vs
Side-by-side financial comparison of Blue Bird Corp (BLBD) and DIODES INC (DIOD). Click either name above to swap in a different company.
DIODES INC is the larger business by last-quarter revenue ($391.6M vs $333.1M, roughly 1.2× Blue Bird Corp). Blue Bird Corp runs the higher net margin — 9.2% vs 2.6%, a 6.6% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $12.4M). Over the past eight quarters, DIODES INC's revenue compounded faster (13.9% 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.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
BLBD vs DIOD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $391.6M |
| Net Profit | $30.8M | $10.2M |
| Gross Margin | 21.4% | 31.1% |
| Operating Margin | 11.3% | 3.4% |
| Net Margin | 9.2% | 2.6% |
| Revenue YoY | 6.1% | 15.4% |
| Net Profit YoY | 7.1% | 23.8% |
| EPS (diluted) | $0.94 | $0.23 |
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.
| Q4 25 | $333.1M | $391.6M | ||
| Q3 25 | $409.4M | $392.2M | ||
| Q2 25 | $398.0M | $366.2M | ||
| Q1 25 | $358.9M | $332.1M | ||
| Q4 24 | $313.9M | $339.3M | ||
| Q3 24 | $350.2M | $350.1M | ||
| Q2 24 | $333.4M | $319.8M | ||
| Q1 24 | $345.9M | $302.0M |
| Q4 25 | $30.8M | $10.2M | ||
| Q3 25 | $36.5M | $14.3M | ||
| Q2 25 | $36.5M | $46.1M | ||
| Q1 25 | $26.0M | $-4.4M | ||
| Q4 24 | $28.7M | $8.2M | ||
| Q3 24 | $24.7M | $13.7M | ||
| Q2 24 | $28.7M | $8.0M | ||
| Q1 24 | $26.0M | $14.0M |
| Q4 25 | 21.4% | 31.1% | ||
| Q3 25 | 21.1% | 30.7% | ||
| Q2 25 | 21.6% | 31.5% | ||
| Q1 25 | 19.7% | 31.5% | ||
| Q4 24 | 19.2% | 32.7% | ||
| Q3 24 | 17.0% | 33.7% | ||
| Q2 24 | 20.8% | 33.6% | ||
| Q1 24 | 18.4% | 33.0% |
| Q4 25 | 11.3% | 3.4% | ||
| Q3 25 | 12.3% | 3.0% | ||
| Q2 25 | 12.6% | 2.6% | ||
| Q1 25 | 9.4% | 0.4% | ||
| Q4 24 | 10.5% | 3.5% | ||
| Q3 24 | 7.3% | 6.2% | ||
| Q2 24 | 11.9% | 1.2% | ||
| Q1 24 | 10.4% | 4.3% |
| Q4 25 | 9.2% | 2.6% | ||
| Q3 25 | 8.9% | 3.6% | ||
| Q2 25 | 9.2% | 12.6% | ||
| Q1 25 | 7.3% | -1.3% | ||
| Q4 24 | 9.2% | 2.4% | ||
| Q3 24 | 7.0% | 3.9% | ||
| Q2 24 | 8.6% | 2.5% | ||
| Q1 24 | 7.5% | 4.6% |
| Q4 25 | $0.94 | $0.23 | ||
| Q3 25 | $1.11 | $0.31 | ||
| Q2 25 | $1.12 | $0.99 | ||
| Q1 25 | $0.79 | $-0.10 | ||
| Q4 24 | $0.86 | $0.18 | ||
| Q3 24 | $0.71 | $0.30 | ||
| Q2 24 | $0.85 | $0.17 | ||
| Q1 24 | $0.79 | $0.30 |
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 | $377.0M |
| Total DebtLower is stronger | — | $25.7M |
| Stockholders' EquityBook value | $271.4M | $1.9B |
| Total Assets | $642.3M | $2.4B |
| Debt / EquityLower = less leverage | — | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $377.0M | ||
