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Side-by-side financial comparison of ARCBEST CORP (ARCB) and Barnes & Noble Education, Inc. (BNED). Click either name above to swap in a different company.
ARCBEST CORP is the larger business by last-quarter revenue ($998.8M vs $598.2M, roughly 1.7× Barnes & Noble Education, Inc.). Barnes & Noble Education, Inc. runs the higher net margin — 4.2% vs -0.1%, a 4.3% gap on every dollar of revenue. On growth, Barnes & Noble Education, Inc. posted the faster year-over-year revenue change (6.9% vs 3.3%). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs -3.7%).
ArcBest Corporation is a leading U.S.-based logistics and transportation solutions provider. It offers end-to-end supply chain services including less-than-truckload freight shipping, full truckload services, warehousing, expedited delivery, and customized logistics consulting, serving enterprise, small business, and government clients across North America and select global markets.
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.
ARCB vs BNED — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $998.8M | $598.2M |
| Net Profit | $-1.0M | $25.0M |
| Gross Margin | — | 21.7% |
| Operating Margin | 0.3% | 6.8% |
| Net Margin | -0.1% | 4.2% |
| Revenue YoY | 3.3% | 6.9% |
| Net Profit YoY | -133.1% | -49.7% |
| EPS (diluted) | $-0.05 | $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.
| Q1 26 | $998.8M | — | ||
| Q4 25 | $972.7M | $598.2M | ||
| Q3 25 | $1.0B | $274.2M | ||
| Q2 25 | $1.0B | $233.0M | ||
| Q1 25 | $967.1M | $419.7M | ||
| Q4 24 | $1.0B | $559.7M | ||
| Q3 24 | $1.1B | $250.9M | ||
| Q2 24 | $1.1B | $192.7M |
| Q1 26 | $-1.0M | — | ||
| Q4 25 | $-8.1M | $25.0M | ||
| Q3 25 | $39.3M | $-18.3M | ||
| Q2 25 | $25.8M | $-23.0M | ||
| Q1 25 | $3.1M | $17.9M | ||
| Q4 24 | $29.0M | $43.2M | ||
| Q3 24 | $100.3M | $-103.9M | ||
| Q2 24 | $46.9M | $-41.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 20.2% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 22.3% | ||
| Q4 24 | — | 23.0% | ||
| Q3 24 | — | 17.9% | ||
| Q2 24 | — | 28.7% |
| Q1 26 | 0.3% | — | ||
| Q4 25 | -0.8% | 6.8% | ||
| Q3 25 | 5.2% | -8.4% | ||
| Q2 25 | 3.6% | -4.9% | ||
| Q1 25 | 0.7% | 4.5% | ||
| Q4 24 | 3.8% | 8.4% | ||
| Q3 24 | 12.7% | -15.4% | ||
| Q2 24 | 4.5% | -16.3% |
| Q1 26 | -0.1% | — | ||
| Q4 25 | -0.8% | 4.2% | ||
| Q3 25 | 3.7% | -6.7% | ||
| Q2 25 | 2.5% | -9.9% | ||
| Q1 25 | 0.3% | 4.3% | ||
| Q4 24 | 2.9% | 7.7% | ||
| Q3 24 | 9.4% | -41.4% | ||
| Q2 24 | 4.4% | -21.7% |
| Q1 26 | $-0.05 | — | ||
| Q4 25 | $-0.35 | $0.72 | ||
| Q3 25 | $1.72 | $-0.54 | ||
| Q2 25 | $1.12 | $2.97 | ||
| Q1 25 | $0.13 | $0.59 | ||
| Q4 24 | $1.21 | $1.63 | ||
| Q3 24 | $4.23 | $-7.69 | ||
| Q2 24 | $1.96 | $-15.68 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $86.4M | $11.7M |
| Total DebtLower is stronger | $223.7M | $122.5M |
