---
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"
generated_at: "2026-06-07T14:53:40.531847+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Blue Bird reports record FY2023 revenue $1.13B, Adj. EBITDA $87.9M; raises FY2024 guidance

## Summary
- 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).

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001589526-23-000123
- JSON: https://secwatch.observer/filing/0001589526-23-000123.json
- Plain text: https://secwatch.observer/filing/0001589526-23-000123.txt

## Key facts
- Earnings Releases
  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.
  - Period: fiscal 2023 fourth quarter and full year
  - Revenue: $303.0 million
  - Net income: $18.6 million
  - EPS: $0.58
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1589526/000158952623000123/0001589526-23-000123-index.htm

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