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Blue Bird Corp（BLBD）与ROGERS CORP（ROG）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ROGERS CORP的1.7倍（$333.1M vs $200.5M），Blue Bird Corp净利率更高（9.2% vs 2.2%，领先7.0%），Blue Bird Corp同比增速更快（6.1% vs 5.2%），Blue Bird Corp自由现金流更多（$31.1M vs $1.1M），过去两年Blue Bird Corp的营收复合增速更高（-1.9% vs -3.3%）
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。
罗杰斯公司是一家专注于特种工程材料研发生产的企业，总部位于美国亚利桑那州钱德勒市，其产品广泛应用于先进电子、移动通信、清洁能源、航空航天等多个高科技领域，为全球客户提供高性能材料解决方案。
BLBD vs ROG — 直观对比
营收规模更大
BLBD
是对方的1.7倍
$200.5M
营收增速更快
BLBD
高出0.9%
5.2%
净利率更高
BLBD
高出7.0%
2.2%
自由现金流更多
BLBD
多$30.0M
$1.1M
两年增速更快
BLBD
近两年复合增速
-3.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $200.5M |
| 净利润 | $30.8M | $4.5M |
| 毛利率 | 21.4% | 32.2% |
| 营业利润率 | 11.3% | — |
| 净利率 | 9.2% | 2.2% |
| 营收同比 | 6.1% | 5.2% |
| 净利润同比 | 7.1% | 421.4% |
| 每股收益（稀释后） | $0.94 | $0.25 |
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BLBDROG
| Q1 26 | — | $200.5M | ||
| Q4 25 | $333.1M | $201.5M | ||
| Q3 25 | $409.4M | $216.0M | ||
| Q2 25 | $398.0M | $202.8M | ||
| Q1 25 | $358.9M | $190.5M | ||
| Q4 24 | $313.9M | $192.2M | ||
| Q3 24 | $350.2M | $210.3M | ||
| Q2 24 | $333.4M | $214.2M |
净利润BLBDROG
| Q1 26 | — | $4.5M | ||
| Q4 25 | $30.8M | $4.6M | ||
| Q3 25 | $36.5M | $8.6M | ||
| Q2 25 | $36.5M | $-73.6M | ||
| Q1 25 | $26.0M | $-1.4M | ||
| Q4 24 | $28.7M | $-500.0K | ||
| Q3 24 | $24.7M | $10.7M | ||
| Q2 24 | $28.7M | $8.1M |
毛利率BLBDROG
| Q1 26 | — | 32.2% | ||
| Q4 25 | 21.4% | 31.5% | ||
| Q3 25 | 21.1% | 33.5% | ||
| Q2 25 | 21.6% | 31.6% | ||
| Q1 25 | 19.7% | 29.9% | ||
| Q4 24 | 19.2% | 32.1% | ||
| Q3 24 | 17.0% | 35.2% | ||
| Q2 24 | 20.8% | 34.1% |
营业利润率BLBDROG
| Q1 26 | — | — | ||
| Q4 25 | 11.3% | 3.5% | ||
| Q3 25 | 12.3% | 7.3% | ||
| Q2 25 | 12.6% | -33.3% | ||
| Q1 25 | 9.4% | -0.2% | ||
| Q4 24 | 10.5% | -6.6% | ||
| Q3 24 | 7.3% | 6.9% | ||
| Q2 24 | 11.9% | 5.3% |
净利率BLBDROG
| Q1 26 | — | 2.2% | ||
| Q4 25 | 9.2% | 2.3% | ||
| Q3 25 | 8.9% | 4.0% | ||
| Q2 25 | 9.2% | -36.3% | ||
| Q1 25 | 7.3% | -0.7% | ||
| Q4 24 | 9.2% | -0.3% | ||
| Q3 24 | 7.0% | 5.1% | ||
| Q2 24 | 8.6% | 3.8% |
每股收益（稀释后）BLBDROG
| Q1 26 | — | $0.25 | ||
| Q4 25 | $0.94 | $0.20 | ||
| Q3 25 | $1.11 | $0.48 | ||
| Q2 25 | $1.12 | $-4.00 | ||
| Q1 25 | $0.79 | $-0.08 | ||
| Q4 24 | $0.86 | $-0.04 | ||
| Q3 24 | $0.71 | $0.58 | ||
| Q2 24 | $0.85 | $0.44 |
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 | $195.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $1.2B |
