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Blue Bird Corp（BLBD）与DigitalOcean Holdings, Inc.（DOCN）财务数据对比。点击上方公司名可切换其他公司
Blue Bird Corp的季度营收约是DigitalOcean Holdings, Inc.的1.4倍（$333.1M vs $242.4M），DigitalOcean Holdings, Inc.净利率更高（10.6% vs 9.2%，领先1.4%），DigitalOcean Holdings, Inc.同比增速更快（18.3% vs 6.1%），DigitalOcean Holdings, Inc.自由现金流更多（$31.1M vs $31.1M），过去两年DigitalOcean Holdings, Inc.的营收复合增速更高（14.5% vs -1.9%）
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。
DigitalOcean Holdings, Inc.是美国跨国科技企业及云服务提供商，总部位于美国科罗拉多州布鲁姆菲尔德，在全球布局15个数据中心，面向开发者、初创企业及中小微企业提供稳定易用的云基础设施即服务平台，助力各类技术团队高效开展业务。
BLBD vs DOCN — 直观对比
营收规模更大
BLBD
是对方的1.4倍
$242.4M
营收增速更快
DOCN
高出12.2%
6.1%
净利率更高
DOCN
高出1.4%
9.2%
自由现金流更多
DOCN
多$11.0K
$31.1M
两年增速更快
DOCN
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $242.4M |
| 净利润 | $30.8M | $25.7M |
| 毛利率 | 21.4% | 58.7% |
| 营业利润率 | 11.3% | 16.0% |
| 净利率 | 9.2% | 10.6% |
| 营收同比 | 6.1% | 18.3% |
| 净利润同比 | 7.1% | 40.5% |
| 每股收益（稀释后） | $0.94 | $0.23 |
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BLBDDOCN
| Q4 25 | $333.1M | $242.4M | ||
| Q3 25 | $409.4M | $229.6M | ||
| Q2 25 | $398.0M | $218.7M | ||
| Q1 25 | $358.9M | $210.7M | ||
| Q4 24 | $313.9M | $204.9M | ||
| Q3 24 | $350.2M | $198.5M | ||
| Q2 24 | $333.4M | $192.5M | ||
| Q1 24 | $345.9M | $184.7M |
净利润BLBDDOCN
| Q4 25 | $30.8M | $25.7M | ||
| Q3 25 | $36.5M | $158.4M | ||
| Q2 25 | $36.5M | $37.0M | ||
| Q1 25 | $26.0M | $38.2M | ||
| Q4 24 | $28.7M | $18.3M | ||
| Q3 24 | $24.7M | $32.9M | ||
| Q2 24 | $28.7M | $19.1M | ||
| Q1 24 | $26.0M | $14.1M |
毛利率BLBDDOCN
| Q4 25 | 21.4% | 58.7% | ||
| Q3 25 | 21.1% | 59.6% | ||
| Q2 25 | 21.6% | 59.9% | ||
| Q1 25 | 19.7% | 61.4% | ||
| Q4 24 | 19.2% | 57.1% | ||
| Q3 24 | 17.0% | 60.2% | ||
| Q2 24 | 20.8% | 61.0% | ||
| Q1 24 | 18.4% | 60.7% |
营业利润率BLBDDOCN
| Q4 25 | 11.3% | 16.0% | ||
| Q3 25 | 12.3% | 19.6% | ||
| Q2 25 | 12.6% | 16.3% | ||
| Q1 25 | 9.4% | 17.9% | ||
| Q4 24 | 10.5% | 15.9% | ||
| Q3 24 | 7.3% | 12.4% | ||
| Q2 24 | 11.9% | 11.6% | ||
| Q1 24 | 10.4% | 6.2% |
净利率BLBDDOCN
| Q4 25 | 9.2% | 10.6% | ||
| Q3 25 | 8.9% | 69.0% | ||
| Q2 25 | 9.2% | 16.9% | ||
| Q1 25 | 7.3% | 18.1% | ||
| Q4 24 | 9.2% | 8.9% | ||
| Q3 24 | 7.0% | 16.6% | ||
| Q2 24 | 8.6% | 9.9% | ||
| Q1 24 | 7.5% | 7.7% |
每股收益（稀释后）BLBDDOCN
| Q4 25 | $0.94 | $0.23 | ||
| Q3 25 | $1.11 | $1.51 | ||
| Q2 25 | $1.12 | $0.39 | ||
| Q1 25 | $0.79 | $0.39 | ||
| Q4 24 | $0.86 | $0.21 | ||
| Q3 24 | $0.71 | $0.33 | ||
| Q2 24 | $0.85 | $0.20 | ||
| Q1 24 | $0.79 | $0.15 |
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 | $254.5M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $271.4M | $-28.7M |
