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Side-by-side financial comparison of Blue Bird Corp (BLBD) and OXFORD INDUSTRIES INC (OXM). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $307.3M, roughly 1.1× OXFORD INDUSTRIES INC). Blue Bird Corp runs the higher net margin — 9.2% vs -20.7%, a 30.0% gap on every dollar of revenue. On growth, Blue Bird Corp posted the faster year-over-year revenue change (6.1% vs -0.2%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $-47.9M). Over the past eight quarters, Blue Bird Corp's revenue compounded faster (-1.9% CAGR vs -3.0%).
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.
Oxford Industries, Inc. is a publicly traded clothing company in the United States that specializes in high-end clothing and apparel. The company carries many major labels, including Tommy Bahama, Lilly Pulitzer, Johnny Was and Southern Tide.
BLBD vs OXM — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $307.3M |
| Net Profit | $30.8M | $-63.7M |
| Gross Margin | 21.4% | 60.3% |
| Operating Margin | 11.3% | -27.7% |
| Net Margin | 9.2% | -20.7% |
| Revenue YoY | 6.1% | -0.2% |
| Net Profit YoY | 7.1% | -1517.6% |
| EPS (diluted) | $0.94 | $-4.28 |
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 | $307.3M | ||
| Q3 25 | $409.4M | $403.1M | ||
| Q2 25 | $398.0M | $392.9M | ||
| Q1 25 | $358.9M | — | ||
| Q4 24 | $313.9M | $308.0M | ||
| Q3 24 | $350.2M | $419.9M | ||
| Q2 24 | $333.4M | $398.2M | ||
| Q1 24 | $345.9M | $404.4M |
| Q4 25 | $30.8M | $-63.7M | ||
| Q3 25 | $36.5M | $16.7M | ||
| Q2 25 | $36.5M | $26.2M | ||
| Q1 25 | $26.0M | — | ||
| Q4 24 | $28.7M | $-3.9M | ||
| Q3 24 | $24.7M | $40.6M | ||
| Q2 24 | $28.7M | $38.4M | ||
| Q1 24 | $26.0M | $-60.1M |
| Q4 25 | 21.4% | 60.3% | ||
| Q3 25 | 21.1% | 61.4% | ||
| Q2 25 | 21.6% | 64.2% | ||
| Q1 25 | 19.7% | — | ||
| Q4 24 | 19.2% | 63.1% | ||
| Q3 24 | 17.0% | 63.1% | ||
| Q2 24 | 20.8% | 64.9% | ||
| Q1 24 | 18.4% | 60.9% |
| Q4 25 | 11.3% | -27.7% | ||
| Q3 25 | 12.3% | 6.3% | ||
| Q2 25 | 12.6% | 9.2% | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 10.5% | -2.0% | ||
| Q3 24 | 7.3% | 12.5% | ||
| Q2 24 | 11.9% | 13.2% | ||
| Q1 24 | 10.4% | -20.1% |
| Q4 25 | 9.2% | -20.7% | ||
| Q3 25 | 8.9% | 4.1% | ||
| Q2 25 | 9.2% | 6.7% | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 9.2% | -1.3% | ||
| Q3 24 | 7.0% | 9.7% | ||
| Q2 24 | 8.6% | 9.6% | ||
| Q1 24 | 7.5% | -14.9% |
| Q4 25 | $0.94 | $-4.28 | ||
| Q3 25 | $1.11 | $1.12 | ||
| Q2 25 | $1.12 | $1.70 | ||
| Q1 25 | $0.79 | — | ||
| Q4 24 | $0.86 | $-0.25 | ||
| Q3 24 | $0.71 | $2.57 | ||
| Q2 24 | $0.85 | $2.42 | ||
| Q1 24 | $0.79 | $-3.72 |
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 | $8.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $528.0M |
| Total Assets | $642.3M | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $8.0M | ||
| Q3 25 | $229.3M | $6.9M | ||
| Q2 25 | $173.1M | $8.2M | ||
| Q1 25 | $130.7M | — | ||
| Q4 24 | $136.1M | $7.0M | ||
| Q3 24 | $127.7M | $18.4M | ||
| Q2 24 | $88.4M | $7.7M | ||
| Q1 24 | $93.1M | $7.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $29.0M |
| Q4 25 | $271.4M | $528.0M | ||
| Q3 25 | $255.4M | $597.1M | ||
| Q2 25 | $221.8M | $592.4M | ||
| Q1 25 | $190.4M | — | ||
| Q4 24 | $179.7M | $612.2M | ||
| Q3 24 | $159.6M | $621.6M | ||
| Q2 24 | $137.3M | $592.9M | ||
| Q1 24 | $105.8M | $560.9M |
| Q4 25 | $642.3M | $1.3B | ||
| Q3 25 | $625.3M | $1.3B | ||
| Q2 25 | $575.5M | $1.3B | ||
| Q1 25 | $543.7M | — | ||
| Q4 24 | $535.2M | $1.2B | ||
| Q3 24 | $524.9M | $1.2B | ||
| Q2 24 | $468.1M | $1.2B | ||
| Q1 24 | $456.5M | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.05× |
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 | $-9.1M |
| Free Cash FlowOCF − Capex | $31.1M | $-47.9M |
| FCF MarginFCF / Revenue | 9.3% | -15.6% |
| Capex IntensityCapex / Revenue | 1.6% | 12.6% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $-79.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $-9.1M | ||
| Q3 25 | $65.1M | $83.5M | ||
| Q2 25 | $56.9M | $-3.9M | ||
| Q1 25 | $27.8M | — | ||
| Q4 24 | $26.4M | $-18.2M | ||
| Q3 24 | $55.4M | $88.8M | ||
| Q2 24 | $989.0K | $32.9M | ||
| Q1 24 | $54.6M | $74.9M |
| Q4 25 | $31.1M | $-47.9M | ||
| Q3 25 | $60.5M | $52.3M | ||
| Q2 25 | $52.3M | $-27.4M | ||
| Q1 25 | $18.7M | — | ||
| Q4 24 | $21.8M | $-56.9M | ||
| Q3 24 | $50.2M | $47.2M | ||
| Q2 24 | $-3.5M | $21.0M | ||
| Q1 24 | $51.8M | $55.3M |
| Q4 25 | 9.3% | -15.6% | ||
| Q3 25 | 14.8% | 13.0% | ||
| Q2 25 | 13.1% | -7.0% | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 7.0% | -18.5% | ||
| Q3 24 | 14.3% | 11.2% | ||
| Q2 24 | -1.1% | 5.3% | ||
| Q1 24 | 15.0% | 13.7% |
| Q4 25 | 1.6% | 12.6% | ||
| Q3 25 | 1.1% | 7.7% | ||
| Q2 25 | 1.2% | 6.0% | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 1.5% | 12.6% | ||
| Q3 24 | 1.5% | 9.9% | ||
| Q2 24 | 1.3% | 3.0% | ||
| Q1 24 | 0.8% | 4.8% |
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | 5.00× | ||
| Q2 25 | 1.56× | -0.15× | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | 2.19× | ||
| Q2 24 | 0.03× | 0.86× | ||
| 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% |
OXM
| Sales Channel Retail | $162.9M | 53% |
| Sales Channel Wholesale | $61.3M | 20% |
| Johnny Was | $45.4M | 15% |
| Sales Channel Food And Beverage | $29.3M | 10% |
| Other Foreign Countries | $9.0M | 3% |
