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 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 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 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 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.
Vanguard Capital Management reported beneficial ownership of 1,624,951 shares of Blue Bird Corp Common Stock, equal to 5.14% of the class as of 03/31/2026. The filing shows Vanguard has sole dispositive power over 1,624,951 shares and sole voting power for 234,344 shares. The Schedule 13G was signed by Ashley Grim on 04/29/2026 and discloses that these holdings include shares held for Vanguard funds and managed accounts.
Blue Bird Corp director Steve Girardin reported equity awards and interests linked to the company’s acquisition of the remaining stake in its Micro Bird joint venture. Groupe Autobus Girardin Ltee received 2,702,180 Exchangeable Shares of MB Exchangeco Inc. and 1 share of Special Voting Preferred Stock, and Girardin may be deemed to have indirect beneficial ownership through his roles at that entity while disclaiming beneficial ownership beyond his pecuniary interest. Separately, he was granted 2,297 restricted stock units, each representing one share of Blue Bird common stock, which are scheduled to vest on March 31, 2027, with accelerated vesting upon certain change in control or service‑termination events.
Blue Bird Corp director Steve Girardin filed an initial insider ownership report on Form 3. The filing lists him as a director but shows no reported transactions or derivative positions, with buy, sell, acquire, and dispose counts all at zero.
Blue Bird Corporation is now partly owned by Groupe Autobus Girardin Ltee and related Girardin family members following Blue Bird’s acquisition of the Micro Bird businesses. The Schedule 13D reports 2,702,180 exchangeable shares, equal to 7.88% of Blue Bird’s common stock on an as-converted basis.
These non-voting Exchangeable Shares of MB Exchangeco Inc. can be swapped one-for-one into Blue Bird common stock and are paired with a single Special Voting Preferred share to mirror common stock voting rights. They were issued as roughly 70% of the $201,787,194 purchase price for the Micro Bird targets, with the remaining 30% paid in cash at closing.
The Exchangeable Shares and any exchanged Blue Bird shares are locked up until October 1, 2026, then gradually released through April 1, 2029. A Board Election Agreement places Steve Girardin, and potentially Dave Girardin, on Blue Bird’s board through the 2029 annual meeting, while GAG agrees to vote its securities in line with board recommendations during that period.
Penn Kevin S. reported acquisition or exercise transactions in this Form 4 filing.
Blue Bird Corp director Kevin S. Penn received a grant of 2,297 restricted stock units (RSUs), each representing one share of common stock. The award was granted at no cash cost and increases his direct holdings to 6,396 shares after the transaction.
The RSUs are scheduled to vest on March 31, 2027, with accelerated vesting if there is a change in control of the company or if his service ends due to death, disability, or completion of his term as director. Shares of common stock will be delivered when the RSUs vest and certain service or ownership conditions are met.
Thau Daniel Mark reported acquisition or exercise transactions in this Form 4 filing.
Blue Bird Corp director Daniel Mark Thau received an equity award of 2,297 restricted stock units (RSUs). The award is priced at $0.0000 per share, reflecting a compensation grant rather than a market purchase, and increases his directly held common stock-related position to 8,396 shares equivalent.
The RSUs are scheduled to vest on March 31, 2027. They will vest earlier in full if there is a change in control of the company or if his service ends due to death, disability, or completion of his term as a director. Shares of common stock will be issued when the RSUs vest and upon the earlier of meeting Blue Bird’s minimum stock ownership guidelines, termination of his service as a director, or a change in control event.