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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.
Blue Bird Corporation has outlined the agenda for its 2026 Annual Meeting of Stockholders, set for March 11, 2026 at its Macon, Georgia headquarters. Holders of 31,617,002 shares of common stock as of January 15, 2026 may vote.
Stockholders will elect two Class III directors (Douglas Grimm and Dan Thau) to terms ending in 2029. They will also vote on an amended and restated 2015 Omnibus Equity Incentive Plan that increases the share reserve from 5,200,000 to 6,100,000 shares, with 3,400,000 shares available for full value awards such as RSUs.
The agenda includes a charter amendment to add Delaware-style officer exculpation, an advisory “say‑on‑pay” vote on executive compensation, an advisory vote on how often to hold future say‑on‑pay votes (the Board favors annually), and ratification of BDO USA, P.C. as independent auditor for fiscal 2026.
Blue Bird Corporation’s Chief Financial Officer reported an options exercise and share sale. On December 17, 2025, the officer exercised stock options to acquire a total of 7,006 shares of common stock at an exercise price of $12.35 per share, through two transactions of 3,503 shares each. That same day, 7,006 shares of common stock were sold at a weighted average price of $51.58 per share under a pre-arranged Rule 10b5-1 trading plan, with sale prices ranging from $51.55 to $51.64. After these transactions, the officer directly beneficially owned 46,180 shares of Blue Bird common stock.
Blue Bird Corp's Chief Operating Officer reported a routine tax-related share withholding. On December 12, 2025, 549 shares of common stock, par value $0.0001 per share, were disposed of at $50.36 per share under transaction code F. According to the explanation, these shares were withheld to satisfy payroll tax withholding obligations related to restricted stock units that vested on that date.
After this withholding transaction, the officer directly beneficially owns 39,011 shares of Blue Bird common stock.
Blue Bird Corp’s SVP General Counsel reported an insider equity transaction. On December 12, 2025, 626 shares of common stock were withheld at $50.36 per share to satisfy payroll tax withholding obligations tied to restricted stock units that vested on that date.
After this tax-related withholding, the officer directly beneficially owned 59,910 shares of Blue Bird common stock. The filing indicates this is a form filed by one reporting person in the capacity of an officer.
Blue Bird Corp reported an insider transaction by its Chief Financial Officer on Form 4. On December 12, 2025, 2,907 shares of common stock were used in a transaction coded “F” at a price of $ 50.36 per share.
The filing explains that these shares were withheld to satisfy payroll tax withholding obligations tied to restricted stock units that vested on that date. After this tax-related share withholding, the officer directly beneficially owns 46,180 shares of Blue Bird common stock.
Blue Bird Corp reported an insider stock sale by a director. On 12/12/2025, the director sold 7,040 shares of common stock at $50.5 per share and a further 8,341 shares at $50.35 per share.
After these transactions, the director directly beneficially owned 233,726 shares following the first sale and 225,385 shares following the second sale.