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.
Phil Horlock, a director of Blue Bird Corporation (BLBD), reported a sale of company common stock on 08/08/2025. The Form 4 shows a transaction coded as a sale of 30,000 shares at a price shown as $60 per share, leaving the reporting person with 240,766 shares beneficially owned after the transaction. The Form 4 was signed by an attorney-in-fact, Matthew Meziere, on 08/11/2025.
Blue Bird Corp's Form 4 reports that Chief Financial Officer Radulescu Razvan sold 700 shares of common stock on 08/08/2025 at $60.02 per share. After the transaction he beneficially owns 47,503 shares, held directly. The filing lists no derivative transactions and was filed by a single reporting person.
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.
FAQ
What is the current stock price of Blue Bird (BLBD)?
What is the market cap of Blue Bird (BLBD)?
