secwatch.observer — SEC 8-K summary
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Issuer:     Blue Bird Corp (BLBD)
CIK:        0001589526
Form:       8-K
Filed at:   2025-08-06T23:59:59+00:00
Accession:  0001589526-25-000084
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1589526/000158952625000084/0001589526-25-000084-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1589526/000158952625000084/blbd-20250806.htm
  HTML page:      https://secwatch.observer/filing/0001589526-25-000084

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer