BLBD Blue Bird Corp

CIK 0001589526 50 ready 8-Ks latest August 5, 2026, 4:09 PM ET RSS · JSON

Activity: NORMAL 2 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing August 5, 2026, 4:09 PM ET

Top materiality 0.85

Event mix earnings ×16 · leadership ×15 · other_material ×12

Sentiment 22 pos · 1 neg · 27 neu

Latest earnings reported 2026-Q2

Executive change recent →

Recent 8-K filings for BLBD

Highest-materiality recent filing

Blue Bird Q2 adj. EBITDA $50.8M (14% margin); raises FY2026 adj. EBITDA guidance to $245M

May 6, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

Q2 net sales $352.6M (-1.7% YoY), net income $29.3M, diluted EPS $0.90.
Adjusted EBITDA $50.8M (+$1.6M YoY); adjusted diluted EPS $1.00.

Read filing →

August 5, 2026, 4:09 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Blue Bird Q3 FY2026: Revenue $517M, Adj. EBITDA $71M; raises FY guidance; Ford deal

Q3 net sales $517.2M (+29.9% YoY); GAAP net income $185.3M; diluted EPS $5.27.
August 5, 2026, 4:05 PM ET M&A materiality 0.75 positive item 1.01 item 7.01 item 9.01

Blue Bird to acquire Detroit Chassis assets, partner with Ford for next-gen F-53/F-59 chassis

Blue Bird to acquire Detroit Chassis LLC assets for $7M; closing expected Q1 2027.
May 18, 2026, 4:20 PM ET other material materiality 0.60 neutral item 1.01 item 9.01 ◈ Material Agreements

Blue Bird transfers pension obligations for 2,044 participants to Pacific Life

Plan purchased group annuity contracts; $94M in liabilities transferred, funded by Plan assets.
May 6, 2026, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

Blue Bird Q2 adj. EBITDA $50.8M (14% margin); raises FY2026 adj. EBITDA guidance to $245M

Q2 net sales $352.6M (-1.7% YoY), net income $29.3M, diluted EPS $0.90.
May 4, 2026, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 1.01 ◈ executive_change

Blue Bird appoints Steve Girardin to board; discloses $205M in related-party dealer revenue

Steve Girardin appointed Class III Director, term through 2029; will serve on Nominating Committee.
April 2, 2026, 7:59 PM ET M&A materiality 0.85 positive item 2.01 item 3.02 item 5.02 item 5.03 item 7.01 item 9.01 ◈ Governance Changes◈ M&A Transactions

Blue Bird completes acquisition of Micro Bird joint venture for ~$202M, full ownership

Acquired remaining 50% of Micro Bird for ~$202M: $63M cash plus 2.7M shares valued at $51.35.
March 11, 2026, 7:59 PM ET other materiality 0.50 neutral item 5.02 item 5.07 item 9.01

Blue Bird shareholders approve 900K-share increase in equity plan, extend term to 2035

Stockholders voted 23.6M for vs 2.3M against to ratify amended omnibus equity plan raising reserve from 5.2M to 6.1M shares.
February 17, 2026, 6:59 PM ET M&A materiality 0.85 positive item 1.01 item 7.01 item 9.01 ◈ Material Agreements

Blue Bird to acquire full ownership of Micro Bird JV for ~$200M

Purchase price $198.2M: 30% cash (~$59.5M) and 70% stock (~2.7M exchangeable shares).
February 4, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Blue Bird Q1 FY2026: Adj. EBITDA $50.1M (15% margin), raises FY2026 guidance to $225M

Q1 net sales $333.1M (+6.1% YoY); GAAP net income $30.8M, diluted EPS $0.94.
December 29, 2025, 6:59 PM ET leadership materiality 0.25 neutral item 5.02 item 8.01 item 9.01

Former Blue Bird CEO Phil Horlock resigns from Board of Directors

Phil Horlock, former CEO and Class III director, resigned effective December 24, 2025.
November 24, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

Blue Bird reports record FY2025 revenue $1.48B, Adj. EBITDA $221M; reaffirms FY2026 guidance