| 总资产 | $642.3M | $1.4B |
| 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BLBDROG
| Q1 26 | — | $195.8M | ||
| Q4 25 | $241.7M | $197.0M | ||
| Q3 25 | $229.3M | $167.8M | ||
| Q2 25 | $173.1M | $157.2M | ||
| Q1 25 | $130.7M | $175.6M | ||
| Q4 24 | $136.1M | $159.8M | ||
| Q3 24 | $127.7M | $146.4M | ||
| Q2 24 | $88.4M | $119.9M |
股东权益BLBDROG
| Q1 26 | — | $1.2B | ||
| Q4 25 | $271.4M | $1.2B | ||
| Q3 25 | $255.4M | $1.2B | ||
| Q2 25 | $221.8M | $1.2B | ||
| Q1 25 | $190.4M | $1.3B | ||
| Q4 24 | $179.7M | $1.3B | ||
| Q3 24 | $159.6M | $1.3B | ||
| Q2 24 | $137.3M | $1.3B |
总资产BLBDROG
| Q1 26 | — | $1.4B | ||
| Q4 25 | $642.3M | $1.4B | ||
| Q3 25 | $625.3M | $1.4B | ||
| Q2 25 | $575.5M | $1.5B | ||
| Q1 25 | $543.7M | $1.5B | ||
| Q4 24 | $535.2M | $1.5B | ||
| Q3 24 | $524.9M | $1.5B | ||
| Q2 24 | $468.1M | $1.5B |
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 | $5.8M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $1.1M |
| 自由现金流率自由现金流/营收 | 9.3% | 0.5% |
| 资本支出强度资本支出/营收 | 1.6% | 2.3% |
| 现金转化率经营现金流/净利润 | 1.19× | 1.29× |
| 过去12个月自由现金流最近4个季度 | $162.6M | $70.1M |
8季度趋势，按日历期对齐
经营现金流BLBDROG
| Q1 26 | — | $5.8M | ||
| Q4 25 | $36.6M | $46.9M | ||
| Q3 25 | $65.1M | $28.9M | ||
| Q2 25 | $56.9M | $13.7M | ||
| Q1 25 | $27.8M | $11.7M | ||
| Q4 24 | $26.4M | $33.7M | ||
| Q3 24 | $55.4M | $42.4M | ||
| Q2 24 | $989.0K | $22.9M |
自由现金流BLBDROG
| Q1 26 | — | $1.1M | ||
| Q4 25 | $31.1M | $42.2M | ||
| Q3 25 | $60.5M | $21.2M | ||
| Q2 25 | $52.3M | $5.6M | ||
| Q1 25 | $18.7M | $2.1M | ||
| Q4 24 | $21.8M | $18.3M | ||
| Q3 24 | $50.2M | $25.2M | ||
| Q2 24 | $-3.5M | $8.8M |
自由现金流率BLBDROG
| Q1 26 | — | 0.5% | ||
| Q4 25 | 9.3% | 20.9% | ||
| Q3 25 | 14.8% | 9.8% | ||
| Q2 25 | 13.1% | 2.8% | ||
| Q1 25 | 5.2% | 1.1% | ||
| Q4 24 | 7.0% | 9.5% | ||
| Q3 24 | 14.3% | 12.0% | ||
| Q2 24 | -1.1% | 4.1% |
资本支出强度BLBDROG
| Q1 26 | — | 2.3% | ||
| Q4 25 | 1.6% | 2.3% | ||
| Q3 25 | 1.1% | 3.6% | ||
| Q2 25 | 1.2% | 4.0% | ||
| Q1 25 | 2.5% | 5.0% | ||
| Q4 24 | 1.5% | 8.0% | ||
| Q3 24 | 1.5% | 8.2% | ||
| Q2 24 | 1.3% | 6.6% |
现金转化率BLBDROG
| Q1 26 | — | 1.29× | ||
| Q4 25 | 1.19× | 10.20× | ||
| Q3 25 | 1.78× | 3.36× | ||
| Q2 25 | 1.56× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 0.92× | — | ||
| Q3 24 | 2.24× | 3.96× | ||
| Q2 24 | 0.03× | 2.83× |
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% |
ROG
暂无分部数据
