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Side-by-side financial comparison of Blue Bird Corp (BLBD) and AMICUS THERAPEUTICS, INC. (FOLD). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $185.2M, roughly 1.8× AMICUS THERAPEUTICS, INC.). Blue Bird Corp runs the higher net margin — 9.2% vs 0.9%, a 8.3% gap on every dollar of revenue. On growth, AMICUS THERAPEUTICS, INC. posted the faster year-over-year revenue change (23.7% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $16.0M). Over the past eight quarters, AMICUS THERAPEUTICS, INC.'s revenue compounded faster (29.5% 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.
Amicus Therapeutics, Inc. is a public American biopharmaceutical company based in Philadelphia, Pennsylvania. The company went public in 2007 under the Nasdaq trading symbol FOLD. This followed a 2006 planned offering and subsequent withdrawal, which would have established the trading symbol as AMTX Prior to their IPO, Amicus was funded by a variety of venture capital firms including Radius Ventures, Canaan Partners and New Enterprise Associates.
BLBD vs FOLD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $185.2M |
| Net Profit | $30.8M | $1.7M |
| Gross Margin | 21.4% | 85.7% |
| Operating Margin | 11.3% | 8.6% |
| Net Margin | 9.2% | 0.9% |
| Revenue YoY | 6.1% | 23.7% |
| Net Profit YoY | 7.1% | -88.5% |
| EPS (diluted) | $0.94 | $0.00 |
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 | $185.2M | ||
| Q3 25 | $409.4M | $169.1M | ||
| Q2 25 | $398.0M | $154.7M | ||
| Q1 25 | $358.9M | $125.2M | ||
| Q4 24 | $313.9M | $149.7M | ||
| Q3 24 | $350.2M | $141.5M | ||
| Q2 24 | $333.4M | $126.7M | ||
| Q1 24 | $345.9M | $110.4M |
| Q4 25 | $30.8M | $1.7M | ||
| Q3 25 | $36.5M | $17.3M | ||
| Q2 25 | $36.5M | $-24.4M | ||
| Q1 25 | $26.0M | $-21.7M | ||
| Q4 24 | $28.7M | $14.7M | ||
| Q3 24 | $24.7M | $-6.7M | ||
| Q2 24 | $28.7M | $-15.7M | ||
| Q1 24 | $26.0M | $-48.4M |
| Q4 25 | 21.4% | 85.7% | ||
| Q3 25 | 21.1% | 88.5% | ||
| Q2 25 | 21.6% | 90.2% | ||
| Q1 25 | 19.7% | 90.7% | ||
| Q4 24 | 19.2% | 90.1% | ||
| Q3 24 | 17.0% | 90.6% | ||
| Q2 24 | 20.8% | 91.1% | ||
| Q1 24 | 18.4% | 87.7% |
| Q4 25 | 11.3% | 8.6% | ||
| Q3 25 | 12.3% | 20.3% | ||
| Q2 25 | 12.6% | -6.1% | ||
| Q1 25 | 9.4% | -6.3% | ||
| Q4 24 | 10.5% | 10.7% | ||
| Q3 24 | 7.3% | 15.3% | ||
| Q2 24 | 11.9% | 11.8% | ||
| Q1 24 | 10.4% | -25.1% |
| Q4 25 | 9.2% | 0.9% | ||
| Q3 25 | 8.9% | 10.2% | ||
| Q2 25 | 9.2% | -15.8% | ||
| Q1 25 | 7.3% | -17.3% | ||
| Q4 24 | 9.2% | 9.8% | ||
| Q3 24 | 7.0% | -4.8% | ||
| Q2 24 | 8.6% | -12.4% | ||
| Q1 24 | 7.5% | -43.9% |
| Q4 25 | $0.94 | $0.00 | ||
| Q3 25 | $1.11 | $0.06 | ||
| Q2 25 | $1.12 | $-0.08 | ||
| Q1 25 | $0.79 | $-0.07 | ||
| Q4 24 | $0.86 | $0.05 | ||
| Q3 24 | $0.71 | $-0.02 | ||
| Q2 24 | $0.85 | $-0.05 | ||
| Q1 24 | $0.79 | $-0.16 |
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 | $293.5M |
| Total DebtLower is stronger | — | $392.7M |
