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Blue Bird Corp（BLBD）与Cooper-Standard Holdings Inc.（CPS）财务数据对比。点击上方公司名可切换其他公司
Cooper-Standard Holdings Inc.的季度营收约是Blue Bird Corp的2.0倍（$672.4M vs $333.1M），Blue Bird Corp净利率更高（9.2% vs 0.5%，领先8.7%），Blue Bird Corp同比增速更快（6.1% vs 1.8%），Cooper-Standard Holdings Inc.自由现金流更多（$44.6M vs $31.1M）
蓝鸟公司是美国知名客车制造企业，总部位于佐治亚州福特瓦利，主打产品为校车，同时业务覆盖多种客车类型的生产，包括城市公交、旅居房车，以及移动图书馆、流动警务指挥中心等特种车辆。
库博标准控股是全球领先的汽车零部件供应商，总部位于美国密歇根州诺维。公司主营产品包括橡塑密封件、燃油管、制动管、流体输送软管以及减震系统，目前在全球20个国家开展业务，拥有约3.2万名员工。
BLBD vs CPS — 直观对比
营收规模更大
CPS
是对方的2.0倍
$333.1M
营收增速更快
BLBD
高出4.4%
1.8%
净利率更高
BLBD
高出8.7%
0.5%
自由现金流更多
CPS
多$13.4M
$31.1M
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $672.4M |
| 净利润 | $30.8M | $3.3M |
| 毛利率 | 21.4% | 10.4% |
| 营业利润率 | 11.3% | 0.1% |
| 净利率 | 9.2% | 0.5% |
| 营收同比 | 6.1% | 1.8% |
| 净利润同比 | 7.1% | -91.7% |
| 每股收益（稀释后） | $0.94 | $0.19 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BLBDCPS
| Q4 25 | $333.1M | $672.4M | ||
| Q3 25 | $409.4M | $695.5M | ||
| Q2 25 | $398.0M | $706.0M | ||
| Q1 25 | $358.9M | $667.1M | ||
| Q4 24 | $313.9M | $660.8M | ||
| Q3 24 | $350.2M | — | ||
| Q2 24 | $333.4M | — | ||
| Q1 24 | $345.9M | $0 |
净利润BLBDCPS
| Q4 25 | $30.8M | $3.3M | ||
| Q3 25 | $36.5M | $-7.6M | ||
| Q2 25 | $36.5M | $-1.4M | ||
| Q1 25 | $26.0M | $1.6M | ||
| Q4 24 | $28.7M | $40.2M | ||
| Q3 24 | $24.7M | — | ||
| Q2 24 | $28.7M | — | ||
| Q1 24 | $26.0M | $-31.7M |
毛利率BLBDCPS
| Q4 25 | 21.4% | 10.4% | ||
| Q3 25 | 21.1% | 12.5% | ||
| Q2 25 | 21.6% | 13.2% | ||
| Q1 25 | 19.7% | 11.6% | ||
| Q4 24 | 19.2% | 12.4% | ||
| Q3 24 | 17.0% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.4% | — |
营业利润率BLBDCPS
| Q4 25 | 11.3% | 0.1% | ||
| Q3 25 | 12.3% | 3.8% | ||
| Q2 25 | 12.6% | 5.3% | ||
| Q1 25 | 9.4% | 3.3% | ||
| Q4 24 | 10.5% | 4.8% | ||
| Q3 24 | 7.3% | — | ||
| Q2 24 | 11.9% | — | ||
| Q1 24 | 10.4% | — |
净利率BLBDCPS
| Q4 25 | 9.2% | 0.5% | ||
| Q3 25 | 8.9% | -1.1% | ||
| Q2 25 | 9.2% | -0.2% | ||
| Q1 25 | 7.3% | 0.2% | ||
| Q4 24 | 9.2% | 6.1% | ||
| Q3 24 | 7.0% | — | ||
| Q2 24 | 8.6% | — | ||
| Q1 24 | 7.5% | — |
每股收益（稀释后）BLBDCPS
| Q4 25 | $0.94 | $0.19 | ||
| Q3 25 | $1.11 | $-0.43 | ||
| Q2 25 | $1.12 | $-0.08 | ||
| Q1 25 | $0.79 | $0.09 | ||
| Q4 24 | $0.86 | $2.30 | ||
| Q3 24 | $0.71 | — | ||
| Q2 24 | $0.85 | — | ||
| Q1 24 | $0.79 | $-1.81 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $241.7M | $191.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $271.4M | $-83.5M |
| 总资产 | $642.3M | $1.8B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资BLBDCPS
| Q4 25 | $241.7M | $191.7M | ||
| Q3 25 | $229.3M | $147.6M | ||