Full-year net sales of $1,480.1M (+9.9% YoY); GAAP net income $127.7M, diluted EPS $3.88.
October 24, 2025, 7:59 PM ET other material materiality 0.35 neutral item 1.02 item 5.02 item 9.01

Blue Bird terminates Clean Bus Solutions JV, names Jeff Sanfrey COO

Terminated joint venture Clean Bus Solutions with Generate Capital after failing to generate profitable business; entity winding down.
August 7, 2025, 7:59 PM ET other material materiality 0.55 positive item 8.01 item 9.01

Blue Bird authorizes $100M share repurchase program through Jan 2028

Board authorized up to $100M in share repurchases over a period ending Jan 1, 2028.
August 6, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

Blue Bird beats Q3 guidance with record Adj. EBITDA $58.5M; raises FY2025 guidance; $100M buyback

Net sales $398M (+19.4% YoY); GAAP net income $36.5M; diluted EPS $1.12.
May 7, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

Blue Bird Q2 FY2025 net sales $359M, Adj. EBITDA $49.2M, beats guidance

Unit sales 2,295 (+41 YoY); revenue up 3.7% to $358.9M; record 265 electric buses sold in Q2.
March 17, 2025, 7:59 PM ET other materiality 0.15 neutral item 5.07 item 9.01

Blue Bird holds annual meeting; elects three Class II directors and ratifies auditor

Mark Blaufuss, Julie A. Fream, Simon J. Newman elected to Class II board for three-year terms.
February 5, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02 item 7.01 item 9.01

Blue Bird beats Q1 guidance; Adj EBITDA $45.8M, reaffirms FY2025 outlook

Q1 net sales $313.9M, GAAP net income $28.7M ($0.86 EPS), adjusted EBITDA $45.8M (14.6% margin).
February 3, 2025, 6:59 PM ET leadership materiality 0.60 neutral item 5.02 item 9.01 ◈ executive_change

Blue Bird CFO gets $600k salary; CEO Horlock to retire Feb 28 with ~$7M equity acceleration

CFO Razvan Radulescu's base salary increased to $600,000; LTIP target raised to 150% of salary.
January 22, 2025, 6:59 PM ET leadership materiality 0.65 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change ×2

Blue Bird appoints John Wyskiel as President and CEO, effective Feb 17, 2025

John F. Wyskiel appointed President and CEO effective Feb 17, 2025; also elected Class I director.
November 25, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01

Blue Bird reports record FY2024 adj EBITDA $183M, beats guidance; raises FY2025 outlook

FY2024 net sales $1.35B (+19% YoY); GAAP net income $105.5M ($3.16 diluted EPS); adjusted diluted EPS $3.46.
October 28, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change

Blue Bird appoints former Lordstown Motors CEO Edward Hightower to board

Edward T. Hightower elected as Class I director and Audit Committee member effective October 23, 2024.
October 25, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 9.01

Blue Bird reports preliminary FY2024 record revenue of $1.35B, up 19% YoY

Sold 9,000 buses in FY2024 (+6% YoY), at top end of guidance; record EV sales of 704 buses (+29%).
September 9, 2024, 7:59 PM ET leadership materiality 0.60 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change ×3

Blue Bird President Britton Smith resigns; CEO Phil Horlock adds President role

Britton Smith resigns as President effective Sept 28, 2024, for personal reasons; also leaves Board immediately.
August 7, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change ×3

Blue Bird appoints Britton Smith as President & CEO, effective Sept 29, 2024; Doug Grimm named Chairman

Britton Smith succeeds Phil Horlock as CEO; Horlock resigns effective Sept 28, 2024, remains on Board.
August 7, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01

Blue Bird reports record Q3 Adj. EBITDA $48.2M, raises FY2024 guidance and long-term margin outlook

Q3 revenue $333.4M (+13% YoY); GAAP net income $28.7M ($0.85 EPS) vs $9.3M ($0.29 EPS) last year.
June 28, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 9.01 ◈ executive_change

