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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) designs, engineers, manufactures and sells school buses, including Type C and Type D models, specialty buses and alternative-powered buses using propane, gasoline or electricity. Its customers include school districts, private schools, contractors serving school districts, fleet… From the company’s description.

Over the twelve months to Jun 27, 2026, Blue Bird Corp reported revenue of $1.61B, up 13.5% from a year earlier, and net income of $281.81M. Its operating margin was 11.8%, and operations generated $180.50M in cash. In fiscal 2025, it reported revenue of $1.48B, up 9.9% from fiscal 2024, and net income of $127.72M.

Fiscal year 2025 · ends 10-03Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-06-27
Sales & profitability
$1.48BFY2025
+9.9% year over year
Last 12 mo $1.61B
11.29%FY2025
+1 percentage points
Last 12 mo 11.77%
$127.72MFY2025
+21.0% year over year
Last 12 mo $281.81M
50.00%FY2025
−16.1 percentage points
Last 12 mo 43.03%
Cash & financing
$176.21MFY2025
+58.6% year over year
Last 12 mo $180.50M
$153.34MFY2025
+60.0% year over year
Last 12 mo $153.14M
0.35FY2025
Was 0.60× a year earlier
Last 12 mo 0.18
32.9MFY2025
−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) designs, engineers, manufactures and sells school buses, including Type C and Type D models, specialty buses and alternative-powered buses using propane, gasoline or electricity. Its customers include school districts, private schools, contractors serving school districts, fleet operators and government agencies, primarily in the United States and Canada. The company also sells replacement parts and extended warranties. It reports two segments: Bus, covering bus sales and extended warranties, and Parts, which accounted for 7.0% of net sales in fiscal 2025. Buses are sold mainly through a network of 44 U.S. and Canadian dealer locations, while parts are distributed through a dedicated center, dealers and direct channels. In fiscal 2025, Blue Bird sold 9,409 buses and employed approximately 1,640 people. Its Type A Micro Bird buses are produced through an unconsolidated joint venture with Girardin. The company traces its operating history to 1927 and became Blue Bird Corporation after a 2015 business combination. Its website is https://www.blue-bird.com.

Company details
Sector
Industrials
Industry (SIC)
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
—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
—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

Put this business in context.

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