Blue Bird Corp

For the period ended Jun 27, 2026. Filed Aug 5, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 27, 2026 · Filed Aug 5, 2026

BLBD$57.34-4.9%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Condensed Consolidated Statements of Stockholders' Equity

	Three Months Ended
(in thousands of dollars, except for share data) · Common Stock · Exchangeable Common Stock · Voting Preferred Stock · Convertible Preferred Stock
	Shares	Par Value	Shares	Amount	Shares	Amount	Shares	Amount	Additional Paid-In-Capital	Accumulated Other Comprehensive Loss	Retained Earnings	Total Stockholders' Equity
Balance, March 28, 2026	31,646,589	$3	—	$—	—	$—	—	$—	$197,690	$(28,067)	$128,302	$297,928
Acquisitions (Notes 12 and 13)	—	—	2,702,180	—	1	—	—	—	142,878	—	—	142,878
Restricted stock activity	28,693	—	—	—	—	—	—	—	—	—	—	—
Stock option activity	757	—	—	—	—	—	—	—	9	—	—	9
Share-based compensation expense	—	—	—	—	—	—	—	—	1,538	—	—	1,538
Net income	—	—	—	—	—	—	—	—	—	—	185,255	185,255
Other comprehensive income, net of tax	—	—	—	—	—	—	—	—	—	27,284	—	27,284
Balance, June 27, 2026	31,676,039	$3	2,702,180	$—	1	$—	—	$—	$342,115	$(783)	$313,557	$654,892
Balance, March 29, 2025	31,674,003	$3	—	$—	—	$—	—	$—	$191,985	$(26,311)	$24,715	$190,392
Stock option activity	51,497	—	—	—	—	—	—	—	916	—	—	916
Share-based compensation expense	—	—	—	—	—	—	—	—	2,971	—	—	2,971
Share repurchases (Note 12)	(245,249)	—	—	—	—	—	—	—	—	—	(8,940)	(8,940)
Net income	—	—	—	—	—	—	—	—	—	—	36,455	36,455
Other comprehensive income, net of tax	—	—	—	—	—	—	—	—	—	53	—	53
Balance, June 28, 2025	31,480,251	$3	—	$—	—	$—	—	$—	$195,872	$(26,258)	$52,230	$221,847

	Nine Months Ended
(in thousands of dollars, except for share data) · Common Stock · Exchangeable Stock · Voting Preferred Stock · Convertible Preferred Stock
	Shares	Par Value	Shares	Amount	Shares	Amount	Shares	Amount	Additional Paid-In-Capital	Accumulated Other Comprehensive Loss	Retained Earnings	Total Stockholders' Equity
Balance, September 27, 2025	31,884,721	$3	—	$—	—	$—	—	$—	$195,466	$(28,247)	$88,193	$255,415
Acquisitions (Notes 12 and 13)	—	—	2,702,180	—	1	—	—	—	142,878	—	—	142,878
Restricted stock activity	121,286	—	—	—	—	—	—	—	(2,574)	—	—	(2,574)
Stock option activity	62,450	—	—	—	—	—	—	—	781	—	—	781
Share-based compensation expense	—	—	—	—	—	—	—	—	5,564	—	—	5,564
Share repurchases (Note 12)	(392,418)	—	—	—	—	—	—	—	—	—	(19,948)	(19,948)
Net income	—	—	—	—	—	—	—	—	—	—	245,312	245,312
Other comprehensive income, net of tax	—	—	—	—	—	—	—	—	—	27,464	—	27,464
Balance, June 27, 2026	31,676,039	$3	2,702,180	$—	1	$—	—	$—	$342,115	$(783)	$313,557	$654,892
Balance, September 28, 2024	32,268,022	$3	—	$—	—	$—	—	$—	$185,977	$(26,416)	$—	$159,564
Restricted stock activity	168,852	—	—	—	—	—	—	—	(4,412)	—	—	(4,412)
Stock option activity	91,428	—	—	—	—	—	—	—	1,484	—	—	1,484
Share-based compensation expense	—	—	—	—	—	—	—	—	12,823	—	—	12,823
Share repurchases (Note 12)	(1,048,051)	—	—	—	—	—	—	—	—	—	(38,993)	(38,993)
Net income	—	—	—	—	—	—	—	—	—	—	91,223	91,223
Other comprehensive income, net of tax	—	—	—	—	—	—	—	—	—	158	—	158
Balance, June 28, 2025	31,480,251	$3	—	$—	—	$—	—	$—	$195,872	$(26,258)	$52,230	$221,847

The accompanying notes are an integral part of these consolidated financial statements.

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.