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FMR LLC and Abigail P. Johnson report beneficial ownership of common stock of Blue Bird Corp. As of 06/30/2026, FMR LLC beneficially owned 3,017,352.69 shares of common stock, representing 9.5% of the class. FMR LLC had sole voting power over 3,015,209 shares and sole dispositive power over 3,017,352.69 shares, with no shared voting or dispositive power.
Abigail P. Johnson is reported with sole dispositive power over the same 3,017,352.69 shares and no voting power, reflecting her control position related to FMR LLC and its subsidiaries. One or more other persons have rights to receive dividends or sale proceeds from these shares, but no such person has an interest exceeding 5% of Blue Bird’s outstanding common stock. The report is filed as Amendment No. 6 to a Schedule 13G by a parent holding company and control person structure, with subsidiary details referenced in Exhibit 99.
Blue Bird Corporation reported sharply higher profitability for the quarter ended June 27, 2026, with net sales of 517,160 (in thousands of dollars) versus 398,011 a year earlier and net income of 185,255 (in thousands) compared with 36,455. Basic EPS rose to 5.41 from 1.16, helped by a 160.5 million non-taxable gain from remeasuring its prior 50% stake in Micro Bird after acquiring the remaining interest.
The April 1, 2026 Micro Bird transaction involved total consideration of 417,363 (in thousands), added 245,277 (in thousands) of goodwill, and expanded total assets to 1,166,520 (in thousands). Operating cash flow for the nine-month period was 115,377 (in thousands), with cash of 116,824 (in thousands) and no borrowings on the revolving credit facility at quarter-end.
Management reports a school bus backlog of about 3,570 Type C and D units and 1,290 Type A and commercial units, including almost 780 electric buses. A subsequent agreement to acquire assets of Detroit Chassis and a Master Collaboration Agreement with Ford target next-generation stripped chassis production beginning in 2028, with management describing a potential market of roughly 10,000 units and 600 million of annual revenue.
Blue Bird Corporation reported strong fiscal 2026 third-quarter results, with net sales of $517.2 million, up 29.9% from $398.0 million, and GAAP net income of $185.3 million versus $36.5 million. Diluted EPS rose to $5.27, while Adjusted EBITDA reached $71.4 million with a 13.8% margin and 3,525 buses sold. For the nine months ended June 27, 2026, net sales were $1,202.9 million, GAAP net income $245.3 million, and Adjusted EBITDA $172.3 million. Results include significant contributions from the Micro Bird acquisition and a $160.5 million gain from remeasuring the previously held equity interest, partially offset by a $19.6 million pension settlement loss.
The company delivered 355 electric buses in the quarter and ended with a firm order backlog of more than 770 EV buses. Management raised full-year 2026 guidance to approximately $1.75 billion in net revenue and $247 million Adjusted EBITDA, and outlined a long-term outlook targeting 2030+ Adjusted EBITDA of $500+ million on $3.3 billion in revenue. Blue Bird also announced a major collaboration with Ford Motor Company to design, manufacture and sell next-generation F53/59 stripped chassis and plans to purchase assets of Detroit Chassis LLC’s Detroit plant. Operating cash flow for the first nine months was $115.4 million, with cash and equivalents at $116.8 million and stockholders’ equity at $654.9 million as of June 27, 2026.
Blue Bird Corporation entered into an Asset Purchase Agreement to acquire certain F-53/F-59-related assets of Detroit Chassis LLC for a $7,000,000 purchase price plus assumed contract liabilities. Blue Bird owes $700,000 at signing and will pay $6,300,000 at closing, reduced by any debt secured by the acquired assets. The assets include equipment, tooling, inventory, leased real property rights, intellectual property, contracts, permits, and goodwill. Closing is anticipated in the first quarter of 2027, about 30 days after Ford ceases current F-53/F-59 chassis production, with Blue Bird prioritizing the existing Detroit facility and UAW workforce.
Blue Bird’s subsidiary also entered into a Master Collaboration Agreement with Ford, effective July 31, 2026, under which Blue Bird will design, manufacture, and sell the next-generation F-53/F-59 stripped chassis using Ford powertrains. New production is anticipated to begin in the first half of 2028, with prototype launch targeted for January 1, 2028. Ford will supply proprietary powertrains, provide transition support, transfer F-5X tooling and equipment, and grant a multi-year powertrain exclusivity period in this market. Management believes this market could reach approximately 10,000 units and about $600 million or more in annual revenue, and a company presentation outlines about $90 million of 2027 investment (~$40 million OpEx, ~$50 million CapEx) targeting 10,000+ units, $600+ million revenue, and around a 12% adjusted EBITDA margin by 2030.