| Q3 25 | $229.3M | $386.4M | ||
| Q2 25 | $173.1M | $327.3M | ||
| Q1 25 | $130.7M | $343.9M | ||
| Q4 24 | $136.1M | $316.1M | ||
| Q3 24 | $127.7M | $319.3M | ||
| Q2 24 | $88.4M | $273.9M | ||
| Q1 24 | $93.1M | $276.0M |
| Q4 25 | — | $25.7M | ||
| Q3 25 | — | $24.9M | ||
| Q2 25 | — | $26.4M | ||
| Q1 25 | — | $20.5M | ||
| Q4 24 | — | $20.7M | ||
| Q3 24 | — | $22.2M | ||
| Q2 24 | — | $20.3M | ||
| Q1 24 | — | $20.9M |
| Q4 25 | $271.4M | $1.9B | ||
| 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 | $1.8B | ||
| Q1 24 | $105.8M | $1.7B |
| Q4 25 | $642.3M | $2.4B | ||
| Q3 25 | $625.3M | $2.5B | ||
| Q2 25 | $575.5M | $2.5B | ||
| Q1 25 | $543.7M | $2.4B | ||
| Q4 24 | $535.2M | $2.4B | ||
| Q3 24 | $524.9M | $2.4B | ||
| Q2 24 | $468.1M | $2.4B | ||
| Q1 24 | $456.5M | $2.4B |
| Q4 25 | — | 0.01× | ||
| Q3 25 | — | 0.01× | ||
| Q2 25 | — | 0.01× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.01× | ||
| Q2 24 | — | 0.01× | ||
| Q1 24 | — | 0.01× |
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 | $38.1M |
| Free Cash FlowOCF − Capex | $31.1M | $12.4M |
| FCF MarginFCF / Revenue | 9.3% | 3.2% |
| Capex IntensityCapex / Revenue | 1.6% | 6.6% |
| Cash ConversionOCF / Net Profit | 1.19× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $38.1M | ||
| Q3 25 | $65.1M | $79.1M | ||
| Q2 25 | $56.9M | $41.5M | ||
| Q1 25 | $27.8M | $56.7M | ||
| Q4 24 | $26.4M | $81.8M | ||
| Q3 24 | $55.4M | $54.4M | ||
| Q2 24 | $989.0K | $14.4M | ||
| Q1 24 | $54.6M | $-31.1M |
| Q4 25 | $31.1M | $12.4M | ||
| Q3 25 | $60.5M | $62.8M | ||
| Q2 25 | $52.3M | $21.1M | ||
| Q1 25 | $18.7M | $40.8M | ||
| Q4 24 | $21.8M | $62.1M | ||
| Q3 24 | $50.2M | $39.4M | ||
| Q2 24 | $-3.5M | $-3.5M | ||
| Q1 24 | $51.8M | $-51.5M |
| Q4 25 | 9.3% | 3.2% | ||
| Q3 25 | 14.8% | 16.0% | ||
| Q2 25 | 13.1% | 5.8% | ||
| Q1 25 | 5.2% | 12.3% | ||
| Q4 24 | 7.0% | 18.3% | ||
| Q3 24 | 14.3% | 11.2% | ||
| Q2 24 | -1.1% | -1.1% | ||
| Q1 24 | 15.0% | -17.1% |
| Q4 25 | 1.6% | 6.6% | ||
| Q3 25 | 1.1% | 4.2% | ||
| Q2 25 | 1.2% | 5.6% | ||
| Q1 25 | 2.5% | 4.8% | ||
| Q4 24 | 1.5% | 5.8% | ||
| Q3 24 | 1.5% | 4.3% | ||
| Q2 24 | 1.3% | 5.6% | ||
| Q1 24 | 0.8% | 6.7% |
| Q4 25 | 1.19× | 3.74× | ||
| Q3 25 | 1.78× | 5.54× | ||
| Q2 25 | 1.56× | 0.90× | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | 9.93× | ||
| Q3 24 | 2.24× | 3.95× | ||
| Q2 24 | 0.03× | 1.80× | ||
| Q1 24 | 2.10× | -2.22× |
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% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
