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Side-by-side financial comparison of Blue Bird Corp (BLBD) and Vroom, Inc. (VRM). Click either name above to swap in a different company.
Blue Bird Corp is the larger business by last-quarter revenue ($333.1M vs $235.9M, roughly 1.4× Vroom, Inc.). Blue Bird Corp runs the higher net margin — 9.2% vs -59.8%, a 69.0% gap on every dollar of revenue. On growth, Vroom, Inc. posted the faster year-over-year revenue change (12.9% vs 6.1%). Blue Bird Corp produced more free cash flow last quarter ($31.1M vs $-108.8M). Over the past eight quarters, Blue Bird Corp's revenue compounded faster (-1.9% CAGR vs -49.5%).
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.
Vroom, Inc. is a parent company of United Auto Credit Corporation (UACC) and CarStory. Previously, Vroom was a used car retailer and e-commerce company that let consumers buy, sell, and finance cars online. Vroom ceased e-commerce automotive sales operations on January 22, 2024.
BLBD vs VRM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2023
| Metric | | |
|---|---|---|
| Revenue | $333.1M | $235.9M |
| Net Profit | $30.8M | $-141.1M |
| Gross Margin | 21.4% | 12.3% |
| Operating Margin | 11.3% | -11.5% |
| Net Margin | 9.2% | -59.8% |
| Revenue YoY | 6.1% | 12.9% |
| Net Profit YoY | 7.1% | -669.8% |
| EPS (diluted) | $0.94 | $-80.66 |
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 | — | ||
| Q3 25 | $409.4M | — | ||
| Q2 25 | $398.0M | — | ||
| Q1 25 | $358.9M | — | ||
| Q4 24 | $313.9M | — | ||
| Q3 24 | $350.2M | — | ||
| Q2 24 | $333.4M | — | ||
| Q1 24 | $345.9M | — |
| Q4 25 | $30.8M | — | ||
| Q3 25 | $36.5M | — | ||
| Q2 25 | $36.5M | — | ||
| Q1 25 | $26.0M | — | ||
| Q4 24 | $28.7M | — | ||
| Q3 24 | $24.7M | — | ||
| Q2 24 | $28.7M | — | ||
| Q1 24 | $26.0M | — |
| 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% | — | ||
| Q3 25 | 12.3% | — | ||
| Q2 25 | 12.6% | — | ||
| Q1 25 | 9.4% | — | ||
| Q4 24 | 10.5% | — | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 11.9% | — | ||
| Q1 24 | 10.4% | — |
| Q4 25 | 9.2% | — | ||
| Q3 25 | 8.9% | — | ||
| Q2 25 | 9.2% | — | ||
| Q1 25 | 7.3% | — | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 8.6% | — | ||
| Q1 24 | 7.5% | — |
| Q4 25 | $0.94 | — | ||
| Q3 25 | $1.11 | — | ||
| Q2 25 | $1.12 | — | ||
| Q1 25 | $0.79 | — | ||
| Q4 24 | $0.86 | — | ||
| Q3 24 | $0.71 | — | ||
| Q2 24 | $0.85 | — | ||
| Q1 24 | $0.79 | — |
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 | $135.6M |
| Total DebtLower is stronger | — | $454.2M |
| Stockholders' EquityBook value | $271.4M | $127.7M |
| Total Assets | $642.3M | $1.5B |
| Debt / EquityLower = less leverage | — | 3.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $241.7M | — | ||
| Q3 25 | $229.3M | — | ||
| Q2 25 | $173.1M | — | ||
| Q1 25 | $130.7M | — | ||
| Q4 24 | $136.1M | — | ||
| Q3 24 | $127.7M | — | ||
| Q2 24 | $88.4M | — | ||
| Q1 24 | $93.1M | — |
| Q4 25 | $271.4M | — | ||
| Q3 25 | $255.4M | — | ||
| Q2 25 | $221.8M | — | ||
| Q1 25 | $190.4M | — | ||
| Q4 24 | $179.7M | — | ||
| Q3 24 | $159.6M | — | ||
| Q2 24 | $137.3M | — | ||
| Q1 24 | $105.8M | — |
| Q4 25 | $642.3M | — | ||
| Q3 25 | $625.3M | — | ||
| Q2 25 | $575.5M | — | ||
| Q1 25 | $543.7M | — | ||
| Q4 24 | $535.2M | — | ||
| Q3 24 | $524.9M | — | ||
| Q2 24 | $468.1M | — | ||
| Q1 24 | $456.5M | — |
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 | $-108.1M |
| Free Cash FlowOCF − Capex | $31.1M | $-108.8M |
| FCF MarginFCF / Revenue | 9.3% | -46.1% |
| Capex IntensityCapex / Revenue | 1.6% | 0.3% |
| Cash ConversionOCF / Net Profit | 1.19× | — |
| TTM Free Cash FlowTrailing 4 quarters | $162.6M | $-536.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $36.6M | — | ||
| Q3 25 | $65.1M | — | ||
| Q2 25 | $56.9M | — | ||
| Q1 25 | $27.8M | — | ||
| Q4 24 | $26.4M | — | ||
| Q3 24 | $55.4M | — | ||
| Q2 24 | $989.0K | — | ||
| Q1 24 | $54.6M | — |
| 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× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.56× | — | ||
| 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% |
VRM
Segment breakdown not available.
