about $16.5 million, consolidating North American production and supporting Buy America–compliant shuttle buses.
The company expects the deal to be immediately accretive, with estimated diluted EPS increasing by 8.2% in 2026 and 9.2% in 2027. Pro forma, Blue Bird targets around $1.9 billion of revenue and $250 million of Adjusted EBITDA in fiscal 2026, and a long‑term path toward $2.5 billion of revenue and 15%+ Adjusted EBITDA margins.
Blue Bird Corporation received a Schedule 13G reporting that American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research together beneficially own 1,792,771 shares of Blue Bird common stock, representing 5.6% of the class as of December 31, 2025.
The reporting persons have sole voting power over 1,760,645 shares and sole dispositive power over 1,792,771 shares, with no shared voting or dispositive power. They state the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Blue Bird.
FMR LLC has filed an amended ownership report showing a sizeable passive stake in Blue Bird Corp. FMR and related reporting person Abigail P. Johnson beneficially own about 3,024,084.74 shares of Blue Bird common stock, representing 9.5% of the outstanding shares as of 12/31/2025.
The filing states FMR has sole voting power over 3,021,679 shares and sole dispositive power over 3,024,084.74 shares. Within this total, Fidelity Small Cap Value Fund holds 1,643,225 shares, or 5.2% of Blue Bird’s common stock. The stake is reported as held in the ordinary course of business, without an intent to change or influence control.
Blue Bird Corporation reported higher results for its first quarter of fiscal 2026. Net sales rose to $333.1 million from $313.9 million, driven mainly by higher pricing and a favorable mix in its Bus segment. Net income increased to $30.8 million, with diluted earnings per share of $0.94 versus $0.86 a year earlier.
Gross profit improved to $71.2 million as pricing actions more than offset inflation, tariffs and supply chain cost pressures, lifting gross margin from 19.2% to 21.4%. Adjusted EBITDA grew to $50.1 million, or 15.0% of sales. Parts revenue dipped slightly as mix effects outweighed price increases.
The company ended the quarter with $241.7 million of cash and no borrowings on its $150 million revolving credit facility, while $90.0 million remained outstanding on its term loans. Backlog reached about 3,370 buses, including over 850 electric units, supported by strong industry fundamentals. Blue Bird repurchased 290,748 shares for $15.0 million, fully utilizing its initial $60 million authorization and leaving $95.6 million available under a second program.
Blue Bird Corporation furnished information about its results of operations and financial condition and attached a press release as an exhibit. The company also announced it will host a live webcast to discuss its fiscal 2026 first quarter financial results on February 4, 2026, at approximately 4:30 p.m. Eastern Time. The event will feature the Chief Executive Officer, Chief Financial Officer, and other leaders, and will be accessible and replayable through the investor relations section of Blue Bird’s website.