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Blue Bird Corp（BLBD）与Ouster, Inc.（OUST）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Ouster, Inc.的5.4倍（$333.1M vs $62.2M），Ouster, Inc.同比增速更快（106.6% vs 6.1%），Blue Bird Corp自由现金流更多（$31.1M vs $-37.2M），过去两年Ouster, Inc.的营收复合增速更高（54.8% 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。
Ouster, Inc.是总部位于美国加利福尼亚州旧金山的激光雷达技术企业，主打高分辨率数字化3D激光雷达传感器，产品广泛应用于自动驾驶车辆、工业自动化、机器人、无人机、地图测绘、国防及安防等领域。
BLBD vs OUST — 直观对比
营收规模更大
BLBD
是对方的5.4倍
$62.2M
营收增速更快
OUST
高出100.5%
6.1%
自由现金流更多
BLBD
多$68.3M
$-37.2M
两年增速更快
OUST
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $62.2M |
| 净利润 | $30.8M | — |
| 毛利率 | 21.4% | 60.2% |
| 营业利润率 | 11.3% | 1.5% |
| 净利率 | 9.2% | — |
| 营收同比 | 6.1% | 106.6% |
| 净利润同比 | 7.1% | — |
| 每股收益（稀释后） | $0.94 | $0.10 |
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BLBDOUST
| Q4 25 | $333.1M | $62.2M | ||
| Q3 25 | $409.4M | $39.5M | ||
| Q2 25 | $398.0M | $35.0M | ||
| Q1 25 | $358.9M | $32.6M | ||
| Q4 24 | $313.9M | $30.1M | ||
| Q3 24 | $350.2M | $28.1M | ||
| Q2 24 | $333.4M | $27.0M | ||
| Q1 24 | $345.9M | $25.9M |
净利润BLBDOUST
| Q4 25 | $30.8M | — | ||
| Q3 25 | $36.5M | $-21.7M | ||
| Q2 25 | $36.5M | $-20.6M | ||
| Q1 25 | $26.0M | $-22.0M | ||
| Q4 24 | $28.7M | — | ||
| Q3 24 | $24.7M | $-25.6M | ||
| Q2 24 | $28.7M | $-23.9M | ||
| Q1 24 | $26.0M | $-23.8M |
毛利率BLBDOUST
| Q4 25 | 21.4% | 60.2% | ||
| Q3 25 | 21.1% | 42.1% | ||
| Q2 25 | 21.6% | 45.2% | ||
| Q1 25 | 19.7% | 41.3% | ||
| Q4 24 | 19.2% | 43.8% | ||
| Q3 24 | 17.0% | 38.3% | ||
| Q2 24 | 20.8% | 33.7% | ||
| Q1 24 | 18.4% | 28.6% |
营业利润率BLBDOUST
| Q4 25 | 11.3% | 1.5% | ||
| Q3 25 | 12.3% | -61.4% | ||
| Q2 25 | 12.6% | -76.5% | ||
| Q1 25 | 9.4% | -73.0% | ||
| Q4 24 | 10.5% | -85.1% | ||
| Q3 24 | 7.3% | -98.0% | ||
| Q2 24 | 11.9% | -93.6% | ||
| Q1 24 | 10.4% | -99.5% |
净利率BLBDOUST
| Q4 25 | 9.2% | — | ||
| Q3 25 | 8.9% | -55.0% | ||
| Q2 25 | 9.2% | -58.8% | ||
| Q1 25 | 7.3% | -67.5% | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 7.0% | -91.1% | ||
| Q2 24 | 8.6% | -88.4% | ||
| Q1 24 | 7.5% | -91.9% |
每股收益（稀释后）BLBDOUST
| Q4 25 | $0.94 | $0.10 | ||
| Q3 25 | $1.11 | $-0.37 | ||
| Q2 25 | $1.12 | $-0.38 | ||
| Q1 25 | $0.79 | $-0.42 | ||
| Q4 24 | $0.86 | $-0.46 | ||
| Q3 24 | $0.71 | $-0.54 | ||
| Q2 24 | $0.85 | $-0.53 | ||
| Q1 24 | $0.79 | $-0.55 |
