---
schema_version: "secwatch.filing_event.v1"
accession: "0001589526-26-000028"
form_type: "8-K"
ticker: "BLBD"
cik: "0001589526"
company_name: "Blue Bird Corp"
filed_at: "2026-05-06T23:59:59+00:00"
generated_at: "2026-05-14T22:43:04.643067+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Blue Bird Q2 adj. EBITDA $50.8M (14% margin); raises FY2026 adj. EBITDA guidance to $245M

## Summary
- Q2 net sales $352.6M (-1.7% YoY), net income $29.3M, diluted EPS $0.90.
- Adjusted EBITDA $50.8M (+$1.6M YoY); adjusted diluted EPS $1.00.
- Unit sales 2,148 buses; delivered 201 electric buses; EV backlog >900 units.
- FY2026 guidance raised: revenue ~$1.75B, Adj. EBITDA ~$245M.
- Completed acquisition of remaining 50% of Micro Bird on April 1, 2026.

## SEC filing metadata
- accession: 0001589526-26-000028
- form_type: 8-K
- ticker: BLBD
- cik: 0001589526
- company_name: Blue Bird Corp
- filed_at: 2026-05-06T23:59:59+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/1589526/000158952626000028/0001589526-26-000028-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1589526/000158952626000028/blbd-20260506.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001589526-26-000028
- JSON: https://secwatch.observer/filing/0001589526-26-000028.json
- Plain text: https://secwatch.observer/filing/0001589526-26-000028.txt

## Source-grounded claims
- claim_id: 83762dd792f79be5b9bf23f9c4dce17b1e059bbf
  claim: Blue Bird Corp reported Fiscal 2026 Second Quarter ended March 28, 2026 results: revenue $352.6 million, net income $29.3 million, EPS $0.90.
  evidence_excerpt: margin of $375+ million, or 15%+, on $2.5+ billion in revenue. We are confident in our profitable growth plans.” 1 Fiscal 2026 Second Quarter Results Net Sales Net sales were $352.6 million for the second quarter of fiscal 2026, a decrease of $6.2 million, or 1.7%, compared to $358.9 million for the second quarter of fiscal 2025. The decrease in net sales is
  evidence_url: https://www.sec.gov/Archives/edgar/data/1589526/000158952626000028/0001589526-26-000028-index.htm
- claim_id: a33e17cf7f9712750f75f0fbc404c8fd5fdb8797
  claim: Blue Bird Corp reported Fiscal Year 2026 results: revenue ~$1.75 Billion. Guidance raised.
  evidence_excerpt: 2026 Guidance is being raised to Net Revenue at ~$1.75 Billion and Adj. EBITDA to ~$245 million.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1589526/000158952626000028/0001589526-26-000028-index.htm

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