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.
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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.