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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Barnes & Noble Education, Inc. (BNED). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $598.2M, roughly 1.2× Barnes & Noble Education, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs 4.2%, a 3.1% gap on every dollar of revenue. On growth, Arcosa, Inc. posted the faster year-over-year revenue change (7.6% vs 6.9%). Barnes & Noble Education, Inc. produced more free cash flow last quarter ($61.9M vs $55.8M). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs 9.4%).
Arcosa, Inc. is a provider of infrastructure-related products and solutions operating across three core segments: construction, energy, and transportation. It offers products including utility structures, construction aggregates, and transportation components, primarily serving customers across the North American market to support critical infrastructure development projects.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
ACA vs BNED — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $598.2M |
| Net Profit | $52.1M | $25.0M |
| Gross Margin | 22.9% | 21.7% |
| Operating Margin | 11.0% | 6.8% |
| Net Margin | 7.3% | 4.2% |
| Revenue YoY | 7.6% | 6.9% |
| Net Profit YoY | 776.6% | -49.7% |
| EPS (diluted) | $1.06 | $0.72 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $716.7M | $598.2M | ||
| Q3 25 | $797.8M | $274.2M | ||
| Q2 25 | $736.9M | $233.0M | ||
| Q1 25 | $632.0M | $419.7M | ||
| Q4 24 | $666.2M | $559.7M | ||
| Q3 24 | $640.4M | $250.9M | ||
| Q2 24 | $664.7M | $192.7M | ||
| Q1 24 | $598.6M | $415.4M |
| Q4 25 | $52.1M | $25.0M | ||
| Q3 25 | $73.0M | $-18.3M | ||
| Q2 25 | $59.7M | $-23.0M | ||
| Q1 25 | $23.6M | $17.9M | ||
| Q4 24 | $-7.7M | $43.2M | ||
| Q3 24 | $16.6M | $-103.9M | ||
| Q2 24 | $45.6M | $-41.9M | ||
| Q1 24 | $39.2M | $-9.3M |
| Q4 25 | 22.9% | 21.7% | ||
| Q3 25 | 24.1% | 20.2% | ||
| Q2 25 | 22.5% | 30.3% | ||
| Q1 25 | 19.8% | 22.3% | ||
| Q4 24 | 19.3% | 23.0% | ||
| Q3 24 | 21.3% | 17.9% | ||
| Q2 24 | 20.8% | 28.7% | ||
| Q1 24 | 18.6% | 24.2% |
| Q4 25 | 11.0% | 6.8% | ||
| Q3 25 | 14.1% | -8.4% | ||
| Q2 25 | 12.9% | -4.9% | ||
| Q1 25 | 8.8% | 4.5% | ||
| Q4 24 | 6.5% | 8.4% | ||
| Q3 24 | 5.3% | -15.4% | ||
| Q2 24 | 10.1% | -16.3% | ||
| Q1 24 | 8.9% | 0.4% |
| Q4 25 | 7.3% | 4.2% | ||
| Q3 25 | 9.2% | -6.7% | ||
| Q2 25 | 8.1% | -9.9% | ||
| Q1 25 | 3.7% | 4.3% | ||
| Q4 24 | -1.2% | 7.7% | ||
| Q3 24 | 2.6% | -41.4% | ||
| Q2 24 | 6.9% | -21.7% | ||
| Q1 24 | 6.5% | -2.2% |
| Q4 25 | $1.06 | $0.72 | ||
| Q3 25 | $1.48 | $-0.54 | ||
| Q2 25 | $1.22 | $2.97 | ||
| Q1 25 | $0.48 | $0.59 | ||
| Q4 24 | $-0.16 | $1.63 | ||
| Q3 24 | $0.34 | $-7.69 | ||
| Q2 24 | $0.93 | $-15.68 | ||
| Q1 24 | $0.80 | $-3.49 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $214.6M | $11.7M |
| Total DebtLower is stronger | $1.5B | $122.5M |
| Stockholders' EquityBook value | $2.6B | $283.2M |
| Total Assets | $5.0B | $1.1B |
