Reported Q: Q2 2026 Rev YoY: -297.7% EPS YoY: +97.8% Move: -2.90%
Barnes Noble Education
BNED
$8.70 -2.90%
Exchange NYSE Sector Consumer Cyclical Industry Specialty Retail
Q2 2026
Published: Nov 25, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for BNED

Reported

Report Date

Nov 25, 2025

Quarter Q2 2026

Revenue

-466.33M

YoY: -297.7%

EPS

-0.23

YoY: +97.8%

Market Move

-2.90%

Previous quarter: Q3 2025

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Earnings Highlights

  • EPS of $-0.23 increased by 97.8% from previous year
  • Gross margin of 20.7%
  • Net income of -7.11M
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BNED
Company BNED

Executive Summary

BNED’s QQ2 2026 results depict a challenging quarter with material revenue and earnings headwinds alongside an aggressive cost structure. The available data indicate a YoY revenue decline of approximately 297.66% and a QoQ decline of around 200.00%, accompanied by a net income of -$7.11 million and an EPS of -$0.23 for the quarter. While the reported gross margin appears to be around 20.7%, the gross profit is negative, signaling potential data inconsistencies in the filings that require a close validation against the 10-Q. The consolidated EBITDA is negative at approximately -$10.76 million, and operating income is shown as a severe negative figure in the dataset, creating ambiguity around the true operating trajectory for the quarter. Management commentary (from the earnings call) is not represented in the provided transcript data, limiting the ability to extract precise quotes. Investors should treat the headline figures as indicative of deteriorating near-term profitability and cash flow stress, while awaiting the formal 10-Q/earnings call transcripts for reliable reconciliations and management guidance. The company continues to pursue its digital and subscription initiatives (e.g., Bartleby, Textbooks.com, and digital courseware) as a path to improve mix and long-term margins, but near-term results underscore substantial operating leverage required to stabilize the business.

Key Performance Indicators

Revenue
Decreasing
-466.33M
QoQ: -200.00% | YoY: -297.66%
Gross Profit
Decreasing
-96.38M
20.67% margin
QoQ: -200.00% | YoY: -260.95%
Operating Income
Decreasing
-30.03B
QoQ: -131 474.33% | YoY: -353 162.66%
Net Income
Increasing
-7.11M
QoQ: -200.00% | YoY: 74.01%
EPS
Increasing
-0.23
QoQ: -200.00% | YoY: 97.76%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 -466.33 -0.23 -297.7% View
Q3 2025 466.33 0.23 +2.1% View
Q2 2025 602.12 1.87 -1.4% View
Q1 2025 263.43 -7.36 -0.3% View
Q4 2024 235.92 -10.26 +9.6% View