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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $324.4M, roughly 1.0× Revolve Group, Inc.). Blue Bird Corp runs the higher net margin — 9.2% vs 5.7%, a 3.5% gap on every dollar of revenue. On growth, Revolve Group, Inc. posted the faster year-over-year revenue change (10.4% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $-13.3M). Over the past eight quarters, Revolve Group, Inc.'s revenue compounded faster (9.5% 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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
BLBD vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $324.4M |
| Net Profit | $30.8M | $18.6M |
| Gross Margin | 21.4% | 53.3% |
| Operating Margin | 11.3% | 6.3% |
| Net Margin | 9.2% | 5.7% |
| Revenue YoY | 6.1% | 10.4% |
| Net Profit YoY | 7.1% | 50.4% |
| EPS (diluted) | $0.94 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $409.4M | $295.6M | ||
| Q2 25 | $398.0M | $309.0M | ||
| Q1 25 | $358.9M | $296.7M | ||
| Q4 24 | $313.9M | $293.7M | ||
| Q3 24 | $350.2M | $283.1M | ||
| Q2 24 | $333.4M | $282.5M | ||
| Q1 24 | $345.9M | $270.6M |
| Q4 25 | $30.8M | $18.6M | ||
| Q3 25 | $36.5M | $21.2M | ||
| Q2 25 | $36.5M | $10.2M | ||
| Q1 25 | $26.0M | $11.8M | ||
| Q4 24 | $28.7M | $12.3M | ||
| Q3 24 | $24.7M | $11.0M | ||
| Q2 24 | $28.7M | $15.4M | ||
| Q1 24 | $26.0M | $10.9M |
| Q4 25 | 21.4% | 53.3% | ||
| Q3 25 | 21.1% | 54.6% | ||
| Q2 25 | 21.6% | 54.1% | ||
| Q1 25 | 19.7% | 52.0% | ||
| Q4 24 | 19.2% | 52.5% | ||
| Q3 24 | 17.0% | 51.2% | ||
| Q2 24 | 20.8% | 54.0% | ||
| Q1 24 | 18.4% | 52.3% |
| Q4 25 | 11.3% | 6.3% | ||
| Q3 25 | 12.3% | 7.1% | ||
| Q2 25 | 12.6% | 5.8% | ||
| Q1 25 | 9.4% | 5.0% | ||
| Q4 24 | 10.5% | 3.9% | ||
| Q3 24 | 7.3% | 5.0% | ||
| Q2 24 | 11.9% | 5.8% | ||
| Q1 24 | 10.4% | 3.4% |
| Q4 25 | 9.2% | 5.7% | ||
| Q3 25 | 8.9% | 7.2% | ||
| Q2 25 | 9.2% | 3.3% | ||
| Q1 25 | 7.3% | 4.0% | ||
| Q4 24 | 9.2% | 4.2% | ||
| Q3 24 | 7.0% | 3.9% | ||
| Q2 24 | 8.6% | 5.4% | ||
| Q1 24 | 7.5% | 4.0% |
| Q4 25 | $0.94 | $0.27 | ||
| Q3 25 | $1.11 | $0.29 | ||
| Q2 25 | $1.12 | $0.14 | ||
| Q1 25 | $0.79 | $0.16 | ||
| Q4 24 | $0.86 | $0.18 | ||
| Q3 24 | $0.71 | $0.15 | ||
| Q2 24 | $0.85 | $0.21 | ||
| Q1 24 | $0.79 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $271.4M | $512.5M |
| Total Assets | $642.3M | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $292.3M | ||
| Q3 25 | $229.3M | $315.4M | ||
| Q2 25 | $173.1M | $310.7M | ||
| Q1 25 | $130.7M | $300.8M | ||
| Q4 24 | $136.1M | $256.6M | ||
| Q3 24 | $127.7M | $252.8M | ||
| Q2 24 | $88.4M | $244.7M | ||
| Q1 24 | $93.1M | $273.4M |
| Q4 25 | $271.4M | $512.5M | ||
| Q3 25 | $255.4M | $490.2M | ||
| Q2 25 | $221.8M | $468.6M | ||
| Q1 25 | $190.4M | $453.4M | ||
| Q4 24 | $179.7M | $437.8M | ||
| Q3 24 | $159.6M | $420.8M | ||
| Q2 24 | $137.3M | $405.8M | ||
| Q1 24 | $105.8M | $389.9M |
| Q4 25 | $642.3M | $765.0M | ||
| Q3 25 | $625.3M | $751.3M | ||
| Q2 25 | $575.5M | $722.9M | ||
| Q1 25 | $543.7M | $713.9M | ||
| Q4 24 | $535.2M | $665.5M | ||
| Q3 24 | $524.9M | $670.9M | ||
| Q2 24 | $468.1M | $657.8M | ||
| Q1 24 | $456.5M | $650.0M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $31.1M | $-13.3M |
| FCF MarginFCF / Revenue | 9.3% | -4.1% |
| Capex IntensityCapex / Revenue | 1.6% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.19× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $-10.2M | ||
| Q3 25 | $65.1M | $11.8M | ||
| Q2 25 | $56.9M | $12.6M | ||
| Q1 25 | $27.8M | $45.1M | ||
| Q4 24 | $26.4M | $3.9M | ||
| Q3 24 | $55.4M | $9.1M | ||
| Q2 24 | $989.0K | $-24.7M | ||
| Q1 24 | $54.6M | $38.4M |
| Q4 25 | $31.1M | $-13.3M | ||
| Q3 25 | $60.5M | $7.5M | ||
| Q2 25 | $52.3M | $10.4M | ||
| Q1 25 | $18.7M | $43.4M | ||
| Q4 24 | $21.8M | $2.1M | ||
| Q3 24 | $50.2M | $8.0M | ||
| Q2 24 | $-3.5M | $-25.7M | ||
| Q1 24 | $51.8M | $36.7M |
| Q4 25 | 9.3% | -4.1% | ||
| Q3 25 | 14.8% | 2.5% | ||
| Q2 25 | 13.1% | 3.4% | ||
| Q1 25 | 5.2% | 14.6% | ||
| Q4 24 | 7.0% | 0.7% | ||
| Q3 24 | 14.3% | 2.8% | ||
| Q2 24 | -1.1% | -9.1% | ||
| Q1 24 | 15.0% | 13.5% |
| Q4 25 | 1.6% | 1.0% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 1.5% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 0.8% | 0.6% |
| Q4 25 | 1.19× | -0.55× | ||
| Q3 25 | 1.78× | 0.56× | ||
| Q2 25 | 1.56× | 1.24× | ||
| Q1 25 | 1.07× | 3.82× | ||
| Q4 24 | 0.92× | 0.32× | ||
| Q3 24 | 2.24× | 0.83× | ||
| Q2 24 | 0.03× | -1.60× | ||
| Q1 24 | 2.10× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
