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Companies / Industrials / Blue Bird Corp
BLBD

Blue Bird Corp

IndustrialsTransportation Equipment
Ticker BLBDMACON, GAFiscal year ends OctoberBook value per share $19.57Diluted shares 33.5M

Blue Bird Corporation (NASDAQ: BLBD) is the leading independent designer and manufacturer of school buses in North America, with more than 619,000 buses sold since its formation in 1927. The company operates through two reportable segments: the Bus segment, which designs, engineers, manufactures and sells school buses… From the company’s description.

Fiscal year 2025 · ends 10-03Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-27
Sales & profitability
$1.48B
+9.9% year over year
Last 12 mo $1.61B
11.29%
+1 percentage points
Last 12 mo 11.77%
$127.72M
+21.0% year over year
Last 12 mo $281.81M
50.00%
−16.1 percentage points
Last 12 mo 43.03%
Cash & financing
$176.21M
+58.6% year over year
Last 12 mo $180.50M
$153.34M
+60.0% year over year
Last 12 mo $153.14M
0.35
Was 0.60× a year earlier
Last 12 mo 0.18
32.9M
−1.4% year over year
Last 12 mo 33.5M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Blue Bird Corp does

In the company’s own words

Blue Bird Corporation (NASDAQ: BLBD) is the leading independent designer and manufacturer of school buses in North America, with more than 619,000 buses sold since its formation in 1927. The company operates through two reportable segments: the Bus segment, which designs, engineers, manufactures and sells school buses and extended warranties, and the Parts segment, which sells replacement bus parts representing approximately seven percent of company net sales.

The company manufactures three types of buses: Type C school buses, Type D school buses, and specialty buses, all produced at its integrated facility in Fort Valley, Georgia. Blue Bird also produces the Micro Bird Type A bus through an unconsolidated Canadian joint venture with Girardin Minibus. In fiscal 2025, the company sold 9,409 buses worldwide, with Type C buses accounting for eighty-two percent of unit sales and Type D buses representing fourteen percent. The company maintains approximately 1,640 employees supporting customized assembly operations across 900,000 square feet of integrated chassis manufacturing and body assembly facilities, plus an additional 340,000 square foot component fabrication facility.

Blue Bird distributes its products through an extensive network of 44 exclusive dealer locations across the United States and Canada, with approximately ninety-three percent of buses sold through this dealer network in fiscal 2025. The company also sells directly to large fleet operators, the U.S. government through its GSA contract, state governments, and authorized dealers in select foreign markets.

The company has established itself as the clear market leader in alternative powered school buses, having sold approximately sixty-four percent of all alternative powered buses from fiscal 2015 through fiscal 2025. Blue Bird offers propane, gasoline, and electric powered options developed through partnerships with major suppliers including Cummins, Ford Motor Company, and Roush CleanTech. The company delivered its 2,000th electric school bus in fiscal 2024 and continues expanding electric vehicle production capacity.

Blue Bird's competitive strengths include its reputation for safety and product quality, innovative product leadership including industry-first features like three-point seat belts as standard equipment, strong dealer relationships with average tenure exceeding thirty-four years, and a highly skilled workforce. The company's website is https://www.blue-bird.com.

Company details
Sector
Industrials
Industry
Transportation Equipment
Headquarters
MACON, GA
Fiscal year end
October
CIK
1589526
SIC
3713

Financial performance, year by year

Fiscal 2014–2025 · USD
$-211.56M$285.84M$783.24M$1.28B$1.78B2014201520162017201820192020202120222023202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Blue Bird Corp — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

302
funds hold it
0 of 35
superinvestors hold it
$989.11M
held by funds, at market
43.9%
of shares held by funds

Largest fund holders · Blue Bird Corp’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
0.27%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.08%of fund net assets
Oberweis Micro-Cap Fund
OBMCX · OBERWEIS FUNDS
2.50%of fund net assets
Fidelity Small Cap Value Fund
FCPVX · Fidelity Securities Fund
0.79%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

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