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Blue Bird Corp（BLBD）与GIBRALTAR INDUSTRIES, INC.（ROCK）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GIBRALTAR INDUSTRIES, INC.的1.5倍（$333.1M vs $225.0M），GIBRALTAR INDUSTRIES, INC.同比增速更快（24.9% vs 6.1%），Blue Bird Corp自由现金流更多（$31.1M vs $26.2M），过去两年Blue Bird Corp的营收复合增速更高（-1.9% vs -12.3%）
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。
直布罗陀工业公司是专业建筑、基础设施及可再生能源产品制造商与分销商，主营通风系统、屋面配件、太阳能安装支架、园林景观产品等，主要服务北美地区住宅、商业建筑及清洁能源市场，专注提供创新可持续的客户解决方案。
BLBD vs ROCK — 直观对比
营收规模更大
BLBD
是对方的1.5倍
$225.0M
营收增速更快
ROCK
高出18.8%
6.1%
自由现金流更多
BLBD
多$4.9M
$26.2M
两年增速更快
BLBD
近两年复合增速
-12.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $225.0M |
| 净利润 | $30.8M | — |
| 毛利率 | 21.4% | 25.3% |
| 营业利润率 | 11.3% | 7.9% |
| 净利率 | 9.2% | — |
| 营收同比 | 6.1% | 24.9% |
| 净利润同比 | 7.1% | — |
| 每股收益（稀释后） | $0.94 | — |
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BLBDROCK
| Q4 25 | $333.1M | $225.0M | ||
| Q3 25 | $409.4M | $310.9M | ||
| Q2 25 | $398.0M | $309.5M | ||
| Q1 25 | $358.9M | $290.0M | ||
| Q4 24 | $313.9M | $180.1M | ||
| Q3 24 | $350.2M | $277.1M | ||
| Q2 24 | $333.4M | $273.6M | ||
| Q1 24 | $345.9M | $292.5M |
净利润BLBDROCK
| Q4 25 | $30.8M | — | ||
| Q3 25 | $36.5M | $-89.1M | ||
| Q2 25 | $36.5M | $26.0M | ||
| Q1 25 | $26.0M | $21.1M | ||
| Q4 24 | $28.7M | — | ||
| Q3 24 | $24.7M | $34.0M | ||
| Q2 24 | $28.7M | $32.2M | ||
| Q1 24 | $26.0M | $24.9M |
毛利率BLBDROCK
| Q4 25 | 21.4% | 25.3% | ||
| Q3 25 | 21.1% | 26.6% | ||
| Q2 25 | 21.6% | 28.4% | ||
| Q1 25 | 19.7% | 26.8% | ||
| Q4 24 | 19.2% | 29.0% | ||
| Q3 24 | 17.0% | 29.4% | ||
| Q2 24 | 20.8% | 30.5% | ||
| Q1 24 | 18.4% | 28.9% |
营业利润率BLBDROCK
| Q4 25 | 11.3% | 7.9% | ||
| Q3 25 | 12.3% | 12.8% | ||
| Q2 25 | 12.6% | 12.8% | ||
| Q1 25 | 9.4% | 8.8% | ||
| Q4 24 | 10.5% | 13.3% | ||
| Q3 24 | 7.3% | 15.6% | ||
| Q2 24 | 11.9% | 14.9% | ||
| Q1 24 | 10.4% | 10.8% |
净利率BLBDROCK
| Q4 25 | 9.2% | — | ||
| Q3 25 | 8.9% | -28.6% | ||
| Q2 25 | 9.2% | 8.4% | ||
| Q1 25 | 7.3% | 7.3% | ||
| Q4 24 | 9.2% | — | ||
| Q3 24 | 7.0% | 12.3% | ||
| Q2 24 | 8.6% | 11.8% | ||
| Q1 24 | 7.5% | 8.5% |
每股收益（稀释后）BLBDROCK
| Q4 25 | $0.94 | — | ||
| Q3 25 | $1.11 | $-2.98 | ||
| Q2 25 | $1.12 | $0.87 | ||
| Q1 25 | $0.79 | — | ||
| Q4 24 | $0.86 | — | ||
| Q3 24 | $0.71 | $1.11 | ||
| Q2 24 | $0.85 | $1.05 | ||
| Q1 24 | $0.79 | — |
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 | $115.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $271.4M | $950.4M |
| 总资产 | $642.3M | $1.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资BLBDROCK
| Q4 25 | $241.7M | $115.7M | ||
