{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-25-000067","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2025-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:48.915094+00:00","generated_at":"2026-05-22T08:06:48.780809+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Blue Bird Q2 FY2025 net sales $359M, Adj. EBITDA $49.2M, beats guidance","bullets":["Unit sales 2,295 (+41 YoY); revenue up 3.7% to $358.9M; record 265 electric buses sold in Q2.","GAAP net income $26.0M ($0.79 diluted EPS); Adjusted diluted EPS $0.96.","Adjusted EBITDA $49.2M (14% margin), up $3.5M YoY; FY2025 guidance reaffirmed: Adj. EBITDA $190-210M.","Record 1,100+ EV buses in order backlog; order backlog approx. 4,900 units.","CEO cites strong demand; long-term target Adj. EBITDA margin 15%+ on ~$2B revenue."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-25-000067","json":"https://secwatch.observer/filing/0001589526-25-000067.json","markdown":"https://secwatch.observer/filing/0001589526-25-000067.md","text":"https://secwatch.observer/filing/0001589526-25-000067.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952625000067/0001589526-25-000067-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952625000067/blbd-20250507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-22T08:06:48.780809+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}