Stocks Consumer discretionary BLBD
NASDAQ · Consumer discretionaryBlue Bird Corp (BLBD)
Blue Bird Corp brought in $1.6B of revenue over the twelve months to June 27, 2026, up 13.5% from a year earlier. Net income was $281.8M, a net margin of 17.5%. Operating cash flow minus capital spending left $153.3M of free cash flow in fiscal 2025. At June 27, 2026 it held $116.8M in cash against $86.8M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 5, 2026.
Key facts about Blue Bird Corp
- Net worth
- Blue Bird Corp has a market value (market cap) of $1.8B at the latest share price, and shareholders' equity of $654.9M on its balance sheet at June 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $1.5B (+9.9% year on year), with net income of $127.7M. Over the 12 months to June 27, 2026: revenue $1.6B, net income $281.8M.
- Cash flow
- In fiscal 2025 operations brought in $176.2M of cash; after $22.9M of capital spending, free cash flow was $153.3M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 5, 2026 and covers the period to June 27, 2026. Open on SEC EDGAR
- Next earnings report
- Blue Bird Corp's next report is expected around November 23, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
What Blue Bird Corp does
Blue Bird Corp is registered with the SEC under industry code SIC 3713 (Truck & Bus Bodies). Its shares trade on NASDAQ under the ticker BLBD.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $1.5B | $127.7M | $3.88 | $153.3M |
| 2024 | $1.3B | $105.5M | $3.16 | $95.8M |
| 2023 | $1.1B | $23.8M | $0.74 | $111.4M |
| 2022 | $800.6M | -$45.8M | -$1.48 | -$30.9M |
| 2022 | $800.6M | -$45.8M | -$1.48 | -$30.9M |
| 2021 | $684M | -$289K | -$0.01 | -$66.5M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where BLBD ranks in Consumer discretionary
Dividends
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2016 | n/a | $0 | n/a |
| 2015 | n/a | $0 | n/a |
| 2015 | n/a | $226.8M | n/a |
| 2013 | n/a | $0 | n/a |
Latest SEC filings
What Blue Bird Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Passive stake changed SCHEDULE 13G/A
- October 20, 2026Passive stake (5% or more) SCHEDULE 13G
- October 6, 2026Material agreement8-KBlue Bird Corporation closed a refinancing that increases its credit facilities to $600 million and extends maturity to September 30, 2031.
- October 1, 2026Other event 8-K
- September 8, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 5, 2026Quarterly report 10-Q · period to June 27, 2026Revenue rose 30% to $517.2M versus the same quarter last year; diluted EPS $5.27 versus $1.12.
- August 5, 2026
- August 5, 2026
- May 27, 2026
What is BLBD worth? A DCF from its reported cash flow
Insider trades
What the people running Blue Bird Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $249.6K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 16, 2026 | Sanfrey Jeffrey ScottChief Operating Officer | Sold | 4,000 | $249.6K |
| August 12, 2026 | Thau Daniel MarkDirector | Bought | 350 | $22.5K |
| May 19, 2026 | Thau Daniel MarkDirector | Bought | 300 | $19.5K |
| April 1, 2026 | Girardin SteveDirector | Received as payindirect | 1 | - |
| April 1, 2026 | Girardin SteveDirector | Received as pay | 2,297 | - |
| April 1, 2026 | Fream Julie ADirector | Received as pay | 2,297 | - |
| April 1, 2026 | Blaufuss MarkDirector | Received as pay | 2,297 | - |
| April 1, 2026 | Penn Kevin S.Director | Received as pay | 2,297 | - |
Who owns BLBD
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 10.2% | September 8, 2026 |
| Groupe Autobus Girardin Ltee13D, may seek influence with 3 related filers | 7.88% | April 8, 2026 |
| American Century Investment Management, Inc.13G, passive with 2 related filers | 5.6% | February 13, 2026 |
| Millennium Management LLC13G, passive with 2 related filers | 5.2% | October 20, 2026 |
| Vanguard Capital Management13G, passive | 5.14% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 304 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 3,017,353 | +475,970 |
| BlackRock, Inc. | 2,627,824 | +37,751 |
| American Century Companies Inc | 1,596,312 | -164,339 |
| Vanguard Capital Management LLC | 1,401,431 | +10,824 |
| Westwood Holdings Group Inc | 1,240,236 | -414,534 |
| Jupiter Topco LLC | 1,193,431 | new |
| Wellington Management Group Llp | 995,188 | -22,979 |
| Geode Capital Management, LLC | 874,048 | +46,926 |
| Bank of America Corp | 805,031 | +275,686 |
| State Street Corp | 803,872 | +51,559 |
| Dimensional Fund Advisors LP | 719,465 | +30,534 |
| 325 Capital LLC | 711,390 | +31,564 |
| Allspring Global Investments Holdings, LLC | 662,955 | +156,290 |
| Neumeier Poma Investment Counsel LLC | 647,540 | +22,345 |
| Goldman Sachs Group Inc | 578,967 | +53,062 |
| Oberweis Asset Management Inc/ | 529,838 | +140,600 |
| Aberdeen Group plc | 515,863 | new |
| Vanguard Portfolio Management LLC | 454,852 | +29,412 |
| Aqr Capital Management LLC | 438,902 | +59,405 |
| Empowered Funds, LLC | 365,954 | -42,760 |
Insiders
13 insiders reported holding 582,253 shares in total, about $33.5M at the last price.
| Holder | Shares |
|---|---|
| Horlock PhilDirector | 225,385 |
| Wyskiel JohnPresident & CEO, Director | 136,419 |
| Scartz TedSVP General Counsel | 59,910 |
| Radulescu RazvanChief Financial Officer | 42,255 |
| Sanfrey Jeffrey ScottChief Operating Officer | 35,011 |
| Grimm Douglas J.Director | 28,764 |
| Blaufuss MarkDirector | 10,334 |
| Newman Simon JDirector | 10,334 |
| Fream Julie ADirector | 9,705 |
| Thau Daniel MarkDirector | 9,046 |
Questions about BLBD
What does Blue Bird Corp do?
Blue Bird Corp is a company in the Consumer discretionary sector, listed on NASDAQ as BLBD. Its shares trade on NASDAQ under the ticker BLBD.
What is Blue Bird Corp's net worth?
Blue Bird Corp has a market value (market cap) of $1.8B at the latest share price, and shareholders' equity of $654.9M on its balance sheet at June 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Blue Bird Corp profitable?
Yes. Over the twelve months to June 27, 2026 it reported net income of $281.8M on revenue of $1.6B, a net margin of 17.5%.
How much revenue does Blue Bird Corp make?
Over the twelve months to June 27, 2026 Blue Bird Corp reported revenue of $1.6B. That is 13.5% more than a year earlier.
When did Blue Bird Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 5, 2026. It covers the period to June 27, 2026. Its newest filing of any kind is the passive stake changed from November 5, 2026.
When is Blue Bird Corp's next earnings report?
Blue Bird Corp's next report is expected around November 23, 2026. That is an estimate from its filing rhythm, not a date the company has announced.
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Where the numbers come from
Financial figures are the values Blue Bird Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.