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ブルーバード（BLBD）とCSG SYSTEMS INTERNATIONAL INC（CSGS）の財務データ比較。上の社名をクリックして会社を切り替えられます
ブルーバードの直近四半期売上が大きい（$333.1M vs $323.1M、CSG SYSTEMS INTERNATIONAL INCの約1.0倍）。ブルーバードの純利益率が高く（9.2% vs 2.2%、差は7.1%）。ブルーバードの前年同期比売上増加率が高い（6.1% vs 2.0%）。CSG SYSTEMS INTERNATIONAL INCの直近四半期フリーキャッシュフローが多い（$55.8M vs $31.1M）。過去8四半期でCSG SYSTEMS INTERNATIONAL INCの売上複合成長率が高い（4.6% vs -1.9%）
ブルーバード・コーポレーションは米国のバス製造企業で、ジョージア州フォートバレーに本社を置く。主力製品はスクールバスだが、その他にも路線バス、キャンピングカー、移動図書館や警察移動指令センターなどの特殊車両まで多岐にわたる車種を生産している。
中国南玻集団股フン有限公司は中国最大級の建築用ガラスメーカーで、浮きガラス、建築用ガラス、ディスプレイ用ガラス、自動車用ガラス、コーティングガラス、鏡、カラーフィルターガラス、太陽光発電用ガラス、省エネガラスなど多種多様なガラス製品の製造・販売を手がけています。
BLBD vs CSGS — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $333.1M | $323.1M |
| 純利益 | $30.8M | $7.0M |
| 粗利率 | 21.4% | 50.0% |
| 営業利益率 | 11.3% | 9.0% |
| 純利益率 | 9.2% | 2.2% |
| 売上前年比 | 6.1% | 2.0% |
| 純利益前年比 | 7.1% | -79.7% |
| EPS（希薄化後） | $0.94 | $0.24 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $333.1M | $323.1M | ||
| Q3 25 | $409.4M | $303.6M | ||
| Q2 25 | $398.0M | $297.1M | ||
| Q1 25 | $358.9M | $299.5M | ||
| Q4 24 | $313.9M | $316.7M | ||
| Q3 24 | $350.2M | $295.1M | ||
| Q2 24 | $333.4M | $290.3M | ||
| Q1 24 | $345.9M | $295.1M |
| Q4 25 | $30.8M | $7.0M | ||
| Q3 25 | $36.5M | $20.5M | ||
| Q2 25 | $36.5M | $12.3M | ||
| Q1 25 | $26.0M | $16.1M | ||
| Q4 24 | $28.7M | $34.5M | ||
| Q3 24 | $24.7M | $19.1M | ||
| Q2 24 | $28.7M | $13.8M | ||
| Q1 24 | $26.0M | $19.5M |
| Q4 25 | 21.4% | 50.0% | ||
| Q3 25 | 21.1% | 48.1% | ||
| Q2 25 | 21.6% | 49.5% | ||
| Q1 25 | 19.7% | 48.4% | ||
| Q4 24 | 19.2% | 51.3% | ||
| Q3 24 | 17.0% | 49.4% | ||
| Q2 24 | 20.8% | 47.3% | ||
| Q1 24 | 18.4% | 46.5% |
| Q4 25 | 11.3% | 9.0% | ||
| Q3 25 | 12.3% | 10.0% | ||
| Q2 25 | 12.6% | 10.0% | ||
| Q1 25 | 9.4% | 9.8% | ||
| Q4 24 | 10.5% | 13.4% | ||
| Q3 24 | 7.3% | 10.8% | ||
| Q2 24 | 11.9% | 8.8% | ||
| Q1 24 | 10.4% | 10.8% |
| Q4 25 | 9.2% | 2.2% | ||
| Q3 25 | 8.9% | 6.7% | ||
| Q2 25 | 9.2% | 4.1% | ||
| Q1 25 | 7.3% | 5.4% | ||
| Q4 24 | 9.2% | 10.9% | ||
| Q3 24 | 7.0% | 6.5% | ||
| Q2 24 | 8.6% | 4.8% | ||
| Q1 24 | 7.5% | 6.6% |
| Q4 25 | $0.94 | $0.24 | ||
| Q3 25 | $1.11 | $0.73 | ||
| Q2 25 | $1.12 | $0.44 | ||
| Q1 25 | $0.79 | $0.57 | ||
| Q4 24 | $0.86 | $1.20 | ||
| Q3 24 | $0.71 | $0.67 | ||
| Q2 24 | $0.85 | $0.48 | ||
| Q1 24 | $0.79 | $0.68 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $241.7M | $180.0M |
| 総負債低いほど良い | — | $539.5M |
| 株主資本純資産 | $271.4M | $283.7M |
| 総資産 | $642.3M | $1.5B |
| 負債/資本比率低いほどレバレッジが低い | — | 1.90× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $241.7M | $180.0M | ||
| Q3 25 | $229.3M | $158.4M | ||
| Q2 25 | $173.1M | $145.9M | ||
| Q1 25 | $130.7M | $136.0M | ||
