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Side-by-side financial comparison of TrueBlue, Inc. (TBI) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
TrueBlue, Inc. is the larger business by last-quarter revenue ($418.2M vs $340.0M, roughly 1.2× Walker & Dunlop, Inc.). On growth, TrueBlue, Inc. posted the faster year-over-year revenue change (8.3% vs -0.4%). TrueBlue, Inc. produced more free cash flow last quarter ($-7.5M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
TBI vs WD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $418.2M | $340.0M |
| Net Profit | — | $-13.9M |
| Gross Margin | 21.5% | — |
| Operating Margin | -7.0% | -17.2% |
| Net Margin | — | -12.9% |
| Revenue YoY | 8.3% | -0.4% |
| Net Profit YoY | — | -131.0% |
| EPS (diluted) | $-1.06 | $-0.41 |
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 | $418.2M | $340.0M | ||
| Q3 25 | $431.3M | $337.7M | ||
| Q2 25 | $396.3M | $319.2M | ||
| Q1 25 | $370.3M | $237.4M | ||
| Q4 24 | $386.0M | $341.5M | ||
| Q3 24 | $382.4M | $292.3M | ||
| Q2 24 | $396.2M | $270.7M | ||
| Q1 24 | $402.9M | $228.1M |
| Q4 25 | — | $-13.9M | ||
| Q3 25 | $-1.9M | $33.5M | ||
| Q2 25 | $-160.0K | $34.0M | ||
| Q1 25 | $-14.3M | $2.8M | ||
| Q4 24 | — | $44.8M | ||
| Q3 24 | $-7.6M | $28.8M | ||
| Q2 24 | $-104.7M | $22.7M | ||
| Q1 24 | $-1.7M | $11.9M |
| Q4 25 | 21.5% | — | ||
| Q3 25 | 22.7% | — | ||
| Q2 25 | 23.6% | — | ||
| Q1 25 | 23.3% | — | ||
| Q4 24 | 26.6% | — | ||
| Q3 24 | 26.2% | — | ||
| Q2 24 | 26.4% | — | ||
| Q1 24 | 24.7% | — |
| Q4 25 | -7.0% | -17.2% | ||
| Q3 25 | -0.0% | 13.6% | ||
| Q2 25 | -0.7% | 14.5% | ||
| Q1 25 | -3.8% | 2.2% | ||
| Q4 24 | -2.7% | 15.3% | ||
| Q3 24 | -1.8% | 12.8% | ||
| Q2 24 | -15.1% | 10.4% | ||
| Q1 24 | -3.8% | 6.0% |
| Q4 25 | — | -12.9% | ||
| Q3 25 | -0.4% | 9.9% | ||
| Q2 25 | -0.0% | 10.6% | ||
| Q1 25 | -3.9% | 1.2% | ||
| Q4 24 | — | 13.1% | ||
| Q3 24 | -2.0% | 9.9% | ||
| Q2 24 | -26.4% | 8.4% | ||
| Q1 24 | -0.4% | 5.2% |
| Q4 25 | $-1.06 | $-0.41 | ||
| Q3 25 | $-0.06 | $0.98 | ||
| Q2 25 | $-0.01 | $0.99 | ||
| Q1 25 | $-0.48 | $0.08 | ||
| Q4 24 | $-0.41 | $1.32 | ||
| Q3 24 | $-0.26 | $0.85 | ||
| Q2 24 | $-3.45 | $0.67 | ||
| Q1 24 | $-0.05 | $0.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $24.5M | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $274.6M | $1.7B |
| Total Assets | $638.7M | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.5M | $299.3M | ||
| Q3 25 | $19.9M | $274.8M | ||
| Q2 25 | $21.9M | $233.7M | ||
| Q1 25 | $23.1M | $181.0M | ||
| Q4 24 | $22.5M | $279.3M | ||
| Q3 24 | $14.5M | $179.8M | ||
| Q2 24 | $26.4M | $208.1M | ||
| Q1 24 | $36.2M | $216.5M |
| Q4 25 | $274.6M | $1.7B | ||
| Q3 25 | $304.3M | $1.8B | ||
| Q2 25 | $305.2M | $1.8B | ||
| Q1 25 | $302.2M | $1.7B | ||
| Q4 24 | $315.4M | $1.7B | ||
| Q3 24 | $327.2M | $1.7B | ||
| Q2 24 | $337.8M | $1.7B | ||
| Q1 24 | $446.4M | $1.7B |
| Q4 25 | $638.7M | $5.1B | ||
| Q3 25 | $690.5M | $5.8B | ||
| Q2 25 | $672.8M | $4.7B | ||
| Q1 25 | $692.5M | $4.5B | ||
| Q4 24 | $675.4M | $4.4B | ||
| Q3 24 | $702.4M | $4.6B | ||
| Q2 24 | $723.7M | $4.2B | ||
| Q1 24 | $868.6M | $3.8B |
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 | $-4.4M | $-664.3M |
| Free Cash FlowOCF − Capex | $-7.5M | $-680.1M |
| FCF MarginFCF / Revenue | -1.8% | -200.0% |
| Capex IntensityCapex / Revenue | 0.7% | 4.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-73.7M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.4M | $-664.3M | ||
| Q3 25 | $-19.8M | $-948.1M | ||
| Q2 25 | $-11.8M | $-238.5M | ||
| Q1 25 | $-22.1M | $-281.1M | ||
| Q4 24 | $6.1M | $129.4M | ||
| Q3 24 | $-7.1M | $-202.0M | ||
| Q2 24 | $-1.8M | $-237.8M | ||
| Q1 24 | $-14.2M | $38.4M |
| Q4 25 | $-7.5M | $-680.1M | ||
| Q3 25 | $-23.4M | $-950.4M | ||
| Q2 25 | $-16.1M | $-241.0M | ||
| Q1 25 | $-26.8M | $-284.7M | ||
| Q4 24 | $854.0K | $116.4M | ||
| Q3 24 | $-12.7M | $-204.0M | ||
| Q2 24 | $-7.7M | $-241.7M | ||
| Q1 24 | $-21.6M | $35.2M |
| Q4 25 | -1.8% | -200.0% | ||
| Q3 25 | -5.4% | -281.5% | ||
| Q2 25 | -4.0% | -75.5% | ||
| Q1 25 | -7.2% | -120.0% | ||
| Q4 24 | 0.2% | 34.1% | ||
| Q3 24 | -3.3% | -69.8% | ||
| Q2 24 | -2.0% | -89.3% | ||
| Q1 24 | -5.4% | 15.4% |
| Q4 25 | 0.7% | 4.6% | ||
| Q3 25 | 0.8% | 0.7% | ||
| Q2 25 | 1.1% | 0.8% | ||
| Q1 25 | 1.3% | 1.5% | ||
| Q4 24 | 1.4% | 3.8% | ||
| Q3 24 | 1.5% | 0.7% | ||
| Q2 24 | 1.5% | 1.4% | ||
| Q1 24 | 1.8% | 1.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | -28.34× | ||
| Q2 25 | — | -7.02× | ||
| Q1 25 | — | -102.07× | ||
| Q4 24 | — | 2.89× | ||
| Q3 24 | — | -7.01× | ||
| Q2 24 | — | -10.49× | ||
| Q1 24 | — | 3.24× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TBI
| People Scout | $187.7M | 45% |
| Other | $175.0M | 42% |
| Healthcare Staffing Professionals Inc. | $55.5M | 13% |
WD
Segment breakdown not available.
