# Blue Bird Corp: overview

BLBD · Nasdaq · CIK 1589526 · [Consumer discretionary](/sectors/consumer-discretionary.md) · fiscal year ends Oct 3

Pages: [Overview](/companies/blbd.md) · [Financials](/companies/blbd/financials.md) · [Filings](/companies/blbd/filings.md) · [Insiders](/companies/blbd/insiders.md)

Latest reported revenue: [$517.2m](/filings/0001589526-26-000049.md) for Q3 FY2026, three months to 2026-06-27, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001589526-26-000049).

## Last eight quarters

| Line item | Unit | Q4 FY2024 (2024-09-28) | Q1 FY2025 (2024-12-28) | Q2 FY2025 (2025-03-29) | Q3 FY2025 (2025-06-28) | Q4 FY2025 (2025-09-27) | Q1 FY2026 (2025-12-27) | Q2 FY2026 (2026-03-28) | Q3 FY2026 (2026-06-27) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [350 d](/filings/0001589526-25-000100.md) | [314](/filings/0001589526-26-000007.md) | [359](/filings/0001589526-26-000030.md) | [398](/filings/0001589526-26-000049.md) | [409 d](/filings/0001589526-25-000100.md) | [333](/filings/0001589526-26-000007.md) | [353](/filings/0001589526-26-000030.md) | [517](/filings/0001589526-26-000049.md) |
| Gross margin | % | [17.0% d](/filings/0001589526-25-000100.md) | [19.2%](/filings/0001589526-26-000007.md) | [19.7%](/filings/0001589526-26-000030.md) | [21.6%](/filings/0001589526-26-000049.md) | [21.1% d](/filings/0001589526-25-000100.md) | [21.4%](/filings/0001589526-26-000007.md) | [20.0%](/filings/0001589526-26-000030.md) | [20.0%](/filings/0001589526-26-000049.md) |
| Operating margin | % | [7.3% d](/filings/0001589526-25-000100.md) | [10.5%](/filings/0001589526-26-000007.md) | [9.4%](/filings/0001589526-26-000030.md) | [12.6%](/filings/0001589526-26-000049.md) | [12.3% d](/filings/0001589526-25-000100.md) | [11.3%](/filings/0001589526-26-000007.md) | [11.1%](/filings/0001589526-26-000030.md) | [12.1%](/filings/0001589526-26-000049.md) |
| Net margin | % | [7.0% d](/filings/0001589526-25-000100.md) | [9.2%](/filings/0001589526-26-000007.md) | [7.3%](/filings/0001589526-26-000030.md) | [9.2%](/filings/0001589526-26-000049.md) | [8.9% d](/filings/0001589526-25-000100.md) | [9.2%](/filings/0001589526-26-000007.md) | [8.3%](/filings/0001589526-26-000030.md) | [35.8%](/filings/0001589526-26-000049.md) |
| Diluted EPS | $ per share | not reported | [0.86](/filings/0001589526-26-000007.md) | [0.79](/filings/0001589526-26-000030.md) | [1.12](/filings/0001589526-26-000049.md) | not reported | [0.94](/filings/0001589526-26-000007.md) | [0.90](/filings/0001589526-26-000030.md) | [5.27](/filings/0001589526-26-000049.md) |
| Free cash flow | $m | [50.2 d](/filings/0001589526-25-000100.md) | [21.8](/filings/0001589526-26-000007.md) | [18.7 d](/filings/0001589526-26-000030.md) | [52.3 d](/filings/0001589526-26-000049.md) | [60.5 d](/filings/0001589526-25-000100.md) | [31.1](/filings/0001589526-26-000007.md) | [39.9 d](/filings/0001589526-26-000030.md) | [21.7 d](/filings/0001589526-26-000049.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets. Derived values: 12-month figure less the 9-month figure; 6-month figure less the 3-month figure; 9-month figure less the 6-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-10-02) | FY2022 (2022-09-30) | FY2023 (2023-09-30) | FY2024 (2024-09-28) | FY2025 (2025-09-27) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [684](/filings/0001589526-23-000124.md) | [801](/filings/0001589526-24-000119.md) | [1,133](/filings/0001589526-25-000100.md) | [1,347](/filings/0001589526-25-000100.md) | [1,480](/filings/0001589526-25-000100.md) |
| Gross margin | % | [10.5%](/filings/0001589526-23-000124.md) | [4.6%](/filings/0001589526-24-000119.md) | [12.3%](/filings/0001589526-25-000100.md) | [19.0%](/filings/0001589526-25-000100.md) | [20.5%](/filings/0001589526-25-000100.md) |
| Operating margin | % | [1.0%](/filings/0001589526-23-000124.md) | [(5.1%)](/filings/0001589526-24-000119.md) | [4.6%](/filings/0001589526-25-000100.md) | [10.3%](/filings/0001589526-25-000100.md) | [11.3%](/filings/0001589526-25-000100.md) |
| Net margin | % | [(0.0%)](/filings/0001589526-23-000124.md) | [(5.7%)](/filings/0001589526-24-000119.md) | [2.1%](/filings/0001589526-25-000100.md) | [7.8%](/filings/0001589526-25-000100.md) | [8.6%](/filings/0001589526-25-000100.md) |
| Diluted EPS | $ per share | [(0.01)](/filings/0001589526-23-000124.md) | [(1.48)](/filings/0001589526-24-000119.md) | [0.74](/filings/0001589526-25-000100.md) | [3.16](/filings/0001589526-25-000100.md) | [3.88](/filings/0001589526-25-000100.md) |
| Free cash flow | $m | [(66.5)](/filings/0001589526-23-000124.md) | [(30.9)](/filings/0001589526-24-000119.md) | [111](/filings/0001589526-25-000100.md) | [95.8](/filings/0001589526-25-000100.md) | [153](/filings/0001589526-25-000100.md) |

- Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/blbd/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [FMR LLC](/funds/315066.md) | 2026-06-30 | $238.3m | 3,017,353 |  | Added +475,970 |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $207.5m | 2,627,824 |  | Added +37,751 |
| [AMERICAN CENTURY COMPANIES INC](/funds/748054.md) | 2026-06-30 | $126.0m | 1,596,312 |  | Reduced −164,339 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $110.7m | 1,401,431 |  | Added +10,824 |
| [WESTWOOD HOLDINGS GROUP INC](/funds/1165002.md) | 2026-06-30 | $97.9m | 1,240,236 |  | Reduced −414,534 |
| [Jupiter Topco LLC](/funds/2146052.md) | 2026-06-30 | $94.2m | 1,193,431 |  | Not compared |
| [WELLINGTON MANAGEMENT GROUP LLP](/funds/902219.md) | 2026-06-30 | $78.6m | 995,188 |  | Reduced −22,979 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $69.0m | 874,048 |  | Added +46,926 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $63.6m | 805,031 |  | Added +275,686 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $63.5m | 803,872 |  | Added +51,559 |

## Recent filings

[All 885 filings](/companies/blbd/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-06 | 12:39 ET | [8-K](/filings/0001589526-26-000053.md) | 1.01 Entry into a material agreement; 2.03 New direct financial obligation; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001589526-26-000053 |
| 2026-10-01 | 20:18 ET | [8-K](/filings/0001104659-26-112839.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001104659-26-112839 |
| 2026-08-05 | 20:14 ET | [10-Q](/filings/0001589526-26-000049.md) | Quarterly report, period 2026-06-27 | 0001589526-26-000049 |
| 2026-08-05 | 20:09 ET | [8-K](/filings/0001589526-26-000046.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001589526-26-000046 |
| 2026-08-05 | 20:05 ET | [8-K](/filings/0001589526-26-000044.md) | 1.01 Entry into a material agreement; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001589526-26-000044 |
| 2026-05-18 | 20:20 ET | [8-K](/filings/0001589526-26-000034.md) | 1.01 Entry into a material agreement; 9.01 Financial statements and exhibits | 0001589526-26-000034 |
| 2026-05-06 | 20:29 ET | [10-Q](/filings/0001589526-26-000030.md) | Quarterly report, period 2026-03-28 | 0001589526-26-000030 |
| 2026-05-06 | 20:19 ET | [8-K](/filings/0001589526-26-000028.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001589526-26-000028 |
| 2026-05-04 | 20:50 ET | [8-K/A](/filings/0001589526-26-000020.md) | 5.02 Departure or appointment of officers or directors | 0001589526-26-000020 |
| 2026-04-08 | 21:02 ET | [SCHEDULE 13D](/filings/0001104659-26-040979.md) | Ownership report, active investor | 0001104659-26-040979 |

## Latest annual report

[Form 10-K for the fiscal year ended Sep 27, 2025](/filings/0001589526-25-000100.md), filed Nov 24, 2025.

## Forecast league

Q4 FY2026, the quarter ended 2026-09-27, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/5ac01d75-9d5c-4c03-8c95-674e39da9bbc)

## About the filer

- CIK: 1589526
- Tickers: BLBD
- Exchange: Nasdaq
- SIC code: 3713 Truck & Bus Bodies
- State of incorporation: not reported
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:43 ET. No prices; not investment advice.