BLBD at a glance
Blue Bird Corp (BLBD, SEC CIK 1589526) filed its latest 10-K annual report on November 24, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), Blue Bird Corp (BLBD) reported revenue of $1.5 billion (up 9.9% from FY2024) and net income of $127.7 million. Diluted EPS was $3.88.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Blue Bird Corp (BLBD) shares worth $1.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Sanfrey Jeffrey Scott on September 16, 2026 of 4,000 shares at $62.40 per share.
- In the last 90 days, BLBD insiders reported 1 open-market purchase ($23K) and 1 open-market sale ($250K) on Form 4, a net sale of $227K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +9.9% vs prior year
- Insiders · 90 days
- 1 buy · 1 sell
- Net −$227K
- 13F holders
- 32 funds
- $1.2B · +0 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business model: Designer and manufacturer of school buses and replacement parts with focus on multiple powertrain options including diesel, propane, gasoline, and electric
- New product focus: First-in-industry standard three-point seat belts on all student seats and introduction of 4Front steering wheel air bag for drivers starting fiscal 2026
- Strategic shift: Expansion of electric bus production capacity supported by $80 million DOE MESC grant and increased investment to convert facility for all powertrains
- Quantitative metric: Delivered 2,000th electric school bus in fiscal 2024, over 619,000 total buses sold since 1927
- Noteworthy fact: Awarded $80 million DOE grant in fiscal 2024 to convert former diesel motorhome plant into advanced multi-powertrain bus facility, under government review in 2025
Risk Factors
- Inflation and tariffs risk: inventory purchase costs increased due to supply chain disruptions and tariffs imposed in fiscal 2025
- Geopolitical supply chain impact: Russia's invasion of Ukraine caused inflation and freight cost escalation affecting fiscal 2022-2025
- Revenue exposure to student enrollment shifts from remote learning reducing bus ridership and new orders
- Competitive risk from major fleet operators vying for accounts impacting sales based on fleet brand preference
- Interest expense risk linked to debt levels and fluctuating interest rates affecting borrowing costs
Management Discussion & Analysis
- Revenue not explicitly stated; sold 9,000 units in fiscal 2024 and over 9,400 units in fiscal 2025, backlog down from 4,800 to 3,070 units
- Gross margin in fiscal 2025 better than fiscal 2024; gross profit and margin in fiscal 2023 and 2024 consistent with or better than pre-pandemic levels
- Manufacturing efficiencies improved; supply chain constraints limited production volume and mix due to critical component shortages and raw materials cost increases
- Management highlights ongoing supply chain risks tied to global conflicts; uncertain magnitude/duration of future disruptions impacting production and costs
AI summary of the BLBD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- MD&A excerpt incomplete; no quarterly revenue, YoY comparison, margins, segment results, cash flow, or outlook figures provided
Risk Factors
- Newly triggered transaction risk: Micro Bird acquisition added $205.9 million purchase consideration and issued 2,702,180 exchangeable shares
- Regulatory risk: Unregistered exchangeable and voting preferred shares rely on Securities Act Section 4(2), Regulation S, and Canadian exemptions
- Shareholder dilution risk: Exchangeable shares become transferable in scheduled releases beginning October 1, 2026
- Liquidity risk: $63.0 million cash acquisition payment funded entirely from cash existing at closing
- Capital-allocation risk: $100.0 million repurchase authorization remains available through January 1, 2028
AI summary of the BLBD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Resale registration covering up to 2,702,180 Blue Bird common shares
- Shares issuable upon exchange, retraction, or redemption of MB Exchangeco non-voting shares
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 covers Blue Bird’s fiscal-year 2026 results of operations and financial condition
- Financial details appear to be provided through an accompanying exhibit or referenced earnings release
Item 7.01: Regulation FD Disclosure
- Blue Bird will report fiscal 2026 third-quarter and year-to-date results on August 5, 2026
- Live webcast scheduled for approximately 4:30 p.m. Eastern Time
Item EX-99.1: Item EX-99.1
- Q3 revenue $517.2M, up 29.9%, with Micro Bird contributing $122.9M and 3,525 buses sold
- Adjusted EBITDA $71.4M, up $12.9M, despite legacy operations declining $3.6M
AI summaries of BLBD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for BLBD
Don't miss the next BLBD filing
- Alerts as it files. A push when BLBD files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut BLBD, by share count.
