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Blue Bird Corp（BLBD）与Revolve Group, Inc.（RVLV）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Revolve Group, Inc.的1.0倍（$333.1M vs $324.4M），Blue Bird Corp净利率更高（9.2% vs 5.7%，领先3.5%），Revolve Group, Inc.同比增速更快（10.4% vs 6.1%），Blue Bird Corp自由现金流更多（$31.1M vs $-13.3M），过去两年Revolve Group, Inc.的营收复合增速更高（9.5% 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。
Revolve Theatre Company是总部位于英国泰晤士河畔亨利的剧团，专注于创作演出政治题材和莎士比亚系列戏剧作品，由奥利弗·登奇、乔·莫里斯与汤姆·史密斯共同创立运营。
BLBD vs RVLV — 直观对比
营收规模更大
BLBD
是对方的1.0倍
$324.4M
营收增速更快
RVLV
高出4.3%
6.1%
净利率更高
BLBD
高出3.5%
5.7%
自由现金流更多
BLBD
多$44.4M
$-13.3M
两年增速更快
RVLV
近两年复合增速
-1.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $333.1M | $324.4M |
| 净利润 | $30.8M | $18.6M |
| 毛利率 | 21.4% | 53.3% |
| 营业利润率 | 11.3% | 6.3% |
| 净利率 | 9.2% | 5.7% |
| 营收同比 | 6.1% | 10.4% |
| 净利润同比 | 7.1% | 50.4% |
| 每股收益（稀释后） | $0.94 | $0.27 |
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BLBDRVLV
| Q4 25 | $333.1M | $324.4M | ||
| Q3 25 | $409.4M | $295.6M | ||
| Q2 25 | $398.0M | $309.0M | ||
| Q1 25 | $358.9M | $296.7M | ||
| Q4 24 | $313.9M | $293.7M | ||
| Q3 24 | $350.2M | $283.1M | ||
| Q2 24 | $333.4M | $282.5M | ||
| Q1 24 | $345.9M | $270.6M |
净利润BLBDRVLV
| Q4 25 | $30.8M | $18.6M | ||
| Q3 25 | $36.5M | $21.2M | ||
| Q2 25 | $36.5M | $10.2M | ||
| Q1 25 | $26.0M | $11.8M | ||
| Q4 24 | $28.7M | $12.3M | ||
| Q3 24 | $24.7M | $11.0M | ||
| Q2 24 | $28.7M | $15.4M | ||
| Q1 24 | $26.0M | $10.9M |
毛利率BLBDRVLV
| Q4 25 | 21.4% | 53.3% | ||
| Q3 25 | 21.1% | 54.6% | ||
| Q2 25 | 21.6% | 54.1% | ||
| Q1 25 | 19.7% | 52.0% | ||
| Q4 24 | 19.2% | 52.5% | ||
| Q3 24 | 17.0% | 51.2% | ||
| Q2 24 | 20.8% | 54.0% | ||
| Q1 24 | 18.4% | 52.3% |
营业利润率BLBDRVLV
| Q4 25 | 11.3% | 6.3% | ||
| Q3 25 | 12.3% | 7.1% | ||
| Q2 25 | 12.6% | 5.8% | ||
| Q1 25 | 9.4% | 5.0% | ||
| Q4 24 | 10.5% | 3.9% | ||
| Q3 24 | 7.3% | 5.0% | ||
| Q2 24 | 11.9% | 5.8% | ||
| Q1 24 | 10.4% | 3.4% |
净利率BLBDRVLV
| Q4 25 | 9.2% | 5.7% | ||
| Q3 25 | 8.9% | 7.2% | ||
| Q2 25 | 9.2% | 3.3% | ||
| Q1 25 | 7.3% | 4.0% | ||
| Q4 24 | 9.2% | 4.2% | ||
| Q3 24 | 7.0% | 3.9% | ||
| Q2 24 | 8.6% | 5.4% | ||
| Q1 24 | 7.5% | 4.0% |
每股收益（稀释后）BLBDRVLV
| Q4 25 | $0.94 | $0.27 | ||
| Q3 25 | $1.11 | $0.29 | ||
| Q2 25 | $1.12 | $0.14 | ||
| Q1 25 | $0.79 | $0.16 | ||
| Q4 24 | $0.86 | $0.18 | ||
| Q3 24 | $0.71 | $0.15 | ||
| Q2 24 | $0.85 | $0.21 | ||
| Q1 24 | $0.79 | $0.15 |
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 | $292.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $271.4M | $512.5M |
