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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Metallus Inc. (MTUS). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $267.3M, roughly 1.2× Metallus Inc.). Blue Bird Corp runs the higher net margin — 9.2% vs -5.3%, a 14.6% gap on every dollar of revenue. On growth, Metallus Inc. posted the faster year-over-year revenue change (11.1% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $-37.2M). Over the past eight quarters, Blue Bird Corp's revenue compounded faster (-1.9% CAGR vs -8.8%).
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.
BLBD vs MTUS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $267.3M |
| Net Profit | $30.8M | $-14.3M |
| Gross Margin | 21.4% | 2.2% |
| Operating Margin | 11.3% | -7.7% |
| Net Margin | 9.2% | -5.3% |
| Revenue YoY | 6.1% | 11.1% |
| Net Profit YoY | 7.1% | 33.2% |
| EPS (diluted) | $0.94 | $-0.34 |
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 | $267.3M | ||
| Q3 25 | $409.4M | $305.9M | ||
| Q2 25 | $398.0M | $304.6M | ||
| Q1 25 | $358.9M | $280.5M | ||
| Q4 24 | $313.9M | $240.5M | ||
| Q3 24 | $350.2M | $227.2M | ||
| Q2 24 | $333.4M | $294.7M | ||
| Q1 24 | $345.9M | $321.6M |
| Q4 25 | $30.8M | $-14.3M | ||
| Q3 25 | $36.5M | $8.1M | ||
| Q2 25 | $36.5M | $3.7M | ||
| Q1 25 | $26.0M | $1.3M | ||
| Q4 24 | $28.7M | $-21.4M | ||
| Q3 24 | $24.7M | $-5.9M | ||
| Q2 24 | $28.7M | $4.6M | ||
| Q1 24 | $26.0M | $24.0M |
| Q4 25 | 21.4% | 2.2% | ||
| Q3 25 | 21.1% | 11.4% | ||
| Q2 25 | 21.6% | 10.6% | ||
| Q1 25 | 19.7% | 7.8% | ||
| Q4 24 | 19.2% | 4.5% | ||
| Q3 24 | 17.0% | 5.3% | ||
| Q2 24 | 20.8% | 8.2% | ||
| Q1 24 | 18.4% | 15.7% |
| Q4 25 | 11.3% | -7.7% | ||
| Q3 25 | 12.3% | 3.6% | ||
| Q2 25 | 12.6% | 2.8% | ||
| Q1 25 | 9.4% | 1.0% | ||
| Q4 24 | 10.5% | -10.1% | ||
| Q3 24 | 7.3% | -3.1% | ||
| Q2 24 | 11.9% | 2.1% | ||
| Q1 24 | 10.4% | 9.3% |
| Q4 25 | 9.2% | -5.3% | ||
| Q3 25 | 8.9% | 2.6% | ||
| Q2 25 | 9.2% | 1.2% | ||
| Q1 25 | 7.3% | 0.5% | ||
| Q4 24 | 9.2% | -8.9% | ||
| Q3 24 | 7.0% | -2.6% | ||
| Q2 24 | 8.6% | 1.6% | ||
| Q1 24 | 7.5% | 7.5% |
| Q4 25 | $0.94 | $-0.34 | ||
| Q3 25 | $1.11 | $0.19 | ||
| Q2 25 | $1.12 | $0.09 | ||
| Q1 25 | $0.79 | $0.03 | ||
| Q4 24 | $0.86 | $-0.46 | ||
| Q3 24 | $0.71 | $-0.13 | ||
| Q2 24 | $0.85 | $0.10 | ||
| Q1 24 | $0.79 | $0.52 |
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 | $156.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $686.0M |
| Total Assets | $642.3M | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $156.7M | ||
| Q3 25 | $229.3M | $191.5M | ||
| Q2 25 | $173.1M | $190.8M | ||
