secwatch / observer

Blue Bird Corp — fact timeline

Source-grounded facts extracted from Blue Bird Corp's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

BLBD Blue Bird Corp JSON
Earnings Releases

Blue Bird Corp reported Fiscal Year 2026 results: revenue ~$1.75 Billion. Guidance raised.

“2026 Guidance is being raised to Net Revenue at ~$1.75 Billion and Adj. EBITDA to ~$245 million.”
Earnings Releases

Blue Bird Corp reported Fiscal 2026 Second Quarter ended March 28, 2026 results: revenue $352.6 million, net income $29.3 million, EPS $0.90.

“margin of $375+ million, or 15%+, on $2.5+ billion in revenue. We are confident in our profitable growth plans.” 1 Fiscal 2026 Second Quarter Results Net Sales Net sales were $352.6 million for the second quarter of fiscal 2026, a decrease of $6.2 million, or 1.7%, compared to $358.9 million for the second quarter of fiscal 2025. The decrease in net sales is”

Steve Girardin was appointed as Class III Director at Blue Bird Corp.

“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.”
Governance Changes

Blue Bird Corp: Certificate of Designation filed creating Special Voting Shares with voting rights for Exchangeable Share holders (effective 2026-04-01).

“On March 30, 2026, and in connection with the acquisition contemplated by the Purchase Agreement, the Board of Directors of Parent approved the filing of a Certificate of Designation of the Special Voting Share (the “ Certificate of Designation ”) with the Secretary of State of the State of Delaware.”
M&A Transactions

Blue Bird Corp completed an acquisition involving Girardin Group (AG 2014 Trust, SG One 2014 Trust, DG One 2014 Trust, Groupe Autobus Girardin Ltée, Girardin Minibus JV 2 Inc.) for $201,787,193 (closed 2026-04-01).

“of Québec (“ MB Canada Target ” and together with MB US Target, the “ Micro Bird Targets ” and each, a “ Target ”) collectively in exchange for an aggregate purchase price of $201,787,193 (the “ Purchase Price ”). Under the terms of the Purchase Agreement, the Purchase Price was paid as follows: (i) approximately 30% of the Purchase Price paid as cash in the amount”
Material Agreements

Blue Bird Corp entered into Share Purchase Agreement with Girardin Group valued at Purchase price $198,237,010: 30% cash at closing, 70% paid through issuance of 2,702,180 exchangeabl (effective 2026-02-15).

“On February 15, 2026, Blue Bird entered into a Share Purchase Agreement (the “ Purchase Agreement ”), with (i) the AG 2014 Trust (“ AG Trust ”), the SG 2014 Trust (“ SG Trust ”), and the DG 2014 Trust (“ DG Trust ” and collectively with AG Trust and SG Trust, the “ Trusts ”), Groupe Autobus Girardin Ltée, a corporation existing under the federal laws of Canada (“ GAG ”), Girardin Minibus JV 2 Inc., a corporation existing under the laws of the Province of Québec (the “ MB US Seller ” and together with the Trusts and GAG, the “ Sellers ” and each, a “ Seller ”), to acquire 100% of the issued and outstanding Equity Securities of Girardin Minibus JV Inc., a corporation existing under the laws of the Province of Québec (“ MB Canada Target ”) and 100% of the issued and outstanding Equity Securities of Girardin Minibus JV 2 USA Inc., a Delaware corporation (“ MB US Target ”)(together with MB Canada Target, the “ Micro Bird Targets ” and each, a “ Target ”) in exchange for an aggregate purchas”

Phil Horlock departed as President and Chief Executive Officer at Blue Bird Corp.

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

Philip Horlock departed as President and Chief Executive Officer at Blue Bird Corp.

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

John F. Wyskiel was appointed as President and Chief Executive Officer at Blue Bird Corp.

“(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.”

Edward T. Hightower was elected as Director at Blue Bird Corp.

“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.”

Philip Horlock was appointed as President and Chief Executive Officer at Blue Bird Corp.

“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.”

Britton Smith resigned as Director at Blue Bird Corp.

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

Britton Smith resigned as President at Blue Bird Corp.

“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.”

Britton Smith was elected as Class I Director at Blue Bird Corp.

“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.”

Britton Smith was appointed as President and Chief Executive Officer at Blue Bird Corp.

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

Philip Horlock departed as Chief Executive Officer at Blue Bird Corp.

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

Gurminder Bedi resigned as Class I director at Blue Bird Corp.

“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 Releases

Blue Bird Corp reported fiscal 2024 second quarter results: revenue $345.9 million, net income $26.0 million, EPS $0.79. Guidance raised.

“remains very strong with just over 5,900 units in our order backlog. Unit sales in the quarter were down slightly from a year ago, however we grew revenue by 15%, to a record $346 million in a quarter. Adjusted EBITDA was an all-time second quarter record of $46 million, reflecting a 13% margin; that’s an outstanding increase of $25 million over last year. In”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.