{"filings":[{"id":2078919,"accession_number":"0001589526-26-000046","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-08-05T20:09:10+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q3 FY2026: Revenue $517M, Adj. EBITDA $71M; raises FY guidance; Ford deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $517.2M (+29.9% YoY); GAAP net income $185.3M; diluted EPS $5.27.","Adjusted EBITDA $71.4M (14% margin); adjusted diluted EPS $1.28.","Micro Bird contributed $122.9M revenue and $16.5M Adj. EBITDA in Q3.","FY2026 guidance raised: net revenue ~$1.75B, Adj. EBITDA ~$247M.","Collaboration with Ford to design next-gen stripped chassis; to acquire Detroit Chassis plant; close early 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2078817,"accession_number":"0001589526-26-000044","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-08-05T20:05:37+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Blue Bird to acquire Detroit Chassis assets, partner with Ford for next-gen F-53/F-59 chassis","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Blue Bird to acquire Detroit Chassis LLC assets for $7M; closing expected Q1 2027.","Master Collaboration Agreement with Ford: Blue Bird to design/manufacture next-gen F-53/F-59 chassis with Ford powertrains; production start Q1 2028.","Blue Bird expects ~$90M total investment ($50M CapEx) in 2027; mid-term revenue potential of $600M+ on 10,000+ units.","Collaboration expands Blue Bird's TAM by $1.4B; enters RV Class A and last-mile segments.","Ford will supply powertrains and provide transition support; multi-year exclusivity for powertrain sales to non-Ford competitors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":499677,"accession_number":"0001589526-26-000034","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-05-18T20:20:49+00:00","items":["1.01","9.01"],"status":"ready","headline":"Blue Bird transfers pension obligations for 2,044 participants to Pacific Life","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plan purchased group annuity contracts; $94M in liabilities transferred, funded by Plan assets.","In April 2026, Plan paid ~$13M in lump-sum distributions to certain participants.","Company expects material non-cash pension settlement charge in Q3 FY2026 ending June 27, 2026.","Pacific Life assumes benefit obligations effective August 1, 2026; Plan to terminate thereafter.","No additional funding required from Blue Bird; closing expected May 19, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93905,"accession_number":"0001589526-26-000028","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q2 adj. EBITDA $50.8M (14% margin); raises FY2026 adj. EBITDA guidance to $245M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $352.6M (-1.7% YoY), net income $29.3M, diluted EPS $0.90.","Adjusted EBITDA $50.8M (+$1.6M YoY); adjusted diluted EPS $1.00.","Unit sales 2,148 buses; delivered 201 electric buses; EV backlog >900 units.","FY2026 guidance raised: revenue ~$1.75B, Adj. EBITDA ~$245M.","Completed acquisition of remaining 50% of Micro Bird on April 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":685719000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93903,"accession_number":"0001589526-26-000020","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K/A","filed_at":"2026-05-04T23:59:59+00:00","items":["5.02","1.01"],"status":"ready","headline":"Blue Bird appoints Steve Girardin to board; discloses $205M in related-party dealer revenue","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steve Girardin appointed Class III Director, term through 2029; will serve on Nominating Committee.","Board Election Agreement: GAG must vote BLBD shares per Board recommendations until 2029 or if Girardin leaves.","Related-party dealer transactions: Blue Bird received ~$205M in FY2025 and ~$146M in H1 FY2026 revenue from Superbird.","Blue Bird paid Superbird ~$3.7M (FY2025) and ~$702K (H1 FY2026) for parts/warranty.","Micro Bird paid Valiant ~$3M (FY2025) and ~$2M (H1 FY2026) in rent; Girardin family controls both entities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93904,"accession_number":"0001589526-26-000017","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["2.01","3.02","5.02","5.03","7.01","9.01"],"status":"ready","headline":"Blue Bird completes acquisition of Micro Bird joint venture for ~$202M, full ownership","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired remaining 50% of Micro Bird for ~$202M: $63M cash plus 2.7M shares valued at $51.35.","Issued exchangeable shares with staggered lock-up; 17.9% released Oct 2026, final 18.5% Apr 2029.","Steve Girardin appointed to Board as Class III director; Dave Girardin as alternate if needed.","Full ownership integrates operations under one brand; expands into Buy America–compliant shuttle bus market.","Micro Bird has ~960 employees across