| Q3 25 | $229.3M | $89.4M | ||
| Q2 25 | $173.1M | $43.3M | ||
| Q1 25 | $130.7M | $25.1M | ||
| Q4 24 | $136.1M | $269.5M | ||
| Q3 24 | $127.7M | $228.9M | ||
| Q2 24 | $88.4M | $179.1M | ||
| Q1 24 | $93.1M | $146.7M |
总债务BLBDROCK
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 | ||
| Q1 24 | — | $0 |
股东权益BLBDROCK
| Q4 25 | $271.4M | $950.4M | ||
| Q3 25 | $255.4M | $951.8M | ||
| Q2 25 | $221.8M | $1.0B | ||
| Q1 25 | $190.4M | $1.0B | ||
| Q4 24 | $179.7M | $1.0B | ||
| Q3 24 | $159.6M | $1.0B | ||
| Q2 24 | $137.3M | $975.7M | ||
| Q1 24 | $105.8M | $940.2M |
总资产BLBDROCK
| Q4 25 | $642.3M | $1.4B | ||
| Q3 25 | $625.3M | $1.4B | ||
| Q2 25 | $575.5M | $1.5B | ||
| Q1 25 | $543.7M | $1.4B | ||
| Q4 24 | $535.2M | $1.4B | ||
| Q3 24 | $524.9M | $1.4B | ||
| Q2 24 | $468.1M | $1.4B | ||
| Q1 24 | $456.5M | $1.3B |
负债/权益比BLBDROCK
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× | ||
| Q1 24 | — | 0.00× |
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 | $35.5M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $26.2M |
| 自由现金流率自由现金流/营收 | 9.3% | 11.7% |
| 资本支出强度资本支出/营收 | 1.6% | 4.1% |
| 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 | $120.6M |
8季度趋势，按日历期对齐
经营现金流BLBDROCK
| Q4 25 | $36.6M | $35.5M | ||
| Q3 25 | $65.1M | $73.0M | ||
| Q2 25 | $56.9M | $44.9M | ||
| Q1 25 | $27.8M | $13.7M | ||
| Q4 24 | $26.4M | $19.9M | ||
| Q3 24 | $55.4M | $64.7M | ||
| Q2 24 | $989.0K | $36.5M | ||
| Q1 24 | $54.6M | $53.2M |
自由现金流BLBDROCK
| Q4 25 | $31.1M | $26.2M | ||
| Q3 25 | $60.5M | $64.8M | ||
| Q2 25 | $52.3M | $27.3M | ||
| Q1 25 | $18.7M | $2.3M | ||
| Q4 24 | $21.8M | $14.1M | ||
| Q3 24 | $50.2M | $60.5M | ||
| Q2 24 | $-3.5M | $33.5M | ||
| Q1 24 | $51.8M | $48.8M |
自由现金流率BLBDROCK
| Q4 25 | 9.3% | 11.7% | ||
| Q3 25 | 14.8% | 20.8% | ||
| Q2 25 | 13.1% | 8.8% | ||
| Q1 25 | 5.2% | 0.8% | ||
| Q4 24 | 7.0% | 7.8% | ||
| Q3 24 | 14.3% | 21.8% | ||
| Q2 24 | -1.1% | 12.2% | ||
| Q1 24 | 15.0% | 16.7% |
资本支出强度BLBDROCK
| Q4 25 | 1.6% | 4.1% | ||
| Q3 25 | 1.1% | 2.6% | ||
| Q2 25 | 1.2% | 5.7% | ||
| Q1 25 | 2.5% | 3.9% | ||
| Q4 24 | 1.5% | 3.3% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.3% | 1.1% | ||
| Q1 24 | 0.8% | 1.5% |
现金转化率BLBDROCK
| Q4 25 | 1.19× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.56× | 1.73× | ||
| Q1 25 | 1.07× | 0.65× | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | 1.90× | ||
| Q2 24 | 0.03× | 1.13× | ||
| Q1 24 | 2.10× | 2.13× |
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% |
ROCK
| Transferred At Point In Time | $183.5M | 82% |
| Infrastructure | $22.5M | 10% |
| Other | $18.9M | 8% |
