{"filing":{"accession_number":"0001589526-26-000044","cik":"0001589526","ticker":"BLBD","company_name":"Blue Bird Corp","form":"8-K","filing_date":"2026-08-05","report_date":"2026-07-31","primary_document":"blbd-20260731.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1589526/000158952626000044/blbd-20260731.htm"},"events":[{"id":24914,"run_id":22587,"accession_number":"0001589526-26-000044","anchor_item_number":"1.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"summary":"Blue Bird entered into a definitive Asset Purchase Agreement to acquire certain assets of Detroit Chassis LLC (equipment, tooling, inventory, intellectual property, and goodwill) for $7 million plus assumption of liabilities, and simultaneously entered into a Master Collaboration Agreement with Ford Motor Company to assume design and manufacturing responsibility for the next-generation F-53/F-59 commercial stripped chassis. The transactions are expected to expand Blue Bird's addressable market by approximately $1.4 billion and generate $600 million+ in annual revenue, with closing expected in Q1 2027.","company_name":"Blue Bird Corp","ticker":"BLBD","filing_date":"2026-08-05","form":"8-K","submitted_at":null,"items":[{"id":25609,"accession_number":"0001589526-26-000044","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Blue Bird entered into a definitive Asset Purchase Agreement on August 3, 2026, to acquire certain assets of Detroit Chassis LLC (including equipment, tooling, inventory, intellectual property, and goodwill) for $7 million plus assumption of liabilities, with closing expected in Q1 2027. Simultaneously, Blue Bird entered into a Master Collaboration Agreement with Ford to assume design and manufacturing responsibility for the next-generation F-53/F-59 commercial stripped chassis. These transactions represent material acquisitions and a strategic business combination that expands Blue Bird's addressable market by approximately $1.4 billion and is expected to generate $600 million+ in annual revenue, making this a core M\u0026A activity disclosure under Item 1.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:34:47.951456+00:00","company_name":"","ticker":null,"filing_date":""},{"id":25610,"accession_number":"0001589526-26-000044","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Blue Bird announced entry into a definitive Asset Purchase Agreement with Detroit Chassis LLC and a Master Collaboration Agreement with Ford Motor Company. The transaction involves Blue Bird acquiring the Detroit Assembly Plant assets of Detroit Chassis LLC and assuming design, manufacturing, and sales responsibility for the next-generation F-53/F-59 commercial stripped chassis with Ford powertrain integration. The press release explicitly states this is a \"definitive agreement\" and projects ~$90M investment, 10,000+ units, and $600M+ revenue mid-term, representing a material expansion of Blue Bird's addressable market and product portfolio.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:34:47.951456+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":25609,"accession_number":"0001589526-26-000044","item_number":"1.01","item_title":"Entry into a Material Definitive Agreement","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Blue Bird entered into a definitive Asset Purchase Agreement on August 3, 2026, to acquire certain assets of Detroit Chassis LLC (including equipment, tooling, inventory, intellectual property, and goodwill) for $7 million plus assumption of liabilities, with closing expected in Q1 2027. Simultaneously, Blue Bird entered into a Master Collaboration Agreement with Ford to assume design and manufacturing responsibility for the next-generation F-53/F-59 commercial stripped chassis. These transactions represent material acquisitions and a strategic business combination that expands Blue Bird's addressable market by approximately $1.4 billion and is expected to generate $600 million+ in annual revenue, making this a core M\u0026A activity disclosure under Item 1.01.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:34:47.951456+00:00","company_name":"Blue Bird Corp","ticker":"BLBD","filing_date":"2026-08-05"},{"id":25610,"accession_number":"0001589526-26-000044","item_number":"7.01","item_title":"Regulation FD Disclosure.","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Blue Bird announced entry into a definitive Asset Purchase Agreement with Detroit Chassis LLC and a Master Collaboration Agreement with Ford Motor Company. The transaction involves Blue Bird acquiring the Detroit Assembly Plant assets of Detroit Chassis LLC and assuming design, manufacturing, and sales responsibility for the next-generation F-53/F-59 commercial stripped chassis with Ford powertrain integration. The press release explicitly states this is a \"definitive agreement\" and projects ~$90M investment, 10,000+ units, and $600M+ revenue mid-term, representing a material expansion of Blue Bird's addressable market and product portfolio.","classifier_version":"claude-haiku-4-5-20251001+prompt-a85dd512","taxonomy_version":"v1.3","classified_at":"2026-08-07T02:34:47.951456+00:00","company_name":"Blue Bird Corp","ticker":"BLBD","filing_date":"2026-08-05"}]}