- Ask anything. An AI agent that reads every BLBD filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Sanfrey Jeffrey Scott | Sell | Sep 16, 2026 | 4,000 | $62.40 |
| Thau Daniel Mark | Buy | Aug 12, 2026 | 350 | $64.37 |
| Thau Daniel Mark | Buy | May 19, 2026 | 300 | $65.09 |
| Girardin Steve | A | Apr 1, 2026 | 2,702,180 | - |
| Grimm Douglas J. | A | Apr 1, 2026 | 2,297 | - |
| Fream Julie A | A | Apr 1, 2026 | 2,297 | - |
| Girardin Steve | A | Apr 1, 2026 | 2,297 | - |
| Newman Simon J | A | Apr 1, 2026 | 2,297 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.3B | $1.5B |
| Gross Profit | $138.8M | $256.2M | $303.5M |
| Operating Income | - | $139.3M | $167.2M |
| Net Income | $23.8M | $105.5M | $127.7M |
| Gross Margin | - | 19.0% | 20.5% |
| Op. Margin | - | 10.3% | 11.3% |
| Net Margin | - | 7.8% | 8.6% |
| Balance Sheet | |||
| Total Assets | $417.8M | $524.9M | $625.3M |
| Equity | - | $159.6M | $255.4M |
| ROE | - | 66.1% | 50.0% |
| Per Share | |||
| EPS | $0.74 | $3.16 | $3.88 |
| Cash Flow | |||
| Operating CF | - | $111.1M | $176.2M |
Source: XBRL data in Blue Bird Corp (BLBD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate BLBD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.19B |
| Q1 2026 | 32 | $857.8M |
| Q4 2025 | 29 | $730.9M |
| Q3 2025 | 30 | $976.0M |
| Q2 2025 | 29 | $732.1M |
| Q1 2025 | 26 | $486.4M |
| Q4 2024 | 22 | $516.2M |
| Q3 2024 | 20 | $245.6M |
- T. Rowe Price Group+622.6K (+318%)
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- Invesco Ltd+90.8K (+90%)
- Wells Fargo & Co+88.0K (+284%)
- Two Sigma Investments−443.3K (-80%)
- WESTWOOD HOLDINGS GROUP INC−414.5K (-25%)
- D.E. Shaw & Co−366.6K (-64%)
- Millennium Management−237.3K (-83%)
- Renaissance Technologies LLC−161.0K (-44%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 220 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
BLBD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | May 20, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 9, 2026 | - | - | - |
| SC 13D | Apr 8, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Feb 20, 2026 | - | - |
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BLBD SEC filings: frequently asked questions
Are BLBD insiders buying or selling?
In the last 90 days, Blue Bird Corp (BLBD) officers, directors and 10% owners reported 1 open-market purchase worth $22,530 by 1 insider and 1 open-market sale worth $249,600 by 1 insider on Form 4, a net sale of $227,071. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold BLBD stock?
As of June 30, 2026, the largest Blue Bird Corp (BLBD) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($238.3 million), BlackRock ($207.5 million), Vanguard Capital Management LLC ($110.7 million), WESTWOOD HOLDINGS GROUP INC ($97.9 million), T. Rowe Price Group ($64.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was BLBD's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), Blue Bird Corp (BLBD) reported revenue of $1.5 billion (up 9.9% from FY2024) and net income of $127.7 million. Diluted EPS was $3.88. The figures come from the XBRL data in the 10-K.
What are the main risks in BLBD's latest 10-K?
In the 10-K filed November 24, 2025, Blue Bird Corp (BLBD) flagged: Inflation and tariffs risk: inventory purchase costs increased due to supply chain disruptions and tariffs imposed in fiscal 2025. Geopolitical supply chain impact: Russia's invasion of Ukraine caused inflation and freight cost escalation affecting fiscal 2022-2025. (AI summary of the Risk Factors section.)
What did BLBD report in its latest 8-K?
Blue Bird Corp (BLBD) filed an 8-K on October 1, 2026 reporting Item 8.01 (Other Events). Resale registration covering up to 2,702,180 Blue Bird common shares.
What are the latest BLBD SEC filings?
Blue Bird Corp (BLBD) filed its latest 10-K annual report on November 24, 2025, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 18, 2026.
What is BLBD's SEC CIK number?
Blue Bird Corp (BLBD)'s SEC Central Index Key (CIK) is 1589526. EDGAR lists every BLBD filing under that number.
Ask anything about BLBD
The research agent reads BLBD's filings, financials, insider trades and 13F holders, then answers with sources.