{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-22-000088","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2022-12-12T23:59:59+00:00","discovered_at":"2026-05-14T18:03:51.309368+00:00","generated_at":"2026-06-21T06:07:42.458165+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Blue Bird FY2022 net loss $45.8M; FY2023 Adj. EBITDA guidance $35-45M","bullets":["Full-year net sales $800.6M (+17% YoY); unit sales 6,822, up 143 units.","Q4 net loss $23.1M, adjusted EBITDA -$16.4M on ongoing supply-chain and inflation headwinds.","Record EV backlog of $600M+ with 850+ EVs delivered; EV bookings up 85% YoY.","FY2023 guidance: revenue $900-1,000M, Adj. EBITDA $35-45M, Adj. FCF $0-10M.","CEO cites 25% price increases and cost-reduction plan to return to historical profitability."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-22-000088","json":"https://secwatch.observer/filing/0001589526-22-000088.json","markdown":"https://secwatch.observer/filing/0001589526-22-000088.md","text":"https://secwatch.observer/filing/0001589526-22-000088.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952622000088/0001589526-22-000088-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952622000088/blbd-20221212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-21T06:07:42.458165+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"3f257b5d7f930ec39056aa58a0cb4469c911526e","claim":"Blue Bird Corp reported the three months ended October 1, 2022 results: revenue $ 257.7, net income $ (23.1), EPS $ (0.72). Guidance reaffirmed.","evidence_excerpt":"except Unit Sales and EPS data) Three Months Ended October 1, 2022 B/(W) 2021 Fiscal Year Ended October 1, 2022 B/(W) 2021 Unit Sales 2,016 105 6,822 143 GAAP Measures: Revenue $ 257.7 $ 65.5 $ 800.6 $ 116.6 Net Loss $ (23.1) $ (20.7) $ (45.8) $ (45.5) Diluted Loss per Share $ (0.72) $ (0.63) $ (1.48) $ (1.46) Non-GAAP Measures 1 : Adjusted EBITDA $ (16.4) $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952622000088/0001589526-22-000088-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the three months ended October 1, 2022"},{"label":"Revenue","value":"$ 257.7"},{"label":"Net income","value":"$ (23.1)"},{"label":"EPS","value":"$ (0.72)"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"f61dce90996eb6fcf0c71a5d4a16ffc99d680d7f","claim":"Blue Bird Corp reported the fiscal year ended October 1, 2022 results: revenue $ 800.6, net income $ (45.8), EPS $ (1.48). Guidance reaffirmed.","evidence_excerpt":"Highlights (in millions except Unit Sales and EPS data) Three Months Ended October 1, 2022 B/(W) 2021 Fiscal Year Ended October 1, 2022 B/(W) 2021 Unit Sales 2,016 105 6,822 143 GAAP Measures: Revenue $ 257.7 $ 65.5 $ 800.6 $ 116.6 Net Loss $ (23.1) $ (20.7) $ (45.8) $ (45.5) Diluted Loss per Share $ (0.72) $ (0.63) $ (1.48) $ (1.46) Non-GAAP Measures 1 : Adjusted EBITDA $ (16.4) $ (24.0) $ (14.7) $ (48.8) Adjusted Net Loss $ (21.4) $ (23.4) $ (36.0) $ (44.6) Adjusted Diluted Loss per Share $ (0.66) $ (0.73) $ (1.15) $ (1.46) 1 Reconciliation to relevant GAAP metrics shown below “During a challenging 2022, the Blue Bird team developed and began execution of a rigorous plan to improve operations, reduce fixed costs, and recover economics through pricing.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952622000088/0001589526-22-000088-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended October 1, 2022"},{"label":"Revenue","value":"$ 800.6"},{"label":"Net income","value":"$ (45.8)"},{"label":"EPS","value":"$ (1.48)"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}