{"filings":[{"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}],"next_cursor":null}