{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-23-000101","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2023-08-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.457901+00:00","generated_at":"2026-06-11T22:14:44.526107+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Blue Bird posts Q3 revenue $294M (+43%), net income $9.4M; raises FY adj. EBITDA guidance to ~$73M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-23-000101","json":"https://secwatch.observer/filing/0001589526-23-000101.json","markdown":"https://secwatch.observer/filing/0001589526-23-000101.md","text":"https://secwatch.observer/filing/0001589526-23-000101.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000101/0001589526-23-000101-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000101/blbd-20230809.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-11T22:14:44.526107+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":"10dad4b86b70a8ef4c2b3690709e4f7692e03e67","claim":"Blue Bird Corp reported fiscal 2023 third quarter results: revenue $294.3 million, net income $9.4 million, EPS $0.29 per diluted share. Guidance raised.","evidence_excerpt":"outlook of profitable growth towards $2 billion in revenues and Adjusted EBITDA margins of 12%, or $250 million.” Fiscal 2023 Third Quarter Results Net Sales Net sales were $294.3 million for the third quarter of fiscal 2023, an increase of $88.2 million, or 42.8%, from prior year period. Bus sales increased $83.7 million, reflecting a 17.0% increase in average","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000101/0001589526-23-000101-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2023 third quarter"},{"label":"Revenue","value":"$294.3 million"},{"label":"Net income","value":"$9.4 million"},{"label":"EPS","value":"$0.29 per diluted share"},{"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"}