| 总资产 | $642.3M | $765.0M |
| 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BLBDRVLV
| Q4 25 | $241.7M | $292.3M | ||
| Q3 25 | $229.3M | $315.4M | ||
| Q2 25 | $173.1M | $310.7M | ||
| Q1 25 | $130.7M | $300.8M | ||
| Q4 24 | $136.1M | $256.6M | ||
| Q3 24 | $127.7M | $252.8M | ||
| Q2 24 | $88.4M | $244.7M | ||
| Q1 24 | $93.1M | $273.4M |
股东权益BLBDRVLV
| Q4 25 | $271.4M | $512.5M | ||
| Q3 25 | $255.4M | $490.2M | ||
| Q2 25 | $221.8M | $468.6M | ||
| Q1 25 | $190.4M | $453.4M | ||
| Q4 24 | $179.7M | $437.8M | ||
| Q3 24 | $159.6M | $420.8M | ||
| Q2 24 | $137.3M | $405.8M | ||
| Q1 24 | $105.8M | $389.9M |
总资产BLBDRVLV
| Q4 25 | $642.3M | $765.0M | ||
| Q3 25 | $625.3M | $751.3M | ||
| Q2 25 | $575.5M | $722.9M | ||
| Q1 25 | $543.7M | $713.9M | ||
| Q4 24 | $535.2M | $665.5M | ||
| Q3 24 | $524.9M | $670.9M | ||
| Q2 24 | $468.1M | $657.8M | ||
| Q1 24 | $456.5M | $650.0M |
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 | $-10.2M |
| 自由现金流经营现金流 - 资本支出 | $31.1M | $-13.3M |
| 自由现金流率自由现金流/营收 | 9.3% | -4.1% |
| 资本支出强度资本支出/营收 | 1.6% | 1.0% |
| 现金转化率经营现金流/净利润 | 1.19× | -0.55× |
| 过去12个月自由现金流最近4个季度 | $162.6M | $48.0M |
8季度趋势，按日历期对齐
经营现金流BLBDRVLV
| Q4 25 | $36.6M | $-10.2M | ||
| Q3 25 | $65.1M | $11.8M | ||
| Q2 25 | $56.9M | $12.6M | ||
| Q1 25 | $27.8M | $45.1M | ||
| Q4 24 | $26.4M | $3.9M | ||
| Q3 24 | $55.4M | $9.1M | ||
| Q2 24 | $989.0K | $-24.7M | ||
| Q1 24 | $54.6M | $38.4M |
自由现金流BLBDRVLV
| Q4 25 | $31.1M | $-13.3M | ||
| Q3 25 | $60.5M | $7.5M | ||
| Q2 25 | $52.3M | $10.4M | ||
| Q1 25 | $18.7M | $43.4M | ||
| Q4 24 | $21.8M | $2.1M | ||
| Q3 24 | $50.2M | $8.0M | ||
| Q2 24 | $-3.5M | $-25.7M | ||
| Q1 24 | $51.8M | $36.7M |
自由现金流率BLBDRVLV
| Q4 25 | 9.3% | -4.1% | ||
| Q3 25 | 14.8% | 2.5% | ||
| Q2 25 | 13.1% | 3.4% | ||
| Q1 25 | 5.2% | 14.6% | ||
| Q4 24 | 7.0% | 0.7% | ||
| Q3 24 | 14.3% | 2.8% | ||
| Q2 24 | -1.1% | -9.1% | ||
| Q1 24 | 15.0% | 13.5% |
资本支出强度BLBDRVLV
| Q4 25 | 1.6% | 1.0% | ||
| Q3 25 | 1.1% | 1.5% | ||
| Q2 25 | 1.2% | 0.7% | ||
| Q1 25 | 2.5% | 0.6% | ||
| Q4 24 | 1.5% | 0.6% | ||
| Q3 24 | 1.5% | 0.4% | ||
| Q2 24 | 1.3% | 0.4% | ||
| Q1 24 | 0.8% | 0.6% |
现金转化率BLBDRVLV
| Q4 25 | 1.19× | -0.55× | ||
| Q3 25 | 1.78× | 0.56× | ||
| Q2 25 | 1.56× | 1.24× | ||
| Q1 25 | 1.07× | 3.82× | ||
| Q4 24 | 0.92× | 0.32× | ||
| Q3 24 | 2.24× | 0.83× | ||
| Q2 24 | 0.03× | -1.60× | ||
| Q1 24 | 2.10× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
