Blue Bird CORP

Market Movers (8-K)

NASDAQ
Blue Bird Corporation's subsidiary enters agreement to transfer pension obligations, expecting a non-cash settlement charge.
NASDAQ
Blue Bird Corporation announced robust fiscal 2026 second quarter results, exceeding expectations with significant Adjusted EBITDA and raising full-year guidance following the successful acquisition of Micro Bird.
NASDAQ
Blue Bird Corporation amends prior filing to provide additional details on the appointment of Steve Girardin as a director and outlines significant related party transactions involving the Girardin family.
NASDAQ
Blue Bird Corporation has finalized the acquisition of the remaining 50% stake in its Micro Bird joint venture for approximately $201.8 million.
NASDAQ
Blue Bird Corporation is set to acquire the remaining 50% interest in the Micro Bird joint venture from Girardin Group for approximately $200 million, consolidating its market position and expanding its product portfolio.
Better than expected
Capital raise
NASDAQ
Blue Bird Corporation reported record fiscal 2026 first-quarter results, including $333.1 million in net sales and $50.1 million in Adjusted EBITDA, leading to an upward revision of its full-year Adjusted EBITDA guidance to $225 million.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
Blue Bird Corporation announced its financial results for the second quarter of fiscal year 2026, showcasing increased net income and operating profit driven by strategic pricing and improved operational efficiencies.
Capital raise
NASDAQ
Blue Bird Corporation reported a robust first quarter for fiscal 2026, driven by increased net sales, improved gross profit, and higher net income, despite ongoing supply chain challenges.
Delay expected
Better than expected
Capital raise
NASDAQ
Blue Bird Corporation reported a significant increase in net income and revenue for its third fiscal quarter, driven by robust bus sales and improved margins.
Better than expected
Capital raise
Delay expected
NASDAQ
Blue Bird Corporation's Q2 2025 results show a slight increase in net sales and stable earnings despite ongoing supply chain constraints and executive leadership transition.
NASDAQ
Blue Bird Corporation's first quarter fiscal 2025 net sales were $313.9 million, a slight decrease compared to the same period last year, with Adjusted EBITDA at $45.8 million.
Worse than expected
NASDAQ
Blue Bird Corporation's Q3 2024 results show significant improvements in net sales and profitability compared to the same period last year, driven by pricing actions and increased production efficiency.
Better than expected

Annual Reports (10-K)

NASDAQ
Blue Bird Corporation reported robust financial performance for fiscal year 2025, driven by increased bus sales, strategic pricing, and strong demand for alternative-powered vehicles.
Delay expected
Capital raise
Better than expected
NASDAQ
Blue Bird Corporation's fiscal 2024 saw a significant increase in net sales and profitability, driven by higher unit sales and pricing actions, despite ongoing supply chain challenges.
Capital raise
Better than expected

Insider Trading (Form 4)

NASDAQ
Blue Bird Corp Director Daniel Mark Thau reported the acquisition of 300 shares of common stock on May 19, 2026.
NASDAQ
Blue Bird Corp reports a Form 4 filing detailing director Steve Girardin's acquisition of Special Voting Preferred Stock and Restricted Stock Units.
NASDAQ
Blue Bird Corp reports a grant of restricted stock units to Director Kevin S. Penn, vesting in March 2027 or upon specific corporate events.
NASDAQ
Director Daniel Mark Thau was granted 2,297 restricted stock units as part of Blue Bird Corporation's equity compensation.
NASDAQ
Blue Bird Corporation director Simon J. Newman was granted 2,297 restricted stock units as part of his director compensation.
NASDAQ
Director Edward T. Hightower was granted 2,297 restricted stock units as part of his compensation package.

Proxy Statements (Def-14A)

NASDAQ
Blue Bird Corporation has filed definitive additional proxy soliciting materials with the SEC.
NASDAQ
Blue Bird Corporation announces its 2026 Annual Meeting of Stockholders to vote on director elections, an expanded equity incentive plan, officer liability limitation, and executive compensation.
Better than expected
NASDAQ
Blue Bird Corporation has filed a definitive proxy statement with the SEC, related to its upcoming shareholder meeting.
NASDAQ
Blue Bird Corporation has announced its 2025 Annual Meeting of Stockholders to be held on March 14, 2025, to elect directors and ratify the appointment of its independent auditor.
Better than expected

Schedule 13D - Activist Investments

NASDAQ
Groupe Autobus Girardin Ltee and related individuals have reported beneficial ownership of approximately 7.88% of Blue Bird Corporation's common stock following a recent acquisition.

Schedule 13G - Passive Investments

NASDAQ
FMR LLC and Abigail P. Johnson have jointly filed a Schedule 13G, reporting beneficial ownership of 8.0% of Blue Bird Corp's common stock as of March 31, 2026.
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 1,624,951 shares, representing 5.14% of the outstanding common stock of Blue Bird Corp.
NASDAQ
The Vanguard Group has amended its Schedule 13G filing for Blue Bird Corp, reporting a 0% beneficial ownership stake following an internal realignment.
NASDAQ
American Century Investment Management, Inc. and its affiliates have reported a passive 5.6% beneficial ownership stake in Blue Bird Corporation's common stock.
NASDAQ
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a 9.5% beneficial ownership stake in Blue Bird Corp as of December 31, 2025.
NASDAQ
American Century Investment Management, Inc., along with its parent companies, reported a 4.2% beneficial ownership stake in Blue Bird Corporation's common stock.