Blue Bird Corporation (BLBD)

From the record

Blue Bird Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Blue Bird Corporation's 10 filed years say what it did: revenue went from $991 million in fiscal 2017 to $1.5 billion in fiscal 2025, up 5.2% a year; it rose in 6 of 9 years; the deepest fall was 33% from fiscal 2018 to fiscal 2021; net income was positive in 7 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-09-27, Blue Bird Corporation's diluted share count grew about 2.0% a year, and dividends and buybacks returned about 3% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 7 sales (2 under scheduled 10b5-1 plans) and 3 purchases of their own stock on the open market in the year to 2026-09-30, buying about $62 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-09-27, Blue Bird Corporation earned about 50 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 49 cents per dollar of everything the company owns. Leverage: it owed about 59 cents per dollar of assets, and net share issuance: its share count shrank 1.4% over the year (the filed statements).

From the record

Blue Bird Corporation's standing among 30 graded names in its industry family: revenue of $1.5 billion in fiscal 2025 ranks in the top 45% by size; a net margin of 8.6% ranks in the top 12%; revenue growth of 22.8% a year over the last 3 filed years ranks in the top 15% (its annual reports).

From the record

Blue Bird Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Wyskiel, John (President & CEO, as filed), filing under that title since 2025-02-18, 1.7 years (bottom 17% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 3.5 years (bottom 12%); 13 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 7%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Blue Bird Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $229 million against debt of $85 million leaves 23% of its assets as net cash, top 8% of its family; cash from operations less capital spending is 10.4% of revenue (top 15%); a gross margin of 20.5% (top 35%); research spending of 1% of revenue (bottom 21%) (its annual report).

From the record

Blue Bird Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 22.8% a year over the last three filed years against 5.2% over all 10, speeding up (top 5% of its family); the newest year grew 9.9% (top 29%); research spending grew 35.7% a year (top 17%); capital spending grew 52.7% a year (top 16%) (its annual reports). Blue Bird Corporation tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

From the record

Blue Bird Corporation's newest year against its own record: revenue of $1.5 billion in fiscal 2025 came in 15.4% below the $1.7 billion its prior three years' pace pointed to (bottom 30% of its family); net income of $128 million against a prior three-year average of $28 million (top 5%); a net margin of 8.6% against 1.4% before (top 23%) (its annual reports).