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Side-by-side financial comparison of Blue Bird Corp (BLBD) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $220.8M, roughly 1.5× UNIVERSAL TECHNICAL INSTITUTE INC). Blue Bird Corp runs the higher net margin — 9.2% vs 5.8%, a 3.4% gap on every dollar of revenue. On growth, UNIVERSAL TECHNICAL INSTITUTE INC posted the faster year-over-year revenue change (9.6% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $-19.2M). Over the past eight quarters, UNIVERSAL TECHNICAL INSTITUTE 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.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
BLBD vs UTI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $220.8M |
| Net Profit | $30.8M | $12.8M |
| Gross Margin | 21.4% | — |
| Operating Margin | 11.3% | 7.1% |
| Net Margin | 9.2% | 5.8% |
| Revenue YoY | 6.1% | 9.6% |
| Net Profit YoY | 7.1% | -42.1% |
| EPS (diluted) | $0.94 | $0.23 |
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 | $220.8M | ||
| Q3 25 | $409.4M | $222.4M | ||
| Q2 25 | $398.0M | $204.3M | ||
| Q1 25 | $358.9M | $207.4M | ||
| Q4 24 | $313.9M | $201.4M | ||
| Q3 24 | $350.2M | $196.4M | ||
| Q2 24 | $333.4M | $177.5M | ||
| Q1 24 | $345.9M | $184.2M |
| Q4 25 | $30.8M | $12.8M | ||
| Q3 25 | $36.5M | $18.8M | ||
| Q2 25 | $36.5M | $10.7M | ||
| Q1 25 | $26.0M | $11.4M | ||
| Q4 24 | $28.7M | $22.2M | ||
| Q3 24 | $24.7M | $18.8M | ||
| Q2 24 | $28.7M | $5.0M | ||
| Q1 24 | $26.0M | $7.8M |
| 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% | 7.1% | ||
| Q3 25 | 12.3% | 11.2% | ||
| Q2 25 | 12.6% | 6.9% | ||
| Q1 25 | 9.4% | 8.1% | ||
| Q4 24 | 10.5% | 13.6% | ||
| Q3 24 | 7.3% | 13.3% | ||
| Q2 24 | 11.9% | 4.2% | ||
| Q1 24 | 10.4% | 6.1% |
| Q4 25 | 9.2% | 5.8% | ||
| Q3 25 | 8.9% | 8.4% | ||
| Q2 25 | 9.2% | 5.2% | ||
| Q1 25 | 7.3% | 5.5% | ||
| Q4 24 | 9.2% | 11.0% | ||
| Q3 24 | 7.0% | 9.6% | ||
| Q2 24 | 8.6% | 2.8% | ||
| Q1 24 | 7.5% | 4.2% |
| Q4 25 | $0.94 | $0.23 | ||
| Q3 25 | $1.11 | $0.33 | ||
| Q2 25 | $1.12 | $0.19 | ||
| Q1 25 | $0.79 | $0.21 | ||
| Q4 24 | $0.86 | $0.40 | ||
| Q3 24 | $0.71 | $0.35 | ||
| Q2 24 | $0.85 | $0.09 | ||
| Q1 24 | $0.79 | $0.14 |
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 | $162.8M |
| Total DebtLower is stronger | — | $101.4M |
| Stockholders' EquityBook value | $271.4M | $335.9M |
| Total Assets | $642.3M | $834.0M |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | $162.8M | ||
| Q3 25 | $229.3M | $169.1M | ||
| Q2 25 | $173.1M | $70.7M | ||
| Q1 25 | $130.7M | $96.0M | ||
| Q4 24 | $136.1M | $172.0M | ||
