Blue Bird CORP (BLBD) — SEC Filings

Overview

Blue Bird CORP (BLBD) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Dec 29, 2025: Blue Bird Corporation announced on December 24, 2025, the departure of Director Michael J. R. Johnson and the election of new Director David J. Schippers. The company also appointed new officers, including Mark J. Aubin as Chief Operating Officer and Jeffrey L. Jones as Chief Financial Officer. Thes

Sentiment Summary

Across 39 filings, the sentiment breakdown is: 4 bullish, 35 neutral. The dominant filing sentiment for Blue Bird CORP is neutral.

Filing Type Overview

Blue Bird CORP (BLBD) has filed 1 4, 16 8-K, 2 10-K, 6 10-Q, 2 DEF 14A, 4 SC 13G, 7 SC 13G/A, 1 SC 13D/A with the SEC between Jan 2024 to Apr 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (39)

• 4 Filing — 4 · Apr 2, 2026
• 8-K Filing — 8-K · Apr 2, 2026
• Blue Bird Corp Appoints New Officers, Director Departs — 8-K · Dec 29, 2025 Risk: medium
  Blue Bird Corporation announced on December 24, 2025, the departure of Director Michael J. R. Johnson and the election of new Director David J. Schippers. The c
• Blue Bird Soars on EV, Propane Bus Demand; Boosts Safety & Manufacturing — 10-K · Nov 24, 2025 Risk: medium
  Blue Bird Corp (BLBD) reported a strong fiscal year ended September 27, 2025, driven by its leadership in alternative-powered school buses and strategic manufac
• Blue Bird Corp. Reports Material Agreement Termination, Officer Changes — 8-K · Oct 24, 2025 Risk: medium
  Blue Bird Corporation announced on October 22, 2025, the termination of a material definitive agreement. The company also reported changes in its board of direc
• Blue Bird Corp Files 8-K: Other Events & Financials — 8-K · Aug 7, 2025 Risk: medium
  Blue Bird Corporation filed an 8-K on August 7, 2025, reporting on events that occurred on August 5, 2025. The filing primarily concerns "Other Events" and "Fin
• Blue Bird Soars on Electric Bus Demand, Q3 Net Income Jumps 45% — 10-Q · Aug 6, 2025 Risk: medium
  Blue Bird Corp (BLBD) reported a robust Q3 2025, with revenue reaching $375.2 million, a significant increase from $310.5 million in Q3 2024, driven by strong d
• Blue Bird Corp. Files 10-Q for Period Ending March 29, 2025 — 10-Q · May 7, 2025 Risk: medium
  Blue Bird Corp. filed its 10-Q for the period ending March 29, 2025. The company, formerly Hennessy Capital Acquisition Corp., reported on its fiscal year endin
• Blue Bird Corp Files 8-K on Shareholder Votes & Exhibits — 8-K · Mar 17, 2025 Risk: low
  Blue Bird Corporation filed an 8-K on March 17, 2025, reporting on matters submitted to a vote of security holders and financial statements and exhibits as of M
• Blue Bird Corp Files 10-Q for Q4 2024 — 10-Q · Feb 5, 2025 Risk: medium
  Blue Bird Corp filed its 10-Q for the period ending December 28, 2024. The company, previously known as Hennessy Capital Acquisition Corp., is a manufacturer of
• Blue Bird Corp. Announces Director Changes and Officer Compensation — 8-K · Feb 3, 2025 Risk: medium
  Blue Bird Corporation announced on January 28, 2025, the departure of Director Michael J. R. Johnson and the appointment of new directors, including John D. R.
• Blue Bird Corp. DEF 14A Filing: Executive Compensation Details — DEF 14A · Jan 27, 2025 Risk: medium
  Blue Bird Corp. filed a DEF 14A on January 27, 2025, for the fiscal year ending September 28, 2024. The filing details executive compensation and corporate gove
• Blue Bird Corp. Reports Director Departure, Board Changes — 8-K · Jan 22, 2025 Risk: medium
  Blue Bird Corporation announced on January 21, 2025, the departure of Director Michael J. R. Johnson. The company also reported on the election of new directors
• Blue Bird Corp. Files 2024 10-K — 10-K · Nov 25, 2024 Risk: medium
  Blue Bird Corp. filed its 10-K for the fiscal year ending September 28, 2024, reporting on its operations as a manufacturer of truck and bus bodies. The company
• SC 13G Filing — SC 13G · Nov 14, 2024
• SC 13G Filing — SC 13G · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 12, 2024
• SC 13G/A Filing — SC 13G/A · Nov 8, 2024
• SC 13G/A Filing — SC 13G/A · Nov 8, 2024
• SC 13G/A Filing — SC 13G/A · Nov 4, 2024
• Blue Bird Appoints New CFO, Transitions Current CFO — 8-K · Oct 28, 2024 Risk: low
  Blue Bird Corporation announced on October 22, 2024, the appointment of Mark D. Johnson as Chief Financial Officer, effective November 4, 2024. Johnson will suc
• Blue Bird Corp Files 8-K on Financials — 8-K · Oct 25, 2024 Risk: medium
  Blue Bird Corporation filed an 8-K on October 25, 2024, reporting on its results of operations and financial condition. The filing also includes information rel
• SC 13G/A Filing — SC 13G/A · Oct 21, 2024
• Blue Bird Corp Appoints Interim CEO & CFO, Board Changes — 8-K · Sep 9, 2024 Risk: medium
  Blue Bird Corporation announced on September 6, 2024, a series of executive changes. The company appointed Philip A. Horlock as Interim Chief Executive Officer
• Blue Bird Corp. Files Q3 2024 10-Q — 10-Q · Aug 7, 2024 Risk: medium
  Blue Bird Corp. filed its 10-Q for the period ending June 29, 2024. The filing details financial performance and operational updates for the company, which manu
• Blue Bird Corp Elects New Directors, Adjusts Officer Compensation — 8-K · Jun 28, 2024 Risk: medium
  Blue Bird Corporation announced on June 26, 2024, the election of new directors and changes in its officer compensation arrangements. Specifically, the company
• Blue Bird Corp to be Acquired for $1 Billion — 8-K · May 24, 2024 Risk: medium
  Blue Bird Corporation announced on May 23, 2024, that it has entered into a definitive agreement to be acquired by an affiliate of the Shaanxi Automobile Group
• Blue Bird Corp. Files 10-Q for Period Ending March 30, 2024 — 10-Q · May 8, 2024 Risk: medium
  Blue Bird Corp (BLBD) filed a Quarterly Report (10-Q) with the SEC on May 8, 2024. Blue Bird Corp. filed a 10-Q report for the period ending March 30, 2024. The
• Blue Bird Corp Files 8-K on Shareholder Votes and Financials — 8-K · Mar 13, 2024 Risk: low
  Blue Bird Corporation filed an 8-K on March 13, 2024, to report on matters submitted to a vote of security holders and to file financial statements and exhibits
• American Securities Updates Blue Bird Stake — SC 13D/A · Feb 22, 2024 Risk: low
  ASP BB Holdings LLC, a group including American Securities LLC, filed an Amendment No. 9 to Schedule 13D on February 22, 2024, regarding their ownership in Blue
• Blue Bird Corp Files 8-K on Feb 15th Event — 8-K · Feb 21, 2024 Risk: low
  Blue Bird Corporation filed an 8-K on February 21, 2024, reporting an event that occurred on February 15, 2024. The filing indicates a current report pursuant t
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• SC 13G/A Filing — SC 13G/A · Feb 14, 2024
• Wellington Management Discloses Passive Stake in Blue Bird Corp — SC 13G · Feb 8, 2024 Risk: low
  Wellington Management Group LLP, a major investment firm, has disclosed its ownership of Blue Bird Corporation's common stock as of December 29, 2023. This SC 1
• Blue Bird Corp. Files 10-Q for Period Ending December 30, 2023 — 10-Q · Feb 7, 2024 Risk: medium
  Blue Bird Corp (BLBD) filed a Quarterly Report (10-Q) with the SEC on February 7, 2024. Blue Bird Corp. filed a 10-Q report for the period ending December 30, 2
• Blue Bird Confirms Non-Emerging Growth Status in 8-K Filing — 8-K · Feb 1, 2024
  Blue Bird Corporation filed an 8-K on February 1, 2024, reporting an "Other Event" that occurred on January 31, 2024. This filing primarily updates administrati
• Blue Bird Corp. Reports Executive/Director Changes on Jan 25 — 8-K · Jan 31, 2024
  Blue Bird Corp. filed an 8-K on January 31, 2024, reporting that the earliest event occurred on January 25, 2024. This filing, under Item 5.02, indicates a "Dep
• BlackRock Discloses Passive Stake in Blue Bird Corp — SC 13G · Jan 29, 2024
  BlackRock Inc., a massive investment firm, has disclosed its ownership of Blue Bird Corp (a company that makes school buses) common stock as of December 31, 202
• Blue Bird Corp. Files DEF 14A Proxy Statement — DEF 14A · Jan 29, 2024 Risk: low
  Blue Bird Corp (BLBD) filed a Proxy Statement (DEF 14A) with the SEC on January 29, 2024. Filing is a DEF 14A for Blue Bird Corp. with a fiscal year end of Sept