Drummondville, Quebec and Plattsburgh, New York facilities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105899,"accession_number":"0001589526-26-000013","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-03-11T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Blue Bird shareholders approve 900K-share increase in equity plan, extend term to 2035","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders voted 23.6M for vs 2.3M against to ratify amended omnibus equity plan raising reserve from 5.2M to 6.1M shares.","Full value award cap increased from 2.5M to 3.4M shares; plan term extended from Dec 2029 to Nov 2035.","Directors Douglas Grimm and Dan Thau were elected for three-year terms (Class III) with over 21.9M and 24.6M votes for, respectively.","Officer exculpation amendment approved (22.1M for), say-on-pay passed (24.6M for), and one-year frequency for future say-on-pay votes adopted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105898,"accession_number":"0001589526-26-000010","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-02-17T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Blue Bird to acquire full ownership of Micro Bird JV for ~$200M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $198.2M: 30% cash (~$59.5M) and 70% stock (~2.7M exchangeable shares).","Expected close H1 2026; adds Steve Girardin to Blue Bird Board as Class III director.","Also acquires Micro Bird's Plattsburg, NY plant for ~$16.5M separate consideration.","Consolidates Type A, C, D bus portfolio; expands Buy America-compliant shuttle bus TAM.","Five-year non-compete; lock-up on stock consideration with phased releases over 3 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105897,"accession_number":"0001589526-26-000005","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q1 FY2026: Adj. EBITDA $50.1M (15% margin), raises FY2026 guidance to $225M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $333.1M (+6.1% YoY); GAAP net income $30.8M, diluted EPS $0.94.","Adjusted EBITDA $50.1M (15% margin); adjusted diluted EPS $1.00, up $0.08 YoY.","FY2026 Adj. EBITDA guidance raised to $225M; revenue reaffirmed at ~$1.5B.","Delivered 121 electric buses; EV backlog >850 units supports 2026 EV sales target.","Bus sales up 6.8% YoY driven by pricing and mix; average price per unit up 6.5%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":333084000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122160,"accession_number":"0001589526-25-000103","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-12-29T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Former Blue Bird CEO Phil Horlock resigns from Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Phil Horlock, former CEO and Class III director, resigned effective December 24, 2025.","Resignation not due to any disagreement with company operations or policies.","Horlock served as CEO for over 12 years; stepped down about a year ago when John Wyskiel became CEO.","Board Chairman Doug Grimm expressed appreciation for Horlock's service and legacy.","Event reflects a planned retirement following a successful CEO transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122159,"accession_number":"0001589526-25-000099","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-11-24T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird reports record FY2025 revenue $1.48B, Adj. EBITDA $221M; reaffirms FY2026 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year net sales of $1,480.1M (+9.9% YoY); GAAP net income $127.7M, diluted EPS $3.88.","Adjusted EBITDA $221.3M (15.0% margin); adjusted diluted EPS $4.38.","Q4 revenue $409.4M (+16.9% YoY); Q4 net income $36.5M vs. $24.7M a year ago.","Record 901 electric buses delivered in FY2025; 680 EV buses in firm order backlog.","FY2026 guidance reaffirmed: revenue ~$1.5B, Adj. EBITDA ~$220M; long-term target 16%+ margin on ~$2B revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":3.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":1480099000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":122158,"accession_number":"0001589526-25-000093","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-10-24T23:59:59+00:00","items":["1.02","5.02","9.01"],"status":"ready","headline":"Blue Bird terminates Clean Bus Solutions JV, names Jeff Sanfrey COO","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Terminated joint venture Clean Bus Solutions with Generate Capital after failing to generate profitable business; entity winding down.","Blue Bird contributed $1.68M to JV; expects no further material commitments or adverse financial impact.","Appointed Jeff Sanfrey as COO and executive officer, overseeing manufacturing, logistics, quality, and lean transformation.","Sanfrey's base salary $416k; MIP target 65% of base; LTIP equity 50% of base in RSUs with 3-year vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138887,"accession_number":"0001589526-25-000088","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Bird authorizes $100M share repurchase program through Jan 2028","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized up to $100M in share repurchases over a period ending Jan 1, 2028.","Repurchases may be made via open market, privately negotiated, or 10b5-1 plans.","Program can be modified or terminated at any time without notice; no obligation to buy specific amount.","Funding expected from cash, free cash flow, or indebtedness."