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Aebi Schmidt Holding vs Blue Bird

Aebi Schmidt Holding and Blue Bird are similar in size: $1.53bn and $1.48bn of revenue in their latest fiscal years. Aebi Schmidt Holding grew faster (40.6% against 9.9%). Blue Bird kept more of each dollar of sales as profit: a net margin of 8.6% against 0.6%. Blue Bird carries less debt relative to equity (35.7% against 73.0%).

Latest fiscal yearAebi Schmidt HoldingAEBI, 2025Blue BirdBLBD, 2025
Revenue $1.53bn $1.48bn
Revenue growth 40.6% 9.9%
Net income $9.7m $128m
Operating margin 4.8% 11.3%
Net margin 0.6% 8.6%
Return on equity 1.7% 61.6%
Free cash flow −$5.2m $153m
Cash $98.5m $229m
Total debt $595m $91.3m
Debt to equity 73.0% 35.7%
Dividend per share $0.17 —
Dividend yield 0.9% —
Share buybacks — $9.9m
Employees 5,700 2,012
Market value $897m $1.85bn
Price vs our value range Within our value range Below our value range
Moat score — 39 (Weak)
Insider trades, 12 months 11 buys, 0 sales 3 buys, 7 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.