Risk Profile

Risk Assessment: Of BLBD's 25 recent filings, 0 were flagged as high-risk, 18 as medium-risk, and 7 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.

Financial Highlights

Key financial metrics from Blue Bird CORP's most recent 10-K filing (Nov 24, 2025):

• Revenue: $1,033.9 million

Key Executives

• Michael J. R. Johnson
• David J. Schippers
• Mark J. Aubin
• Jeffrey L. Jones
• John D. R. Johnson
• David J. R. Johnson
• Horlock
• Stevenson
• Mark D. Johnson
• William R. Gentry, Jr.
• Philip A. Horlock
• Mark J. Johnson
• Jeffrey R. Bartel
• Robert D. Durrett
• Mark J. Rourke

Industry Context

Blue Bird operates in the highly competitive school bus manufacturing industry, facing established players and evolving market demands. Key trends include a significant push towards alternative-powered vehicles, particularly electric and propane, driven by environmental regulations and government incentives. The industry also relies heavily on government funding for school districts, making it sensitive to public budget allocations.

Top Tags

corporate-governance (6) · financials (5) · 10-Q (5) · manufacturing (3) · executive-change (3) · Blue Bird Corp (3) · director-departure (2) · Electric Vehicles (2) · School Buses (2) · Manufacturing (2)

Key Numbers

• Aggregate market value of common stock held by non-affiliates: $1,033.9 million — as of March 29, 2025, based on a closing price of $32.93
• Outstanding shares of common stock: 31,714,959 — as of November 19, 2025
• Buses sold since formation: 619,000 — demonstrates Blue Bird's long-standing market presence since 1927
• Alternative fuel powered school buses deployed: 40,000 — since 2012 through collaboration with Ford Component Sales and Roush CleanTech
• Electric school buses delivered: 2,000 — milestone achieved in fiscal 2024, indicating growing EV market penetration
• Cleaner than current federal emission standards: 90% — Blue Bird's propane engine performance, exceeding 2027 stricter standards
• Approximate DOE grant: $80 million — awarded in fiscal 2024 for manufacturing facility conversion, currently under review
• State-of-the-art paint facility: 60,000 sq ft — opened July 2019, using robotic technology for efficiency and environmental benefits
• Electric Vehicle Build-up Center: 40,000 sq ft — opened in fiscal 2023 at Fort Valley, Georgia plant to meet EV demand
• Revenue: $375.2M — Increased from $310.5M in Q3 2024, demonstrating 20.8% growth.
• Net Income: $28.1M — Up from $19.3M in Q3 2024, representing a 45.6% increase.
• Revenue Growth: 20.8% — Year-over-year increase in Q3 2025 revenue.
• Net Income Growth: 45.6% — Year-over-year increase in Q3 2025 net income.
• Reporting Period End Date: 20250329 — Indicates the end of the fiscal quarter being reported.
• Filing Date: 20250507 — The date the 10-Q was officially submitted to the SEC.

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