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138886,"accession_number":"0001589526-25-000084","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-08-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird beats Q3 guidance with record Adj. EBITDA $58.5M; raises FY2025 guidance; $100M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $398M (+19.4% YoY); GAAP net income $36.5M; diluted EPS $1.12.","Adj. EBITDA $58.5M (14.7% margin), a new all-time quarterly record.","FY2025 Adj. EBITDA guidance raised to $210M (14.5% margin) from prior ~$200M.","New $100M share repurchase program announced.","Record EV bus deliveries: 271 in Q3; 1,200 EV buses in sold/backlog."],"consensus_eps_estimate":null,"consensus_eps_actual":2.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":1070734000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156365,"accession_number":"0001589526-25-000067","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-05-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q2 FY2025 net sales $359M, Adj. EBITDA $49.2M, beats guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Unit sales 2,295 (+41 YoY); revenue up 3.7% to $358.9M; record 265 electric buses sold in Q2.","GAAP net income $26.0M ($0.79 diluted EPS); Adjusted diluted EPS $0.96.","Adjusted EBITDA $49.2M (14% margin), up $3.5M YoY; FY2025 guidance reaffirmed: Adj. EBITDA $190-210M.","Record 1,100+ EV buses in order backlog; order backlog approx. 4,900 units.","CEO cites strong demand; long-term target Adj. EBITDA margin 15%+ on ~$2B revenue."],"consensus_eps_estimate":0.9829,"consensus_eps_actual":1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":672723000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174801,"accession_number":"0001589526-25-000041","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-03-17T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Blue Bird holds annual meeting; elects three Class II directors and ratifies auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Mark Blaufuss, Julie A. Fream, Simon J. Newman elected to Class II board for three-year terms.","BDO USA, P.C. ratified as independent auditor for FY2025 with 27,268,735 votes for.","86.1% of outstanding shares voted; 27,661,497 shares represented.","Class I directors continuing: Edward T. Hightower, Kevin Penn, John F. Wyskiel.","Class III directors continuing: Douglas Grimm, Philip Horlock, Dan Thau."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174800,"accession_number":"0001589526-25-000024","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird beats Q1 guidance; Adj EBITDA $45.8M, reaffirms FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net sales $313.9M, GAAP net income $28.7M ($0.86 EPS), adjusted EBITDA $45.8M (14.6% margin).","Sold 2,130 buses (flat YoY); delivered over 130 electric buses, ahead of prior plan.","Reaffirmed FY2025 guidance: Adj EBITDA $185-215M, revenue $1.4-1.5B, free cash flow $40-60M.","Long-term target: 15%+ Adj EBITDA margin on ~$2B revenue.","Adjusted diluted EPS $0.92, slightly up from $0.91 in prior year."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":313872000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174799,"accession_number":"0001589526-25-000017","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-02-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird CFO gets $600k salary; CEO Horlock to retire Feb 28 with ~$7M equity acceleration","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CFO Razvan Radulescu's base salary increased to $600,000; LTIP target raised to 150% of salary.","CEO Phil Horlock to retire effective Feb 28, 2025; all unvested equity awards will immediately vest.","Value of fully vested RSUs (time- and performance-based) estimated at $7,083,714 using Jan 30 closing price.","Horlock receives pro-rated MIP bonus at 50% of service; at 100% payout, bonus would be $750,000.","Horlock remains on board as Class III Director, receiving non-employee director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174798,"accession_number":"0001589526-25-000003","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2025-01-22T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Blue Bird appoints John Wyskiel as President and CEO, effective Feb 17, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John F. Wyskiel appointed President and CEO effective Feb 17, 2025; also elected Class I director.","Phil Horlock resigns as CEO Feb 16, 2025, remains on Board as Class III director.","Wyskiel, former President of Magna Seating ($6B business, 33,000 employees), has 35+ years experience.","Base salary $850K; sign-on $250K cash + $2.25M in RSUs; target annual bonus 125% of base; LTIP target 250%.","Relocation includes $100K cash grossed-up and temporary housing up to 12 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191751,"accession_number":"0001589526-24-000118","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-11-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird reports record FY2024 adj EBITDA $183M, beats guidance; raises FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2024 net sales $1.35B (+19% YoY); GAAP net income $105.5M ($3.16 diluted EPS); adjusted diluted EPS $3.46.","Adjusted EBITDA $182.9M (13.6% margin), more than double prior year's $87.9M; 9,000 buses sold (+5.7%).","Electric bus deliveries over 700 units (+30% YoY); EV order backlog of 630 units (13% of total backlog).","FY2025 guidance raised: revenue $1.4-1.5B, adj EBITDA $190-210M (13.6-14.0% margin), adj FCF $40-60M.","Long-term profit outlook raised to 15%+ adj EBITDA margin on ~$2B revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":3.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":1347154000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191750,"accession_number":"0001589526-24-000110","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-10-28T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Blue Bird appoints former Lordstown Motors CEO Edward Hightower to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Edward T. Hightower elected as Class I director and Audit Committee member effective October 23, 2024.","Hightower previously served as CEO and President of Lordstown Motors, leading the launch of the Endurance EV pickup.","He brings over 35 years of executive leadership at Ford, BMW, GM, and AlixPartners.","Compensation Committee approved annual base salary increase for GC Ted Scartz to $420,000."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191749,"accession_number":"0001589526-24-000105","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird reports preliminary FY2024 record revenue of $1.35B, up 19% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Sold 9,000 buses in FY2024 (+6% YoY), at top end of guidance; record EV sales of 704 buses (+29%).","Backlog of 4,800+ units worth ~$735M (+10% YoY); EV backlog nearly 630 buses worth ~$200M.","Full-year results and FY2025 outlook to be discussed in earnings call on November 25, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":3.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":1347154000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208225,"accession_number":"0001589526-24-000094","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Blue Bird President Britton Smith resigns; CEO Phil Horlock adds President role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Britton Smith resigns as President effective Sept 28, 2024, for personal reasons; also leaves Board immediately.","CEO Phil Horlock, previously set to resign Sept 28, will now remain as President and CEO on same terms.","Board approved severance: Fiscal 2024 cash bonus, 38 days' lump sum, 12 months salary continuation, 12 months COBRA.","No financial impact or guidance changes disclosed; company reiterates focus on profitable growth and EV school buses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208224,"accession_number":"0001589526-24-000081","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird reports record Q3 Adj. EBITDA $48.2M, raises FY2024 guidance and long-term margin outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $333.4M (+13% YoY); GAAP net income $28.7M ($0.85 EPS) vs $9.3M ($0.29 EPS) last year.","Record Q3 Adj. EBITDA $48.2M (14.5% margin), up from $29.6M; Adj. diluted EPS $0.91 vs $0.44.","Raised FY2024 guidance: revenue $1.30-1.33B, Adj. EBITDA $170-180M (13.1-13.5% margin), FCF $80-90M.","Delivered over 200 electric buses in Q3 (+40% YoY); EV backlog now >560 units from EPA funding.","Raised long-term targets: Adj. EBITDA margin ~15% on ~$2B revenue; 2,151 buses sold in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":2.