vs
Blue Bird Corp（BLBD）与ROYAL GOLD INC（RGLD）财务数据对比。点击上方公司名可切换其他公司
ROYAL GOLD INC的季度营收约是Blue Bird Corp的1.1倍（$375.3M vs $333.1M），ROYAL GOLD INC净利率更高（24.9% vs 9.2%，领先15.7%），ROYAL GOLD INC同比增速更快（85.3% vs 6.1%），过去两年ROYAL GOLD INC的营收复合增速更高（58.8% 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。
Royal Gold Inc.是全球领先的贵金属流权与特许权经营企业，收购并管理多元化的矿业项目流权、净熔炼收益特许权及相关权益，资产覆盖黄金、白银、铜等品类，业务遍及多地区，无需直接承担采矿运营风险。
BLBD vs RGLD — 直观对比
营收规模更大
RGLD
是对方的1.1倍
$333.1M
营收增速更快
RGLD
高出79.2%
6.1%
净利率更高
RGLD
高出15.7%
9.2%
两年增速更快
RGLD
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $375.3M |
| 净利润 | $30.8M | $93.6M |
| 毛利率 | 21.4% | 64.6% |
| 营业利润率 | 11.3% | 56.2% |
| 净利率 | 9.2% | 24.9% |
| 营收同比 | 6.1% | 85.3% |
| 净利润同比 | 7.1% | -12.8% |
| 每股收益（稀释后） | $0.94 | $1.04 |
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BLBDRGLD
| Q4 25 | $333.1M | $375.3M | ||
| Q3 25 | $409.4M | $252.1M | ||
| Q2 25 | $398.0M | $209.6M | ||
| Q1 25 | $358.9M | $193.4M | ||
| Q4 24 | $313.9M | $202.6M | ||
| Q3 24 | $350.2M | $193.8M | ||
| Q2 24 | $333.4M | $174.1M | ||
| Q1 24 | $345.9M | $148.9M |
净利润BLBDRGLD
| Q4 25 | $30.8M | $93.6M | ||
| Q3 25 | $36.5M | $126.8M | ||
| Q2 25 | $36.5M | $132.3M | ||
| Q1 25 | $26.0M | $113.5M | ||
| Q4 24 | $28.7M | $107.4M | ||
| Q3 24 | $24.7M | $96.2M | ||
| Q2 24 | $28.7M | $81.2M | ||
| Q1 24 | $26.0M | $47.2M |
毛利率BLBDRGLD
| Q4 25 | 21.4% | 64.6% | ||
| Q3 25 | 21.1% | 73.6% | ||
| Q2 25 | 21.6% | 72.6% | ||
| Q1 25 | 19.7% | 69.4% | ||
| Q4 24 | 19.2% | 70.3% | ||
| Q3 24 | 17.0% | 66.6% | ||
| Q2 24 | 20.8% | 64.7% | ||
| Q1 24 | 18.4% | 58.4% |
营业利润率BLBDRGLD
| Q4 25 | 11.3% | 56.2% | ||
| Q3 25 | 12.3% | 64.4% | ||
| Q2 25 | 12.6% | 67.7% | ||
| Q1 25 | 9.4% | 63.6% | ||
| Q4 24 | 10.5% | 65.9% | ||
| Q3 24 | 7.3% | 61.3% | ||
| Q2 24 | 11.9% | 58.6% | ||
| Q1 24 | 10.4% | 50.7% |
净利率BLBDRGLD
| Q4 25 | 9.2% | 24.9% | ||
| Q3 25 | 8.9% | 50.3% | ||
| Q2 25 | 9.2% | 63.1% | ||
| Q1 25 | 7.3% | 58.7% | ||
| Q4 24 | 9.2% | 53.0% | ||
| Q3 24 | 7.0% | 49.7% | ||
| Q2 24 | 8.6% | 46.6% | ||
| Q1 24 | 7.5% | 31.7% |
每股收益（稀释后）BLBDRGLD
| Q4 25 | $0.94 | $1.04 | ||
| Q3 25 | $1.11 | $1.92 | ||
| Q2 25 | $1.12 | $2.01 | ||
| Q1 25 | $0.79 | $1.72 | ||
| Q4 24 | $0.86 | $1.63 | ||
| Q3 24 | $0.71 | $1.46 | ||
| Q2 24 | $0.85 | $1.23 | ||
| Q1 24 | $0.79 | $0.72 |
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 | $233.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $7.2B |
| 总资产 | $642.3M | $9.5B |
| 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BLBDRGLD
| Q4 25 | $241.7M | $233.7M | ||
| Q3 25 | $229.3M | $172.8M | ||
| Q2 25 | $173.1M | $248.2M | ||
| Q1 25 | $130.7M | $240.8M | ||
| Q4 24 | $136.1M | $195.5M | ||
| Q3 24 | $127.7M | $127.9M | ||
| Q2 24 | $88.4M | $74.2M | ||
| Q1 24 | $93.1M | $137.9M |
总债务BLBDRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $50.0M | ||
| Q1 24 | — | — |
股东权益BLBDRGLD
| Q4 25 | $271.4M | $7.2B | ||
| Q3 25 | $255.4M | $3.4B | ||
| Q2 25 | $221.8M | $3.3B | ||
| Q1 25 | $190.4M | $3.2B | ||
| Q4 24 | $179.7M | $3.1B | ||
| Q3 24 | $159.6M | $3.0B | ||
| Q2 24 | $137.3M | $3.0B | ||
| Q1 24 | $105.8M | $2.9B |
总资产BLBDRGLD
| Q4 25 | $642.3M | $9.5B | ||
| Q3 25 | $625.3M | $4.5B | ||
| Q2 25 | $575.5M | $3.6B | ||
| Q1 25 | $543.7M | $3.5B | ||
| Q4 24 | $535.2M | $3.4B | ||
| Q3 24 | $524.9M | $3.3B | ||
| Q2 24 | $468.1M | $3.3B | ||
| Q1 24 | $456.5M | $3.3B |
负债/权益比BLBDRGLD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.02× | ||
| Q1 24 | — | — |
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 | $241.7M |
| 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× | 2.58× |
| 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BLBDRGLD
| Q4 25 | $36.6M | $241.7M | ||
| Q3 25 | $65.1M | $174.0M | ||
| Q2 25 | $56.9M | $152.8M | ||
| Q1 25 | $27.8M | $136.4M | ||
| Q4 24 | $26.4M | $141.1M | ||
| Q3 24 | $55.4M | $136.7M | ||
| Q2 24 | $989.0K | $113.5M | ||
| Q1 24 | $54.6M | $138.3M |
自由现金流BLBDRGLD
| 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BLBDRGLD
| 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BLBDRGLD
| 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BLBDRGLD
| Q4 25 | 1.19× | 2.58× | ||
| Q3 25 | 1.78× | 1.37× | ||
| Q2 25 | 1.56× | 1.15× | ||
| Q1 25 | 1.07× | 1.20× | ||
| Q4 24 | 0.92× | 1.31× | ||
| Q3 24 | 2.24× | 1.42× | ||
| Q2 24 | 0.03× | 1.40× | ||
| Q1 24 | 2.10× | 2.93× |
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% |
RGLD
| Gold | $216.9M | 58% |
| Pueblo Viejo | $47.3M | 13% |
| Andacollo | $32.6M | 9% |
| Silver | $32.1M | 9% |
| Other | $27.2M | 7% |
| Copper | $13.7M | 4% |
| Cortez Legacy Zone | $5.4M | 1% |
