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Side-by-side financial comparison of Blue Bird Corp (BLBD) and COMMUNITY FINANCIAL SYSTEM, INC. (CBU). Click either name above to swap in a different company.

Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $214.5M, roughly 1.6× COMMUNITY FINANCIAL SYSTEM, INC.). COMMUNITY FINANCIAL SYSTEM, INC. runs the higher net margin — 26.7% vs 9.2%, a 17.4% gap on every dollar of revenue. On growth, COMMUNITY FINANCIAL SYSTEM, INC. posted the faster year-over-year revenue change (8.7% vs 6.1%). Over the past eight quarters, COMMUNITY FINANCIAL SYSTEM, INC.'s revenue compounded faster (7.9% 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.

Community Health Systems (CHS) is a Fortune 500 company based in Franklin, Tennessee. It was the largest provider of general hospital healthcare services in the United States in terms of number of acute care facilities. In 2014, CHS had around 200 hospitals, but the number had declined to around 85 in 2021.

BLBD vs CBU — Head-to-Head

Bigger by revenue
BLBD
BLBD
1.6× larger
BLBD
$333.1M
$214.5M
CBU
Growing faster (revenue YoY)
CBU
CBU
+2.6% gap
CBU
8.7%
6.1%
BLBD
Higher net margin
CBU
CBU
17.4% more per $
CBU
26.7%
9.2%
BLBD
Faster 2-yr revenue CAGR
CBU
CBU
Annualised
CBU
7.9%
-1.9%
BLBD

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
BLBD
BLBD
CBU
CBU
Revenue
$333.1M
$214.5M
Net Profit
$30.8M
$57.2M
Gross Margin
21.4%
Operating Margin
11.3%
Net Margin
9.2%
26.7%
Revenue YoY
6.1%
8.7%
Net Profit YoY
7.1%
15.3%
EPS (diluted)
$0.94
$1.15

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.

Revenue
BLBD
BLBD
CBU
CBU
Q1 26
$214.5M
Q4 25
$333.1M
$217.0M
Q3 25
$409.4M
$208.1M
Q2 25
$398.0M
$200.5M
Q1 25
$358.9M
$197.3M
Q4 24
$313.9M
$197.4M
Q3 24
$350.2M
$190.3M
Q2 24
$333.4M
$184.3M
Net Profit
BLBD
BLBD
CBU
CBU
Q1 26
$57.2M
Q4 25
$30.8M
$54.4M
Q3 25
$36.5M
$55.1M
Q2 25
$36.5M
$51.3M
Q1 25
$26.0M
$49.6M
Q4 24
$28.7M
$49.8M
Q3 24
$24.7M
$43.9M
Q2 24
$28.7M
$47.9M
Gross Margin
BLBD
BLBD
CBU
CBU
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%
Operating Margin
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
11.3%
33.1%
Q3 25
12.3%
35.2%
Q2 25
12.6%
32.9%
Q1 25
9.4%
32.6%
Q4 24
10.5%
32.7%
Q3 24
7.3%
30.0%
Q2 24
11.9%
33.7%
Net Margin
BLBD
BLBD
CBU
CBU
Q1 26
26.7%
Q4 25
9.2%
25.1%
Q3 25
8.9%
26.5%
Q2 25
9.2%
25.6%
Q1 25
7.3%
25.1%
Q4 24
9.2%
25.2%
Q3 24
7.0%
23.1%
Q2 24
8.6%
26.0%
EPS (diluted)
BLBD
BLBD
CBU
CBU
Q1 26
$1.15
Q4 25
$0.94
$1.03
Q3 25
$1.11
$1.04
Q2 25
$1.12
$0.97
Q1 25
$0.79
$0.93
Q4 24
$0.86
$0.94
Q3 24
$0.71
$0.83
Q2 24
$0.85
$0.91

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BLBD
BLBD
CBU
CBU
Cash + ST InvestmentsLiquidity on hand
$241.7M
$572.2M
Total DebtLower is stronger
Stockholders' EquityBook value
$271.4M
$2.0B
Total Assets
$642.3M
$17.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BLBD
BLBD
CBU
CBU
Q1 26
$572.2M
Q4 25
$241.7M
$301.8M
Q3 25
$229.3M
$245.2M
Q2 25
$173.1M
$237.2M
Q1 25
$130.7M
$518.0M
Q4 24
$136.1M
$197.0M
Q3 24
$127.7M
$346.1M
Q2 24
$88.4M
$201.5M
Total Debt
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
$990.2M
Q3 24
Q2 24
Stockholders' Equity
BLBD
BLBD
CBU
CBU
Q1 26
$2.0B
Q4 25
$271.4M
$2.0B
Q3 25
$255.4M
$1.9B
Q2 25
$221.8M
$1.9B
Q1 25
$190.4M
$1.8B
Q4 24
$179.7M
$1.8B
Q3 24
$159.6M
$1.8B
Q2 24
$137.3M
$1.7B
Total Assets
BLBD
BLBD
CBU
CBU
Q1 26
$17.5B
Q4 25
$642.3M
$17.3B
Q3 25
$625.3M
$17.0B
Q2 25
$575.5M
$16.7B
Q1 25
$543.7M
$16.8B
Q4 24
$535.2M
$16.4B
Q3 24
$524.9M
$16.4B
Q2 24
$468.1M
$15.9B
Debt / Equity
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
0.56×
Q3 24
Q2 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BLBD
BLBD
CBU
CBU
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.

Operating Cash Flow
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
$36.6M
$301.9M
Q3 25
$65.1M
$101.1M
Q2 25
$56.9M
$53.7M
Q1 25
$27.8M
$62.5M
Q4 24
$26.4M
$242.3M
Q3 24
$55.4M
$56.9M
Q2 24
$989.0K
$39.8M
Free Cash Flow
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
$31.1M
$233.3M
Q3 25
$60.5M
$83.4M
Q2 25
$52.3M
$36.4M
Q1 25
$18.7M
$52.0M
Q4 24
$21.8M
$221.6M
Q3 24
$50.2M
$51.9M
Q2 24
$-3.5M
$33.8M
FCF Margin
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
9.3%
107.5%
Q3 25
14.8%
40.1%
Q2 25
13.1%
18.1%
Q1 25
5.2%
26.3%
Q4 24
7.0%
112.2%
Q3 24
14.3%
27.3%
Q2 24
-1.1%
18.3%
Capex Intensity
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
1.6%
31.6%
Q3 25
1.1%
8.5%
Q2 25
1.2%
8.6%
Q1 25
2.5%
5.3%
Q4 24
1.5%
10.5%
Q3 24
1.5%
2.6%
Q2 24
1.3%
3.3%
Cash Conversion
BLBD
BLBD
CBU
CBU
Q1 26
Q4 25
1.19×
5.55×
Q3 25
1.78×
1.84×
Q2 25
1.56×
1.05×
Q1 25
1.07×
1.26×
Q4 24
0.92×
4.87×
Q3 24
2.24×
1.30×
Q2 24
0.03×
0.83×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BLBD
BLBD

Alternative Fuel Buses$151.4M45%
Diesel Buses$144.9M43%
Parts$24.8M7%
Other$12.1M4%

CBU
CBU

Segment breakdown not available.

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