Blue Bird Corp
BLBD- Exchange
- Nasdaq
- Industry
- Truck & Bus Bodies
- SEC CIK
- 0001589526
In the last 90 days, Blue Bird Corp insiders filed 1 open-market purchase and 1 sale; 305 institutions reported holding it in 13F filings for Q2 2026, worth $2.55B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 10, 2026
- $1.82B
- Insider buysLast 90 days, $22.5K in total
- 1
- Insider sellsLast 90 days, $249.6K in total
- 1
- 13F holdersQ2 2026, +20 vs. previous quarter
- 305
- 13F valueReported value at the end of Q2 2026
- $2.55B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.48B
- +9.9% year over year
- Net income, FY2025
- $127.7M
- +21.0% year over year
- Free cash flow, FY2025
- $153.3M
- +60.0% year over year
- Revenue, Q3 FY2026
- $517.2M
- +29.9% year over year
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 4.40M
- Shares sold short
- Change
- +147.6K
- +3.5% vs. previous
- Days to cover
- 6.35
- At average daily volume
Superinvestors holding BLBD, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding BLBD at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Blue Bird Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 18, 2026 (view filing)10:25 AM ET | Sep 16 | 2 days | Sanfrey Jeffrey ScottChief Operating Officer | SSaleCommon Stock, par value $0.0001 per share | −4.00K | $62.40 | −$249.6K | −10.3%35.0K after | |
| Aug 13, 2026 (view filing)11:57 AM ET | Aug 12 | 1 day | Thau Daniel MarkDirector | PPurchaseCommon Stock, par value $0.0001 per share | +350 | $64.37 | +$22.5K | +4.0%9.05K after | |
| May 20, 2026 (view filing) | May 19 | 1 day | Thau Daniel MarkDirector | PPurchaseCommon Stock, par value $0.0001 per share | +300 | $65.09 | +$19.5K | +3.6%8.70K after | |
| Mar 5, 2026 (view filing) | Mar 4 | 1 day | Sanfrey Jeffrey ScottChief Operating Officer | SSaleCommon Stock, par value $0.0001 per share | −5.19K | $58.54 | −$303.9K | −11.7%39.0K after | |
| Feb 20, 2026 (view filing) | Feb 19 | 1 day | Radulescu RazvanChief Financial Officer | SSaleCommon Stock, par value $0.0001 | −3.92K | $60.98 | −$239.3K | −8.5%42.3K after | |
| Dec 17, 2025 (view filing) | Dec 17 | Same day | Radulescu RazvanChief Financial Officer | SSaleCommon Stock, par value $0.0001 | −7.01K | $51.58 | −$361.4K | −13.2%46.2K after | 10b5-1 |
| Dec 16, 2025 (view filing) | Dec 12 | 4 days | Horlock PhilDirector | SSaleCommon Stock, par value $0.0001 per share | −15.4K | $50.42 | −$775.5K | −6.4%225.4K after | 2 lots |
| Dec 10, 2025 (view filing) | Dec 10 | Same day | Radulescu RazvanChief Financial Officer | SSaleCommon Stock, par value $0.0001 | −7.98K | $50.39 | −$402.3K | −14.0%49.1K after | 10b5-1 |
| Dec 5, 2025 (view filing) | Dec 4 | 1 day | Thau Daniel MarkDirector | PPurchaseCommon Stock, par value $0.0001 per share | +400 | $51.05 | +$20.4K | +7.0%6.10K after | |
| Sep 15, 2025 (view filing) | Sep 12 | 3 days | Horlock PhilDirector | SSaleCommon Stock, par value $0.0001 per share | −13.6K | $58.00 | −$787.5K | −5.3%240.8K after |
Top 10 13F holders, Q2 2026
See all 305 holdersThe largest institutional positions in Blue Bird Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 3,017,353 | $238.3M | 0.01% | +475,970+18.7% | Added |
| BlackRock, Inc. | 2,627,824 | $207.5M | 0.00% | +37,751+1.5% | Added |
| American Century Companies Inc | 1,596,312 | $126.0M | 0.06% | −164,339−9.3% | Reduced |
| Vanguard Capital Management LLC | 1,401,431 | $110.7M | 0.00% | +10,824+0.8% | Added |
| Westwood Holdings Group Inc. | 1,240,236 | $97.9M | 0.74% | −414,534−25.1% | Reduced |
| Jupiter Topco LLC | 1,193,431 | $94.2M | 0.04% | +1,193,431 | New |
| Wellington Management Group LLP | 995,188 | $78.6M | 0.01% | −22,979−2.3% | Reduced |
| Geode Capital Management, LLC | 874,048 | $69.0M | 0.00% | +46,926+5.7% | Added |
| Price T Rowe Associates Inc | 818,481 | $64.6M | 0.01% | +622,631+317.9% | Added |
| Bank of America Corp | 805,031 | $63.6M | 0.00% | +275,686+52.1% | Added |
Holders of 5% or more of BLBD
See all 6 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Blue Bird Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| FMR LLC | 13G/A | 11.50%3.64M shares | +1.30 ppfrom 10.20% | Nov 12, 20249 filings | Nov 5, 2026 | SEC |
| Groupe Autobus Girardin Ltee | 13D | 7.88%2.70M shares | New | Apr 8, 20261 filing | Apr 8, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 7.50%2.42M shares | – | Oct 21, 20243 filings | Apr 17, 2025 | SEC |
| American Century Investment Management Inc | 13G | 5.60%1.79M shares | +1.40 ppfrom 4.20% | May 15, 20254 filings | Feb 13, 2026 | SEC |
| Millennium Management LLC | 13G | 5.20%1.62M shares | New | Oct 20, 20261 filing | Oct 20, 2026 | SEC |
Politician trades
All politician trades in BLBD1 member of Congress reported 1 trade in Blue Bird Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| May 14, 2025 |  Julie Johnson House · TX | Sell | $1K-$15K |
House · TX · May 14, 2025
Sell$1K-$15K