{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-25-000099","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2025-11-24T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.841060+00:00","generated_at":"2026-05-16T17:18:41.868405+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 FY2025 revenue $1.48B, Adj. EBITDA $221M; reaffirms FY2026 guidance","bullets":["Full-year net sales of $1,480.1M (+9.9% YoY); GAAP net income $127.7M, diluted EPS $3.88.","Adjusted EBITDA $221.3M (15.0% margin); adjusted diluted EPS $4.38.","Q4 revenue $409.4M (+16.9% YoY); Q4 net income $36.5M vs. $24.7M a year ago.","Record 901 electric buses delivered in FY2025; 680 EV buses in firm order backlog.","FY2026 guidance reaffirmed: revenue ~$1.5B, Adj. EBITDA ~$220M; long-term target 16%+ margin on ~$2B revenue."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-25-000099","json":"https://secwatch.observer/filing/0001589526-25-000099.json","markdown":"https://secwatch.observer/filing/0001589526-25-000099.md","text":"https://secwatch.observer/filing/0001589526-25-000099.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952625000099/0001589526-25-000099-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952625000099/blbd-20251124.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T17:18:41.868405+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"}