Jun 2026 (Q3 FY26) — Aug 5, 2026
Blue Bird Q3 FY26 — Record EBITDA and Strategic Expansion into Commercial Chassis Market
Read the full callBlue Bird (BLBD) earnings
- Jun 2026
- Jun 2026 (Q3 FY26)
- Sep 2025
Blue Bird earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 517 | +29.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.1 | −0.5 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 185 | +408.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$57.51 +1.32% · +$0.75
Performance +2.0% 1Y
1Y: $56.37 on 14 Oct 2025 → $57.51. High $81.5 (20 Jul 2026), low $46.59 (30 Dec 2025).
- Previous close
- $56.76
- 52-week range
- $46.59 – $81.5
- One year
- +0.61%
Overview
- Symbol
- BLBD
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Blue Bird earnings calls (BLBD)
Financials
What the filings say
Net profit, year on year: +408% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 350 | 314 | 359 | 398 | 409 | 333 | 353 | 517 |
| Operating profit | 26 | 33 | 34 | 50 | 50 | 38 | 39 | 63 |
| Operating margin | 7.3% | 10.5% | 9.4% | 12.6% | 12.3% | 11.3% | 11.1% | 12.1% |
| Interest | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | 26 | 36 | 34 | 49 | 51 | 38 | 37 | 197 |
| Tax rate | 25.2% | 24.4% | 27.2% | 25.1% | 26.9% | 24.1% | 24.9% | 5.2% |
| Net profit | 25 | 29 | 26 | 36 | 36 | 31 | 29 | 185 |
| EPS ($ per share) | — | 0.89 | 0.82 | 1.16 | — | 0.97 | 0.93 | 5.41 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Reserves | -69 | -46 | -33 | -34 | -80 | -56 | 0 | 88 |
| Total liabilities | 336 | 433 | 371 | 389 | 365 | 378 | 365 | 370 |
| Fixed assets | 66 | 100 | 103 | 105 | 101 | 95 | 97 | 109 |
| Total assets | 307 | 365 | 317 | 356 | 366 | 418 | 525 | 625 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Oct 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 48 | 56 | 3 | -54 | -24 | 120 | 111 | 176 |
| Cash from investing | -32 | -35 | -19 | -11 | -6 | -9 | -16 | -24 |
| Cash from financing | -19 | -10 | -11 | 33 | 30 | -43 | -47 | -51 |
| Net cash flow | -2 | 11 | -26 | -33 | -1 | 69 | 49 | 102 |
| Capital expenditure | -32 | -36 | -19 | -12 | -6 | -9 | -15 | -23 |
| Free cash flow | 16 | 20 | -16 | -66 | -31 | 111 | 96 | 153 |
Insider filings
40 filings between Dec 2, 2025 and Sep 16, 2026.
Open market
decisions to buy or sellPurchases
$62.5K
3 purchases by 1 insider
Sales
$2.33M
7 sales by 3 insiders
29% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award — granted as compensation
- 3
- Option exercise — converted options into shares
- 10
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Radulescu Razvan | — | $1.00M | Feb 19, 2026 |
| Horlock Phil | — | $775.5K | Dec 12, 2025 |
| Sanfrey Jeffrey Scott | — | $553.5K | Sep 16, 2026 |
| Thau Daniel Mark | $62.5K | — | Aug 12, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 16, 2026 | Sanfrey Jeffrey Scott Chief Operating Officer | Sale | 4,000 | $249.6K |
| Aug 12, 2026 | Thau Daniel Mark Director | Purchase | 350 | $22.5K |
| May 19, 2026 | Thau Daniel Mark Director | Purchase | 300 | $19.5K |
| Apr 1, 2026 | Girardin Steve Director | Award | 1 | — |
| Apr 1, 2026 | Girardin Steve Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Blaufuss Mark Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Fream Julie A Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Newman Simon J Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Hightower Edward T. Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Thau Daniel Mark Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Grimm Douglas J. Director | Award | 2,297 | $0 |
