BLBDBlue Bird Corporation
Price
-5.7%1YEnd-of-day closes, not the intraday tick.
A rare clean sweep: double-check what the checks can't see
Quality strong, no red flags, undemanding price, growing in the filings, the market undecided.
Blue Bird delivers market value to stockholders through a people centered human capital strategy, critical to our ability to deliver on our strategic plans. Our success in delivering high quality products and solutions for our customers is only achievable through the talent, expertise, and dedication of our workforce. We strive to attract and retain the best available talent in every job based on the knowledge, skills and abilities each person possesses.
In the company’s own words · 10-K filed Nov 24, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Blue Bird Corporation (BLBD) reported revenue of $517M in Q3 2026 (quarter ended Jun 27, 2026), up 30% from the same quarter a year earlier. That came with a gross margin of 20% and net income of $185M (36% of revenue). For the full year FY2025, revenue was $1.48B (+9.9% year on year) and net income $128M. Its largest product in Q3 2026 was Alternative Fuel Buses at $340M, 65% of the disclosed total, well ahead of Diesel Buses at 27%. The next results filing is expected around Nov 23, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 6, 2026On September 30, 2026 (the “Second Amendment Effective Date”), Blue Bird Corporation (the “Company”) entered into the Second Amendment to Credit Agreement (the “Second Amendment”), by and among the Company and certain of its subsidiaries, including Blue Bird Body Company (the “Borrower”), Bank of Montreal (“BMO”) and …Material agreement entered · Form 8-K
- Oct 1, 2026On October 1, 2026, Blue Bird Corporation (the “Company”) filed with the Securities and Exchange Commission a prospectus supplement (the “Prospectus Supplement”) to its automatic shelf registration statement on Form S-3 (File No. 333-284017) relating to the resale, from time to time, by the selling stockholder …Other event · Form 8-K
- Aug 5, 2026Net Sales of $517M and GAAP Net Income of $185M.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Jun 2026 · $524.7MThe company’s own SEC segment disclosure.
- Alternative Fuel Buses$339.5M65%
- Diesel Buses$139.8M27%
- Parts$24.7M5%
- Product And Service Other$13.2M3%
- Shipping And Handling$7.5M1%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Farm & Heavy Construction Machinery
Ranks #3 of 14 by RyuScore