| Q4 24 | $136.1M | $161.8M | ||
| Q3 24 | $127.7M | $118.4M | ||
| Q2 24 | $88.4M | $110.4M | ||
| Q1 24 | $93.1M | $120.8M |
| Q4 25 | — | $539.5M | ||
| Q3 25 | — | $538.6M | ||
| Q2 25 | — | $537.8M | ||
| Q1 25 | — | $537.6M | ||
| Q4 24 | — | $538.5M | ||
| Q3 24 | — | $539.5M | ||
| Q2 24 | — | $540.5M | ||
| Q1 24 | — | $541.5M |
| Q4 25 | $271.4M | $283.7M | ||
| Q3 25 | $255.4M | $289.5M | ||
| Q2 25 | $221.8M | $290.7M | ||
| Q1 25 | $190.4M | $283.1M | ||
| Q4 24 | $179.7M | $282.6M | ||
| Q3 24 | $159.6M | $288.4M | ||
| Q2 24 | $137.3M | $273.3M | ||
| Q1 24 | $105.8M | $269.3M |
| Q4 25 | $642.3M | $1.5B | ||
| Q3 25 | $625.3M | $1.5B | ||
| Q2 25 | $575.5M | $1.4B | ||
| Q1 25 | $543.7M | $1.4B | ||
| Q4 24 | $535.2M | $1.5B | ||
| Q3 24 | $524.9M | $1.4B | ||
| Q2 24 | $468.1M | $1.4B | ||
| Q1 24 | $456.5M | $1.3B |
| Q4 25 | — | 1.90× | ||
| Q3 25 | — | 1.86× | ||
| Q2 25 | — | 1.85× | ||
| Q1 25 | — | 1.90× | ||
| Q4 24 | — | 1.91× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.98× | ||
| Q1 24 | — | 2.01× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $36.6M | $59.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $31.1M | $55.8M |
| FCFマージンFCF / 売上 | 9.3% | 17.3% |
| 設備投資強度設備投資 / 売上 | 1.6% | 1.1% |
| キャッシュ転換率営業CF / 純利益 | 1.19× | 8.46× |
| 直近12ヶ月FCF直近4四半期 | $162.6M | $141.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $36.6M | $59.2M | ||
| Q3 25 | $65.1M | $47.9M | ||
| Q2 25 | $56.9M | $37.3M | ||
| Q1 25 | $27.8M | $11.5M | ||
| Q4 24 | $26.4M | $82.5M | ||
| Q3 24 | $55.4M | $39.5M | ||
| Q2 24 | $989.0K | $43.1M | ||
| Q1 24 | $54.6M | $-29.4M |
| Q4 25 | $31.1M | $55.8M | ||
| Q3 25 | $60.5M | $43.9M | ||
| Q2 25 | $52.3M | $34.6M | ||
| Q1 25 | $18.7M | $7.1M | ||
| Q4 24 | $21.8M | $76.6M | ||
| Q3 24 | $50.2M | $32.0M | ||
| Q2 24 | $-3.5M | $38.8M | ||
| Q1 24 | $51.8M | $-34.1M |
| Q4 25 | 9.3% | 17.3% | ||
| Q3 25 | 14.8% | 14.5% | ||
| Q2 25 | 13.1% | 11.6% | ||
| Q1 25 | 5.2% | 2.4% | ||
| Q4 24 | 7.0% | 24.2% | ||
| Q3 24 | 14.3% | 10.8% | ||
| Q2 24 | -1.1% | 13.4% | ||
| Q1 24 | 15.0% | -11.6% |
| Q4 25 | 1.6% | 1.1% | ||
| Q3 25 | 1.1% | 1.3% | ||
| Q2 25 | 1.2% | 0.9% | ||
| Q1 25 | 2.5% | 1.5% | ||
| Q4 24 | 1.5% | 1.9% | ||
| Q3 24 | 1.5% | 2.5% | ||
| Q2 24 | 1.3% | 1.5% | ||
| Q1 24 | 0.8% | 1.6% |
| Q4 25 | 1.19× | 8.46× | ||
| Q3 25 | 1.78× | 2.34× | ||
| Q2 25 | 1.56× | 3.04× | ||
| Q1 25 | 1.07× | 0.71× | ||
| Q4 24 | 0.92× | 2.39× | ||
| Q3 24 | 2.24× | 2.07× | ||
| Q2 24 | 0.03× | 3.12× | ||
| Q1 24 | 2.10× | -1.51× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
CSGS
| Software As A Service And Related Solutions | $287.2M | 89% |
| License And Service | $22.6M | 7% |
| Maintenance | $13.3M | 4% |
