What is the 13F Pro Quality Score for BLBD?

13F Pro ranks Blue Bird Corp (BLBD) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View BLBD's current score at https://13fpro.ai/company/BLBD (free sign-up required for the full ranking).

Which hedge funds own the most BLBD stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of BLBD include FMR, BlackRock,, AMERICAN CENTURY COMPANIES. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/BLBD as soon as new 13F filings post.

Where does 13F Pro source BLBD data?

All Blue Bird Corp fundamentals and ownership data come directly from SEC EDGAR. Blue Bird Corp files with the SEC under CIK 1589526. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is BLBD in?

Blue Bird Corp (BLBD) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives BLBD's revenue?

Per Blue Bird Corp's latest 10-Q filed with the SEC on 2026-08-05, the biggest revenue drivers are: Bus ($491.7M, +32.1% YoY); Micro Bird ($122.9M); Parts ($25.5M, -1.2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/BLBD.

What are BLBD's largest expenses?

Blue Bird Corp's latest 10-Q reports these as the largest expense items: Cost of goods sold ($413.8M, +32.6% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended June 27, 2026).

How often is BLBD research updated on 13F Pro?

BLBD's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Blue Bird Corp(BLBD)Stock Analysis

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SEC EDGAR: CIK 1589526 BLBD stock profile & AI dashboard →

13F Pro Quality Score

63.3/100

Rank #643 of 2,962 stocksTOP 25%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

64.6/100

Profitability

81.8/100

Balance Sheet

98.6/100

Earnings Quality

28.9/100

Free Cash Flow

54.4/100

Institutional Flow

16.7/100

Revenue Scale

59.4/100

Dilution Risk

57.1/100

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Why BLBD Scores 63/100

exact factor attribution · 2026-09-11

BLBD's composite is driven by capital efficiency and profitability, held back by earnings quality and institutional flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+4.9 pts

99th pct

Profitability

+4.8 pts

82th pct

Revenue growth

+2.9 pts

65th pct

Earnings growth

+2.1 pts

93th pct

Scale

+1.4 pts

59th pct

Free cash flow

+0.7 pts

54th pct

Shareholder dilution

+0.4 pts

57th pct

Institutional flow

-1.7 pts

17th pct

Earnings quality

-2.1 pts

29th pct

Latest change (2026-08-05): 67 → 64 · ↓ Revenue growth 67→54; ↓ Earnings growth 92→63; despite ↑ Dilution 57→89

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

BLBD Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Blue Bird Corp (BLBD), a Industrials sector company. 13F Pro's AI-powered ranking engine scores BLBD at 63.3/100 on a 32-signal composite quality model, placing it at rank #643 of 2,962 stocks — the top 25% of the AI-ranked universe. BLBD scores in the top quartile across balance sheet strength (98.6), profitability (81.8). Areas of concern include institutional flow (16.7) and earnings quality (28.9), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Blue Bird Corp reports quarterly revenue of $517.2M, net income of $185.3M, an operating margin of 12.1%. Top institutional holders of BLBD by reported 13-F value include FMR, BlackRock, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. BLBD trades on the Nasdaq exchange and files with the SEC under CIK 1589526. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate BLBD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Blue Bird Corp directly from SEC EDGAR. Blue Bird Corp's 13F Pro composite quality score has ranged between 23 and 70 since 2021, currently 63.3 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Blue Bird Corp

Quirks, history, and lore behind BLBD — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrials company · small-cap · listed on Nasdaq · headquartered in Georgia.
2
The Numbers
Annual revenue in the range of roughly $1 billion, with a business that is highly sensitive to government and municipal spending cycles.
3
The History
Founded in the 1920s, the company has spent a century focused on a single, unglamorous product category — and it still dominates North American production of that category today.
4
The Secret
Its biggest customers are school districts and municipalities, and a major federal push toward electric vehicles has given this old manufacturer a surprising growth story.
5
The Lore
The company is one of only two major manufacturers of its core product in North America, giving it significant pricing power in a market where demand is essentially mandated by law.
6
The Giveaway
It builds the iconic yellow school bus — and its push into electric school buses means the most recognizable vehicle in American childhood is going green.

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What's Driving BLBD's Business? Latest 10-Q Breakdown

AI-extracted from Blue Bird Corp's 10-Q filed 2026-08-05 — Q3 FY2026 (quarter ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Net sales rose 29.9% YoY to $517.2M, driven almost entirely by the April 2026 Micro Bird acquisition ($122.9M) and a one-time $160.5M non-taxable remeasurement gain that pushed net income to $185.3M.

Biggest Revenue Drivers

Bus$491.7M+32.1% YoY

Includes $122.9M from newly consolidated Micro Bird; legacy Bus sales fell 0.9% as units for large orders shifted to Q4 delivery.

Parts$25.5M-1.2% YoY

Product and channel mix changes slightly exceeded price increases implemented to offset higher inventory costs.

Biggest Revenue Drivers

Total revenue: $517.2M+29.9% YoY

Bus$491.7M+32.1% YoY

Includes $122.9M from newly consolidated Micro Bird; legacy Bus sales fell 0.9% as units for large orders shifted to Q4 delivery.

Within Bus

Micro Bird$122.9M

Newly consolidated as a wholly-owned Bus segment subsidiary following the April 1, 2026 acquisition of the remaining 50% stake.

Parts$25.5M-1.2% YoY

Product and channel mix changes slightly exceeded price increases implemented to offset higher inventory costs.

Largest Expense Items

Cost of goods sold$413.8M+32.6% YoY

Micro Bird added $105.7M of COGS; legacy COGS also rose on tariff-driven raw material inflation, partly offset by pricing actions.

