Blue Bird Corporation filings document formal disclosures for an independent school bus manufacturer with Bus and Parts operations. Its 8-K reports cover operating and financial results, Regulation FD materials, material agreements, capital-structure matters, director appointments and other governance events.
Proxy and annual meeting materials for Blue Bird describe shareholder voting matters, board structure, executive compensation, equity incentive plan amendments and common-stock award authorization. Recent filings also address acquisition-related governance arrangements, board election agreements and other public-company disclosures tied to its manufacturing business, securities structure and risk profile.
Blue Bird Corporation reports second-quarter fiscal 2026 results with slightly lower sales but stronger profitability and cash generation. Net sales were $352.6 million versus $358.9 million a year earlier, as units sold fell with fewer production days but were largely offset by higher pricing and mix.
Net income rose to $29.3 million from $26.0 million and diluted EPS increased to $0.90 from $0.79. Operating profit improved to $39.1 million, helped by lower selling, general and administrative expenses. Operating cash flow for the first six months increased to $84.3 million, lifting cash and cash equivalents to $275.9 million as of March 28, 2026.
Management highlights ongoing supply chain and tariff-related cost pressures, largely offset by price increases. Backlog was about 3,560 buses, including over 900 electric units. After quarter-end, the company closed the $201.8 million acquisition of the remaining 50% of Micro Bird and progressed on terminating its defined benefit pension plan, which is expected to trigger recognition of about $28.1 million of previously deferred losses in the third quarter.
Blue Bird Corporation reports second-quarter fiscal 2026 results with slightly lower sales but stronger profitability and cash generation. Net sales were $352.6 million versus $358.9 million a year earlier, as units sold fell with fewer production days but were largely offset by higher pricing and mix.
Net income rose to $29.3 million from $26.0 million and diluted EPS increased to $0.90 from $0.79. Operating profit improved to $39.1 million, helped by lower selling, general and administrative expenses. Operating cash flow for the first six months increased to $84.3 million, lifting cash and cash equivalents to $275.9 million as of March 28, 2026.
Management highlights ongoing supply chain and tariff-related cost pressures, largely offset by price increases. Backlog was about 3,560 buses, including over 900 electric units. After quarter-end, the company closed the $201.8 million acquisition of the remaining 50% of Micro Bird and progressed on terminating its defined benefit pension plan, which is expected to trigger recognition of about $28.1 million of previously deferred losses in the third quarter.
Blue Bird Corporation reported fiscal 2026 second quarter net sales of $352.6 million, down 1.7% from the prior year, as units sold fell 6.4% to 2,148 buses due to fewer production days, partly offset by higher pricing and favorable mix.
GAAP net income increased to $29.3 million, with diluted EPS of $0.90, while Adjusted EBITDA rose to $50.8 million, a 14.4% margin and an all‑time Q2 record for the company. Year‑to‑date net sales reached $685.7 million and net income $60.1 million, both above the prior year.
The company closed the acquisition of the remaining 50% of Micro Bird and raised full‑year 2026 guidance to approximately $1.75 billion in net revenue and $245 million in Adjusted EBITDA, while also increasing its long‑term outlook toward over $2.5 billion in revenue and 15%+ Adjusted EBITDA margin.
Blue Bird Corporation reported fiscal 2026 second quarter net sales of $352.6 million, down 1.7% from the prior year, as units sold fell 6.4% to 2,148 buses due to fewer production days, partly offset by higher pricing and favorable mix.
GAAP net income increased to $29.3 million, with diluted EPS of $0.90, while Adjusted EBITDA rose to $50.8 million, a 14.4% margin and an all‑time Q2 record for the company. Year‑to‑date net sales reached $685.7 million and net income $60.1 million, both above the prior year.
The company closed the acquisition of the remaining 50% of Micro Bird and raised full‑year 2026 guidance to approximately $1.75 billion in net revenue and $245 million in Adjusted EBITDA, while also increasing its long‑term outlook toward over $2.5 billion in revenue and 15%+ Adjusted EBITDA margin.
Blue Bird Corp: FMR LLC filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of 2,541,382.50 shares of Blue Bird Corp common stock, representing 8.0% of the class as of 03/31/2026. The filing lists the issuer address as 3920 Arkwright Road, Macon, GA, and cites a power of attorney authorizing Richard Bourgelas to sign on behalf of FMR LLC and Abigail P. Johnson.
Blue Bird Corp: FMR LLC filed Amendment No. 5 to a Schedule 13G/A reporting beneficial ownership of 2,541,382.50 shares of Blue Bird Corp common stock, representing 8.0% of the class as of 03/31/2026. The filing lists the issuer address as 3920 Arkwright Road, Macon, GA, and cites a power of attorney authorizing Richard Bourgelas to sign on behalf of FMR LLC and Abigail P. Johnson.