| 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BLBDDOCN
| Q4 25 | $241.7M | $254.5M | ||
| Q3 25 | $229.3M | $236.6M | ||
| Q2 25 | $173.1M | $387.7M | ||
| Q1 25 | $130.7M | $360.4M | ||
| Q4 24 | $136.1M | $428.4M | ||
| Q3 24 | $127.7M | $439.9M | ||
| Q2 24 | $88.4M | $443.1M | ||
| Q1 24 | $93.1M | $419.1M |
总债务BLBDDOCN
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BLBDDOCN
| Q4 25 | $271.4M | $-28.7M | ||
| Q3 25 | $255.4M | $-69.6M | ||
| Q2 25 | $221.8M | $-175.2M | ||
| Q1 25 | $190.4M | $-210.7M | ||
| Q4 24 | $179.7M | $-203.0M | ||
| Q3 24 | $159.6M | $-211.7M | ||
| Q2 24 | $137.3M | $-253.8M | ||
| Q1 24 | $105.8M | $-286.1M |
总资产BLBDDOCN
| Q4 25 | $642.3M | $1.8B | ||
| Q3 25 | $625.3M | $1.7B | ||
| Q2 25 | $575.5M | $1.7B | ||
| Q1 25 | $543.7M | $1.6B | ||
| Q4 24 | $535.2M | $1.6B | ||
| Q3 24 | $524.9M | $1.5B | ||
| Q2 24 | $468.1M | $1.5B | ||
| Q1 24 | $456.5M | $1.5B |
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 | $57.3M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $31.1M |
| 自由现金流率自由现金流/营收 | 9.3% | 12.8% |
| 资本支出强度资本支出/营收 | 1.6% | 10.8% |
| 现金转化率经营现金流/净利润 | 1.19× | 2.23× |
| 过去12个月自由现金流最近4个季度 | $162.6M | $180.5M |
8季度趋势，按日历期对齐
经营现金流BLBDDOCN
| Q4 25 | $36.6M | $57.3M | ||
| Q3 25 | $65.1M | $95.8M | ||
| Q2 25 | $56.9M | $92.4M | ||
| Q1 25 | $27.8M | $64.1M | ||
| Q4 24 | $26.4M | $71.3M | ||
| Q3 24 | $55.4M | $73.4M | ||
| Q2 24 | $989.0K | $71.3M | ||
| Q1 24 | $54.6M | $66.7M |
自由现金流BLBDDOCN
| Q4 25 | $31.1M | $31.1M | ||
| Q3 25 | $60.5M | $88.0M | ||
| Q2 25 | $52.3M | $59.3M | ||
| Q1 25 | $18.7M | $2.1M | ||
| Q4 24 | $21.8M | $26.1M | ||
| Q3 24 | $50.2M | $16.0M | ||
| Q2 24 | $-3.5M | $39.5M | ||
| Q1 24 | $51.8M | $23.0M |
自由现金流率BLBDDOCN
| Q4 25 | 9.3% | 12.8% | ||
| Q3 25 | 14.8% | 38.3% | ||
| Q2 25 | 13.1% | 27.1% | ||
| Q1 25 | 5.2% | 1.0% | ||
| Q4 24 | 7.0% | 12.7% | ||
| Q3 24 | 14.3% | 8.1% | ||
| Q2 24 | -1.1% | 20.5% | ||
| Q1 24 | 15.0% | 12.5% |
资本支出强度BLBDDOCN
| Q4 25 | 1.6% | 10.8% | ||
| Q3 25 | 1.1% | 3.4% | ||
| Q2 25 | 1.2% | 15.2% | ||
| Q1 25 | 2.5% | 29.4% | ||
| Q4 24 | 1.5% | 22.1% | ||
| Q3 24 | 1.5% | 28.9% | ||
| Q2 24 | 1.3% | 16.6% | ||
| Q1 24 | 0.8% | 23.6% |
现金转化率BLBDDOCN
| Q4 25 | 1.19× | 2.23× | ||
| Q3 25 | 1.78× | 0.60× | ||
| Q2 25 | 1.56× | 2.50× | ||
| Q1 25 | 1.07× | 1.68× | ||
| Q4 24 | 0.92× | 3.91× | ||
| Q3 24 | 2.24× | 2.23× | ||
| Q2 24 | 0.03× | 3.73× | ||
| Q1 24 | 2.10× | 4.72× |
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% |
DOCN
| Scalers | $84.3M | 35% |
| Scalers Plus | $69.9M | 29% |
| Builders | $64.1M | 26% |
| Learners Testers And Other | $24.1M | 10% |