Blue Bird Corp director Daniel Mark Thau purchased additional shares of the company’s stock. On May 19, 2026, he made an open-market purchase of 300 shares of common stock at a weighted average price of $65.09 per share.
After this transaction, Thau directly owns 8,696 shares of Blue Bird Corp common stock. The filing notes that the purchase price reflects several trades that day, with individual prices ranging from $65.05 to $65.11 per share.
Blue Bird Corporation is terminating a frozen defined benefit pension plan through a combination of lump-sum payouts and a pension risk transfer to Pacific Life. The plan paid approximately $13 million of liabilities in April 2026 via voluntary lump-sum distributions to certain participants.
It then agreed to purchase group annuity contracts from Pacific Life to transfer pension obligations and administration for 2,044 participants, settling about $94 million of remaining plan liabilities as of the end of April 2026. All payments are funded entirely by existing plan assets, with no additional company contributions.
Closing is expected on May 19, 2026, with Pacific Life assuming payment responsibilities as of August 1, 2026. Blue Bird expects a material non-cash pension settlement charge in its third fiscal quarter ending June 27, 2026, after which the plan will be terminated.
Blue Bird Corporation reports second-quarter fiscal 2026 results with slightly lower sales but stronger profitability and cash generation. Net sales were $352.6 million versus $358.9 million a year earlier, as units sold fell with fewer production days but were largely offset by higher pricing and mix.
Net income rose to $29.3 million from $26.0 million and diluted EPS increased to $0.90 from $0.79. Operating profit improved to $39.1 million, helped by lower selling, general and administrative expenses. Operating cash flow for the first six months increased to $84.3 million, lifting cash and cash equivalents to $275.9 million as of March 28, 2026.
Management highlights ongoing supply chain and tariff-related cost pressures, largely offset by price increases. Backlog was about 3,560 buses, including over 900 electric units. After quarter-end, the company closed the $201.8 million acquisition of the remaining 50% of Micro Bird and progressed on terminating its defined benefit pension plan, which is expected to trigger recognition of about $28.1 million of previously deferred losses in the third quarter.
Blue Bird Corporation reported fiscal 2026 second quarter net sales of $352.6 million, down 1.7% from the prior year, as units sold fell 6.4% to 2,148 buses due to fewer production days, partly offset by higher pricing and favorable mix.
GAAP net income increased to $29.3 million, with diluted EPS of $0.90, while Adjusted EBITDA rose to $50.8 million, a 14.4% margin and an all‑time Q2 record for the company. Year‑to‑date net sales reached $685.7 million and net income $60.1 million, both above the prior year.
The company closed the acquisition of the remaining 50% of Micro Bird and raised full‑year 2026 guidance to approximately $1.75 billion in net revenue and $245 million in Adjusted EBITDA, while also increasing its long‑term outlook toward over $2.5 billion in revenue and 15%+ Adjusted EBITDA margin.
Blue Bird Corp: FMR LLC filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of 2,541,382.50 shares of Blue Bird Corp common stock, representing 8.0% of the class as of 03/31/2026. The filing lists the issuer address as 3920 Arkwright Road, Macon, GA, and cites a power of attorney authorizing Richard Bourgelas to sign on behalf of FMR LLC and Abigail P. Johnson.
Blue Bird Corporation filed an amended report to expand details about director Steve Girardin’s appointment and related party dealings. Girardin was appointed a Class III director in connection with Blue Bird’s acquisition of the remaining 50% interest in the Micro Bird joint venture, with his term running through the 2029 annual stockholder meeting. Under a Board Election Agreement, while Steve or Dave Girardin serves on the board, Groupe Autobus Girardin Ltee (GAG) agrees to vote all of its Blue Bird securities in line with board recommendations, and the agreement ends before the 2029 meeting or 90 days after both brothers leave the board. The board also placed Steve Girardin on its Corporate Governance and Nominating Committee.
The filing outlines related party transactions involving businesses owned by the Girardin family. Superbird Capital Inc. and its subsidiaries generated approximately $205 million in aggregate gross revenues for Blue Bird in the fiscal year ended September 27, 2025 and $146 million in the six months ended March 28, 2026, while Blue Bird paid Superbird about $3.7 million and $702,000 for parts and warranty services over those same periods. Valiant Real Estate entities, also owned by the Girardin family, received roughly $3 million and $2 million in rents from Micro Bird and its subsidiaries over the same periods, with leases running from 36 to 72 months. The dealer and lease arrangements are described as arms-length, commercially reasonable, and approved by Blue Bird’s audit committee.