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BLBD

Blue Bird Corporation

Sector: consumer cyclicalAuto - ManufacturersNASDAQMarket Cap: $1.93B

Blue Bird Corporation manufactures school buses and alternative fuel vehicles with minimal direct government dependence but exposure to public education funding cycles.

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Govt Dependence
35/100
Regulatory Density
45/100
Lobbying Intensity
5/100
Political Signal
LOW

BusinessWhat BLBD does

Blue Bird designs, manufactures, and sells school buses, transit buses, and alternative fuel vehicles primarily to school districts and transit authorities. Revenue derives from vehicle sales, parts, and service contracts. The company operates in the commercial vehicle manufacturing sector with cyclical exposure to education budgets and fleet replacement cycles.

12 months past · 3 months futureBLBD activity timeline

$84$65$45 OctNovDecJan '26FebMarAprMayJunJulAugSepOctNovDec ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Sep 14 $81.50 hi $46.59 lo $63.28 CONGRESS 2 INSIDERS 0 13F FUNDS 30 BILLS 0 Two Sigma Investments · + $31666M · 2026-03-31Renaissance Technologies · - $20873M · 2026-03-31Renaissance Technologies · + $20M · 2025-09-30Renaissance Technologies · + $20M · 2025-12-31D.E. Shaw & Co. · + $15M · 2025-09-30D.E. Shaw & Co. · + $15M · 2025-12-31Two Sigma Investments · + $13M · 2025-12-31Two Sigma Investments · - $10M · 2025-09-30Citadel Advisors · - $3M · 2025-09-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
246 trading days · 0 congressional trades shown · 0 insider buys · 9 13F filings · 0 past bill actions · 0 upcoming markups

Lifetime Government AwardsBLBD federal contracts

BLBD doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding BLBD

$52.55B
Total BLBD held by tracked 13F funds
5
Funds with BLBD positions
+1
Funds opened this quarter
Two Sigma Investments $31.67B +108% 2026-03-31
Renaissance Technologies $20.87B -12% 2026-03-31
D.E. Shaw & Co. $15M +18% 2025-12-31
Citadel Advisors $851K -61% 2025-12-31
Coatue Management $202K opened 2025-12-31

Politicians Trading BLBDMembers of Congress with recent BLBD positions

1 politicians traded BLBD across 2 disclosed transactions totaling $16K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just BLBD). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading BLBD

2025-04-07 Julie Johnson D-Texas · house Sale $1,001 - $15,000
2025-04-07 Julie Johnson D-Texas · house sale $1,001 - $15,000
2+ trades on file · most recent 2025-05-14

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

Infrastructure Investment and Jobs Act implementationEPA emissions standards for commercial vehiclesSchool funding appropriations

Political ProfileWhere BLBD sits in Washington

Blue Bird has minimal lobbying footprint and no measurable legislative wins/losses. Stock movement driven primarily by school district capital budgets, fuel prices, and vehicle demand cycles rather than federal policy shifts.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • EPA Tier 4 emissions compliance costs
  • NHTSA safety standards expansion
  • state EV mandate acceleration

Regulatory opportunities

  • federal school bus electrification subsidies
  • alternative fuel vehicle tax credits
  • infrastructure bill fleet modernization funding
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Frequently AskedAbout BLBD & political exposure

Does Blue Bird Corporation (BLBD) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Blue Bird Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Has Congress traded BLBD stock?
2 congressional trades by 1 unique members of Congress, most recently on 2025-04-07. See the Congressional Trading panel for politician-by-politician breakdown.
What is BLBD political risk profile?
Government dependence: 35/100. Lobbying intensity: 5/100. Political signal: low.
How does GovGreed track BLBD political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. BLBD data is updated daily from these official federal sources.