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":996942000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208223,"accession_number":"0001589526-24-000079","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Blue Bird appoints Britton Smith as President & CEO, effective Sept 29, 2024; Doug Grimm named Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Britton Smith succeeds Phil Horlock as CEO; Horlock resigns effective Sept 28, 2024, remains on Board.","Smith's compensation: base salary $650k, cash bonus target 150% of base, LTIP target 175% of base for FY2025.","Doug Grimm elected Chairman effective Aug 7, 2024, replacing Kevin Penn who remains as director.","Smith also elected to the Board as Class I director effective Aug 7, filling vacancy from Gurminder Bedi's resignation.","Leadership changes are part of a planned transition; Smith previously served as President since June 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225815,"accession_number":"0001589526-24-000062","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-06-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird director Gurminder Bedi resigns after nine-year tenure","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Resignation effective June 26, 2024; no disagreement with company cited.","Bedi served as independent director since 2015; former Ford VP of N.A. Truck business.","No replacement named; Board continues with remaining directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225814,"accession_number":"0001589526-24-000058","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Blue Bird ratifies 3-year CBA with USW covering 1,500+ workers; avg 12% wage hike in Year 1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ratified by USW members; covers production workers at Fort Valley and Perry, GA facilities.","Wage increases: avg 12% in Y1, 4% in Y2 and Y3; plus $750 signing bonus and 401(k) contributions.","Profit-sharing plan: 4% of net income above thresholds, or $500 minimum per employee.","Simplified job classification structure to improve competitiveness and career growth.","CEO states agreement supports positive outcomes and company's growth plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225813,"accession_number":"0001589526-24-000054","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q2 net sales $346M (+15%), Adj EBITDA $46M record; raises FY24 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $26.0M ($0.79 EPS) vs $7.1M ($0.22 EPS) prior year; Adj EPS $0.89 vs $0.27.","Record Q2 Adj EBITDA of $45.8M (13.2% margin), up from $21.1M; driven by 18.8% higher avg bus price.","FY24 Adj EBITDA guidance raised to $145-165M (11.5-12.5% margin); long-term margin target raised to 14%+ on ~$2B revenue.","Backlog ~5,900 units; nearly 500 electric school bus orders; EPA Phase 2 funding of at least $1.5B supports EV growth.","Unit sales 2,254, down 2.2% YoY due to mix and supply constraints; parts revenue +6.1% to $28.2M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":663575000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244939,"accession_number":"0001589526-24-000040","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-03-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Blue Bird elects Bedi and Penn as Class I directors; ratifies BDO USA as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Gurminder S. Bedi elected with 24,594,585 votes for and 453,120 abstentions.","Kevin Penn elected with 19,954,514 votes for and 5,093,191 abstentions.","Auditor BDO USA LLP ratified: 27,434,049 for, 283,633 against, 579,229 abstentions.","87.88% of outstanding shares (28,296,911 of 32,198,592) voted at the meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244938,"accession_number":"0001193125-24-041484","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Selling shareholder School Bus Holdings Inc. to sell 4,042,650 BLBD shares at $32.90 in secondary offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriting agreement with Barclays Capital Inc. for sale of 4,042,650 shares of common stock.","Purchase price of $32.90 per share; offering closed on February 21, 2024.","Company did not sell any shares and will not receive any proceeds from the offering.","Selling shareholder School Bus Holdings Inc. is the sole seller; no new shares issued."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244937,"accession_number":"0001589526-24-000025","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird reports record Q1 Adj. EBITDA $47.6M, raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $317.7M (+35% YoY); net income $26.2M vs loss of $11.2M prior year.","Adj. EBITDA $47.6M (15% margin), an all-time record; unit sales 2,129 (+9%).","FY2024 guidance raised: revenue $1.15-1.25B, Adj. EBITDA $120-140M, Adj. FCF $60-70M.","EV school bus orders backlog >400; EPA Clean School Bus Phase 2 funding of $1.5B expected.","Average bus price up 26.5% on pricing actions and mix; parts sales up 7.7%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":317660000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244936,"accession_number":"0001589526-24-000013","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Bird authorizes $60M share repurchase program over 24 months","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved up to $60M in common stock repurchases over 24 months.","Repurchases may be made via open market, private deals, accelerated share repurchases, or Rule 10b5-1 plans.","CEO Phil Horlock cited strong free cash flow and confidence in business as rationale.","Program does not obligate Blue Bird to any specific amount; can be modified or terminated at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244935,"accession_number":"0001589526-24-000007","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2024-01-31T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird adopts CIC plan with cash bonuses up to 6x target at $40+ per share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CIC Plan provides cash multipliers based on per-share price: 2X (<$25) to 6X ($40+). CEO Horlock bonus range $3M-$9M.","Omnibus Amendment accelerates vesting of all outstanding stock options and RSUs upon a Change in Control.","Formal employment agreements for CEO Horlock ($1M base, 150% MIP), President Smith, CFO Radulescu, SVP Scartz with severance terms.","Severance for qualifying termination within 18 months post-CIC: lump sum equal to annualized base salary or greater if existing benefit.","CIC Plan terminates if no change of control occurs within three years; includes clawback and forfeiture provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262393,"accession_number":"0001193125-23-298627","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-12-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Bird enters underwriting agreement for 2.5M share secondary offering at $25.10/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling shareholder School Bus Holdings will sell 2.5M shares at $25.10/share; company receives no proceeds.","Offering closed on Dec 19, 2023; underwriters included BofA Securities and Barclays Capital.","Underwriting agreement contains customary representations, warranties, and indemnification provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262392,"accession_number":"0001589526-23-000123","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-12-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird reports record FY2023 revenue $1.13B, Adj. EBITDA $87.9M; raises FY2024 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full year net sales $1,132.8M (+41% YoY); GAAP net income $23.8M vs. loss of $45.8M last year.","Adjusted EBITDA $87.9M (+$102.7M YoY); unit sales 8,514 (+25%).","Q4 revenue $303.0M (+17.6%); Adj. EBITDA $40.7M vs. ($16.3M) in Q4 2022.","FY2024 guidance raised: Net revenue $1.15-1.25B, Adj. EBITDA $105-125M, Adj. FCF $50-60M.","EV unit sales more than doubled; backlog of ~600 electric bus orders (12% mix)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262391,"accession_number":"0001589526-23-000117","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["1.01","2.03","3.02","7.01","9.01"],"status":"ready","headline":"Blue Bird forms JV with Generate Capital for electric school bus fleet-as-a-service","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Clean Bus Solutions JV; Blue Bird and Generate each contribute up to $10M common equity, plus $20M and $80M preferred respectively.","Generate receives warrants for 1M shares at $25.00; two-thirds immediately exercisable, five-year term.","JV provides turnkey electrification: buses, charging, financing, and maintenance for school districts at monthly fee.","Blue Bird commits to promote JV as preferred fleet-as-service offering; excludes similar JVs but allows OEM sales."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262390,"accession_number":"0001193125-23-280257","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-11-20T23:59:59+00:00","items":["1.01","1.02","2.03","7.01","9.01"],"status":"ready","headline":"Blue Bird closes $100M term loan and $150M revolver, replaces 2016 credit facility","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $100M senior secured term loan and $150M revolving credit facility, both maturing Nov 17, 2028.","Proceeds used to repay and terminate the existing December 2016 credit agreement.","Interest margins: base rate +0.75%-2.25% or SOFR +1.75%-3.25%, based on leverage; initial spread 2.00%/3.00%.","Financial covenants: total leverage ≤3.00x and fixed charge coverage ≥1.20x quarterly.","CFO states refinancing provides stability and flexibility to execute profitable-growth plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":262389,"accession_number":"0001589526-23-000107","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-10-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird appoints Julie Fream to board, replacing Adam Gray of Coliseum Capital","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Adam Gray resigned as Class II director after Coliseum Capital sold its Blue Bird holdings via secondary offering.","Julie