| Debt / EquityLower = less leverage | 0.57× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $11.7M | ||
| Q3 25 | $220.0M | $7.3M | ||
| Q2 25 | $189.7M | $9.1M | ||
| Q1 25 | $167.9M | $9.2M | ||
| Q4 24 | $187.3M | $11.6M | ||
| Q3 24 | $756.8M | $8.2M | ||
| Q2 24 | $103.7M | $10.5M | ||
| Q1 24 | $176.5M | $8.1M |
| Q4 25 | $1.5B | $122.5M | ||
| Q3 25 | $1.6B | $170.0M | ||
| Q2 25 | $1.7B | $103.1M | ||
| Q1 25 | $1.7B | $141.2M | ||
| Q4 24 | $1.7B | $177.6M | ||
| Q3 24 | $1.2B | $221.9M | ||
| Q2 24 | $699.9M | $196.3M | ||
| Q1 24 | $600.6M | $30.2M |
| Q4 25 | $2.6B | $283.2M | ||
| Q3 25 | $2.6B | $256.5M | ||
| Q2 25 | $2.5B | $272.2M | ||
| Q1 25 | $2.5B | $292.9M | ||
| Q4 24 | $2.4B | $211.4M | ||
| Q3 24 | $2.4B | $149.8M | ||
| Q2 24 | $2.4B | $80.4M | ||
| Q1 24 | $2.4B | $121.5M |
| Q4 25 | $5.0B | $1.1B | ||
| Q3 25 | $5.1B | $950.8M | ||
| Q2 25 | $5.0B | $790.3M | ||
| Q1 25 | $4.9B | $1.1B | ||
| Q4 24 | $4.9B | $1.0B | ||
| Q3 24 | $4.4B | $973.2M | ||
| Q2 24 | $3.8B | $909.9M | ||
| Q1 24 | $3.7B | $1.2B |
| Q4 25 | 0.57× | 0.43× | ||
| Q3 25 | 0.61× | 0.66× | ||
| Q2 25 | 0.67× | 0.38× | ||
| Q1 25 | 0.68× | 0.48× | ||
| Q4 24 | 0.69× | 0.84× | ||
| Q3 24 | 0.51× | 1.48× | ||
| Q2 24 | 0.29× | 2.44× | ||
| Q1 24 | 0.25× | 0.25× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $120.0M | $66.2M |
| Free Cash FlowOCF − Capex | $55.8M | $61.9M |
| FCF MarginFCF / Revenue | 7.8% | 10.4% |
| Capex IntensityCapex / Revenue | 9.0% | 0.7% |
| Cash ConversionOCF / Net Profit | 2.30× | 2.65× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $-4.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $66.2M | ||
| Q3 25 | $160.6M | $-67.6M | ||
| Q2 25 | $61.2M | $52.6M | ||
| Q1 25 | $-700.0K | $-41.9M | ||
| Q4 24 | $248.2M | $47.4M | ||
| Q3 24 | $135.0M | $-143.5M | ||
| Q2 24 | $38.3M | $81.7M | ||
| Q1 24 | $80.5M | $-35.8M |
| Q4 25 | $55.8M | $61.9M | ||
| Q3 25 | $121.0M | $-71.3M | ||
| Q2 25 | $33.4M | $49.5M | ||
| Q1 25 | $-34.7M | $-44.7M | ||
| Q4 24 | $194.9M | $44.4M | ||
| Q3 24 | $100.6M | $-147.5M | ||
| Q2 24 | $-9.3M | $79.1M | ||
| Q1 24 | $26.1M | $-39.0M |
| Q4 25 | 7.8% | 10.4% | ||
| Q3 25 | 15.2% | -26.0% | ||
| Q2 25 | 4.5% | 21.3% | ||
| Q1 25 | -5.5% | -10.7% | ||
| Q4 24 | 29.3% | 7.9% | ||
| Q3 24 | 15.7% | -58.8% | ||
| Q2 24 | -1.4% | 41.1% | ||
| Q1 24 | 4.4% | -9.4% |
| Q4 25 | 9.0% | 0.7% | ||
| Q3 25 | 5.0% | 1.4% | ||
| Q2 25 | 3.8% | 1.3% | ||
| Q1 25 | 5.4% | 0.7% | ||
| Q4 24 | 8.0% | 0.5% | ||
| Q3 24 | 5.4% | 1.6% | ||
| Q2 24 | 7.2% | 1.4% | ||
| Q1 24 | 9.1% | 0.8% |
| Q4 25 | 2.30× | 2.65× | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | -0.03× | -2.34× | ||
| Q4 24 | — | 1.10× | ||
| Q3 24 | 8.13× | — | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 2.05× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
BNED
| Course Materials Product | $459.3M | 77% |
| General Merchandise Product | $112.9M | 19% |
| Serviceand Other | $26.1M | 4% |
