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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Hilltop Holdings Inc. (HTH). Click either name above to swap in a different company.

Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $300.5M, roughly 1.1× Hilltop Holdings Inc.). Hilltop Holdings Inc. runs the higher net margin — 13.0% vs 9.2%, a 3.8% gap on every dollar of revenue. Over the past eight quarters, Hilltop Holdings Inc.'s revenue compounded faster (0.6% 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.

Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.

BLBD vs HTH — Head-to-Head

Bigger by revenue
BLBD
BLBD
1.1× larger
BLBD
$333.1M
$300.5M
HTH
Higher net margin
HTH
HTH
3.8% more per $
HTH
13.0%
9.2%
BLBD
Faster 2-yr revenue CAGR
HTH
HTH
Annualised
HTH
0.6%
-1.9%
BLBD

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
BLBD
BLBD
HTH
HTH
Revenue
$333.1M
$300.5M
Net Profit
$30.8M
$39.0M
Gross Margin
21.4%
Operating Margin
11.3%
Net Margin
9.2%
13.0%
Revenue YoY
6.1%
Net Profit YoY
7.1%
-12.4%
EPS (diluted)
$0.94
$0.64

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
HTH
HTH
Q1 26
$300.5M
Q4 25
$333.1M
$329.9M
Q3 25
$409.4M
$330.2M
Q2 25
$398.0M
$303.3M
Q1 25
$358.9M
$318.5M
Q4 24
$313.9M
$301.1M
Q3 24
$350.2M
$305.5M
Q2 24
$333.4M
$297.0M
Net Profit
BLBD
BLBD
HTH
HTH
Q1 26
$39.0M
Q4 25
$30.8M
$41.6M
Q3 25
$36.5M
$45.8M
Q2 25
$36.5M
$36.1M
Q1 25
$26.0M
$42.1M
Q4 24
$28.7M
$35.5M
Q3 24
$24.7M
$29.7M
Q2 24
$28.7M
$20.3M
Gross Margin
BLBD
BLBD
HTH
HTH
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
HTH
HTH
Q1 26
Q4 25
11.3%
16.1%
Q3 25
12.3%
18.4%
Q2 25
12.6%
16.3%
Q1 25
9.4%
18.1%
Q4 24
10.5%
14.7%
Q3 24
7.3%
13.9%
Q2 24
11.9%
10.0%
Net Margin
BLBD
BLBD
HTH
HTH
Q1 26
13.0%
Q4 25
9.2%
12.6%
Q3 25
8.9%
13.9%
Q2 25
9.2%
11.9%
Q1 25
7.3%
13.2%
Q4 24
9.2%
11.8%
Q3 24
7.0%
9.7%
Q2 24
8.6%
6.8%
EPS (diluted)
BLBD
BLBD
HTH
HTH
Q1 26
$0.64
Q4 25
$0.94
$0.68
Q3 25
$1.11
$0.74
Q2 25
$1.12
$0.57
Q1 25
$0.79
$0.65
Q4 24
$0.86
$0.55
Q3 24
$0.71
$0.46
Q2 24
$0.85
$0.31

Balance Sheet & Financial Strength

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

Metric
BLBD
BLBD
HTH
HTH
Cash + ST InvestmentsLiquidity on hand
$241.7M
Total DebtLower is stronger
$990.8M
Stockholders' EquityBook value
$271.4M
$2.2B
Total Assets
$642.3M
$15.7B
Debt / EquityLower = less leverage
0.46×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BLBD
BLBD
HTH
HTH
Q1 26
Q4 25
$241.7M
Q3 25
$229.3M
Q2 25
$173.1M
Q1 25
$130.7M
Q4 24
$136.1M
Q3 24
$127.7M
Q2 24
$88.4M
Total Debt
BLBD
BLBD
HTH
HTH
Q1 26
$990.8M
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Stockholders' Equity
BLBD
BLBD
HTH
HTH
Q1 26
$2.2B
Q4 25
$271.4M
$2.2B
Q3 25
$255.4M
$2.2B
Q2 25
$221.8M
$2.2B
Q1 25
$190.4M
$2.2B
Q4 24
$179.7M
$2.2B
Q3 24
$159.6M
$2.2B
Q2 24
$137.3M
$2.1B
Total Assets
BLBD
BLBD
HTH
HTH
Q1 26
$15.7B
Q4 25
$642.3M
$15.8B
Q3 25
$625.3M
$15.6B
Q2 25
$575.5M
$15.4B
Q1 25
$543.7M
$15.8B
Q4 24
$535.2M
$16.3B
Q3 24
$524.9M
$15.9B
Q2 24
$468.1M
$15.6B
Debt / Equity
BLBD
BLBD
HTH
HTH
Q1 26
0.46×
Q4 25
Q3 25
Q2 25
Q1 25
Q4 24
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
HTH
HTH
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
HTH
HTH
Q1 26
Q4 25
$36.6M
$-38.7M
Q3 25
$65.1M
$273.0M
Q2 25
$56.9M
$-234.6M
Q1 25
$27.8M
$5.8M
Q4 24
$26.4M
$273.9M
Q3 24
$55.4M
$515.6M
Q2 24
$989.0K
$-435.3M
Free Cash Flow
BLBD
BLBD
HTH
HTH
Q1 26
Q4 25
$31.1M
$-55.5M
Q3 25
$60.5M
$271.0M
Q2 25
$52.3M
$-234.6M
Q1 25
$18.7M
$5.0M
Q4 24
$21.8M
$266.8M
Q3 24
$50.2M
$513.8M
Q2 24
$-3.5M
$-437.3M
FCF Margin
BLBD
BLBD
HTH
HTH
Q1 26
Q4 25
9.3%
-16.8%
Q3 25
14.8%
82.1%
Q2 25
13.1%
-77.4%
Q1 25
5.2%
1.6%
Q4 24
7.0%
88.6%
Q3 24
14.3%
168.2%
Q2 24
-1.1%
-147.2%
Capex Intensity
BLBD
BLBD
HTH
HTH
Q1 26
Q4 25
1.6%
5.1%
Q3 25
1.1%
0.6%
Q2 25
1.2%
0.0%
Q1 25
2.5%
0.3%
Q4 24
1.5%
2.4%
Q3 24
1.5%
0.6%
Q2 24
1.3%
0.7%
Cash Conversion
BLBD
BLBD
HTH
HTH
Q1 26
Q4 25
1.19×
-0.93×
Q3 25
1.78×
5.96×
Q2 25
1.56×
-6.50×
Q1 25
1.07×
0.14×
Q4 24
0.92×
7.71×
Q3 24
2.24×
17.36×
Q2 24
0.03×
-21.41×

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%

HTH
HTH

Noninterest Income$188.4M63%
Net Interest Income$112.1M37%

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