---
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"
generated_at: "2026-08-05T20:12:13.539887+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Blue Bird Q3 FY2026: Revenue $517M, Adj. EBITDA $71M; raises FY guidance; Ford deal

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001589526-26-000046
- JSON: https://secwatch.observer/filing/0001589526-26-000046.json
- Plain text: https://secwatch.observer/filing/0001589526-26-000046.txt

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