secwatch.observer — SEC 8-K summary
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Issuer:     Blue Bird Corp (BLBD)
CIK:        0001589526
Form:       8-K
Filed at:   2026-02-04T23:59:59+00:00
Accession:  0001589526-26-000005
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Blue Bird Q1 FY2026: Adj. EBITDA $50.1M (15% margin), raises FY2026 guidance to $225M
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- Q1 net sales $333.1M (+6.1% YoY); GAAP net income $30.8M, diluted EPS $0.94.
- Adjusted EBITDA $50.1M (15% margin); adjusted diluted EPS $1.00, up $0.08 YoY.
- FY2026 Adj. EBITDA guidance raised to $225M; revenue reaffirmed at ~$1.5B.
- Delivered 121 electric buses; EV backlog >850 units supports 2026 EV sales target.
- Bus sales up 6.8% YoY driven by pricing and mix; average price per unit up 6.5%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1589526/000158952626000005/0001589526-26-000005-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1589526/000158952626000005/blbd-20260204.htm
  HTML page:      https://secwatch.observer/filing/0001589526-26-000005

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