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 | $208.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $261.7M |
| 总资产 | $642.3M | $349.5M |
| 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BLBDOUST
| Q4 25 | $241.7M | $208.6M | ||
| Q3 25 | $229.3M | $244.5M | ||
| Q2 25 | $173.1M | $226.5M | ||
| Q1 25 | $130.7M | $168.2M | ||
| Q4 24 | $136.1M | $172.0M | ||
| Q3 24 | $127.7M | $151.4M | ||
| Q2 24 | $88.4M | $184.2M | ||
| Q1 24 | $93.1M | $187.8M |
股东权益BLBDOUST
| Q4 25 | $271.4M | $261.7M | ||
| Q3 25 | $255.4M | $247.4M | ||
| Q2 25 | $221.8M | $221.0M | ||
| Q1 25 | $190.4M | $167.9M | ||
| Q4 24 | $179.7M | $180.9M | ||
| Q3 24 | $159.6M | $171.7M | ||
| Q2 24 | $137.3M | $170.6M | ||
| Q1 24 | $105.8M | $167.2M |
总资产BLBDOUST
| Q4 25 | $642.3M | $349.5M | ||
| Q3 25 | $625.3M | $353.8M | ||
| Q2 25 | $575.5M | $321.8M | ||
| Q1 25 | $543.7M | $268.6M | ||
| Q4 24 | $535.2M | $276.1M | ||
| Q3 24 | $524.9M | $255.2M | ||
| Q2 24 | $468.1M | $309.9M | ||
| Q1 24 | $456.5M | $317.7M |
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 | $-15.4M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $-37.2M |
| 自由现金流率自由现金流/营收 | 9.3% | -59.8% |
| 资本支出强度资本支出/营收 | 1.6% | 35.0% |
| 现金转化率经营现金流/净利润 | 1.19× | — |
| 过去12个月自由现金流最近4个季度 | $162.6M | $-64.8M |
8季度趋势，按日历期对齐
经营现金流BLBDOUST
| Q4 25 | $36.6M | $-15.4M | ||
| Q3 25 | $65.1M | $-18.3M | ||
| Q2 25 | $56.9M | $-1.3M | ||
| Q1 25 | $27.8M | $-4.9M | ||
| Q4 24 | $26.4M | $-2.6M | ||
| Q3 24 | $55.4M | $-3.8M | ||
| Q2 24 | $989.0K | $-21.6M | ||
| Q1 24 | $54.6M | $-5.7M |
自由现金流BLBDOUST
| Q4 25 | $31.1M | $-37.2M | ||
| Q3 25 | $60.5M | $-20.0M | ||
| Q2 25 | $52.3M | $-2.2M | ||
| Q1 25 | $18.7M | $-5.4M | ||
| Q4 24 | $21.8M | $-4.0M | ||
| Q3 24 | $50.2M | $-4.3M | ||
| Q2 24 | $-3.5M | $-22.0M | ||
| Q1 24 | $51.8M | $-7.1M |
自由现金流率BLBDOUST
| Q4 25 | 9.3% | -59.8% | ||
| Q3 25 | 14.8% | -50.7% | ||
| Q2 25 | 13.1% | -6.3% | ||
| Q1 25 | 5.2% | -16.6% | ||
| Q4 24 | 7.0% | -13.3% | ||
| Q3 24 | 14.3% | -15.4% | ||
| Q2 24 | -1.1% | -81.5% | ||
| Q1 24 | 15.0% | -27.4% |
资本支出强度BLBDOUST
| Q4 25 | 1.6% | 35.0% | ||
| Q3 25 | 1.1% | 4.3% | ||
| Q2 25 | 1.2% | 2.5% | ||
| Q1 25 | 2.5% | 1.7% | ||
| Q4 24 | 1.5% | 4.8% | ||
| Q3 24 | 1.5% | 2.0% | ||
| Q2 24 | 1.3% | 1.3% | ||
| Q1 24 | 0.8% | 5.3% |
现金转化率BLBDOUST
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | — | ||
| 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% |
OUST
暂无分部数据