Blue Bird Corporation filed an amended report to expand details about director Steve Girardin’s appointment and related party dealings. Girardin was appointed a Class III director in connection with Blue Bird’s acquisition of the remaining 50% interest in the Micro Bird joint venture, with his term running through the 2029 annual stockholder meeting. Under a Board Election Agreement, while Steve or Dave Girardin serves on the board, Groupe Autobus Girardin Ltee (GAG) agrees to vote all of its Blue Bird securities in line with board recommendations, and the agreement ends before the 2029 meeting or 90 days after both brothers leave the board. The board also placed Steve Girardin on its Corporate Governance and Nominating Committee.
The filing outlines related party transactions involving businesses owned by the Girardin family. Superbird Capital Inc. and its subsidiaries generated approximately $205 million in aggregate gross revenues for Blue Bird in the fiscal year ended September 27, 2025 and $146 million in the six months ended March 28, 2026, while Blue Bird paid Superbird about $3.7 million and $702,000 for parts and warranty services over those same periods. Valiant Real Estate entities, also owned by the Girardin family, received roughly $3 million and $2 million in rents from Micro Bird and its subsidiaries over the same periods, with leases running from 36 to 72 months. The dealer and lease arrangements are described as arms-length, commercially reasonable, and approved by Blue Bird’s audit committee.
Vanguard Capital Management reported beneficial ownership of 1,624,951 shares of Blue Bird Corp Common Stock, equal to 5.14% of the class as of 03/31/2026. The filing shows Vanguard has sole dispositive power over 1,624,951 shares and sole voting power for 234,344 shares. The Schedule 13G was signed by Ashley Grim on 04/29/2026 and discloses that these holdings include shares held for Vanguard funds and managed accounts.
Blue Bird Corp director Steve Girardin reported equity awards and interests linked to the company’s acquisition of the remaining stake in its Micro Bird joint venture. Groupe Autobus Girardin Ltee received 2,702,180 Exchangeable Shares of MB Exchangeco Inc. and 1 share of Special Voting Preferred Stock, and Girardin may be deemed to have indirect beneficial ownership through his roles at that entity while disclaiming beneficial ownership beyond his pecuniary interest. Separately, he was granted 2,297 restricted stock units, each representing one share of Blue Bird common stock, which are scheduled to vest on March 31, 2027, with accelerated vesting upon certain change in control or service‑termination events.
Blue Bird Corp director Steve Girardin filed an initial insider ownership report on Form 3. The filing lists him as a director but shows no reported transactions or derivative positions, with buy, sell, acquire, and dispose counts all at zero.
Blue Bird Corporation is now partly owned by Groupe Autobus Girardin Ltee and related Girardin family members following Blue Bird’s acquisition of the Micro Bird businesses. The Schedule 13D reports 2,702,180 exchangeable shares, equal to 7.88% of Blue Bird’s common stock on an as-converted basis.
These non-voting Exchangeable Shares of MB Exchangeco Inc. can be swapped one-for-one into Blue Bird common stock and are paired with a single Special Voting Preferred share to mirror common stock voting rights. They were issued as roughly 70% of the $201,787,194 purchase price for the Micro Bird targets, with the remaining 30% paid in cash at closing.
The Exchangeable Shares and any exchanged Blue Bird shares are locked up until October 1, 2026, then gradually released through April 1, 2029. A Board Election Agreement places Steve Girardin, and potentially Dave Girardin, on Blue Bird’s board through the 2029 annual meeting, while GAG agrees to vote its securities in line with board recommendations during that period.
Penn Kevin S. reported acquisition or exercise transactions in this Form 4 filing.
Blue Bird Corp director Kevin S. Penn received a grant of 2,297 restricted stock units (RSUs), each representing one share of common stock. The award was granted at no cash cost and increases his direct holdings to 6,396 shares after the transaction.
The RSUs are scheduled to vest on March 31, 2027, with accelerated vesting if there is a change in control of the company or if his service ends due to death, disability, or completion of his term as director. Shares of common stock will be delivered when the RSUs vest and certain service or ownership conditions are met.
Thau Daniel Mark reported acquisition or exercise transactions in this Form 4 filing.
Blue Bird Corp director Daniel Mark Thau received an equity award of 2,297 restricted stock units (RSUs). The award is priced at $0.0000 per share, reflecting a compensation grant rather than a market purchase, and increases his directly held common stock-related position to 8,396 shares equivalent.
The RSUs are scheduled to vest on March 31, 2027. They will vest earlier in full if there is a change in control of the company or if his service ends due to death, disability, or completion of his term as a director. Shares of common stock will be issued when the RSUs vest and upon the earlier of meeting Blue Bird’s minimum stock ownership guidelines, termination of his service as a director, or a change in control event.