| Q2 25 | $173.1M | $121.6M | ||
| Q1 25 | $130.7M | $140.4M | ||
| Q4 24 | $136.1M | $170.0M | ||
| Q3 24 | $127.7M | — | ||
| Q2 24 | $88.4M | — | ||
| Q1 24 | $93.1M | $114.2M |
总债务BLBDCPS
| Q4 25 | — | $1.0B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $1.1B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.1B |
股东权益BLBDCPS
| Q4 25 | $271.4M | $-83.5M | ||
| Q3 25 | $255.4M | $-102.3M | ||
| Q2 25 | $221.8M | $-97.6M | ||
| Q1 25 | $190.4M | $-114.7M | ||
| Q4 24 | $179.7M | $-125.8M | ||
| Q3 24 | $159.6M | — | ||
| Q2 24 | $137.3M | — | ||
| Q1 24 | $105.8M | $-115.8M |
总资产BLBDCPS
| Q4 25 | $642.3M | $1.8B | ||
| Q3 25 | $625.3M | $1.9B | ||
| Q2 25 | $575.5M | $1.8B | ||
| Q1 25 | $543.7M | $1.8B | ||
| Q4 24 | $535.2M | $1.7B | ||
| Q3 24 | $524.9M | — | ||
| Q2 24 | $468.1M | — | ||
| Q1 24 | $456.5M | $1.8B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $36.6M | $56.2M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $44.6M |
| 自由现金流率自由现金流/营收 | 9.3% | 6.6% |
| 资本支出强度资本支出/营收 | 1.6% | 1.7% |
| 现金转化率经营现金流/净利润 | 1.19× | 16.90× |
| 过去12个月自由现金流最近4个季度 | $162.6M | $16.3M |
8季度趋势，按日历期对齐
经营现金流BLBDCPS
| Q4 25 | $36.6M | $56.2M | ||
| Q3 25 | $65.1M | $38.6M | ||
| Q2 25 | $56.9M | $-15.6M | ||
| Q1 25 | $27.8M | $-14.9M | ||
| Q4 24 | $26.4M | $74.7M | ||
| Q3 24 | $55.4M | — | ||
| Q2 24 | $989.0K | — | ||
| Q1 24 | $54.6M | $-14.2M |
自由现金流BLBDCPS
| Q4 25 | $31.1M | $44.6M | ||
| Q3 25 | $60.5M | $27.4M | ||
| Q2 25 | $52.3M | $-23.4M | ||
| Q1 25 | $18.7M | $-32.4M | ||
| Q4 24 | $21.8M | $63.2M | ||
| Q3 24 | $50.2M | — | ||
| Q2 24 | $-3.5M | — | ||
| Q1 24 | $51.8M | $-31.0M |
自由现金流率BLBDCPS
| Q4 25 | 9.3% | 6.6% | ||
| Q3 25 | 14.8% | 3.9% | ||
| Q2 25 | 13.1% | -3.3% | ||
| Q1 25 | 5.2% | -4.9% | ||
| Q4 24 | 7.0% | 9.6% | ||
| Q3 24 | 14.3% | — | ||
| Q2 24 | -1.1% | — | ||
| Q1 24 | 15.0% | — |
资本支出强度BLBDCPS
| Q4 25 | 1.6% | 1.7% | ||
| Q3 25 | 1.1% | 1.6% | ||
| Q2 25 | 1.2% | 1.1% | ||
| Q1 25 | 2.5% | 2.6% | ||
| Q4 24 | 1.5% | 1.7% | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 1.3% | — | ||
| Q1 24 | 0.8% | — |
现金转化率BLBDCPS
| Q4 25 | 1.19× | 16.90× | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | -9.57× | ||
| Q4 24 | 0.92× | 1.86× | ||
| Q3 24 | 2.24× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 2.10× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
BLBD
| Alternative Fuel Buses | $151.4M | 45% |
| Diesel Buses | $144.9M | 43% |
| Parts | $24.8M | 7% |
| Other | $12.1M | 4% |
CPS
| Sealing Systems | $357.8M | 53% |
| Fluid Handling Systems | $297.1M | 44% |
| Corporate And Other Segment | $17.4M | 3% |
| Commercial | $6.6M | 1% |