Fream elected as Class II director and appointed to the Corporate Governance and Nominating Committee.","Fream is President/CEO of MEMA Original Equipment Suppliers, a 500+ member trade association.","She also serves on the board of Corewell Health, a $14B healthcare system, and chaired Michigan Tech's board.","Gray's resignation was not due to any disagreement with Blue Bird's operations or policies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279582,"accession_number":"0001193125-23-235345","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-09-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Bird enters underwriting agreement for 2.5M share secondary offering at $21/sh","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling shareholders sold 2.5M shares of common stock at $21.00 per share; underwriter is Barclays.","Company did not sell any shares and will receive no proceeds from the offering.","Offering closed on September 14, 2023; underwriting agreement includes customary representations and indemnification.","Shares offered pursuant to prospectus supplement dated September 11, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":279581,"accession_number":"0001589526-23-000101","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-08-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird posts Q3 revenue $294M (+43%), net income $9.4M; raises FY adj. EBITDA guidance to ~$73M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $0.29; adjusted diluted EPS $0.44; unit sales 2,137 (+24% YoY).","Adjusted EBITDA $28.0M, up $19.2M YoY, with margin ~10%.","FY2023 guidance raised: revenue >$1.1B, adj. EBITDA $70-76M, adj. FCF $70-80M.","EV bookings up ~150% YoY; backlog of 550 electric school buses; EPA Phase 1 funding for at least 550 buses.","Long-term outlook reaffirmed: $2B revenue and 12% adj. EBITDA margin."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":829830000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297981,"accession_number":"0001193125-23-165442","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-06-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Blue Bird Corp selling shareholders offer 5.175M shares at $20.00; company receives no proceeds","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Selling shareholders sold 5,175,000 shares at $20.00 per share, including 675,000 share over-allotment.","Offering closed on June 12, 2023; company did not sell any shares and will not receive proceeds.","Shares sold by School Bus Holdings Inc. and other selling shareholders; BofA and Barclays underwriters.","Offering made via prospectus supplement to existing S-3 registration statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297980,"accession_number":"0001589526-23-000072","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird appoints Britton Smith as President, elects Mark Blaufuss to board, and approves executive retention awards","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Philip Horrock remains CEO; Britton Smith promoted from SVP Electrification to President effective May 31, 2023.","Director Alan Schumacher resigns effective June 30, 2023, citing no disagreement with company.","Mark Blaufuss elected Class II director and Audit Committee Chairman; he is a Carlyle Operating Executive.","Board approves special retention RSU awards: CEO Horlock 78,864 RSUs; President Smith, CFO Radulescu each 39,432 RSUs; SVP Scartz 27,603 RSUs.","Executive base salaries set: Smith and Radulescu $500,000; Scartz $350,000; plus travel expense and relocation payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297975,"accession_number":"0001589526-23-000070","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K/A","filed_at":"2023-06-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird discloses CEO Horlock's compensation: $1M salary, 150% target bonus, $15K/mo travel","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Base salary of $1,000,000 effective May 15, 2023.","Target bonus of 150% of base salary under MIP, prorated for FY2023.","$15,000 monthly travel expense reimbursement and $75,000 one-time moving payment.","Prior consulting agreement paid in full; participates in standard executive benefit programs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297979,"accession_number":"0001589526-23-000057","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird director Jared Sperling resigns; Dan Thau elected","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Jared Sperling resigned as Class III director effective May 19, 2023; no disagreement with company.","Dan Thau, Vice President at American Securities, elected to fill vacancy and appointed to Compensation and Governance committees.","Thau's director compensation will be assigned to American Securities per prior disclosed arrangement.","No transactions