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Side-by-side financial comparison of Blue Bird Corp (BLBD) and KRONOS WORLDWIDE INC (KRO). Click either name above to swap in a different company.
KRONOS WORLDWIDE INC is the larger business by last-quarter revenue ($418.3M vs $333.1M, roughly 1.3× Blue Bird Corp). Blue Bird Corp runs the higher net margin — 9.2% vs -19.8%, a 29.0% gap on every dollar of revenue. On growth, Blue Bird Corp posted the faster year-over-year revenue change (6.1% vs -1.1%). KRONOS WORLDWIDE INC produced more free cash flow last quarter ($81.9M vs $31.1M). Over the past eight quarters, Blue Bird Corp's revenue compounded faster (-1.9% CAGR vs -6.5%).
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.
Kronos Incorporated was an American multinational workforce management and human capital management cloud provider headquartered in Lowell, Massachusetts, United States, which employed more than 6,000 people worldwide.
BLBD vs KRO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $333.1M | $418.3M |
| Net Profit | $30.8M | $-82.8M |
| Gross Margin | 21.4% | -0.9% |
| Operating Margin | 11.3% | -15.1% |
| Net Margin | 9.2% | -19.8% |
| Revenue YoY | 6.1% | -1.1% |
| Net Profit YoY | 7.1% | -527.3% |
| EPS (diluted) | $0.94 | $-0.72 |
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 | $418.3M | ||
| Q3 25 | $409.4M | $456.9M | ||
| Q2 25 | $398.0M | $494.4M | ||
| Q1 25 | $358.9M | $489.8M | ||
| Q4 24 | $313.9M | $423.1M | ||
| Q3 24 | $350.2M | $484.7M | ||
| Q2 24 | $333.4M | $500.5M | ||
| Q1 24 | $345.9M | $478.8M |
| Q4 25 | $30.8M | $-82.8M | ||
| Q3 25 | $36.5M | $-37.0M | ||
| Q2 25 | $36.5M | $-9.2M | ||
| Q1 25 | $26.0M | $18.1M | ||
| Q4 24 | $28.7M | $-13.2M | ||
| Q3 24 | $24.7M | $71.8M | ||
| Q2 24 | $28.7M | $19.5M | ||
| Q1 24 | $26.0M | $8.1M |
| Q4 25 | 21.4% | -0.9% | ||
| Q3 25 | 21.1% | 10.3% | ||
| Q2 25 | 21.6% | 12.7% | ||
| Q1 25 | 19.7% | 21.8% | ||
| Q4 24 | 19.2% | 20.4% | ||
| Q3 24 | 17.0% | 20.9% | ||
| Q2 24 | 20.8% | 20.0% | ||
| Q1 24 | 18.4% | 14.9% |
| Q4 25 | 11.3% | -15.1% | ||
| Q3 25 | 12.3% | -4.2% | ||
| Q2 25 | 12.6% | 1.5% | ||
| Q1 25 | 9.4% | 7.8% | ||
| Q4 24 | 10.5% | 6.8% | ||
| Q3 24 | 7.3% | 8.0% | ||
| Q2 24 | 11.9% | 7.2% | ||
| Q1 24 | 10.4% | 4.1% |
| Q4 25 | 9.2% | -19.8% | ||
| Q3 25 | 8.9% | -8.1% | ||
| Q2 25 | 9.2% | -1.9% | ||
| Q1 25 | 7.3% | 3.7% | ||
| Q4 24 | 9.2% | -3.1% | ||
| Q3 24 | 7.0% | 14.8% | ||
| Q2 24 | 8.6% | 3.9% | ||
| Q1 24 | 7.5% | 1.7% |
| Q4 25 | $0.94 | $-0.72 | ||
| Q3 25 | $1.11 | $-0.32 | ||
| Q2 25 | $1.12 | $-0.08 | ||
| Q1 25 | $0.79 | $0.16 | ||
| Q4 24 | $0.86 | $-0.11 | ||
| Q3 24 | $0.71 | $0.62 | ||
| Q2 24 | $0.85 | $0.17 | ||
| Q1 24 | $0.79 | $0.07 |
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 | $33.2M |
| Total DebtLower is stronger | — | $557.4M |
