---
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"
generated_at: "2026-05-16T17:18:41.868405+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 FY2025 revenue $1.48B, Adj. EBITDA $221M; reaffirms FY2026 guidance

## Summary
- 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.

## SEC filing metadata
- 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
- 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/1589526/000158952625000099/0001589526-25-000099-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1589526/000158952625000099/blbd-20251124.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001589526-25-000099
- JSON: https://secwatch.observer/filing/0001589526-25-000099.json
- Plain text: https://secwatch.observer/filing/0001589526-25-000099.txt

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