secwatch.observer — SEC 8-K summary
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Issuer:     Blue Bird Corp (BLBD)
CIK:        0001589526
Form:       8-K
Filed at:   2026-08-05T20:09:10+00:00
Accession:  0001589526-26-000046
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 Q3 FY2026: Revenue $517M, Adj. EBITDA $71M; raises FY guidance; Ford deal
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1589526/000158952626000046/0001589526-26-000046-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1589526/000158952626000046/blbd-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001589526-26-000046

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