Blue Bird vs Trinity Industries
Trinity Industries is the larger business, with $2.16bn of revenue in fiscal 2025 against $1.48bn for Blue Bird (1.5 times as much). Blue Bird grew faster (9.9% against -30.0%). Trinity Industries kept more of each dollar of sales as profit: a net margin of 11.7% against 8.6%.
| Latest fiscal year | Blue BirdBLBD, 2025 | Trinity IndustriesTRN, 2025 |
|---|---|---|
| Revenue | $1.48bn | $2.16bn |
| Revenue growth | 9.9% | -30.0% |
| Net income | $128m | $253m |
| Operating margin | 11.3% | — |
| Net margin | 8.6% | 11.7% |
| Return on equity | 61.6% | 23.7% |
| Free cash flow | $153m | $314m |
| Cash | $229m | $201m |
| Total debt | $91.3m | $5.47bn |
| Debt to equity | 35.7% | — |
| Dividend per share | — | $1.21 |
| Dividend yield | — | 4.0% |
| Share buybacks | $9.9m | $71.3m |
| Employees | 2,012 | — |
| Market value | $1.85bn | $2.44bn |
| Price vs our value range | Below our value range | — |
| Moat score | 39 (Weak) | 50 (Moderate) |
| Insider trades, 12 months | 3 buys, 7 sales | 0 buys, 1 sales |