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Blue Bird Corp（BLBD）与Rapid7, Inc.（RPD）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Rapid7, Inc.的1.5倍（$333.1M vs $217.4M），Blue Bird Corp净利率更高（9.2% vs 1.4%，领先7.8%），Blue Bird Corp同比增速更快（6.1% vs 0.5%），Rapid7, Inc.自由现金流更多（$36.4M vs $31.1M），过去两年Rapid7, Inc.的营收复合增速更高（3.0% 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。
Rapid7是全球领先的网络安全企业，提供漏洞管理、威胁检测与响应、云安全、安全分析等全系列安全解决方案，服务全球科技、医疗、金融、制造等行业的各类规模企业及公共部门客户，助力客户高效识别、应对和缓解网络安全风险。
BLBD vs RPD — 直观对比
营收规模更大
BLBD
是对方的1.5倍
$217.4M
营收增速更快
BLBD
高出5.6%
0.5%
净利率更高
BLBD
高出7.8%
1.4%
自由现金流更多
RPD
多$5.3M
$31.1M
两年增速更快
RPD
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $217.4M |
| 净利润 | $30.8M | $3.1M |
| 毛利率 | 21.4% | 68.9% |
| 营业利润率 | 11.3% | 1.0% |
| 净利率 | 9.2% | 1.4% |
| 营收同比 | 6.1% | 0.5% |
| 净利润同比 | 7.1% | 44.1% |
| 每股收益（稀释后） | $0.94 | $0.05 |
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BLBDRPD
| Q4 25 | $333.1M | $217.4M | ||
| Q3 25 | $409.4M | $218.0M | ||
| Q2 25 | $398.0M | $214.2M | ||
| Q1 25 | $358.9M | $210.3M | ||
| Q4 24 | $313.9M | $216.3M | ||
| Q3 24 | $350.2M | $214.7M | ||
| Q2 24 | $333.4M | $208.0M | ||
| Q1 24 | $345.9M | $205.1M |
净利润BLBDRPD
| Q4 25 | $30.8M | $3.1M | ||
| Q3 25 | $36.5M | $9.8M | ||
| Q2 25 | $36.5M | $8.3M | ||
| Q1 25 | $26.0M | $2.1M | ||
| Q4 24 | $28.7M | $2.2M | ||
| Q3 24 | $24.7M | $15.4M | ||
| Q2 24 | $28.7M | $6.5M | ||
| Q1 24 | $26.0M | $1.4M |
毛利率BLBDRPD
| Q4 25 | 21.4% | 68.9% | ||
| Q3 25 | 21.1% | 70.2% | ||
| Q2 25 | 21.6% | 70.6% | ||
| Q1 25 | 19.7% | 71.7% | ||
| Q4 24 | 19.2% | 69.5% | ||
| Q3 24 | 17.0% | 70.6% | ||
| Q2 24 | 20.8% | 70.7% | ||
| Q1 24 | 18.4% | 70.3% |
营业利润率BLBDRPD
| Q4 25 | 11.3% | 1.0% | ||
| Q3 25 | 12.3% | 2.7% | ||
| Q2 25 | 12.6% | 1.6% | ||
| Q1 25 | 9.4% | -0.0% | ||
| Q4 24 | 10.5% | 3.4% | ||
| Q3 24 | 7.3% | 6.0% | ||
| Q2 24 | 11.9% | 2.5% | ||
| Q1 24 | 10.4% | 4.7% |
净利率BLBDRPD
| Q4 25 | 9.2% | 1.4% | ||
| Q3 25 | 8.9% | 4.5% | ||
| Q2 25 | 9.2% | 3.9% | ||
| Q1 25 | 7.3% | 1.0% | ||
| Q4 24 | 9.2% | 1.0% | ||
| Q3 24 | 7.0% | 7.2% | ||
| Q2 24 | 8.6% | 3.1% | ||
| Q1 24 | 7.5% | 0.7% |
每股收益（稀释后）BLBDRPD
| Q4 25 | $0.94 | $0.05 | ||
| Q3 25 | $1.11 | $0.15 | ||
| Q2 25 | $1.12 | $0.13 | ||
| Q1 25 | $0.79 | $0.03 | ||
| Q4 24 | $0.86 | $0.08 | ||
| Q3 24 | $0.71 | $0.21 | ||
| Q2 24 | $0.85 | $0.09 | ||
| Q1 24 | $0.79 | $0.02 |
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 | $474.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $154.7M |