| Q1 25 | $130.7M | $180.3M | ||
| Q4 24 | $136.1M | $240.7M | ||
| Q3 24 | $127.7M | $254.6M | ||
| Q2 24 | $88.4M | $272.8M | ||
| Q1 24 | $93.1M | $278.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $5.4M | ||
| Q3 24 | — | $13.2M | ||
| Q2 24 | — | $13.2M | ||
| Q1 24 | — | $13.2M |
| Q4 25 | $271.4M | $686.0M | ||
| Q3 25 | $255.4M | $697.7M | ||
| Q2 25 | $221.8M | $690.0M | ||
| Q1 25 | $190.4M | $686.1M | ||
| Q4 24 | $179.7M | $690.5M | ||
| Q3 24 | $159.6M | $712.7M | ||
| Q2 24 | $137.3M | $736.3M | ||
| Q1 24 | $105.8M | $739.3M |
| Q4 25 | $642.3M | $1.1B | ||
| Q3 25 | $625.3M | $1.2B | ||
| Q2 25 | $575.5M | $1.1B | ||
| Q1 25 | $543.7M | $1.1B | ||
| Q4 24 | $535.2M | $1.1B | ||
| Q3 24 | $524.9M | $1.1B | ||
| Q2 24 | $468.1M | $1.1B | ||
| Q1 24 | $456.5M | $1.2B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | 0.02× |
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 | $-1.9M |
| Free Cash FlowOCF − Capex | $31.1M | $-37.2M |
| FCF MarginFCF / Revenue | 9.3% | -13.9% |
| Capex IntensityCapex / Revenue | 1.6% | 13.2% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $-93.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $-1.9M | ||
| Q3 25 | $65.1M | $22.0M | ||
| Q2 25 | $56.9M | $34.8M | ||
| Q1 25 | $27.8M | $-38.9M | ||
| Q4 24 | $26.4M | $13.9M | ||
| Q3 24 | $55.4M | $-15.3M | ||
| Q2 24 | $989.0K | $8.3M | ||
| Q1 24 | $54.6M | $33.4M |
| Q4 25 | $31.1M | $-37.2M | ||
| Q3 25 | $60.5M | $-6.4M | ||
| Q2 25 | $52.3M | $17.0M | ||
| Q1 25 | $18.7M | $-66.4M | ||
| Q4 24 | $21.8M | $-1.3M | ||
| Q3 24 | $50.2M | $-32.9M | ||
| Q2 24 | $-3.5M | $-5.8M | ||
| Q1 24 | $51.8M | $16.0M |
| Q4 25 | 9.3% | -13.9% | ||
| Q3 25 | 14.8% | -2.1% | ||
| Q2 25 | 13.1% | 5.6% | ||
| Q1 25 | 5.2% | -23.7% | ||
| Q4 24 | 7.0% | -0.5% | ||
| Q3 24 | 14.3% | -14.5% | ||
| Q2 24 | -1.1% | -2.0% | ||
| Q1 24 | 15.0% | 5.0% |
| Q4 25 | 1.6% | 13.2% | ||
| Q3 25 | 1.1% | 9.3% | ||
| Q2 25 | 1.2% | 5.8% | ||
| Q1 25 | 2.5% | 9.8% | ||
| Q4 24 | 1.5% | 6.3% | ||
| Q3 24 | 1.5% | 7.7% | ||
| Q2 24 | 1.3% | 4.8% | ||
| Q1 24 | 0.8% | 5.4% |
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | 2.72× | ||
| Q2 25 | 1.56× | 9.41× | ||
| Q1 25 | 1.07× | -29.92× | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 0.03× | 1.80× | ||
| Q1 24 | 2.10× | 1.39× |
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% |
MTUS
| Industrial Market Sector | $95.3M | 36% |
| Manufactured Components | $67.8M | 25% |
| Aerospace And Defense | $39.6M | 15% |
| Seamless Mechanical Tubing | $31.3M | 12% |
| Energy Market Sector | $18.3M | 7% |
| Other | $11.3M | 4% |
| Other Market Sector | $3.7M | 1% |
