Short answer
Blue Bird Corp (BLBD) filed an 8-K current report with the SEC on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition), Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). Item 2.02 covers Blue Bird’s fiscal-year 2026 results of operations and financial condition.
Blue Bird Corp 8-K event analysis
AI summary of each reported item and its exhibits
Item 2.02 · Results of Operations and Financial Condition
- Item 2.02 covers Blue Bird’s fiscal-year 2026 results of operations and financial condition
- Financial details appear to be provided through an accompanying exhibit or referenced earnings release
- Disclosure furnished under Form 8-K, not treated as filed under Exchange Act Section 18
Item 7.01 · Regulation FD Disclosure
- Blue Bird will report fiscal 2026 third-quarter and year-to-date results on August 5, 2026
- Live webcast scheduled for approximately 4:30 p.m. Eastern Time
- CEO John Wyskiel and CFO Razvan Radulescu among webcast speakers
- Replay availability for at least 12 months supports investor access to management commentary
Item EX-99.1 · Exhibit EX-99.1
- Q3 revenue $517.2M, up 29.9%, with Micro Bird contributing $122.9M and 3,525 buses sold
- Adjusted EBITDA $71.4M, up $12.9M, despite legacy operations declining $3.6M
- GAAP net income $185.3M boosted by a $160.5M Micro Bird remeasurement gain, limiting earnings quality
- FY2026 guidance raised to ~$1.75B revenue and ~$247M Adjusted EBITDA
- Ford chassis collaboration and Detroit Plant asset purchase target 2030+ Adjusted EBITDA above $500M on $3.3B revenue
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