---
schema_version: "secwatch.filing_event.v1"
accession: "0001589526-25-000084"
form_type: "8-K"
ticker: "BLBD"
cik: "0001589526"
company_name: "Blue Bird Corp"
filed_at: "2025-08-06T23:59:59+00:00"
generated_at: "2026-05-17T19:27:53.068571+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Blue Bird beats Q3 guidance with record Adj. EBITDA $58.5M; raises FY2025 guidance; $100M buyback

## Summary
- Net sales $398M (+19.4% YoY); GAAP net income $36.5M; diluted EPS $1.12.
- Adj. EBITDA $58.5M (14.7% margin), a new all-time quarterly record.
- FY2025 Adj. EBITDA guidance raised to $210M (14.5% margin) from prior ~$200M.
- New $100M share repurchase program announced.
- Record EV bus deliveries: 271 in Q3; 1,200 EV buses in sold/backlog.

## SEC filing metadata
- accession: 0001589526-25-000084
- form_type: 8-K
- ticker: BLBD
- cik: 0001589526
- company_name: Blue Bird Corp
- filed_at: 2025-08-06T23:59:59+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/1589526/000158952625000084/0001589526-25-000084-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1589526/000158952625000084/blbd-20250806.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001589526-25-000084
- JSON: https://secwatch.observer/filing/0001589526-25-000084.json
- Plain text: https://secwatch.observer/filing/0001589526-25-000084.txt

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