{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-23-000123","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2023-12-11T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.668045+00:00","generated_at":"2026-06-07T14:53:40.531847+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 reports record FY2023 revenue $1.13B, Adj. EBITDA $87.9M; raises FY2024 guidance","bullets":["Full year net sales $1,132.8M (+41% YoY); GAAP net income $23.8M vs. loss of $45.8M last year.","Adjusted EBITDA $87.9M (+$102.7M YoY); unit sales 8,514 (+25%).","Q4 revenue $303.0M (+17.6%); Adj. EBITDA $40.7M vs. ($16.3M) in Q4 2022.","FY2024 guidance raised: Net revenue $1.15-1.25B, Adj. EBITDA $105-125M, Adj. FCF $50-60M.","EV unit sales more than doubled; backlog of ~600 electric bus orders (12% mix)."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-23-000123","json":"https://secwatch.observer/filing/0001589526-23-000123.json","markdown":"https://secwatch.observer/filing/0001589526-23-000123.md","text":"https://secwatch.observer/filing/0001589526-23-000123.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000123/0001589526-23-000123-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000123/blbd-20231211.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T14:53:40.531847+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":"0ed9a635707519acbee40252788a8d5babbaf91e","claim":"Blue Bird Corp reported fiscal 2023 fourth quarter and full year results: revenue $303.0 million, net income $18.6 million, EPS $0.58. Guidance raised.","evidence_excerpt":"Net sales were $303.0 million for the fourth quarter of fiscal 2023, an increase of $45.3 million, or 17.6%, from prior year period.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952623000123/0001589526-23-000123-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal 2023 fourth quarter and full year"},{"label":"Revenue","value":"$303.0 million"},{"label":"Net income","value":"$18.6 million"},{"label":"EPS","value":"$0.58"},{"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"}