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Side-by-side financial comparison of Blue Bird Corp (BLBD) and ROGERS CORP (ROG). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $200.5M, roughly 1.7× ROGERS CORP). Blue Bird Corp runs the higher net margin — 9.2% vs 2.2%, a 7.0% gap on every dollar of revenue. On growth, Blue Bird Corp posted the faster year-over-year revenue change (6.1% vs 5.2%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $1.1M). Over the past eight quarters, Blue Bird Corp's revenue compounded faster (-1.9% CAGR vs -3.3%).
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.
Rogers Corporation is a specialty engineered materials company headquartered in Chandler, Arizona.
BLBD vs ROG — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $200.5M |
| Net Profit | $30.8M | $4.5M |
| Gross Margin | 21.4% | 32.2% |
| Operating Margin | 11.3% | — |
| Net Margin | 9.2% | 2.2% |
| Revenue YoY | 6.1% | 5.2% |
| Net Profit YoY | 7.1% | 421.4% |
| EPS (diluted) | $0.94 | $0.25 |
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.
| Q1 26 | — | $200.5M | ||
| Q4 25 | $333.1M | $201.5M | ||
| Q3 25 | $409.4M | $216.0M | ||
| Q2 25 | $398.0M | $202.8M | ||
| Q1 25 | $358.9M | $190.5M | ||
| Q4 24 | $313.9M | $192.2M | ||
| Q3 24 | $350.2M | $210.3M | ||
| Q2 24 | $333.4M | $214.2M |
| Q1 26 | — | $4.5M | ||
| Q4 25 | $30.8M | $4.6M | ||
| Q3 25 | $36.5M | $8.6M | ||
| Q2 25 | $36.5M | $-73.6M | ||
| Q1 25 | $26.0M | $-1.4M | ||
| Q4 24 | $28.7M | $-500.0K | ||
| Q3 24 | $24.7M | $10.7M | ||
| Q2 24 | $28.7M | $8.1M |
| Q1 26 | — | 32.2% | ||
| Q4 25 | 21.4% | 31.5% | ||
| Q3 25 | 21.1% | 33.5% | ||
| Q2 25 | 21.6% | 31.6% | ||
| Q1 25 | 19.7% | 29.9% | ||
| Q4 24 | 19.2% | 32.1% | ||
| Q3 24 | 17.0% | 35.2% | ||
| Q2 24 | 20.8% | 34.1% |
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 3.5% | ||
| Q3 25 | 12.3% | 7.3% | ||
| Q2 25 | 12.6% | -33.3% | ||
| Q1 25 | 9.4% | -0.2% | ||
| Q4 24 | 10.5% | -6.6% | ||
| Q3 24 | 7.3% | 6.9% | ||
| Q2 24 | 11.9% | 5.3% |
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.2% | 2.3% | ||
| Q3 25 | 8.9% | 4.0% | ||
| Q2 25 | 9.2% | -36.3% | ||
| Q1 25 | 7.3% | -0.7% | ||
| Q4 24 | 9.2% | -0.3% | ||
| Q3 24 | 7.0% | 5.1% | ||
| Q2 24 | 8.6% | 3.8% |
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.94 | $0.20 | ||
| Q3 25 | $1.11 | $0.48 | ||
| Q2 25 | $1.12 | $-4.00 | ||
| Q1 25 | $0.79 | $-0.08 | ||
| Q4 24 | $0.86 | $-0.04 | ||
| Q3 24 | $0.71 | $0.58 | ||
| Q2 24 | $0.85 | $0.44 |
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 | $195.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $1.2B |
| Total Assets | $642.3M | $1.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $195.8M | ||
| Q4 25 | $241.7M | $197.0M | ||
| Q3 25 | $229.3M | $167.8M | ||
| Q2 25 | $173.1M | $157.2M | ||
| Q1 25 | $130.7M | $175.6M | ||
| Q4 24 | $136.1M | $159.8M | ||
| Q3 24 | $127.7M | $146.4M | ||
| Q2 24 | $88.4M | $119.9M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $271.4M | $1.2B | ||
| Q3 25 | $255.4M | $1.2B | ||
| Q2 25 | $221.8M | $1.2B | ||
| Q1 25 | $190.4M | $1.3B | ||
| Q4 24 | $179.7M | $1.3B | ||
| Q3 24 | $159.6M | $1.3B | ||
| Q2 24 | $137.3M | $1.3B |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $642.3M | $1.4B | ||
| Q3 25 | $625.3M | $1.4B | ||
| Q2 25 | $575.5M | $1.5B | ||
| Q1 25 | $543.7M | $1.5B | ||
| Q4 24 | $535.2M | $1.5B | ||
| Q3 24 | $524.9M | $1.5B | ||
| Q2 24 | $468.1M | $1.5B |
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 | $5.8M |
| Free Cash FlowOCF − Capex | $31.1M | $1.1M |
| FCF MarginFCF / Revenue | 9.3% | 0.5% |
| Capex IntensityCapex / Revenue | 1.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 1.19× | 1.29× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $70.1M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $5.8M | ||
| Q4 25 | $36.6M | $46.9M | ||
| Q3 25 | $65.1M | $28.9M | ||
| Q2 25 | $56.9M | $13.7M | ||
| Q1 25 | $27.8M | $11.7M | ||
| Q4 24 | $26.4M | $33.7M | ||
| Q3 24 | $55.4M | $42.4M | ||
| Q2 24 | $989.0K | $22.9M |
| Q1 26 | — | $1.1M | ||
| Q4 25 | $31.1M | $42.2M | ||
| Q3 25 | $60.5M | $21.2M | ||
| Q2 25 | $52.3M | $5.6M | ||
| Q1 25 | $18.7M | $2.1M | ||
| Q4 24 | $21.8M | $18.3M | ||
| Q3 24 | $50.2M | $25.2M | ||
| Q2 24 | $-3.5M | $8.8M |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 9.3% | 20.9% | ||
| Q3 25 | 14.8% | 9.8% | ||
| Q2 25 | 13.1% | 2.8% | ||
| Q1 25 | 5.2% | 1.1% | ||
| Q4 24 | 7.0% | 9.5% | ||
| Q3 24 | 14.3% | 12.0% | ||
| Q2 24 | -1.1% | 4.1% |
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.6% | 2.3% | ||
| Q3 25 | 1.1% | 3.6% | ||
| Q2 25 | 1.2% | 4.0% | ||
| Q1 25 | 2.5% | 5.0% | ||
| Q4 24 | 1.5% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 1.3% | 6.6% |
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.19× | 10.20× | ||
| Q3 25 | 1.78× | 3.36× | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | 3.96× | ||
| Q2 24 | 0.03× | 2.83× |
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% |
ROG
Segment breakdown not available.