| 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BLBDRPD
| Q4 25 | $241.7M | $474.7M | ||
| Q3 25 | $229.3M | $407.1M | ||
| Q2 25 | $173.1M | $511.7M | ||
| Q1 25 | $130.7M | $493.5M | ||
| Q4 24 | $136.1M | $521.7M | ||
| Q3 24 | $127.7M | $443.7M | ||
| Q2 24 | $88.4M | $442.6M | ||
| Q1 24 | $93.1M | $411.7M |
股东权益BLBDRPD
| Q4 25 | $271.4M | $154.7M | ||
| Q3 25 | $255.4M | $127.2M | ||
| Q2 25 | $221.8M | $90.4M | ||
| Q1 25 | $190.4M | $52.7M | ||
| Q4 24 | $179.7M | $17.7M | ||
| Q3 24 | $159.6M | $-5.1M | ||
| Q2 24 | $137.3M | $-52.6M | ||
| Q1 24 | $105.8M | $-86.4M |
总资产BLBDRPD
| Q4 25 | $642.3M | $1.7B | ||
| Q3 25 | $625.3M | $1.7B | ||
| Q2 25 | $575.5M | $1.6B | ||
| Q1 25 | $543.7M | $1.6B | ||
| Q4 24 | $535.2M | $1.7B | ||
| Q3 24 | $524.9M | $1.6B | ||
| Q2 24 | $468.1M | $1.5B | ||
| Q1 24 | $456.5M | $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 | $37.6M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $36.4M |
| 自由现金流率自由现金流/营收 | 9.3% | 16.8% |
| 资本支出强度资本支出/营收 | 1.6% | 0.5% |
| 现金转化率经营现金流/净利润 | 1.19× | 12.01× |
| 过去12个月自由现金流最近4个季度 | $162.6M | $146.2M |
8季度趋势，按日历期对齐
经营现金流BLBDRPD
| Q4 25 | $36.6M | $37.6M | ||
| Q3 25 | $65.1M | $39.0M | ||
| Q2 25 | $56.9M | $47.5M | ||
| Q1 25 | $27.8M | $29.8M | ||
| Q4 24 | $26.4M | $63.8M | ||
| Q3 24 | $55.4M | $44.0M | ||
| Q2 24 | $989.0K | $32.9M | ||
| Q1 24 | $54.6M | $31.1M |
自由现金流BLBDRPD
| Q4 25 | $31.1M | $36.4M | ||
| Q3 25 | $60.5M | $34.8M | ||
| Q2 25 | $52.3M | $46.6M | ||
| Q1 25 | $18.7M | $28.4M | ||
| Q4 24 | $21.8M | $62.6M | ||
| Q3 24 | $50.2M | $42.6M | ||
| Q2 24 | $-3.5M | $32.6M | ||
| Q1 24 | $51.8M | $30.4M |
自由现金流率BLBDRPD
| Q4 25 | 9.3% | 16.8% | ||
| Q3 25 | 14.8% | 16.0% | ||
| Q2 25 | 13.1% | 21.8% | ||
| Q1 25 | 5.2% | 13.5% | ||
| Q4 24 | 7.0% | 28.9% | ||
| Q3 24 | 14.3% | 19.9% | ||
| Q2 24 | -1.1% | 15.7% | ||
| Q1 24 | 15.0% | 14.8% |
资本支出强度BLBDRPD
| Q4 25 | 1.6% | 0.5% | ||
| Q3 25 | 1.1% | 1.9% | ||
| Q2 25 | 1.2% | 0.4% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 1.5% | 0.5% | ||
| Q3 24 | 1.5% | 0.6% | ||
| Q2 24 | 1.3% | 0.1% | ||
| Q1 24 | 0.8% | 0.3% |
现金转化率BLBDRPD
| Q4 25 | 1.19× | 12.01× | ||
| Q3 25 | 1.78× | 3.97× | ||
| Q2 25 | 1.56× | 5.70× | ||
| Q1 25 | 1.07× | 14.14× | ||
| Q4 24 | 0.92× | 29.36× | ||
| Q3 24 | 2.24× | 2.85× | ||
| Q2 24 | 0.03× | 5.03× | ||
| Q1 24 | 2.10× | 22.10× |
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% |
RPD
| Products | $209.1M | 96% |
| Services | $8.2M | 4% |