| Q3 24 | $127.7M | $161.9M | ||
| Q2 24 | $88.4M | $115.5M | ||
| Q1 24 | $93.1M | $116.1M |
| Q4 25 | — | $101.4M | ||
| Q3 25 | — | $87.1M | ||
| Q2 25 | — | $73.8M | ||
| Q1 25 | — | $94.4M | ||
| Q4 24 | — | $120.1M | ||
| Q3 24 | — | $125.7M | ||
| Q2 24 | — | $137.3M | ||
| Q1 24 | — | $141.9M |
| Q4 25 | $271.4M | $335.9M | ||
| Q3 25 | $255.4M | $328.1M | ||
| Q2 25 | $221.8M | $306.8M | ||
| Q1 25 | $190.4M | $293.9M | ||
| Q4 24 | $179.7M | $280.0M | ||
| Q3 24 | $159.6M | $260.2M | ||
| Q2 24 | $137.3M | $239.4M | ||
| Q1 24 | $105.8M | $232.6M |
| Q4 25 | $642.3M | $834.0M | ||
| Q3 25 | $625.3M | $826.1M | ||
| Q2 25 | $575.5M | $740.8M | ||
| Q1 25 | $543.7M | $720.4M | ||
| Q4 24 | $535.2M | $753.8M | ||
| Q3 24 | $524.9M | $744.6M | ||
| Q2 24 | $468.1M | $706.0M | ||
| Q1 24 | $456.5M | $702.1M |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.27× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.43× | ||
| Q3 24 | — | 0.48× | ||
| Q2 24 | — | 0.57× | ||
| Q1 24 | — | 0.61× |
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 | $3.1M |
| Free Cash FlowOCF − Capex | $31.1M | $-19.2M |
| FCF MarginFCF / Revenue | 9.3% | -8.7% |
| Capex IntensityCapex / Revenue | 1.6% | 10.1% |
| Cash ConversionOCF / Net Profit | 1.19× | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | $3.1M | ||
| Q3 25 | $65.1M | $57.1M | ||
| Q2 25 | $56.9M | $18.1M | ||
| Q1 25 | $27.8M | $-789.0K | ||
| Q4 24 | $26.4M | $23.0M | ||
| Q3 24 | $55.4M | $67.5M | ||
| Q2 24 | $989.0K | $10.0M | ||
| Q1 24 | $54.6M | $-2.5M |
| Q4 25 | $31.1M | $-19.2M | ||
| Q3 25 | $60.5M | $40.6M | ||
| Q2 25 | $52.3M | $6.8M | ||
| Q1 25 | $18.7M | $-11.7M | ||
| Q4 24 | $21.8M | $19.6M | ||
| Q3 24 | $50.2M | $60.0M | ||
| Q2 24 | $-3.5M | $3.0M | ||
| Q1 24 | $51.8M | $-8.4M |
| Q4 25 | 9.3% | -8.7% | ||
| Q3 25 | 14.8% | 18.3% | ||
| Q2 25 | 13.1% | 3.4% | ||
| Q1 25 | 5.2% | -5.7% | ||
| Q4 24 | 7.0% | 9.7% | ||
| Q3 24 | 14.3% | 30.6% | ||
| Q2 24 | -1.1% | 1.7% | ||
| Q1 24 | 15.0% | -4.6% |
| Q4 25 | 1.6% | 10.1% | ||
| Q3 25 | 1.1% | 7.4% | ||
| Q2 25 | 1.2% | 5.5% | ||
| Q1 25 | 2.5% | 5.3% | ||
| Q4 24 | 1.5% | 1.7% | ||
| Q3 24 | 1.5% | 3.8% | ||
| Q2 24 | 1.3% | 4.0% | ||
| Q1 24 | 0.8% | 3.2% |
| Q4 25 | 1.19× | 0.24× | ||
| Q3 25 | 1.78× | 3.04× | ||
| Q2 25 | 1.56× | 1.69× | ||
| Q1 25 | 1.07× | -0.07× | ||
| Q4 24 | 0.92× | 1.04× | ||
| Q3 24 | 2.24× | 3.58× | ||
| Q2 24 | 0.03× | 2.01× | ||
| Q1 24 | 2.10× | -0.32× |
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% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
