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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Hims & Hers Health, Inc. is the larger business by last-quarter revenue ($617.8M vs $333.1M, roughly 1.9× Blue Bird Corp). Blue Bird Corp runs the higher net margin — 9.2% vs 3.3%, a 5.9% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% 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.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
BLBD vs HIMS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $617.8M |
| Net Profit | $30.8M | $20.6M |
| Gross Margin | 21.4% | 71.9% |
| Operating Margin | 11.3% | 1.5% |
| Net Margin | 9.2% | 3.3% |
| Revenue YoY | 6.1% | 28.4% |
| Net Profit YoY | 7.1% | -20.8% |
| EPS (diluted) | $0.94 | $0.08 |
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 | $617.8M | ||
| Q3 25 | $409.4M | $599.0M | ||
| Q2 25 | $398.0M | $544.8M | ||
| Q1 25 | $358.9M | $586.0M | ||
| Q4 24 | $313.9M | $481.1M | ||
| Q3 24 | $350.2M | $401.6M | ||
| Q2 24 | $333.4M | $315.6M | ||
| Q1 24 | $345.9M | $278.2M |
| Q4 25 | $30.8M | $20.6M | ||
| Q3 25 | $36.5M | $15.8M | ||
| Q2 25 | $36.5M | $42.5M | ||
| Q1 25 | $26.0M | $49.5M | ||
| Q4 24 | $28.7M | $26.0M | ||
| Q3 24 | $24.7M | $75.6M | ||
| Q2 24 | $28.7M | $13.3M | ||
| Q1 24 | $26.0M | $11.1M |
| Q4 25 | 21.4% | 71.9% | ||
| Q3 25 | 21.1% | 73.8% | ||
| Q2 25 | 21.6% | 76.4% | ||
| Q1 25 | 19.7% | 73.5% | ||
| Q4 24 | 19.2% | 76.8% | ||
| Q3 24 | 17.0% | 79.2% | ||
| Q2 24 | 20.8% | 81.3% | ||
| Q1 24 | 18.4% | 82.4% |
| Q4 25 | 11.3% | 1.5% | ||
| Q3 25 | 12.3% | 2.0% | ||
| Q2 25 | 12.6% | 4.9% | ||
| Q1 25 | 9.4% | 9.9% | ||
| Q4 24 | 10.5% | 3.9% | ||
| Q3 24 | 7.3% | 5.6% | ||
| Q2 24 | 11.9% | 3.5% | ||
| Q1 24 | 10.4% | 3.6% |
| Q4 25 | 9.2% | 3.3% | ||
| Q3 25 | 8.9% | 2.6% | ||
| Q2 25 | 9.2% | 7.8% | ||
| Q1 25 | 7.3% | 8.4% | ||
| Q4 24 | 9.2% | 5.4% | ||
| Q3 24 | 7.0% | 18.8% | ||
| Q2 24 | 8.6% | 4.2% | ||
| Q1 24 | 7.5% | 4.0% |
| Q4 25 | $0.94 | $0.08 | ||
| Q3 25 | $1.11 | $0.06 | ||
| Q2 25 | $1.12 | $0.17 | ||
| Q1 25 | $0.79 | $0.20 | ||
| Q4 24 | $0.86 | $0.10 | ||
| Q3 24 | $0.71 | $0.32 | ||
| Q2 24 | $0.85 | $0.06 | ||
| Q1 24 | $0.79 | $0.05 |
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 | $228.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $540.9M |
| Total Assets | $642.3M | $2.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $228.6M | ||
| Q3 25 | $229.3M | $345.8M | ||
| Q2 25 | $173.1M | $1.1B | ||
| Q1 25 | $130.7M | $273.7M | ||
| Q4 24 | $136.1M | $220.6M | ||
| Q3 24 | $127.7M | $165.5M | ||
| Q2 24 | $88.4M | $129.3M | ||
| Q1 24 | $93.1M | $105.2M |
| Q4 25 | $271.4M | $540.9M | ||
| Q3 25 | $255.4M | $581.0M | ||
| Q2 25 | $221.8M | $562.7M | ||
| Q1 25 | $190.4M | $549.3M | ||
| Q4 24 | $179.7M | $476.7M | ||
| Q3 24 | $159.6M | $440.1M | ||
| Q2 24 | $137.3M | $362.0M | ||
| Q1 24 | $105.8M | $344.5M |
| Q4 25 | $642.3M | $2.2B | ||
| Q3 25 | $625.3M | $2.2B | ||
| Q2 25 | $575.5M | $1.9B | ||
| Q1 25 | $543.7M | $891.7M | ||
| Q4 24 | $535.2M | $707.5M | ||
| Q3 24 | $524.9M | $602.3M | ||
| Q2 24 | $468.1M | $480.5M | ||
| Q1 24 | $456.5M | $448.1M |
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 | $61.3M |
| Free Cash FlowOCF − Capex | $31.1M | $-2.5M |
| FCF MarginFCF / Revenue | 9.3% | -0.4% |
| Capex IntensityCapex / Revenue | 1.6% | 10.3% |
| Cash ConversionOCF / Net Profit | 1.19× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $61.3M | ||
| Q3 25 | $65.1M | $148.7M | ||
| Q2 25 | $56.9M | $-19.1M | ||
| Q1 25 | $27.8M | $109.1M | ||
| Q4 24 | $26.4M | $86.4M | ||
| Q3 24 | $55.4M | $85.3M | ||
| Q2 24 | $989.0K | $53.6M | ||
| Q1 24 | $54.6M | $25.8M |
| Q4 25 | $31.1M | $-2.5M | ||
| Q3 25 | $60.5M | $79.3M | ||
| Q2 25 | $52.3M | $-69.5M | ||
| Q1 25 | $18.7M | $50.1M | ||
| Q4 24 | $21.8M | $59.5M | ||
| Q3 24 | $50.2M | $79.4M | ||
| Q2 24 | $-3.5M | $47.6M | ||
| Q1 24 | $51.8M | $11.8M |
| Q4 25 | 9.3% | -0.4% | ||
| Q3 25 | 14.8% | 13.2% | ||
| Q2 25 | 13.1% | -12.8% | ||
| Q1 25 | 5.2% | 8.5% | ||
| Q4 24 | 7.0% | 12.4% | ||
| Q3 24 | 14.3% | 19.8% | ||
| Q2 24 | -1.1% | 15.1% | ||
| Q1 24 | 15.0% | 4.3% |
| Q4 25 | 1.6% | 10.3% | ||
| Q3 25 | 1.1% | 11.6% | ||
| Q2 25 | 1.2% | 9.3% | ||
| Q1 25 | 2.5% | 10.1% | ||
| Q4 24 | 1.5% | 5.6% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.3% | 1.9% | ||
| Q1 24 | 0.8% | 5.0% |
| Q4 25 | 1.19× | 2.98× | ||
| Q3 25 | 1.78× | 9.43× | ||
| Q2 25 | 1.56× | -0.45× | ||
| Q1 25 | 1.07× | 2.20× | ||
| Q4 24 | 0.92× | 3.32× | ||
| Q3 24 | 2.24× | 1.13× | ||
| Q2 24 | 0.03× | 4.03× | ||
| Q1 24 | 2.10× | 2.32× |
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% |
HIMS
Segment breakdown not available.