| Stockholders' EquityBook value | $271.4M | $274.2M |
| Total Assets | $642.3M | $949.9M |
| Debt / EquityLower = less leverage | — | 1.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $293.5M | ||
| Q3 25 | $229.3M | $263.8M | ||
| Q2 25 | $173.1M | $231.0M | ||
| Q1 25 | $130.7M | $250.6M | ||
| Q4 24 | $136.1M | $249.9M | ||
| Q3 24 | $127.7M | $249.8M | ||
| Q2 24 | $88.4M | $260.1M | ||
| Q1 24 | $93.1M | $239.6M |
| Q4 25 | — | $392.7M | ||
| Q3 25 | — | $392.0M | ||
| Q2 25 | — | $391.3M | ||
| Q1 25 | — | $390.7M | ||
| Q4 24 | — | $390.1M | ||
| Q3 24 | — | $389.5M | ||
| Q2 24 | — | $388.9M | ||
| Q1 24 | — | $388.4M |
| Q4 25 | $271.4M | $274.2M | ||
| Q3 25 | $255.4M | $230.4M | ||
| Q2 25 | $221.8M | $204.3M | ||
| Q1 25 | $190.4M | $193.6M | ||
| Q4 24 | $179.7M | $194.0M | ||
| Q3 24 | $159.6M | $178.8M | ||
| Q2 24 | $137.3M | $132.5M | ||
| Q1 24 | $105.8M | $130.7M |
| Q4 25 | $642.3M | $949.9M | ||
| Q3 25 | $625.3M | $868.8M | ||
| Q2 25 | $575.5M | $815.3M | ||
| Q1 25 | $543.7M | $789.8M | ||
| Q4 24 | $535.2M | $785.0M | ||
| Q3 24 | $524.9M | $786.6M | ||
| Q2 24 | $468.1M | $749.5M | ||
| Q1 24 | $456.5M | $721.8M |
| Q4 25 | — | 1.43× | ||
| Q3 25 | — | 1.70× | ||
| Q2 25 | — | 1.92× | ||
| Q1 25 | — | 2.02× | ||
| Q4 24 | — | 2.01× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.93× | ||
| Q1 24 | — | 2.97× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $31.1M | $16.0M |
| FCF MarginFCF / Revenue | 9.3% | 8.6% |
| Capex IntensityCapex / Revenue | 1.6% | 0.2% |
| Cash ConversionOCF / Net Profit | 1.19× | 9.62× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $29.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $16.3M | ||
| Q3 25 | $65.1M | $35.7M | ||
| Q2 25 | $56.9M | $-26.5M | ||
| Q1 25 | $27.8M | $7.8M | ||
| Q4 24 | $26.4M | $-3.9M | ||
| Q3 24 | $55.4M | $-23.0M | ||
| Q2 24 | $989.0K | $22.7M | ||
| Q1 24 | $54.6M | $-29.7M |
| Q4 25 | $31.1M | $16.0M | ||
| Q3 25 | $60.5M | $35.3M | ||
| Q2 25 | $52.3M | $-28.9M | ||
| Q1 25 | $18.7M | $7.5M | ||
| Q4 24 | $21.8M | $-4.2M | ||
| Q3 24 | $50.2M | $-23.3M | ||
| Q2 24 | $-3.5M | $21.6M | ||
| Q1 24 | $51.8M | $-31.5M |
| Q4 25 | 9.3% | 8.6% | ||
| Q3 25 | 14.8% | 20.9% | ||
| Q2 25 | 13.1% | -18.7% | ||
| Q1 25 | 5.2% | 6.0% | ||
| Q4 24 | 7.0% | -2.8% | ||
| Q3 24 | 14.3% | -16.5% | ||
| Q2 24 | -1.1% | 17.0% | ||
| Q1 24 | 15.0% | -28.5% |
| Q4 25 | 1.6% | 0.2% | ||
| Q3 25 | 1.1% | 0.2% | ||
| Q2 25 | 1.2% | 1.6% | ||
| Q1 25 | 2.5% | 0.2% | ||
| Q4 24 | 1.5% | 0.2% | ||
| Q3 24 | 1.5% | 0.3% | ||
| Q2 24 | 1.3% | 0.9% | ||
| Q1 24 | 0.8% | 1.6% |
| Q4 25 | 1.19× | 9.62× | ||
| Q3 25 | 1.78× | 2.06× | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | -0.27× | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 2.10× | — |
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% |
FOLD
| Other | $105.8M | 57% |
| Galafold | $64.8M | 35% |
| Pombiliti Opfolda | $14.6M | 8% |
