Blue Bird SEC Filings

Blue Bird Corporation (BLBD) submitted a Form 144 notice for the proposed sale of 30,000 common shares through UBS Financial Services with an aggregate market value of $1,800,000. The 30,000 shares represent approximately 0.095% of the 31,707,943 shares outstanding. The shares were acquired on 06/08/2016 by RSU vesting. The filing lists prior sales in June 2025 of 8,860 shares (06/10/2025, $363,614), 13,289 shares (06/11/2025, $554,106.93) and 14,875 shares (06/12/2025, $615,527.50), totaling 37,024 shares and $1,533,248.43 in gross proceeds over the past three months. The proposed sale date is approximately 08/08/2025 on NASDAQ. The filer affirms no undisclosed material information in the remarks.

What the filing says: The Form 144 shows a proposed sale of 1,000 common shares of Blue Bird Corporation (BLBD) through Muriel Siebert & Co., with an aggregate market value of $60,000. The shares were acquired by RSU vesting on 07/01/2025 and the proposed sale date is 08/08/2025.

Other disclosed activity: The filing also lists two prior sales by Razvan Radulescu of 10,000 shares each on 07/08/2025 and 08/07/2025 with gross proceeds shown. The notice includes the required signer representation that the seller is not aware of undisclosed material information about the issuer.

Blue Bird Corp. (BLBD) Form 4 filing discloses that Chief Financial Officer Razvan Radulescu sold 10,000 common shares on 08/07/2025 at a weighted-average price of $53.21 per share. The transaction was executed under a Rule 10b5-1 trading plan adopted on 08/12/2024, indicating it was pre-scheduled. Following the sale, the CFO directly holds 48,203 BLBD shares. No derivative securities were involved and no additional transactions were reported. The filing was signed by attorney-in-fact Matthew Meziere on 08/08/2025.

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.

Blue Bird Corporation (BLBD) – Form 4 Insider Transaction

Chief Financial Officer Razvan Radulescu reported the sale of 10,000 shares of Blue Bird Corporation common stock on 07/08/2025. The weighted-average sale price was $45.19 per share, with individual sale prices ranging from $44.86 to $45.29, executed under a previously adopted Rule 10b5-1 trading plan dated 08/12/2024. Following the transaction, Radulescu’s direct beneficial ownership stands at 58,203 shares.

No derivative security activity was reported and no additional transactions were disclosed in this filing. The Form 4 was signed on 07/09/2025 by Matthew Meziere acting as attorney-in-fact for the reporting person.

The filing does not provide information on Blue Bird’s operational or financial performance; it is limited to this single insider sale.

Blue Bird Corporation (BLBD) – Form 144 filing: An affiliate intends to sell up to 10,000 common shares (≈0.03% of the 31.7 million shares outstanding) through Muriel Siebert & Co. on or after 8 July 2025. The proposed sale has an aggregate market value of $450,000, implying a reference price of roughly $45 per share. The shares derive from RSU vesting on 1 July 2025 in which the insider acquired 22,578 shares. No other sales have been reported during the prior three-month period. The filer certifies awareness of no undisclosed material adverse information. Form 144 is a routine notice; actual sales may differ from the maximum amount indicated. Investors often monitor such filings as a gauge of insider sentiment, although the scale here is immaterial relative to Blue Bird’s market capitalization.