Blue Bird director Gurminder Bedi resigns after nine-year tenure

Resignation effective June 26, 2024; no disagreement with company cited.
May 24, 2024, 7:59 PM ET other material materiality 0.60 positive item 7.01 item 8.01 item 9.01

Blue Bird ratifies 3-year CBA with USW covering 1,500+ workers; avg 12% wage hike in Year 1

Ratified by USW members; covers production workers at Fort Valley and Perry, GA facilities.
May 8, 2024, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Blue Bird Q2 net sales $346M (+15%), Adj EBITDA $46M record; raises FY24 guidance

GAAP net income $26.0M ($0.79 EPS) vs $7.1M ($0.22 EPS) prior year; Adj EPS $0.89 vs $0.27.
March 13, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07 item 9.01 ◈ Shareholder Votes ×2

Blue Bird elects Bedi and Penn as Class I directors; ratifies BDO USA as auditor

Gurminder S. Bedi elected with 24,594,585 votes for and 453,120 abstentions.
February 21, 2024, 6:59 PM ET other material materiality 0.60 neutral item 8.01 item 9.01

Selling shareholder School Bus Holdings Inc. to sell 4,042,650 BLBD shares at $32.90 in secondary offering

Underwriting agreement with Barclays Capital Inc. for sale of 4,042,650 shares of common stock.
February 7, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Blue Bird reports record Q1 Adj. EBITDA $47.6M, raises FY2024 guidance

Revenue $317.7M (+35% YoY); net income $26.2M vs loss of $11.2M prior year.
February 1, 2024, 6:59 PM ET other material materiality 0.70 positive item 8.01 item 9.01

Blue Bird authorizes $60M share repurchase program over 24 months

Board approved up to $60M in common stock repurchases over 24 months.
January 31, 2024, 6:59 PM ET other material materiality 0.65 neutral item 5.02 item 9.01

Blue Bird adopts CIC plan with cash bonuses up to 6x target at $40+ per share

CIC Plan provides cash multipliers based on per-share price: 2X (<$25) to 6X ($40+). CEO Horlock bonus range $3M-$9M.
December 19, 2023, 6:59 PM ET other material materiality 0.50 neutral item 8.01 item 9.01

Blue Bird enters underwriting agreement for 2.5M share secondary offering at $25.10/share

Selling shareholder School Bus Holdings will sell 2.5M shares at $25.10/share; company receives no proceeds.
December 11, 2023, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Blue Bird reports record FY2023 revenue $1.13B, Adj. EBITDA $87.9M; raises FY2024 guidance

Full year net sales $1,132.8M (+41% YoY); GAAP net income $23.8M vs. loss of $45.8M last year.
December 7, 2023, 6:59 PM ET M&A materiality 0.70 positive item 1.01 item 2.03 item 3.02 item 7.01 item 9.01 ◈ Material Agreements

Blue Bird forms JV with Generate Capital for electric school bus fleet-as-a-service

Clean Bus Solutions JV; Blue Bird and Generate each contribute up to $10M common equity, plus $20M and $80M preferred respectively.
November 20, 2023, 6:59 PM ET debt materiality 0.55 neutral item 1.01 item 1.02 item 2.03 item 7.01 item 9.01 ◈ Debt Financings ×2◈ Material Agreements ×2

Blue Bird closes $100M term loan and $150M revolver, replaces 2016 credit facility

New $100M senior secured term loan and $150M revolving credit facility, both maturing Nov 17, 2028.
October 23, 2023, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 9.01 ◈ executive_change ×2

Blue Bird appoints Julie Fream to board, replacing Adam Gray of Coliseum Capital

Adam Gray resigned as Class II director after Coliseum Capital sold its Blue Bird holdings via secondary offering.
September 14, 2023, 7:59 PM ET other material materiality 0.55 neutral item 8.01 item 9.01

Blue Bird enters underwriting agreement for 2.5M share secondary offering at $21/sh

