{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-23-000045","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2023-05-11T23:59:59+00:00","discovered_at":"2026-05-14T18:03:39.553371+00:00","generated_at":"2026-06-15T04:10:18.500318+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Blue Bird Q2 net income $7.1M, Adj. EBITDA $19.8M; raises FY2023 guidance to ~$1.1B revenue, $55-65M Adj. EBITDA","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-23-000045","json":"https://secwatch.observer/filing/0001589526-23-000045.json","markdown":"https://secwatch.observer/filing/0001589526-23-000045.md","text":"https://secwatch.observer/filing/0001589526-23-000045.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000045/0001589526-23-000045-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000045/blbd-20230511.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T04:10:18.500318+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":"0c266f2cdf3e5cdc68e530e0d2d7482fc5cbbe61","claim":"Blue Bird Corp reported Fiscal Year 2023 results: revenue just over $1.1 Billion. Guidance raised.","evidence_excerpt":"We are raising full year fiscal 2023 guidance to Net Revenue of just over $1.1 Billion, Adj. EBITDA of $55-65 million and Adj. Free Cash Flow of $30-40 million.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000045/0001589526-23-000045-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Fiscal Year 2023"},{"label":"Revenue","value":"just over $1.1 Billion"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"fc3435f9bdc98406fdc16345030d1938efbd3849","claim":"Blue Bird Corp reported Three Months Ended April 1, 2023 results: revenue $299.8 million, net income $7.1 million, EPS $0.22.","evidence_excerpt":"outlook of profitable growth towards $2 billion in revenues and Adjusted EBITDA margins of 12%, or $250 million.” 1 Fiscal 2023 Second Quarter Results Net Sales Net sales were $299.8 million for the second quarter of fiscal 2023, an increase of $92.2 million, or 44.4%, from prior year period. Bus sales increased $85.0 million, reflecting a 21.6% increase in average","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000045/0001589526-23-000045-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Three Months Ended April 1, 2023"},{"label":"Revenue","value":"$299.8 million"},{"label":"Net income","value":"$7.1 million"},{"label":"EPS","value":"$0.22"},{"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"}