Blue Bird Corporation filings document formal disclosures for an independent school bus manufacturer with Bus and Parts operations. Its 8-K reports cover operating and financial results, Regulation FD materials, material agreements, capital-structure matters, director appointments and other governance events.
Proxy and annual meeting materials for Blue Bird describe shareholder voting matters, board structure, executive compensation, equity incentive plan amendments and common-stock award authorization. Recent filings also address acquisition-related governance arrangements, board election agreements and other public-company disclosures tied to its manufacturing business, securities structure and risk profile.
Blue Bird Corporation approved annual base salary increases for Chief Executive Officer John F. Wyskiel, Chief Financial Officer Razvan Radulescu, Chief Legal Officer Ted M. Scartz and Chief Operating Officer Jeffrey S. Sanfrey, effective December 27, 2026. Their annual base salaries will be $1,000,000, $643,000, $500,000 and $446,000, respectively.
For fiscal 2027 LTIP awards to be awarded in December 2026, Wyskiel’s target rises from 250% to 400% of base salary and Radulescu’s from 150% to 175%; Scartz’s target remains 125% and Sanfrey’s remains 100%. Fiscal 2026 MIP payments are $2,709,375 for Wyskiel, $1,497,600 for Radulescu, $739,375 for Scartz and $619,190 for Sanfrey.
Blue Bird Corp (BLBD) is the issuer in an amended Schedule 13G reporting beneficial ownership of 3,635,853.08 common shares, or 11.5% of the class, for both reporting persons, FMR LLC and Abigail P. Johnson, as of September 30, 2026. FMR LLC reported sole voting power over 3,633,837.00 shares and sole dispositive power over 3,635,853.08 shares; Abigail P. Johnson reported zero voting power and sole dispositive power over 3,635,853.08 shares.
The report states that one or more other persons are known to have rights to dividends or sale proceeds, but no other person's interest exceeds 5% of the outstanding common stock. Stephanie J. Brown signed on behalf of FMR LLC and Abigail P. Johnson under powers of attorney.
Blue Bird Corporation common stock is reported by Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander at 1,616,752 shares and 5.2% on each reporting person’s cover page, with shared voting and dispositive power. The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers that may be controlled by Millennium Group Management LLC and Mr. Englander. The reporting persons state that the disclosure is not, by itself, an admission of beneficial ownership.
Blue Bird Corporation (BLBD) amended its senior secured credit facilities effective September 30, 2026, increasing total available capacity from $250 million to $600 million and extending maturity from November 17, 2028 to September 30, 2031. The facilities include a $300 million revolver and a $300 million delayed draw term loan; $214 million is available to draw, with $86 million outstanding under the existing term loan transferred to the delayed draw balance. Draws are available for up to 24 months after closing or until the full $300 million is drawn, whichever occurs first, for debt refinancing and primarily capital projects, research and development, and working capital.
The interest margin is SOFR plus 1.25% to 2.25%, based on leverage, versus SOFR plus 1.75% to 3.25% previously; the prior 0.10% credit spread adjustment was eliminated. The agreement sets a 3.25x maximum total net leverage ratio, with a 0.50x step-up for four quarters after a qualifying acquisition of $75 million or more, and an accordion of the greater of $250 million or 1.0x trailing twelve-month EBITDA, plus amounts subject to a leverage test. Separately, certain wholly owned subsidiaries closed a TD Bank line of credit of up to $35 million (Canadian dollars), secured solely by a $30 million (United States dollars) letter of credit issued by BMO.
Blue Bird Corporation filed a prospectus supplement relating to the resale, from time to time, by the selling stockholder identified in it of up to 2,702,180 shares of Blue Bird common stock. The shares are issuable upon exchange, retraction or redemption, at the selling stockholder’s election, of non-voting Exchangeable Shares issued by MB Exchangeco Inc., an indirect wholly owned Canadian subsidiary, or in connection with certain liquidation, dissolution, winding-up or insolvency events involving Blue Bird or MB Exchangeco.
MB Exchangeco issued the Exchangeable Shares in connection with Blue Bird’s acquisition, completed April 1, 2026, of the former joint venture partner’s 50% interest in the Micro Bird joint venture. Blue Bird filed the 8-K solely to include Smith, Gambrell & Russell, LLP’s opinion on the validity of the common stock offered by the supplement and accompanying prospectus.
Blue Bird Corporation (BLBD) is registering for resale up to 2,702,180 shares of common stock by Groupe Autobus Girardin Ltée (GAG). The common shares are issuable one-for-one upon GAG’s exchange, retraction or redemption of Exchangeable Shares, or certain liquidation, dissolution, winding-up or insolvency events involving Blue Bird or MB ExchangeCo. Blue Bird will receive no proceeds from GAG’s sales. The registration itself does not trigger an exchange; GAG may elect whether and when to exchange, subject to contractual lock-ups.
Blue Bird completed its acquisition of the remaining 50% of the Micro Bird joint venture on April 1, 2026, becoming its sole owner. The $205,899,042 purchase price, subject to customary working-capital and net-debt true-up provisions, included $63,021,286 in cash after closing adjustments and equity consideration valued at $142,877,755 based on an adjusted value of 2,702,180 common shares as of April 1, 2026. Transfers are restricted through October 1, 2026, with staged releases through April 1, 2029.
Blue Bird Corp (BLBD) reported that Chief Operating Officer Jeffrey Scott Sanfrey sold 4,000 shares of common stock on September 16, 2026 in an open market or private transaction at $62.40 per share. Following this sale, he directly holds 35,011 shares of Blue Bird common stock, and no Rule 10b5-1 trading plan is reported.
Blue Bird Corp (BLBD) has a notice under Rule 144 that officer Jeffrey Scott Sanfrey may sell common stock. The filing indicates a proposed sale of 4,000 shares of Blue Bird common stock, with an aggregate market value of $249,600, on or about September 16, 2026 through Muriel Siebert & Co., Inc. on NASDAQ. Sanfrey previously acquired 22,476 shares on July 1, 2025 via RSU vesting from the issuer.
Blue Bird Corp (BLBD) reports that institutional investor FMR LLC has filed Amendment No. 7 to a Schedule 13G stating beneficial ownership of 3,218,919.01 shares of common stock, representing 10.2% of the class as of August 31, 2026. FMR LLC reports sole dispositive power over these shares and sole voting power over 3,216,777 shares. Abigail P. Johnson is also listed as a reporting person with sole dispositive power over the same 3,218,919.01 shares and a 10.2% beneficial ownership stake. One or more other persons may receive dividends or sale proceeds from these shares, but no single other person has more than 5% of the total outstanding common stock.
Blue Bird Corp director Daniel Mark Thau purchased 350 shares of common stock on August 12, 2026. The shares were bought at a price of $64.37 per share, increasing his direct holdings to 9,046 shares of Blue Bird Corp common stock following this open-market transaction.