| Apr 1, 2026 | Penn Kevin S. Director | Award | 2,297 | $0 |
| Mar 4, 2026 | Sanfrey Jeffrey Scott Chief Operating Officer | Sale | 5,192 | $303.9K |
| Mar 4, 2026 | Sanfrey Jeffrey Scott Chief Operating Officer | Option exercise | 5,192 | $64.1K |
| Feb 19, 2026 | Radulescu Razvan Chief Financial Officer | Sale | 3,925 | $239.3K |
| Dec 17, 2025 | Radulescu Razvan Chief Financial Officer | Sale 10b5-1 plan | 7,006 | $361.4K |
| Dec 17, 2025 | Radulescu Razvan Chief Financial Officer | Option exercise 10b5-1 plan | 3,503 | $43.3K |
| Dec 17, 2025 | Radulescu Razvan Chief Financial Officer | Option exercise 10b5-1 plan | 3,503 | $43.3K |
| Dec 12, 2025 | Radulescu Razvan Chief Financial Officer | Tax withheld | 2,907 | $146.4K |
| Dec 12, 2025 | Horlock Phil Director | Sale | 8,341 | $420.0K |
| Dec 12, 2025 | Horlock Phil Director | Sale | 7,040 | $355.5K |
| Dec 12, 2025 | Sanfrey Jeffrey Scott Chief Operating Officer | Tax withheld | 549 | $27.6K |
| Dec 12, 2025 | Scartz Ted SVP General Counsel | Tax withheld | 626 | $31.5K |
| Dec 10, 2025 | Radulescu Razvan Chief Financial Officer | Sale 10b5-1 plan | 7,984 | $402.3K |
| Dec 6, 2025 | Radulescu Razvan Chief Financial Officer | Tax withheld | 3,287 | $168.5K |
| Dec 6, 2025 | Sanfrey Jeffrey Scott Chief Operating Officer | Tax withheld | 753 | $38.6K |
| Dec 6, 2025 | Scartz Ted SVP General Counsel | Tax withheld | 881 | $45.2K |
| Dec 4, 2025 | Thau Daniel Mark Director | Purchase | 400 | $20.4K |
| Dec 2, 2025 | Scartz Ted SVP General Counsel | Tax withheld | 820 | $41.6K |
| Dec 2, 2025 | Radulescu Razvan Chief Financial Officer | Award | 13,314 | $0 |
| Dec 2, 2025 | Radulescu Razvan Chief Financial Officer | Award | 8,876 | $0 |
| Dec 2, 2025 | Scartz Ted SVP General Counsel | Award | 5,387 | $0 |
| Dec 2, 2025 | Radulescu Razvan Chief Financial Officer | Tax withheld | 2,626 | $133.1K |
| Dec 2, 2025 | Sanfrey Jeffrey Scott Chief Operating Officer | Award | 4,103 | $0 |
| Dec 2, 2025 | Sanfrey Jeffrey Scott Chief Operating Officer | Tax withheld | 780 | $39.5K |
| Dec 2, 2025 | Wyskiel John President & CEO | Award | 28,999 | $0 |
| Dec 2, 2025 | Wyskiel John President & CEO | Award | 19,332 | $0 |
| Dec 2, 2025 | Sanfrey Jeffrey Scott Chief Operating Officer | Award | 6,154 | $0 |
| Dec 2, 2025 | Wyskiel John President & CEO | Tax withheld | 14,447 | $732.5K |
| Dec 2, 2025 | Scartz Ted SVP General Counsel | Award | 8,081 | $0 |
| Sep 12, 2025 | Horlock Phil Director | Option exercise | 13,578 | $275.1K |
| Sep 12, 2025 | Horlock Phil Director | Sale | 13,578 | $787.5K |
| Sep 2, 2025 | Radulescu Razvan Chief Financial Officer | Sale | 6,709 | $385.2K |
| Aug 28, 2025 | Horlock Phil Director | Sale | 13,000 | $767.3K |
| Aug 28, 2025 | Horlock Phil Director | Option exercise | 13,000 | $263.4K |
| Aug 18, 2025 | Horlock Phil Director | Sale | 21,129 | $1.23M |
| Aug 18, 2025 | Horlock Phil Director | Option exercise | 21,129 | $359.0K |
| Aug 15, 2025 | Horlock Phil Director | Option exercise | 21,129 | $359.0K |
| Aug 15, 2025 | Horlock Phil Director | Sale | 21,129 | $1.21M |
| Aug 13, 2025 | Horlock Phil Director | Sale | 15,848 | $888.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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