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Side-by-side financial comparison of Blue Bird Corp (BLBD) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $188.3M, roughly 1.8× BRC Group Holdings, Inc.). BRC Group Holdings, Inc. runs the higher net margin — 47.9% vs 9.2%, a 38.7% gap on every dollar of revenue. On growth, Blue Bird Corp posted the faster year-over-year revenue change (6.1% vs -21.9%). Over the past eight quarters, Blue Bird Corp's revenue compounded faster (-1.9% CAGR vs -15.4%).
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 RILY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $188.3M |
| Net Profit | $30.8M | $90.3M |
| Gross Margin | 21.4% | 79.5% |
| Operating Margin | 11.3% | 32.3% |
| Net Margin | 9.2% | 47.9% |
| Revenue YoY | 6.1% | -21.9% |
| Net Profit YoY | 7.1% | 1710.8% |
| EPS (diluted) | $0.94 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $409.4M | $215.3M | ||
| Q2 25 | $398.0M | $188.2M | ||
| Q1 25 | $358.9M | $197.2M | ||
| Q4 24 | $313.9M | $241.0M | ||
| Q3 24 | $350.2M | $225.5M | ||
| Q2 24 | $333.4M | $256.0M | ||
| Q1 24 | $345.9M | $263.4M |
| Q4 25 | $30.8M | $90.3M | ||
| Q3 25 | $36.5M | $91.1M | ||
| Q2 25 | $36.5M | $139.5M | ||
| Q1 25 | $26.0M | $-10.0M | ||
| Q4 24 | $28.7M | $-5.6M | ||
| Q3 24 | $24.7M | $-284.4M | ||
| Q2 24 | $28.7M | $-433.6M | ||
| Q1 24 | $26.0M | $-49.2M |
| Q4 25 | 21.4% | 79.5% | ||
| Q3 25 | 21.1% | 83.7% | ||
| Q2 25 | 21.6% | 81.3% | ||
| Q1 25 | 19.7% | 81.4% | ||
| Q4 24 | 19.2% | 79.8% | ||
| Q3 24 | 17.0% | 82.1% | ||
| Q2 24 | 20.8% | 84.5% | ||
| Q1 24 | 18.4% | 85.3% |
| Q4 25 | 11.3% | 32.3% | ||
| Q3 25 | 12.3% | 30.4% | ||
| Q2 25 | 12.6% | 5.7% | ||
| Q1 25 | 9.4% | -31.2% | ||
| Q4 24 | 10.5% | -69.2% | ||
| Q3 24 | 7.3% | -36.4% | ||
| Q2 24 | 11.9% | -90.8% | ||
| Q1 24 | 10.4% | -6.1% |
| Q4 25 | 9.2% | 47.9% | ||
| Q3 25 | 8.9% | 42.3% | ||
| Q2 25 | 9.2% | 74.1% | ||
| Q1 25 | 7.3% | -5.1% | ||
| Q4 24 | 9.2% | -2.3% | ||
| Q3 24 | 7.0% | -126.1% | ||
| Q2 24 | 8.6% | -169.4% | ||
| Q1 24 | 7.5% | -18.7% |
| Q4 25 | $0.94 | $2.78 | ||
| Q3 25 | $1.11 | $2.91 | ||
| Q2 25 | $1.12 | $4.50 | ||
| Q1 25 | $0.79 | $-0.39 | ||
| Q4 24 | $0.86 | $-0.01 | ||
| Q3 24 | $0.71 | $-9.39 | ||
| Q2 24 | $0.85 | $-14.35 | ||
| Q1 24 | $0.79 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $271.4M | $-171.5M |
| Total Assets | $642.3M | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $226.6M | ||
| Q3 25 | $229.3M | $184.2M | ||
| Q2 25 | $173.1M | $267.4M | ||
| Q1 25 | $130.7M | $138.3M | ||
| Q4 24 | $136.1M | $146.9M | ||
| Q3 24 | $127.7M | $159.2M | ||
| Q2 24 | $88.4M | $236.9M | ||
| Q1 24 | $93.1M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $271.4M | $-171.5M | ||
| Q3 25 | $255.4M | $-260.5M | ||
| Q2 25 | $221.8M | $-351.7M | ||
| Q1 25 | $190.4M | $-496.8M | ||
| Q4 24 | $179.7M | $-488.2M | ||
| Q3 24 | $159.6M | $-497.6M | ||
| Q2 24 | $137.3M | $-218.3M | ||
| Q1 24 | $105.8M | $228.4M |
| Q4 25 | $642.3M | $1.7B | ||
| Q3 25 | $625.3M | $1.7B | ||
| Q2 25 | $575.5M | $1.5B | ||
| Q1 25 | $543.7M | $1.5B | ||
| Q4 24 | $535.2M | $1.8B | ||
| Q3 24 | $524.9M | $2.2B | ||
| Q2 24 | $468.1M | $3.2B | ||
| Q1 24 | $456.5M | $5.0B |
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 | $26.2M |
| Free Cash FlowOCF − Capex | $31.1M | — |
| FCF MarginFCF / Revenue | 9.3% | — |
| Capex IntensityCapex / Revenue | 1.6% | — |
| Cash ConversionOCF / Net Profit | 1.19× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $26.2M | ||
| Q3 25 | $65.1M | $-60.6M | ||
| Q2 25 | $56.9M | $-25.6M | ||
| Q1 25 | $27.8M | $184.0K | ||
| Q4 24 | $26.4M | $-2.7M | ||
| Q3 24 | $55.4M | $19.5M | ||
| Q2 24 | $989.0K | $111.5M | ||
| Q1 24 | $54.6M | $135.4M |
| Q4 25 | $31.1M | — | ||
| Q3 25 | $60.5M | — | ||
| Q2 25 | $52.3M | — | ||
| Q1 25 | $18.7M | — | ||
| Q4 24 | $21.8M | — | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $51.8M | — |
| Q4 25 | 9.3% | — | ||
| Q3 25 | 14.8% | — | ||
| Q2 25 | 13.1% | — | ||
| Q1 25 | 5.2% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | 15.0% | — |
| Q4 25 | 1.6% | — | ||
| Q3 25 | 1.1% | — | ||
| Q2 25 | 1.2% | — | ||
| Q1 25 | 2.5% | — | ||
| Q4 24 | 1.5% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 1.19× | 0.29× | ||
| Q3 25 | 1.78× | -0.66× | ||
| Q2 25 | 1.56× | -0.18× | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 0.03× | — | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
