vs
Blue Bird Corp（BLBD）与BRC Group Holdings, Inc.（RILY）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BRC Group Holdings, Inc.的1.8倍（$333.1M vs $188.3M），BRC Group Holdings, Inc.净利率更高（47.9% vs 9.2%，领先38.7%），Blue Bird Corp同比增速更快（6.1% vs -21.9%），过去两年Blue Bird Corp的营收复合增速更高（-1.9% vs -15.4%）
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。
BLBD vs RILY — 直观对比
营收规模更大
BLBD
是对方的1.8倍
$188.3M
营收增速更快
BLBD
高出28.0%
-21.9%
净利率更高
RILY
高出38.7%
9.2%
两年增速更快
BLBD
近两年复合增速
-15.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $188.3M |
| 净利润 | $30.8M | $90.3M |
| 毛利率 | 21.4% | 79.5% |
| 营业利润率 | 11.3% | 32.3% |
| 净利率 | 9.2% | 47.9% |
| 营收同比 | 6.1% | -21.9% |
| 净利润同比 | 7.1% | 1710.8% |
| 每股收益（稀释后） | $0.94 | $2.78 |
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BLBDRILY
| Q4 25 | $333.1M | $188.3M | ||
| Q3 25 | $409.4M | $215.3M | ||
| Q2 25 | $398.0M | $188.2M | ||
| Q1 25 | $358.9M | $197.2M | ||
| Q4 24 | $313.9M | $241.0M | ||
| Q3 24 | $350.2M | $225.5M | ||
| Q2 24 | $333.4M | $256.0M | ||
| Q1 24 | $345.9M | $263.4M |
净利润BLBDRILY
| Q4 25 | $30.8M | $90.3M | ||
| Q3 25 | $36.5M | $91.1M | ||
| Q2 25 | $36.5M | $139.5M | ||
| Q1 25 | $26.0M | $-10.0M | ||
| Q4 24 | $28.7M | $-5.6M | ||
| Q3 24 | $24.7M | $-284.4M | ||
| Q2 24 | $28.7M | $-433.6M | ||
| Q1 24 | $26.0M | $-49.2M |
毛利率BLBDRILY
| Q4 25 | 21.4% | 79.5% | ||
| Q3 25 | 21.1% | 83.7% | ||
| Q2 25 | 21.6% | 81.3% | ||
| Q1 25 | 19.7% | 81.4% | ||
| Q4 24 | 19.2% | 79.8% | ||
| Q3 24 | 17.0% | 82.1% | ||
| Q2 24 | 20.8% | 84.5% | ||
| Q1 24 | 18.4% | 85.3% |
营业利润率BLBDRILY
| Q4 25 | 11.3% | 32.3% | ||
| Q3 25 | 12.3% | 30.4% | ||
| Q2 25 | 12.6% | 5.7% | ||
| Q1 25 | 9.4% | -31.2% | ||
| Q4 24 | 10.5% | -69.2% | ||
| Q3 24 | 7.3% | -36.4% | ||
| Q2 24 | 11.9% | -90.8% | ||
| Q1 24 | 10.4% | -6.1% |
净利率BLBDRILY
| Q4 25 | 9.2% | 47.9% | ||
| Q3 25 | 8.9% | 42.3% | ||
| Q2 25 | 9.2% | 74.1% | ||
| Q1 25 | 7.3% | -5.1% | ||
| Q4 24 | 9.2% | -2.3% | ||
| Q3 24 | 7.0% | -126.1% | ||
| Q2 24 | 8.6% | -169.4% | ||
| Q1 24 | 7.5% | -18.7% |
每股收益（稀释后）BLBDRILY
| Q4 25 | $0.94 | $2.78 | ||
| Q3 25 | $1.11 | $2.91 | ||
| Q2 25 | $1.12 | $4.50 | ||
| Q1 25 | $0.79 | $-0.39 | ||
| Q4 24 | $0.86 | $-0.01 | ||
| Q3 24 | $0.71 | $-9.39 | ||
| Q2 24 | $0.85 | $-14.35 | ||
| Q1 24 | $0.79 | $-1.71 |
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 | $226.6M |
| 总债务越低越好 | — | $1.4B |
| 股东权益账面价值 | $271.4M | $-171.5M |
| 总资产 | $642.3M | $1.7B |
| 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BLBDRILY
| Q4 25 | $241.7M | $226.6M | ||
| Q3 25 | $229.3M | $184.2M | ||
| Q2 25 | $173.1M | $267.4M | ||
| Q1 25 | $130.7M | $138.3M | ||
| Q4 24 | $136.1M | $146.9M | ||
| Q3 24 | $127.7M | $159.2M | ||
| Q2 24 | $88.4M | $236.9M | ||
| Q1 24 | $93.1M | $190.7M |
总债务BLBDRILY
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | — | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益BLBDRILY
| Q4 25 | $271.4M | $-171.5M | ||
| Q3 25 | $255.4M | $-260.5M | ||
| Q2 25 | $221.8M | $-351.7M | ||
| Q1 25 | $190.4M | $-496.8M | ||
| Q4 24 | $179.7M | $-488.2M | ||
| Q3 24 | $159.6M | $-497.6M | ||
| Q2 24 | $137.3M | $-218.3M | ||
| Q1 24 | $105.8M | $228.4M |
总资产BLBDRILY
| Q4 25 | $642.3M | $1.7B | ||
| Q3 25 | $625.3M | $1.7B | ||
| Q2 25 | $575.5M | $1.5B | ||
| Q1 25 | $543.7M | $1.5B | ||
| Q4 24 | $535.2M | $1.8B | ||
| Q3 24 | $524.9M | $2.2B | ||
| Q2 24 | $468.1M | $3.2B | ||
| Q1 24 | $456.5M | $5.0B |
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 | $26.2M |
| 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× | 0.29× |
| 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BLBDRILY
| Q4 25 | $36.6M | $26.2M | ||
| Q3 25 | $65.1M | $-60.6M | ||
| Q2 25 | $56.9M | $-25.6M | ||
| Q1 25 | $27.8M | $184.0K | ||
| Q4 24 | $26.4M | $-2.7M | ||
| Q3 24 | $55.4M | $19.5M | ||
| Q2 24 | $989.0K | $111.5M | ||
| Q1 24 | $54.6M | $135.4M |
自由现金流BLBDRILY
| 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BLBDRILY
| 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BLBDRILY
| 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BLBDRILY
| Q4 25 | 1.19× | 0.29× | ||
| Q3 25 | 1.78× | -0.66× | ||
| Q2 25 | 1.56× | -0.18× | ||
| 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
