---
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"
generated_at: "2026-06-11T22:14:44.526107+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Blue Bird posts Q3 revenue $294M (+43%), net income $9.4M; raises FY adj. EBITDA guidance to ~$73M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001589526-23-000101
- JSON: https://secwatch.observer/filing/0001589526-23-000101.json
- Plain text: https://secwatch.observer/filing/0001589526-23-000101.txt

## Key facts
- Earnings Releases
  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.
  - Period: fiscal 2023 third quarter
  - Revenue: $294.3 million
  - Net income: $9.4 million
  - EPS: $0.29 per diluted share
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1589526/000158952623000101/0001589526-23-000101-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.