Margins: Legacy cost of sales improved slightly to 78.2% of net sales from 78.4% on pricing actions, but consolidated Adjusted EBITDA margin fell to 13.8% from 14.7% as lower-margin Micro Bird volume and acquisition costs diluted results.

Watch Items from the Filing

Net income includes a one-time $160.5M non-taxable gain from remeasuring the prior Micro Bird equity stake and a $19.6M pension settlement loss, both non-recurring.
Adjusted EBITDA margin declined to 13.8% from 14.7% YoY, as Micro Bird integration costs and lower-margin volume diluted legacy profitability.
Type C/D bus backlog was approximately 3,570 units at June 27, 2026, still below the 3,900 units a year earlier amid lingering tariff-driven order uncertainty.
New Ford Master Collaboration Agreement targets ~10,000 annual F53/F59 chassis units with potential $600M+ revenue, but new production doesn't begin until 2028.
A $29.4M customer deposit for electric school buses will be recognized as revenue mostly in Q4 FY2026, shifting the timing of reported results.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$517.2M

Net Income

Q2 2026

$185.3M

Free Cash Flow

Q2 2026

$21.7M

Operating Margin

Q2 2026

12.1%

ROIC

Q2 2026

33.8%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+9.9% YoY

$1.48BFY 2025

FY22 $800.6MFY23 $1.13BFY24 $1.35BFY25 $1.48B

Net Income

+21.0% YoY

$127.7MFY 2025

FY22 $-45.8MFY23 $23.8MFY24 $105.5MFY25 $127.7M

Operating Income

+20.0% YoY

$167.2MFY 2025

FY22 $-40.7MFY23 $51.7MFY24 $139.3MFY25 $167.2M

EPS (Diluted)

+22.8% YoY

$3.88FY 2025

FY22 $-1.48FY23 $0.74FY24 $3.16FY25 $3.88

Total Assets

+19.1% YoY

$625.3MFY 2025

FY22 $366.1MFY23 $417.8MFY24 $524.9MFY25 $625.3M

Total Debt

-4.9% YoY

$90.3MFY 2025

FY22 $150.2MFY23 $130.3MFY24 $95.0MFY25 $90.3M

Op. Cash Flow

+58.6% YoY

$176.2MFY 2025

FY22 $-24.4MFY23 $119.9MFY24 $111.1MFY25 $176.2M

Free Cash Flow

+60.0% YoY

$153.3MFY 2025

FY22 $-30.9MFY23 $111.4MFY24 $95.8MFY25 $153.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$1.48B +9.9%	$1.35B +18.9%	$1.13B +41.5%	$800.6M +17.1%	$684.0M -22.2%	$879.2M
Net Income	$127.7M +21.0%	$105.5M +343.3%	$23.8M +152.0%	$-45.8M -15733.6%	$-289.0K -102.4%	$12.2M
Operating Income	$167.2M +20.0%	$139.3M +169.7%	$51.7M +226.9%	$-40.7M -724.0%	$6.5M -70.3%	$22.0M
EPS (Diluted)	$3.88 +22.8%	$3.16 +327.0%	$0.74 +150.0%	$-1.48 -14700.0%	$-0.01 -102.2%	$0.45
Total Assets	$625.3M +19.1%	$524.9M +25.6%	$417.8M +14.1%	$366.1M +2.8%	$356.0M +12.2%	$317.4M
Total Debt	$90.3M -4.9%	$95.0M -27.1%	$130.3M -13.2%	$150.2M -8.7%	$164.4M -5.6%	$174.1M
Operating Cash Flow	$176.2M +58.6%	$111.1M -7.4%	$119.9M +590.8%	$-24.4M +54.9%	$-54.2M -1668.1%	$3.5M
Free Cash Flow	$153.3M +60.0%	$95.8M -14.0%	$111.4M +460.7%	$-30.9M +53.5%	$-66.5M -328.5%	$-15.5M

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Available Research

13F Pro tracks comprehensive data for Blue Bird Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of BLBD

FMR LLC
$238.3M3,017,353 sh
BlackRock, Inc.
$207.5M2,627,824 sh
AMERICAN CENTURY COMPANIES INC
$126.0M1,596,312 sh
VANGUARD CAPITAL MANAGEMENT LLC
$110.7M1,401,431 sh
WESTWOOD HOLDINGS GROUP INC
$97.9M1,240,236 sh
Jupiter Topco LLC
$94.2M1,193,431 sh
WELLINGTON MANAGEMENT GROUP LLP
$78.6M995,188 sh
GEODE CAPITAL MANAGEMENT, LLC
$69.0M874,048 sh
PRICE T ROWE ASSOCIATES INC /MD/
$64.6M818,481 sh
BANK OF AMERICA CORP /DE/
$63.6M805,031 sh

Fund	Value	Shares
FMR LLC	$238.3M	3,017,353
BlackRock, Inc.	$207.5M	2,627,824
AMERICAN CENTURY COMPANIES INC	$126.0M	1,596,312
VANGUARD CAPITAL MANAGEMENT LLC	$110.7M	1,401,431
WESTWOOD HOLDINGS GROUP INC	$97.9M	1,240,236
Jupiter Topco LLC	$94.2M	1,193,431
WELLINGTON MANAGEMENT GROUP LLP	$78.6M	995,188
GEODE CAPITAL MANAGEMENT, LLC	$69.0M	874,048
PRICE T ROWE ASSOCIATES INC /MD/	$64.6M	818,481
BANK OF AMERICA CORP /DE/	$63.6M	805,031

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Is BLBD a good stock to buy?

13F Pro's AI-powered analysis of Blue Bird Corp (BLBD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for BLBD are available on the BLBD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. BLBD is classified as a small company.

Which hedge funds own BLBD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling BLBD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Blue Bird Corp's investment landscape.