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Blue Bird Corp（BLBD）与Essex Property Trust（ESS）财务数据对比。点击上方公司名可切换其他公司
Essex Property Trust的季度营收约是Blue Bird Corp的1.4倍（$479.6M vs $333.1M），Essex Property Trust净利率更高（17.9% vs 9.2%，领先8.6%），Blue Bird Corp同比增速更快（6.1% vs 5.5%），过去两年Essex Property Trust的营收复合增速更高（6.0% 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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
BLBD vs ESS — 直观对比
营收规模更大
ESS
是对方的1.4倍
$333.1M
营收增速更快
BLBD
高出0.6%
5.5%
净利率更高
ESS
高出8.6%
9.2%
两年增速更快
ESS
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $479.6M |
| 净利润 | $30.8M | $85.7M |
| 毛利率 | 21.4% | 70.0% |
| 营业利润率 | 11.3% | 31.7% |
| 净利率 | 9.2% | 17.9% |
| 营收同比 | 6.1% | 5.5% |
| 净利润同比 | 7.1% | -71.6% |
| 每股收益（稀释后） | $0.94 | $1.24 |
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BLBDESS
| Q4 25 | $333.1M | $479.6M | ||
| Q3 25 | $409.4M | $473.3M | ||
| Q2 25 | $398.0M | $469.8M | ||
| Q1 25 | $358.9M | $464.6M | ||
| Q4 24 | $313.9M | $454.5M | ||
| Q3 24 | $350.2M | $450.7M | ||
| Q2 24 | $333.4M | $442.4M | ||
| Q1 24 | $345.9M | $426.9M |
净利润BLBDESS
| Q4 25 | $30.8M | $85.7M | ||
| Q3 25 | $36.5M | $172.7M | ||
| Q2 25 | $36.5M | $231.5M | ||
| Q1 25 | $26.0M | $212.8M | ||
| Q4 24 | $28.7M | $301.7M | ||
| Q3 24 | $24.7M | $125.5M | ||
| Q2 24 | $28.7M | $99.0M | ||
| Q1 24 | $26.0M | $285.1M |
毛利率BLBDESS
| Q4 25 | 21.4% | 70.0% | ||
| Q3 25 | 21.1% | 69.2% | ||
| Q2 25 | 21.6% | 70.7% | ||
| Q1 25 | 19.7% | 69.6% | ||
| Q4 24 | 19.2% | 70.0% | ||
| Q3 24 | 17.0% | 69.5% | ||
| Q2 24 | 20.8% | 70.8% | ||
| Q1 24 | 18.4% | 69.7% |
营业利润率BLBDESS
| Q4 25 | 11.3% | 31.7% | ||
| Q3 25 | 12.3% | 44.5% | ||
| Q2 25 | 12.6% | 59.5% | ||
| Q1 25 | 9.4% | 55.3% | ||
| Q4 24 | 10.5% | 67.0% | ||
| Q3 24 | 7.3% | 28.6% | ||
| Q2 24 | 11.9% | 31.1% | ||
| Q1 24 | 10.4% | 31.0% |
净利率BLBDESS
| Q4 25 | 9.2% | 17.9% | ||
| Q3 25 | 8.9% | 36.5% | ||
| Q2 25 | 9.2% | 49.3% | ||
| Q1 25 | 7.3% | 45.8% | ||
| Q4 24 | 9.2% | 66.4% | ||
| Q3 24 | 7.0% | 27.8% | ||
| Q2 24 | 8.6% | 22.4% | ||
| Q1 24 | 7.5% | 66.8% |
每股收益（稀释后）BLBDESS
| Q4 25 | $0.94 | $1.24 | ||
| Q3 25 | $1.11 | $2.56 | ||
| Q2 25 | $1.12 | $3.44 | ||
| Q1 25 | $0.79 | $3.16 | ||
| Q4 24 | $0.86 | $4.00 | ||
| Q3 24 | $0.71 | $1.84 | ||
| Q2 24 | $0.85 | $1.45 | ||
| Q1 24 | $0.79 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $5.5B |
| 总资产 | $642.3M | $13.2B |
| 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BLBDESS
| Q4 25 | $241.7M | $76.2M | ||
| Q3 25 | $229.3M | $66.0M | ||
| Q2 25 | $173.1M | $58.7M | ||
| Q1 25 | $130.7M | $98.7M | ||
| Q4 24 | $136.1M | $66.8M | ||
| Q3 24 | $127.7M | $71.3M | ||
| Q2 24 | $88.4M | $55.2M | ||
| Q1 24 | $93.1M | $499.0M |
总债务BLBDESS
| Q4 25 | — | — | ||
| Q3 25 | — | $6.4B | ||
| Q2 25 | — | $6.4B | ||
| Q1 25 | — | $6.8B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益BLBDESS
| Q4 25 | $271.4M | $5.5B | ||
| Q3 25 | $255.4M | $5.6B | ||
| Q2 25 | $221.8M | $5.6B | ||
| Q1 25 | $190.4M | $5.6B | ||
| Q4 24 | $179.7M | $5.5B | ||
| Q3 24 | $159.6M | $5.4B | ||
| Q2 24 | $137.3M | $5.5B | ||
| Q1 24 | $105.8M | $5.5B |
总资产BLBDESS
| Q4 25 | $642.3M | $13.2B | ||
| Q3 25 | $625.3M | $13.2B | ||
| Q2 25 | $575.5M | $13.2B | ||
| Q1 25 | $543.7M | $13.2B | ||
| Q4 24 | $535.2M | $12.9B | ||
| Q3 24 | $524.9M | $12.6B | ||
| Q2 24 | $468.1M | $12.5B | ||
| Q1 24 | $456.5M | $12.9B |
负债/权益比BLBDESS
| Q4 25 | — | — | ||
| Q3 25 | — | 1.15× | ||
| Q2 25 | — | 1.14× | ||
| Q1 25 | — | 1.22× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $31.1M | — |
| 自由现金流率自由现金流/营收 | 9.3% | — |
| 资本支出强度资本支出/营收 | 1.6% | — |
| 现金转化率经营现金流/净利润 | 1.19× | 12.53× |
| 过去12个月自由现金流最近4个季度 | $162.6M | — |
8季度趋势，按日历期对齐
经营现金流BLBDESS
| Q4 25 | $36.6M | $1.1B | ||
| Q3 25 | $65.1M | $342.6M | ||
| Q2 25 | $56.9M | $216.1M | ||
| Q1 25 | $27.8M | $281.5M | ||
| Q4 24 | $26.4M | $1.1B | ||
| Q3 24 | $55.4M | $316.2M | ||
| Q2 24 | $989.0K | $218.9M | ||
| Q1 24 | $54.6M | $314.9M |
自由现金流BLBDESS
| 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 | — |
自由现金流率BLBDESS
| 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% | — |
资本支出强度BLBDESS
| 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% | — |
现金转化率BLBDESS
| Q4 25 | 1.19× | 12.53× | ||
| Q3 25 | 1.78× | 1.98× | ||
| Q2 25 | 1.56× | 0.93× | ||
| Q1 25 | 1.07× | 1.32× | ||
| Q4 24 | 0.92× | 3.54× | ||
| Q3 24 | 2.24× | 2.52× | ||
| Q2 24 | 0.03× | 2.21× | ||
| Q1 24 | 2.10× | 1.10× |
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% |
ESS
暂无分部数据
