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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Palomar Holdings, Inc. (PLMR). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $253.4M, roughly 1.3× Palomar Holdings, Inc.). On growth, Palomar Holdings, Inc. posted the faster year-over-year revenue change (62.7% vs 6.1%). Palomar Holdings, Inc. produced more free cash flow last quarter ($409.0M vs $31.1M). Over the past eight quarters, Palomar Holdings, Inc.'s revenue compounded faster (46.2% 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.
Palomar Holdings, Inc. is a specialty insurance holding company that primarily provides property insurance products for catastrophe-exposed residential and commercial assets. It mainly operates across the United States, focusing on core segments including earthquake, flood, and windstorm coverage to meet high-risk property protection demands of customers.
BLBD vs PLMR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $253.4M |
| Net Profit | $30.8M | — |
| Gross Margin | 21.4% | — |
| Operating Margin | 11.3% | 28.7% |
| Net Margin | 9.2% | — |
| Revenue YoY | 6.1% | 62.7% |
| Net Profit YoY | 7.1% | — |
| EPS (diluted) | $0.94 | $2.05 |
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 | $253.4M | ||
| Q3 25 | $409.4M | $244.7M | ||
| Q2 25 | $398.0M | $203.3M | ||
| Q1 25 | $358.9M | $174.6M | ||
| Q4 24 | $313.9M | $155.8M | ||
| Q3 24 | $350.2M | $148.5M | ||
| Q2 24 | $333.4M | $131.1M | ||
| Q1 24 | $345.9M | $118.5M |
| Q4 25 | $30.8M | — | ||
| Q3 25 | $36.5M | $51.5M | ||
| Q2 25 | $36.5M | $46.5M | ||
| Q1 25 | $26.0M | $42.9M | ||
| Q4 24 | $28.7M | — | ||
| Q3 24 | $24.7M | $30.5M | ||
| Q2 24 | $28.7M | $25.7M | ||
| Q1 24 | $26.0M | $26.4M |
| 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% | — | ||
| Q1 24 | 18.4% | — |
| Q4 25 | 11.3% | 28.7% | ||
| Q3 25 | 12.3% | 27.4% | ||
| Q2 25 | 12.6% | 29.5% | ||
| Q1 25 | 9.4% | 30.8% | ||
| Q4 24 | 10.5% | 28.9% | ||
| Q3 24 | 7.3% | 25.9% | ||
| Q2 24 | 11.9% | 25.5% | ||
| Q1 24 | 10.4% | 29.0% |
| Q4 25 | 9.2% | — | ||
| Q3 25 | 8.9% | 21.0% | ||
| Q2 25 | 9.2% | 22.9% | ||
| Q1 25 | 7.3% | 24.6% | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 7.0% | 20.5% | ||
| Q2 24 | 8.6% | 19.6% | ||
| Q1 24 | 7.5% | 22.3% |
| Q4 25 | $0.94 | $2.05 | ||
| Q3 25 | $1.11 | $1.87 | ||
| Q2 25 | $1.12 | $1.68 | ||
| Q1 25 | $0.79 | $1.57 | ||
| Q4 24 | $0.86 | $1.29 | ||
| Q3 24 | $0.71 | $1.15 | ||
| Q2 24 | $0.85 | $1.00 | ||
| Q1 24 | $0.79 | $1.04 |
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 | $106.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $942.7M |
| Total Assets | $642.3M | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $106.9M | ||
| Q3 25 | $229.3M | $111.7M | ||
| Q2 25 | $173.1M | $81.3M | ||
| Q1 25 | $130.7M | $119.3M | ||
| Q4 24 | $136.1M | $80.4M | ||
| Q3 24 | $127.7M | $86.5M | ||
| Q2 24 | $88.4M | $47.8M | ||
| Q1 24 | $93.1M | $61.4M |
| Q4 25 | $271.4M | $942.7M | ||
| Q3 25 | $255.4M | $878.1M | ||
| Q2 25 | $221.8M | $847.2M | ||
| Q1 25 | $190.4M | $790.4M | ||
| Q4 24 | $179.7M | $729.0M | ||
| Q3 24 | $159.6M | $703.3M | ||
| Q2 24 | $137.3M | $532.6M | ||
| Q1 24 | $105.8M | $501.7M |
| Q4 25 | $642.3M | $3.1B | ||
| Q3 25 | $625.3M | $2.9B | ||
| Q2 25 | $575.5M | $2.8B | ||
| Q1 25 | $543.7M | $2.4B | ||
| Q4 24 | $535.2M | $2.3B | ||
| Q3 24 | $524.9M | $2.3B | ||
| Q2 24 | $468.1M | $2.0B | ||
| Q1 24 | $456.5M | $1.9B |
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 | $409.1M |
| Free Cash FlowOCF − Capex | $31.1M | $409.0M |
| FCF MarginFCF / Revenue | 9.3% | 161.4% |
| Capex IntensityCapex / Revenue | 1.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $700.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $409.1M | ||
| Q3 25 | $65.1M | $83.6M | ||
| Q2 25 | $56.9M | $120.9M | ||
| Q1 25 | $27.8M | $87.2M | ||
| Q4 24 | $26.4M | $261.2M | ||
| Q3 24 | $55.4M | $100.3M | ||
| Q2 24 | $989.0K | $55.1M | ||
| Q1 24 | $54.6M | $33.1M |
| Q4 25 | $31.1M | $409.0M | ||
| Q3 25 | $60.5M | $83.6M | ||
| Q2 25 | $52.3M | $120.8M | ||
| Q1 25 | $18.7M | $87.1M | ||
| Q4 24 | $21.8M | $260.9M | ||
| Q3 24 | $50.2M | $100.1M | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $51.8M | — |
| Q4 25 | 9.3% | 161.4% | ||
| Q3 25 | 14.8% | 34.2% | ||
| Q2 25 | 13.1% | 59.4% | ||
| Q1 25 | 5.2% | 49.9% | ||
| Q4 24 | 7.0% | 167.5% | ||
| Q3 24 | 14.3% | 67.4% | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | 15.0% | — |
| Q4 25 | 1.6% | 0.1% | ||
| Q3 25 | 1.1% | 0.0% | ||
| Q2 25 | 1.2% | 0.0% | ||
| Q1 25 | 2.5% | 0.0% | ||
| Q4 24 | 1.5% | 0.2% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.3% | 0.0% | ||
| Q1 24 | 0.8% | 0.0% |
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | 1.63× | ||
| Q2 25 | 1.56× | 2.60× | ||
| Q1 25 | 1.07× | 2.03× | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | 3.29× | ||
| Q2 24 | 0.03× | 2.14× | ||
| Q1 24 | 2.10× | 1.26× |
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% |
PLMR
Segment breakdown not available.