between Thau and Blue Bird requiring Item 404(a) disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297974,"accession_number":"0001589526-23-000054","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K/A","filed_at":"2023-05-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird appoints Simon Newman to Compensation Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Simon J. Newman elected Class II director on March 31, 2023, filling vacancy from Kathleen M. Shaw's resignation.","Newman appointed to the Compensation Committee effective May 19, 2023.","No other changes to Board or committee memberships reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297978,"accession_number":"0001589526-23-000050","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-05-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird CEO Matthew Stevenson resigns; Philip Horlock appointed as President and CEO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stevenson resigned as President, CEO, and Board director on May 13, 2023, effective immediately; employment ends June 5, 2023.","Resignation not based on any disagreement with the Company regarding operations, policies, or practices.","Board appointed Philip Horlock as President and CEO on May 14, 2023.","Horlock served as CEO from 2015 to October 2021 and was a consultant with annual salary rate of $800,000.","Horlock's compensation as CEO not finalized as of filing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297977,"accession_number":"0001589526-23-000045","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q2 net income $7.1M, Adj. EBITDA $19.8M; raises FY2023 guidance to ~$1.1B revenue, $55-65M Adj. EBITDA","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $299.8M (+44% YoY); GAAP net income $7.1M vs prior year net loss of $12.2M.","Adjusted EBITDA $19.8M, up $30.5M YoY; 2,304 buses sold (+19% YoY).","FY2023 guidance raised: revenue ~$1.1B, Adj. EBITDA $55-65M, Adj. FCF $30-40M.","Backlog $775M+ (~5,800 units); electric bus orders up 176%, firm backlog >620 units.","EPA Clean School Bus program expected to generate $200M+ additional revenue from 500-700 buses."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":535546000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":297976,"accession_number":"0001589526-23-000033","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-04-06T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Blue Bird announces director resignation and appointment of Simon Newman to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Director Chan Galbato resigns effective April 3, 2023; resignation not due to any disagreement with company.","Simon J. Newman elected to Board effective April 4, 2023, filling vacancy left by Dr. Kathleen Shaw.","Newman has over 40 years' manufacturing experience, currently Chairman of MW Components and Paragon Medical.","Newman not appointed to any board committees; will participate in standard director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318229,"accession_number":"0001589526-23-000030","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Director Kathleen M. Shaw resigns from Blue Bird board effective April 2, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kathleen M. Shaw resigns from the board effective April 2, 2023, due to accepting a full-time leadership role with a government authority.","Annual meeting held March 8, 2023: 28,973,314 shares voted (90.4% of 32,032,067 outstanding).","Class III directors elected: Douglas Grimm, Philip Horlock, Jared Sperling for three-year terms.","Advisory say-on-pay approved: 25,172,512 for, 1,810,338 against, 26,064 abstentions.","Ratification of BDO USA as independent auditor for FY2023 approved: 28,334,025 for, 4,311 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":318228,"accession_number":"0001589526-23-000020","cik":1589526,"company_name":"Blue Bird Corp","ticker":"BLBD","form_type":"8-K","filed_at":"2023-02-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Blue Bird Q1 revenue $236M (+82% YoY), net loss $11.3M; raises FY2023 Adj. EBITDA guidance to $43M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $235.7M, up 82.4% YoY; unit sales 1,957 (up 70.3%). Net loss $11.3M vs $4.1M loss in prior year.","Adjusted EBITDA $(4.2)M vs $3.6M positive in prior year; adjusted net loss $9.8M.","Raised FY2023 guidance: net revenue ~$1B, Adj. EBITDA $40-46M (midpoint $43M), Adj. free cash flow $5-11M.","Record electric bus sales; backlog >5,300 units ($675M+); 950+ EVs on road; EV bookings up 130% YoY.","Expect return to historical profitability during FY23 with improving performance each quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":235732000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":2217793062.502046,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-02-08T23:59:59+00:00|318228"}