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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Essex Property Trust (ESS). Click either name above to swap in a different company.
Essex Property Trust is the larger business by last-quarter revenue ($479.6M vs $333.1M, roughly 1.4× Blue Bird Corp). Essex Property Trust runs the higher net margin — 17.9% vs 9.2%, a 8.6% gap on every dollar of revenue. On growth, Blue Bird Corp posted the faster year-over-year revenue change (6.1% vs 5.5%). Over the past eight quarters, Essex Property Trust's revenue compounded faster (6.0% 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.
Essex Property Trust is a publicly traded real estate investment trust that invests in apartments in California and in the Seattle metropolitan area.
BLBD vs ESS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $479.6M |
| Net Profit | $30.8M | $85.7M |
| Gross Margin | 21.4% | 70.0% |
| Operating Margin | 11.3% | 31.7% |
| Net Margin | 9.2% | 17.9% |
| Revenue YoY | 6.1% | 5.5% |
| Net Profit YoY | 7.1% | -71.6% |
| EPS (diluted) | $0.94 | $1.24 |
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 | $479.6M | ||
| Q3 25 | $409.4M | $473.3M | ||
| Q2 25 | $398.0M | $469.8M | ||
| Q1 25 | $358.9M | $464.6M | ||
| Q4 24 | $313.9M | $454.5M | ||
| Q3 24 | $350.2M | $450.7M | ||
| Q2 24 | $333.4M | $442.4M | ||
| Q1 24 | $345.9M | $426.9M |
| Q4 25 | $30.8M | $85.7M | ||
| Q3 25 | $36.5M | $172.7M | ||
| Q2 25 | $36.5M | $231.5M | ||
| Q1 25 | $26.0M | $212.8M | ||
| Q4 24 | $28.7M | $301.7M | ||
| Q3 24 | $24.7M | $125.5M | ||
| Q2 24 | $28.7M | $99.0M | ||
| Q1 24 | $26.0M | $285.1M |
| Q4 25 | 21.4% | 70.0% | ||
| Q3 25 | 21.1% | 69.2% | ||
| Q2 25 | 21.6% | 70.7% | ||
| Q1 25 | 19.7% | 69.6% | ||
| Q4 24 | 19.2% | 70.0% | ||
| Q3 24 | 17.0% | 69.5% | ||
| Q2 24 | 20.8% | 70.8% | ||
| Q1 24 | 18.4% | 69.7% |
| Q4 25 | 11.3% | 31.7% | ||
| Q3 25 | 12.3% | 44.5% | ||
| Q2 25 | 12.6% | 59.5% | ||
| Q1 25 | 9.4% | 55.3% | ||
| Q4 24 | 10.5% | 67.0% | ||
| Q3 24 | 7.3% | 28.6% | ||
| Q2 24 | 11.9% | 31.1% | ||
| Q1 24 | 10.4% | 31.0% |
| Q4 25 | 9.2% | 17.9% | ||
| Q3 25 | 8.9% | 36.5% | ||
| Q2 25 | 9.2% | 49.3% | ||
| Q1 25 | 7.3% | 45.8% | ||
| Q4 24 | 9.2% | 66.4% | ||
| Q3 24 | 7.0% | 27.8% | ||
| Q2 24 | 8.6% | 22.4% | ||
| Q1 24 | 7.5% | 66.8% |
| Q4 25 | $0.94 | $1.24 | ||
| Q3 25 | $1.11 | $2.56 | ||
| Q2 25 | $1.12 | $3.44 | ||
| Q1 25 | $0.79 | $3.16 | ||
| Q4 24 | $0.86 | $4.00 | ||
| Q3 24 | $0.71 | $1.84 | ||
| Q2 24 | $0.85 | $1.45 | ||
| Q1 24 | $0.79 | $4.25 |
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 | $76.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $5.5B |
| Total Assets | $642.3M | $13.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $76.2M | ||
| Q3 25 | $229.3M | $66.0M | ||
| Q2 25 | $173.1M | $58.7M | ||
| Q1 25 | $130.7M | $98.7M | ||
| Q4 24 | $136.1M | $66.8M | ||
| Q3 24 | $127.7M | $71.3M | ||
| Q2 24 | $88.4M | $55.2M | ||
| Q1 24 | $93.1M | $499.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
| Q4 25 | $271.4M | $5.5B | ||
| Q3 25 | $255.4M | $5.6B | ||
| Q2 25 | $221.8M | $5.6B | ||
| Q1 25 | $190.4M | $5.6B | ||
| Q4 24 | $179.7M | $5.5B | ||
| Q3 24 | $159.6M | $5.4B | ||
| Q2 24 | $137.3M | $5.5B | ||
| Q1 24 | $105.8M | $5.5B |
| Q4 25 | $642.3M | $13.2B | ||
| Q3 25 | $625.3M | $13.2B | ||
| Q2 25 | $575.5M | $13.2B | ||
| Q1 25 | $543.7M | $13.2B | ||
| Q4 24 | $535.2M | $12.9B | ||
| Q3 24 | $524.9M | $12.6B | ||
| Q2 24 | $468.1M | $12.5B | ||
| Q1 24 | $456.5M | $12.9B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| Free Cash FlowOCF − Capex | $31.1M | — |
| FCF MarginFCF / Revenue | 9.3% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | 1.19× | 12.53× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $1.1B | ||
| Q3 25 | $65.1M | $342.6M | ||
| Q2 25 | $56.9M | $216.1M | ||
| Q1 25 | $27.8M | $281.5M | ||
| Q4 24 | $26.4M | $1.1B | ||
| Q3 24 | $55.4M | $316.2M | ||
| Q2 24 | $989.0K | $218.9M | ||
| Q1 24 | $54.6M | $314.9M |
| Q4 25 | $31.1M | — | ||
| Q3 25 | $60.5M | — | ||
| Q2 25 | $52.3M | — | ||
| Q1 25 | $18.7M | — | ||
| Q4 24 | $21.8M | — | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $51.8M | — |
| Q4 25 | 9.3% | — | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | 15.0% | — |
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 1.19× | 12.53× | ||
| Q3 25 | 1.78× | 1.98× | ||
| Q2 25 | 1.56× | 0.93× | ||
| Q1 25 | 1.07× | 1.32× | ||
| Q4 24 | 0.92× | 3.54× | ||
| Q3 24 | 2.24× | 2.52× | ||
| Q2 24 | 0.03× | 2.21× | ||
| Q1 24 | 2.10× | 1.10× |
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% |
ESS
Segment breakdown not available.
