{"schema_version":"secwatch.filing_event.v1","accession":"0001589526-26-000046","form_type":"8-K","ticker":"BLBD","cik":"0001589526","company_name":"Blue Bird Corp","filed_at":"2026-08-05T20:09:10+00:00","discovered_at":"2026-08-05T20:10:13.884978+00:00","generated_at":"2026-08-05T20:12:13.539887+00:00","sec_items":["2.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Blue Bird Q3 FY2026: Revenue $517M, Adj. EBITDA $71M; raises FY guidance; Ford deal","bullets":["Q3 net sales $517.2M (+29.9% YoY); GAAP net income $185.3M; diluted EPS $5.27.","Adjusted EBITDA $71.4M (14% margin); adjusted diluted EPS $1.28.","Micro Bird contributed $122.9M revenue and $16.5M Adj. EBITDA in Q3.","FY2026 guidance raised: net revenue ~$1.75B, Adj. EBITDA ~$247M.","Collaboration with Ford to design next-gen stripped chassis; to acquire Detroit Chassis plant; close early 2027."],"urls":{"canonical":"https://secwatch.observer/filing/0001589526-26-000046","json":"https://secwatch.observer/filing/0001589526-26-000046.json","markdown":"https://secwatch.observer/filing/0001589526-26-000046.md","text":"https://secwatch.observer/filing/0001589526-26-000046.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1589526/000158952626000046/0001589526-26-000046-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1589526/000158952626000046/blbd-20260805.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-05T20:12:13.539887+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"}