Every 10-Q that Blue Bird Corporation (BLBD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow BLBD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BLBD filings page.
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 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 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 (BLBD) reported a strong fiscal Q3-25. Net sales rose 19.4% YoY to $398.0 m, driven by a 14.7% increase in bus unit bookings (2,467 units) and cumulative price hikes that offset tariff-related cost inflation. Gross profit improved 23.9% to $85.9 m; gross margin expanded 80 bp to 21.6%. Operating profit jumped 25.9% to $50.1 m and diluted EPS climbed 31.8% to $1.12 (vs $0.85).
Nine-month performance shows revenue up 7.4% to $1.07 bn and diluted EPS up 13.6% to $2.76. Cash generation remains robust: operating cash flow more than doubled to $111.1 m, lifting cash to $173.1 m. Term-loan principal fell to $92.5 m and the $175 m revolver is undrawn (≈$142 m available).
Capital allocation: The company repurchased 1.05 m shares for $39.0 m YTD, reducing shares outstanding to 31.5 m and leaving $11.1 m under the $60 m authorization. Equity income from the Micro Bird JV softened, turning to a $0.4 m loss in Q3. Backlog remains elevated at ~3,900 units, though down from ~4,900 units at FY-24 year-end.
Outlook factors: Management cites continuing, but easing, supply-chain constraints, higher inventory costs from newly imposed tariffs, and uncertainty from the July 2025 tax law (“One Big Beautiful Bill Act”). Nonetheless, ongoing pricing actions, manufacturing efficiencies and solid demand for alternative-power buses underpin margin resilience.