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Side-by-side financial comparison of Blue Bird Corp (BLBD) and COMMERCE BANCSHARES INC (CBSH). Click either name above to swap in a different company.
COMMERCE BANCSHARES INC is the larger business by last-quarter revenue ($475.7M vs $333.1M, roughly 1.4× Blue Bird Corp). COMMERCE BANCSHARES INC runs the higher net margin — 29.8% vs 9.2%, a 20.5% gap on every dollar of revenue. On growth, COMMERCE BANCSHARES INC posted the faster year-over-year revenue change (11.1% vs 6.1%). Over the past eight quarters, COMMERCE BANCSHARES INC's revenue compounded faster (7.1% CAGR vs -1.9%).
The Blue Bird Corporation is an American bus manufacturer. Headquartered in Fort Valley, Georgia, the company was best known for its production of school buses. The company has also manufactured a wide variety of other bus types, including transit buses, motorhomes, and specialty vehicles such as mobile libraries and mobile police command centers.
Commerce Bancshares, Inc. is a regional bank holding company headquartered in Missouri, with principal offices in Kansas City and St. Louis. It is the corporate parent of Commerce Bank, which offers a diversified line of financial services, including business and personal banking, wealth management and investments through its affiliated companies.
BLBD vs CBSH — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $475.7M |
| Net Profit | $30.8M | $141.6M |
| Gross Margin | 21.4% | — |
| Operating Margin | 11.3% | — |
| Net Margin | 9.2% | 29.8% |
| Revenue YoY | 6.1% | 11.1% |
| Net Profit YoY | 7.1% | 0.7% |
| EPS (diluted) | $0.94 | $0.96 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $475.7M | ||
| Q4 25 | $333.1M | $449.4M | ||
| Q3 25 | $409.4M | $441.0M | ||
| Q2 25 | $398.0M | $445.8M | ||
| Q1 25 | $358.9M | $428.1M | ||
| Q4 24 | $313.9M | $422.1M | ||
| Q3 24 | $350.2M | $421.4M | ||
| Q2 24 | $333.4M | $414.5M |
| Q1 26 | — | $141.6M | ||
| Q4 25 | $30.8M | $140.7M | ||
| Q3 25 | $36.5M | $141.5M | ||
| Q2 25 | $36.5M | $152.5M | ||
| Q1 25 | $26.0M | $131.6M | ||
| Q4 24 | $28.7M | $136.1M | ||
| Q3 24 | $24.7M | $138.0M | ||
| Q2 24 | $28.7M | $139.6M |
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | — | ||
| Q3 25 | 21.1% | — | ||
| Q2 25 | 21.6% | — | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 19.2% | — | ||
| Q3 24 | 17.0% | — | ||
| Q2 24 | 20.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 40.8% | ||
| Q3 25 | 12.3% | 41.9% | ||
| Q2 25 | 12.6% | 44.0% | ||
| Q1 25 | 9.4% | 39.2% | ||
| Q4 24 | 10.5% | 41.2% | ||
| Q3 24 | 7.3% | 42.4% | ||
| Q2 24 | 11.9% | 43.4% |
| Q1 26 | — | 29.8% | ||
| Q4 25 | 9.2% | 31.3% | ||
| Q3 25 | 8.9% | 32.1% | ||
| Q2 25 | 9.2% | 34.2% | ||
| Q1 25 | 7.3% | 30.7% | ||
| Q4 24 | 9.2% | 32.2% | ||
| Q3 24 | 7.0% | 32.8% | ||
| Q2 24 | 8.6% | 33.7% |
| Q1 26 | — | $0.96 | ||
| Q4 25 | $0.94 | $0.86 | ||
| Q3 25 | $1.11 | $1.06 | ||
| Q2 25 | $1.12 | $1.14 | ||
| Q1 25 | $0.79 | $0.98 | ||
| Q4 24 | $0.86 | $0.83 | ||
| Q3 24 | $0.71 | $1.01 | ||
| Q2 24 | $0.85 | $1.03 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $241.7M | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $4.3B |
| Total Assets | $642.3M | $35.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $241.7M | — | ||
| Q3 25 | $229.3M | — | ||
| Q2 25 | $173.1M | — | ||
| Q1 25 | $130.7M | — | ||
| Q4 24 | $136.1M | — | ||
| Q3 24 | $127.7M | — | ||
| Q2 24 | $88.4M | — |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $271.4M | $3.8B | ||
| Q3 25 | $255.4M | $3.8B | ||
| Q2 25 | $221.8M | $3.6B | ||
| Q1 25 | $190.4M | $3.5B | ||
| Q4 24 | $179.7M | $3.3B | ||
| Q3 24 | $159.6M | $3.4B | ||
| Q2 24 | $137.3M | $3.1B |
| Q1 26 | — | $35.7B | ||
| Q4 25 | $642.3M | $32.9B | ||
| Q3 25 | $625.3M | $32.3B | ||
| Q2 25 | $575.5M | $32.3B | ||
| Q1 25 | $543.7M | $32.4B | ||
| Q4 24 | $535.2M | $32.0B | ||
| Q3 24 | $524.9M | $31.5B | ||
| Q2 24 | $468.1M | $30.6B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $36.6M | — |
| Free Cash FlowOCF − Capex | $31.1M | — |
| FCF MarginFCF / Revenue | 9.3% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $36.6M | $645.1M | ||
| Q3 25 | $65.1M | $129.0M | ||
| Q2 25 | $56.9M | $111.2M | ||
| Q1 25 | $27.8M | $138.6M | ||
| Q4 24 | $26.4M | $577.9M | ||
| Q3 24 | $55.4M | $431.7M | ||
| Q2 24 | $989.0K | $147.4M |
| Q1 26 | — | — | ||
| Q4 25 | $31.1M | $592.4M | ||
| Q3 25 | $60.5M | $113.3M | ||
| Q2 25 | $52.3M | $100.5M | ||
| Q1 25 | $18.7M | $126.0M | ||
| Q4 24 | $21.8M | $531.7M | ||
| Q3 24 | $50.2M | $419.1M | ||
| Q2 24 | $-3.5M | $138.9M |
| Q1 26 | — | — | ||
| Q4 25 | 9.3% | 131.8% | ||
| Q3 25 | 14.8% | 25.7% | ||
| Q2 25 | 13.1% | 22.5% | ||
| Q1 25 | 5.2% | 29.4% | ||
| Q4 24 | 7.0% | 126.0% | ||
| Q3 24 | 14.3% | 99.5% | ||
| Q2 24 | -1.1% | 33.5% |
| Q1 26 | — | — | ||
| Q4 25 | 1.6% | 11.7% | ||
| Q3 25 | 1.1% | 3.6% | ||
| Q2 25 | 1.2% | 2.4% | ||
| Q1 25 | 2.5% | 2.9% | ||
| Q4 24 | 1.5% | 10.9% | ||
| Q3 24 | 1.5% | 3.0% | ||
| Q2 24 | 1.3% | 2.1% |
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 4.59× | ||
| Q3 25 | 1.78× | 0.91× | ||
| Q2 25 | 1.56× | 0.73× | ||
| Q1 25 | 1.07× | 1.05× | ||
| Q4 24 | 0.92× | 4.25× | ||
| Q3 24 | 2.24× | 3.13× | ||
| Q2 24 | 0.03× | 1.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
CBSH
Segment breakdown not available.