Selling shareholders sold 2.5M shares of common stock at $21.00 per share; underwriter is Barclays.
August 9, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Blue Bird posts Q3 revenue $294M (+43%), net income $9.4M; raises FY adj. EBITDA guidance to ~$73M

GAAP diluted EPS $0.29; adjusted diluted EPS $0.44; unit sales 2,137 (+24% YoY).
June 12, 2023, 7:59 PM ET other material materiality 0.50 neutral item 8.01 item 9.01

Blue Bird Corp selling shareholders offer 5.175M shares at $20.00; company receives no proceeds

Selling shareholders sold 5,175,000 shares at $20.00 per share, including 675,000 share over-allotment.
June 2, 2023, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01

Blue Bird discloses CEO Horlock's compensation: $1M salary, 150% target bonus, $15K/mo travel

Base salary of $1,000,000 effective May 15, 2023.
June 2, 2023, 7:59 PM ET leadership materiality 0.65 neutral item 5.02 item 9.01 ◈ executive_change ×4

Blue Bird appoints Britton Smith as President, elects Mark Blaufuss to board, and approves executive retention awards

Philip Horrock remains CEO; Britton Smith promoted from SVP Electrification to President effective May 31, 2023.
May 25, 2023, 7:59 PM ET leadership materiality 0.15 neutral item 5.02 item 9.01 ◈ executive_change ×2

Blue Bird appoints Simon Newman to Compensation Committee

Simon J. Newman elected Class II director on March 31, 2023, filling vacancy from Kathleen M. Shaw's resignation.
May 25, 2023, 7:59 PM ET other material materiality 0.25 neutral item 5.02 item 9.01 ◈ executive_change ×2

Blue Bird director Jared Sperling resigns; Dan Thau elected

Jared Sperling resigned as Class III director effective May 19, 2023; no disagreement with company.
May 16, 2023, 7:59 PM ET leadership materiality 0.70 neutral item 5.02 item 9.01 ◈ executive_change ×2

Blue Bird CEO Matthew Stevenson resigns; Philip Horlock appointed as President and CEO

Stevenson resigned as President, CEO, and Board director on May 13, 2023, effective immediately; employment ends June 5, 2023.
May 11, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 7.01 item 9.01 ◈ Earnings Releases ×2

Blue Bird Q2 net income $7.1M, Adj. EBITDA $19.8M; raises FY2023 guidance to ~$1.1B revenue, $55-65M Adj. EBITDA

Q2 net sales $299.8M (+44% YoY); GAAP net income $7.1M vs prior year net loss of $12.2M.
April 6, 2023, 7:59 PM ET leadership materiality 0.40 neutral item 5.02 item 9.01 ◈ executive_change ×2

Blue Bird announces director resignation and appointment of Simon Newman to board

Director Chan Galbato resigns effective April 3, 2023; resignation not due to any disagreement with company.
March 10, 2023, 6:59 PM ET leadership materiality 0.30 neutral item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×3◈ executive_change

Director Kathleen M. Shaw resigns from Blue Bird board effective April 2, 2023

Kathleen M. Shaw resigns from the board effective April 2, 2023, due to accepting a full-time leadership role with a government authority.
February 8, 2023, 6:59 PM ET earnings materiality 0.75 negative item 2.02 item 7.01 item 9.01 ◈ Earnings Releases

Blue Bird Q1 revenue $236M (+82% YoY), net loss $11.3M; raises FY2023 Adj. EBITDA guidance to $43M

Revenue $235.7M, up 82.4% YoY; unit sales 1,957 (up 70.3%). Net loss $11.3M vs $4.1M loss in prior year.

Executive changes

Appointed

Steve Girardin

Class III Director

BLBD · Blue Bird Corp

Effective: 2026-03-30
Filed: May 4, 2026, 7:59 PM ET

On March 30, 2026, and in connection with the closing of the acquisition contemplated by the Purchase Agreement and the Board Election Agreement entered on April 1, 2026 (the “ Board Election Agreement ”), the Board of Directors of Parent appointed Steve Girardin as a Class III Director, effective as of the closing, with a term expiring at the annual stockholder meeting in 2029, and under certain circumstances if Steve Girardin leaves the Board prior to such annual meeting, to appoint Dave Girardin as his replacement through the 2029 annual meeting.

