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1 insider bought €20k of shares over the last 90 days, the latest filed 13 Aug 2026.
Blue Bird Corp: what insiders have been doing
Blue Bird Corp, classified in the Industry sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). Between 18 October 2025 and 18 October 2026, 13 insiders published 27 filings.
Purchases and sales both appear in the filings: 2 purchases (1 insider, €37k) and 4 sales (3 insiders, €1.1M). Netting one side against the other leaves €1.0M of net selling. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. Biggest ticket of the year: €346k, sold by Radulescu Razvan and made public on 10 December 2025. Among those who bought: 1 senior executive.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 27 filings here. Over the whole record (from 2021), the tally stands at 6 purchases and 32 sales. The 10-K for the year ended 27 September 2025 shows 1.48 bn USD of revenue and 127.7 m USD of net income.
The latest purchase dates back some time: it was published 65 days ago, on 13 August 2026. The median gap between a trade and its publication by SEC (Form 4) is 2 days. The legal deadline for a Form 4 is two business days after the transaction. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
In the same sector, recent insider purchases at Tennant Co and Butler National Corp also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
140
Thresholds
n/a
Buy Volume
€180,301
6 ops. · all time
Sell Volume
€339M
32 ops. · all time
Who traded when
BuySaleRazvan Radulescu6 sales
Daniel Mark Thau5 buys
Phil Horlock2 sales
Jeffrey Scott Sanfrey1 sale
Since the insiders bought
- -11.4%Entry US$64.81 · Close 16 Oct 2026 US$57.39
- -45.5%Entry US$20.69 · Close at T+365 US$11.28
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 4,488 of 24,148 companies
67.7
score / 100
Value68
Quality68
FCF yld7.8%
Earn yld6.5%
EV/EBITDA10.6x
ROE64%
Gross mgn21%
Net mgn8.6%
Debt/EBITDA0.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended September 2025 · cache
US$57.51
Analyst consensus
8 analysts1.25/5
US$82.00Target US$89.13(+55%)US$95.00
Income statement
RevenueUS$1.5B
Gross profitUS$303.5M21% margin
EBITDAUS$192.4M13% margin
Net incomeUS$127.7M17.5% margin
Valuation
PER (trailing)6.8x
PER (forward)12.9x
P/Book2.8x
Beta1.36
Balance sheet & cash
Market capUS$2B
Total debtUS$90.3M
Free Cash FlowUS$153.3M
Debt / Equity18%
Profitability & ownership
ROE64.3%
ROA13.6%
% insiders1.3%
% institutions110.6%
Last declaration on 18 September 2026
Declarations140 total
4,000 shares@ US$62.400.013% mcap59.7% of flowCommon Stock, par value $0.0001 per shareSEC:0002094766-26-000006:0
350 shares@ US$64.370.0012% mcap38.3% of flowCommon Stock, par value $0.0001 per shareSEC:0002047774-26-000007:0
Canonical exit: 10 Nov 2026 (T+90)
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0002127543-26-000005:1
1 sharesSpecial Voting Preferred StockSEC:0002127543-26-000005:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0001486034-26-000002:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0002047774-26-000002:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0001625944-26-000002:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0001626076-26-000005:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0001626219-26-000006:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0001894132-26-000002:0
2,297 shares0Common Stock, par value $0.0001 per shareSEC:0001980199-26-000002:0
5,192 shares@ US$12.3515.2% of flowCommon Stock, par value $0.0001 per shareSEC:0002094766-26-000003:0
3,925 shares@ US$60.987.2% of flowCommon Stock, par value $0.0001SEC:0001884757-26-000004:0
3,503 shares@ US$12.351.3% of flowCommon Stock, par value $0.0001SEC:0001884757-25-000037:0
549 shares@ US$50.366.5% of flowCommon Stock, par value $0.0001 per shareSEC:0002094766-25-000010:0
626 shares@ US$50.364.8% of flowCommon Stock, par value $0.0001 per shareSEC:0001929771-25-000016:0
2,907 shares@ US$50.364.4% of flowCommon Stock, par value $0.0001SEC:0001884757-25-000033:0
7,040 shares@ US$50.509.4% of flowCommon Stock, par value $0.0001 per shareSEC:0001579477-25-000022:0
7,984 shares@ US$50.3912.3% of flowCommon Stock, par value $0.0001SEC:0001884757-25-000031:0
753 shares@ US$51.279.2% of flowCommon Stock, par value $0.0001 per shareSEC:0002094766-25-000007:0
881 shares@ US$51.276.9% of flowCommon Stock, par value $0.0001 per shareSEC:0001929771-25-000014:0
3,287 shares@ US$51.275.2% of flowCommon Stock, par value $0.0001SEC:0001884757-25-000026:0
400 shares@ US$51.0534.3% of flowCommon Stock, par value $0.0001 per shareSEC:0002047774-25-000006:0
Canonical exit: 4 Mar 2026 (T+90)
2,626 shares@ US$50.704.1% of flowCommon Stock, par value $0.0001SEC:0001884757-25-000024:0
780 shares@ US$50.709.4% of flowCommon Stock, par value $0.0001 per shareSEC:0002094766-25-000004:0
25 of 140 declarations
About Blue Bird Corp
Blue Bird Corp. (NYSE/NASDAQ: BLBD) is a U.S.-based industrial company focused on the design, assembly, and sale of school buses and low-emission passenger transportation vehicles. The company is headquartered in Macon, Georgia, United States, and its heritage dates back to 1927, giving it nearly a century of brand recognition in the American school-bus market. For international investors, Blue Bird is best understood as a specialized vehicle manufacturer with a defensible niche: school transportation, where safety, reliability, uptime, and total cost of ownership matter as much as, or more than, headline growth rates.
Blue Bird’s core business is the school bus franchise, where it offers Type A, C, and D bus platforms. The company also sells multi-purpose and commercial vehicles, broadening its addressable market beyond traditional school transportation. Its product portfolio spans diesel, gasoline, propane, and electric powertrains, which positions Blue Bird across both conventional and alternative-fuel segments. Management has consistently emphasized its leadership in electric and low-emission school buses, while propane remains an important transitional solution for school districts seeking lower-emission fleets without moving immediately to full battery-electric adoption. The company also participates in parts and service, which supports customer relationships and adds some recurring revenue characteristics.
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In competitive terms, Blue Bird holds a well-established position in the U.S. school transportation market. Its differentiation rests on product breadth, safety engineering, dealer reach, and long-standing relationships with school districts, fleet operators, and municipalities. The company highlights its installed base of more than 25,000 propane, natural gas, and electric-powered buses sold, and it reported more than 2,000 electric school buses in operation as of the end of 2024. That installed base is strategically important because it builds credibility in zero-emission deployment and can support future service, parts, and replacement demand.
Recent developments suggest an active strategic and operational agenda. In 2025 and 2026, Blue Bird continued to launch and promote new electric and low-emission vehicle solutions, while also strengthening its commercial vehicle offerings. A major corporate move was the acquisition of its partner’s stake in the Micro Bird joint venture, giving Blue Bird full ownership and expanding its reach into the Buy America-compliant shuttle bus market, including manufacturing activity tied to Plattsburgh, New York. The company also reported strong fiscal 2025 results and disclosed continued progress in electric bus deliveries in fiscal 2026. Overall, BLBD remains a U.S. industrial transportation name leveraged to school-bus fleet renewal, public-sector purchasing cycles, and the ongoing shift toward electrification in specialized vehicles.
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