| Stockholders' EquityBook value | $271.4M | $751.1M |
| Total Assets | $642.3M | $1.8B |
| Debt / EquityLower = less leverage | — | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $33.2M | ||
| Q3 25 | $229.3M | $27.7M | ||
| Q2 25 | $173.1M | $18.9M | ||
| Q1 25 | $130.7M | $20.5M | ||
| Q4 24 | $136.1M | $106.7M | ||
| Q3 24 | $127.7M | $94.8M | ||
| Q2 24 | $88.4M | $133.8M | ||
| Q1 24 | $93.1M | $120.7M |
| Q4 25 | — | $557.4M | ||
| Q3 25 | — | $626.2M | ||
| Q2 25 | — | $589.3M | ||
| Q1 25 | — | $557.2M | ||
| Q4 24 | — | $507.4M | ||
| Q3 24 | — | $554.3M | ||
| Q2 24 | — | $423.7M | ||
| Q1 24 | — | $426.9M |
| Q4 25 | $271.4M | $751.1M | ||
| Q3 25 | $255.4M | $804.7M | ||
| Q2 25 | $221.8M | $846.8M | ||
| Q1 25 | $190.4M | $847.0M | ||
| Q4 24 | $179.7M | $817.0M | ||
| Q3 24 | $159.6M | $847.4M | ||
| Q2 24 | $137.3M | $774.6M | ||
| Q1 24 | $105.8M | $774.4M |
| Q4 25 | $642.3M | $1.8B | ||
| Q3 25 | $625.3M | $1.9B | ||
| Q2 25 | $575.5M | $1.9B | ||
| Q1 25 | $543.7M | $1.9B | ||
| Q4 24 | $535.2M | $1.9B | ||
| Q3 24 | $524.9M | $1.9B | ||
| Q2 24 | $468.1M | $1.7B | ||
| Q1 24 | $456.5M | $1.7B |
| Q4 25 | — | 0.74× | ||
| Q3 25 | — | 0.78× | ||
| Q2 25 | — | 0.70× | ||
| Q1 25 | — | 0.66× | ||
| Q4 24 | — | 0.62× | ||
| Q3 24 | — | 0.65× | ||
| Q2 24 | — | 0.55× | ||
| Q1 24 | — | 0.55× |
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 | $92.1M |
| Free Cash FlowOCF − Capex | $31.1M | $81.9M |
| FCF MarginFCF / Revenue | 9.3% | 19.6% |
| Capex IntensityCapex / Revenue | 1.6% | 2.4% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $-40.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $92.1M | ||
| Q3 25 | $65.1M | $-7.9M | ||
| Q2 25 | $56.9M | $20.7M | ||
| Q1 25 | $27.8M | $-102.4M | ||
| Q4 24 | $26.4M | $49.3M | ||
| Q3 24 | $55.4M | $28.3M | ||
| Q2 24 | $989.0K | $38.2M | ||
| Q1 24 | $54.6M | $-43.3M |
| Q4 25 | $31.1M | $81.9M | ||
| Q3 25 | $60.5M | $-17.4M | ||
| Q2 25 | $52.3M | $9.5M | ||
| Q1 25 | $18.7M | $-114.4M | ||
| Q4 24 | $21.8M | $37.0M | ||
| Q3 24 | $50.2M | $19.2M | ||
| Q2 24 | $-3.5M | $34.8M | ||
| Q1 24 | $51.8M | $-48.0M |
| Q4 25 | 9.3% | 19.6% | ||
| Q3 25 | 14.8% | -3.8% | ||
| Q2 25 | 13.1% | 1.9% | ||
| Q1 25 | 5.2% | -23.4% | ||
| Q4 24 | 7.0% | 8.7% | ||
| Q3 24 | 14.3% | 4.0% | ||
| Q2 24 | -1.1% | 7.0% | ||
| Q1 24 | 15.0% | -10.0% |
| Q4 25 | 1.6% | 2.4% | ||
| Q3 25 | 1.1% | 2.1% | ||
| Q2 25 | 1.2% | 2.3% | ||
| Q1 25 | 2.5% | 2.4% | ||
| Q4 24 | 1.5% | 2.9% | ||
| Q3 24 | 1.5% | 1.9% | ||
| Q2 24 | 1.3% | 0.7% | ||
| Q1 24 | 0.8% | 1.0% |
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | -5.66× | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | 0.39× | ||
| Q2 24 | 0.03× | 1.96× | ||
| Q1 24 | 2.10× | -5.35× |
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% |
KRO
Segment breakdown not available.