Departed

Phil Horlock

President and Chief Executive Officer

BLBD · Blue Bird Corp

Effective: 2025-02-28
Filed: February 3, 2025, 6:59 PM ET

Mr. Horlock’s employment shall terminate effective February 28, 2025.

Appointed

John F. Wyskiel

President and Chief Executive Officer

BLBD · Blue Bird Corp

Effective: 2025-02-17
Filed: January 22, 2025, 6:59 PM ET

(c) On January 21, 2025, the Board of Directors of the Company (the “Board”) appointed Mr. John F. Wyskiel as President and CEO of the Company, effective February 17, 2025.

Departed

Philip Horlock

President and Chief Executive Officer

BLBD · Blue Bird Corp

Effective: 2025-02-16
Successor: John F. Wyskiel
Filed: January 22, 2025, 6:59 PM ET

our current President and CEO, Mr. Philip Horlock, will resign from those positions effective as of the close of business on February 16, 2025.

Appointed

Edward T. Hightower

Director

BLBD · Blue Bird Corp

Effective: 2024-10-23
Filed: October 28, 2024, 7:59 PM ET

On October 23, 2024, the Board of Directors of Blue Bird Corporation (the “Company”) elected Mr. Edward T. Hightower as a Class I director of the Company.

Role change

Philip Horlock

President and Chief Executive Officer

BLBD · Blue Bird Corp

Effective: 2024-09-28
Filed: September 9, 2024, 7:59 PM ET

As a result of the event described above in subsection (b), on September 6, 2024, the Board of Directors of the Company appointed Mr. Philip Horlock, currently our Chief Executive Officer (“CEO”), as President and CEO of the Company effective September 28, 2024.

Departed

Britton Smith

Director

BLBD · Blue Bird Corp

Effective: 2024-09-06
Filed: September 9, 2024, 7:59 PM ET

Mr. Smith also resigned from the Board of Directors effective immediately.

Departed

Britton Smith

President

BLBD · Blue Bird Corp

Effective: 2024-09-28
Successor: Philip Horlock
Filed: September 9, 2024, 7:59 PM ET

Mr. Britton Smith, currently President of Blue Bird Corporation (the “Company”), voluntarily resigned from his employment with the Company effective September 28, 2024 (the “Effective Date”), for personal reasons.

Appointed

Britton Smith

Class I Director

BLBD · Blue Bird Corp

Effective: 2024-08-07
Successor: Gurminder Bedi
Filed: August 7, 2024, 7:59 PM ET

the Board elected Mr. Britton Smith, currently our President, as a Class I director of the Company effective August 7, 2024, to fill the vacancy created by the prior resignation of Mr. Gurminder Bedi.

Departed

Philip Horlock

Chief Executive Officer

BLBD · Blue Bird Corp

Effective: 2024-09-28
Successor: Britton Smith
Filed: August 7, 2024, 7:59 PM ET

our current CEO, Mr. Philip Horlock, will resign from the CEO position effective as of close of business on September 28, 2024.

Role change

Britton Smith

President and Chief Executive Officer

BLBD · Blue Bird Corp

Effective: 2024-09-29
Filed: August 7, 2024, 7:59 PM ET

appointed Mr. Britton Smith, currently our President, to the positions of President and CEO of the Company, effective September 29, 2024.

Departed

Gurminder Bedi

Class I director

BLBD · Blue Bird Corp

Effective: 2024-06-26
Filed: June 28, 2024, 7:59 PM ET

On June 26, 2024, Gurminder Bedi, a Class I director of Blue Bird Corporation (the “Company”), informed our Chairman of the Board that he was resigning from our Board of Directors, effective immediately.

Earnings & guidance

2026-Q2 EPS reported $1.84 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.65 · Most common event earnings

22 positive 1 negative 27 neutral

source · BLBD on sec.gov