{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-23-000020","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2023-02-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.728469+00:00","generated_at":"2026-06-19T21:48:44.783258+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Blue Bird Q1 revenue $236M (+82% YoY), net loss $11.3M; raises FY2023 Adj. EBITDA guidance to $43M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-23-000020","json":"https://secwatch.observer/filing/0001589526-23-000020.json","markdown":"https://secwatch.observer/filing/0001589526-23-000020.md","text":"https://secwatch.observer/filing/0001589526-23-000020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000020/0001589526-23-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000020/blbd-20230208.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T21:48:44.783258+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":"956a0d7feef653f790e8f551771c3d13269725f9","claim":"Blue Bird Corp reported fiscal 2023 first quarter results: revenue $235.7 million, net income Net Loss of $11.3 million, EPS Diluted Loss per Share of $0.35. Guidance raised.","evidence_excerpt":"outlook of profitable growth towards $2 billion in revenues and Adjusted EBITDA margins of 12%, or $250 million.” Fiscal 2023 First Quarter Results Net Sales Net sales were $235.7 million for the first quarter of fiscal 2023, an increase of $106.5 million, or 82.4%, from prior year period. Bus sales increased $100.8 million, reflecting a 11.4% increase in average","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000020/0001589526-23-000020-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2023 first quarter"},{"label":"Revenue","value":"$235.7 million"},{"label":"Net income","value":"Net Loss of $11.3 million"},{"label":"EPS","value":"Diluted Loss per Share of $0.35"},{"label":"Guidance","value":"raised"},{"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"}