BLBD Blue Bird Corp

BULLISH Impact: 8/10 8-K
Horizon months Filed Apr 2, 2026 Processed 2mo ago SEC 0001589526-26-000017
8-K material event: Items 2.01
Latest settled — T+20d
BLBD ▲ +9.35% at T+20d
LONG call ✓ call won +9.35% · α vs SPY -0.53% · entry $58.63 → $64.11
Next anchor: T+60d in 15d
Last close $71.54 (close Jun 12) · +22.02% from $58.63 entry
Entry anchored
Apr 1, 03:59 PM ET
via Databento tick
T+1d
-2.03%
call -2.03% · α -2.51%
$57.44
settled 2mo ago
T+5d
+7.54%
call +7.54% · α +3.92%
$63.05
settled 2mo ago
T+20d
+9.35%
call +9.35% · α -0.53%
$64.11
settled 6w ago
T+60d
call — · α —
in 15d

Price Chart

Loading chart...

Executive Summary

Blue Bird completed the acquisition of Girardin Group's 50% stake in the Micro Bird joint venture for $201.8 million, paid with $63 million in cash and $138.8 million in stock. The deal gives Blue Bird full ownership of Micro Bird, strengthens its bus portfolio, and expands its market reach. The company also appointed Steve Girardin to its board and created a special voting preferred stock to facilitate the transaction.

Key Financial Metrics

Offering Size
$138.8M

Actionable Insight

The acquisition strengthens Blue Bird's market position and product portfolio. Monitor integration progress and potential synergies. The stock-based payment creates dilution that could pressure shares short-term, but long-term value creation is expected from full ownership of Micro Bird.

Key Facts

  • Acquired 100% of Micro Bird joint venture from Girardin Group
  • Total purchase price: $201,787,193
  • Payment: $63,021,286 in cash and $138,765,907 in stock (2,702,180 shares)
  • Appointed Steve Girardin to Board of Directors
  • Created Special Voting Preferred Stock to facilitate transaction
  • Transaction strengthens Blue Bird's position in the bus market

Financial Impact

$201.8 million acquisition with 70% stock consideration

revenuedilutiondebt

Risk Factors

  • Integration challenges with Micro Bird
  • Dilution from stock issuance
  • Execution risk on projected synergies

Market Snapshot

Exchange
Nasdaq
Sector
Truck & Bus Bodies

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001589526-26-000017
Exhibit: ex991-microbirdacquisition.htm0001589526-26-000017
Document: blbd-20260401.htm0001589526-26-000017
Document: 0001589526-26-000017-index-headers.html0001589526-26-000017
Document: 0001589526-26-000017-index.html0001589526-26-000017
Document: 0001589526-26-000017.txt0001589526-26-000017
3 reports for BLBD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BLBD — sortable, filterable
Type Now
May 18, 2026
27d ago
8-K
NEUTRAL ★ 5/10
$64.65 $70.87▲ +9.62%▲ +7.32%$71.54 (+10.66%)
May 6, 2026
5w ago
8-K
BULLISH ★ 8/10
$70.84 $71.00▲ +0.23%▼ −1.28%$71.54 (+0.99%)
Apr 2, 2026
10w ago
8-K
BULLISH ★ 8/10
$58.63 $63.05▲ +7.54%▲ +3.92%$71.54 (+22.02%)
Showing 3 of 3

US Market Status

Market Closed — Opens in 3h 59m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access