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.
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 Corp Chief Operating Officer Jeffrey Scott Sanfrey exercised stock options and sold shares. On March 4, 2026, he converted 5,192 options into 5,192 common shares at $12.35 per share, then sold 5,192 shares at a weighted average price of $58.54, leaving 39,011 shares directly owned.
Blue Bird Corp Chief Financial Officer Razvan Radulescu reported an open-market sale of common stock. On February 19, 2026, he sold 3,925 shares of Blue Bird common stock at an average price of $60.98 per share. After this transaction, he directly owned 42,255 shares of common stock.
BLBD submitted a Form 144 notice for 3,925 shares of Common Stock to be sold in connection with RSU vesting on 12/12/2025. The broker listed is Muriel Siebert & Co., Inc. The excerpt also shows prior sales by Razvan Radulescu of 7,984 and 7,006 shares on 12/10/2025 and 12/17/2025.
Blue Bird Corporation has signed a definitive agreement to acquire Girardin Group’s 50% stake in the Micro Bird joint venture, giving it full ownership for approximately $200 million, with 30% paid in cash and 70% in stock and exchangeable shares. Blue Bird will also buy Micro Bird’s Plattsburgh, New York manufacturing facility and related real estate for about $16.5 million, consolidating North American production and supporting Buy America–compliant shuttle buses.
The company expects the deal to be immediately accretive, with estimated diluted EPS increasing by 8.2% in 2026 and 9.2% in 2027. Pro forma, Blue Bird targets around $1.9 billion of revenue and $250 million of Adjusted EBITDA in fiscal 2026, and a long‑term path toward $2.5 billion of revenue and 15%+ Adjusted EBITDA margins.
Blue Bird Corporation received a Schedule 13G reporting that American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research together beneficially own 1,792,771 shares of Blue Bird common stock, representing 5.6% of the class as of December 31, 2025.
The reporting persons have sole voting power over 1,760,645 shares and sole dispositive power over 1,792,771 shares, with no shared voting or dispositive power. They state the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Blue Bird.
FMR LLC has filed an amended ownership report showing a sizeable passive stake in Blue Bird Corp. FMR and related reporting person Abigail P. Johnson beneficially own about 3,024,084.74 shares of Blue Bird common stock, representing 9.5% of the outstanding shares as of 12/31/2025.
The filing states FMR has sole voting power over 3,021,679 shares and sole dispositive power over 3,024,084.74 shares. Within this total, Fidelity Small Cap Value Fund holds 1,643,225 shares, or 5.2% of Blue Bird’s common stock. The stake is reported as held in the ordinary course of business, without an intent to change or influence control.
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 Corporation furnished information about its results of operations and financial condition and attached a press release as an exhibit. The company also announced it will host a live webcast to discuss its fiscal 2026 first quarter financial results on February 4, 2026, at approximately 4:30 p.m. Eastern Time. The event will feature the Chief Executive Officer, Chief Financial Officer, and other leaders, and will be accessible and replayable through the investor relations section of Blue Bird’s website.
Blue Bird Corporation is asking stockholders to vote at its 2026 Annual Meeting on March 11, 2026 at its Macon, Georgia headquarters. The agenda includes electing two Class III directors, approving an amended and restated 2015 Omnibus Equity Incentive Plan that raises the share reserve to 6,100,000 shares of common stock and increases the cap on full value awards to 3,400,000 shares, and adopting a charter amendment to extend Delaware‑style liability protection to certain officers.
Stockholders will also cast advisory votes on executive compensation and on how often future say‑on‑pay votes should occur, with the Board backing annual votes. Ratification of BDO USA, P.C. as the independent auditor for fiscal 2026 is on the ballot. As of the January 15, 2026 record date, 31,617,002 common shares were outstanding, and major holders include FMR LLC, BlackRock, The Vanguard Group, and Westwood Management. The Board recommends voting in favor of all proposals.