| Stockholders' EquityBook value | $1.3B | $283.2M |
| Total Assets | $2.5B | $1.1B |
| Debt / EquityLower = less leverage | 0.17× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $86.4M | — | ||
| Q4 25 | $124.2M | $11.7M | ||
| Q3 25 | $132.6M | $7.3M | ||
| Q2 25 | $139.7M | $9.1M | ||
| Q1 25 | $98.7M | $9.2M | ||
| Q4 24 | $157.2M | $11.6M | ||
| Q3 24 | $191.1M | $8.2M | ||
| Q2 24 | $260.5M | $10.5M |
| Q1 26 | $223.7M | — | ||
| Q4 25 | — | $122.5M | ||
| Q3 25 | $214.1M | $170.0M | ||
| Q2 25 | $241.4M | $103.1M | ||
| Q1 25 | $214.2M | $141.2M | ||
| Q4 24 | $189.1M | $177.6M | ||
| Q3 24 | $180.5M | $221.9M | ||
| Q2 24 | $203.6M | $196.3M |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.3B | $283.2M | ||
| Q3 25 | $1.3B | $256.5M | ||
| Q2 25 | $1.3B | $272.2M | ||
| Q1 25 | $1.3B | $292.9M | ||
| Q4 24 | $1.3B | $211.4M | ||
| Q3 24 | $1.3B | $149.8M | ||
| Q2 24 | $1.2B | $80.4M |
| Q1 26 | $2.5B | — | ||
| Q4 25 | $2.5B | $1.1B | ||
| Q3 25 | $2.5B | $950.8M | ||
| Q2 25 | $2.5B | $790.3M | ||
| Q1 25 | $2.4B | $1.1B | ||
| Q4 24 | $2.4B | $1.0B | ||
| Q3 24 | $2.4B | $973.2M | ||
| Q2 24 | $2.4B | $909.9M |
| Q1 26 | 0.17× | — | ||
| Q4 25 | — | 0.43× | ||
| Q3 25 | 0.16× | 0.66× | ||
| Q2 25 | 0.19× | 0.38× | ||
| Q1 25 | 0.17× | 0.48× | ||
| Q4 24 | 0.14× | 0.84× | ||
| Q3 24 | 0.14× | 1.48× | ||
| Q2 24 | 0.17× | 2.44× |
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 | — | $66.2M |
| Free Cash FlowOCF − Capex | — | $61.9M |
| FCF MarginFCF / Revenue | — | 10.4% |
| Capex IntensityCapex / Revenue | — | 0.7% |
| Cash ConversionOCF / Net Profit | — | 2.65× |
| TTM Free Cash FlowTrailing 4 quarters | — | $-4.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $44.7M | $66.2M | ||
| Q3 25 | $98.2M | $-67.6M | ||
| Q2 25 | $108.4M | $52.6M | ||
| Q1 25 | $-22.3M | $-41.9M | ||
| Q4 24 | $56.8M | $47.4M | ||
| Q3 24 | $88.8M | $-143.5M | ||
| Q2 24 | $133.7M | $81.7M |
| Q1 26 | — | — | ||
| Q4 25 | $36.9M | $61.9M | ||
| Q3 25 | $33.2M | $-71.3M | ||
| Q2 25 | $80.9M | $49.5M | ||
| Q1 25 | $-36.8M | $-44.7M | ||
| Q4 24 | $3.5M | $44.4M | ||
| Q3 24 | $23.9M | $-147.5M | ||
| Q2 24 | $83.9M | $79.1M |
| Q1 26 | — | — | ||
| Q4 25 | 3.8% | 10.4% | ||
| Q3 25 | 3.2% | -26.0% | ||
| Q2 25 | 7.9% | 21.3% | ||
| Q1 25 | -3.8% | -10.7% | ||
| Q4 24 | 0.4% | 7.9% | ||
| Q3 24 | 2.2% | -58.8% | ||
| Q2 24 | 7.8% | 41.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 0.7% | ||
| Q3 25 | 6.2% | 1.4% | ||
| Q2 25 | 2.7% | 1.3% | ||
| Q1 25 | 1.5% | 0.7% | ||
| Q4 24 | 5.3% | 0.5% | ||
| Q3 24 | 6.1% | 1.6% | ||
| Q2 24 | 4.6% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.65× | ||
| Q3 25 | 2.50× | — | ||
| Q2 25 | 4.20× | — | ||
| Q1 25 | -7.13× | -2.34× | ||
| Q4 24 | 1.96× | 1.10× | ||
| Q3 24 | 0.89× | — | ||
| Q2 24 | 2.85× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARCB
Segment breakdown not available.
BNED
| Course Materials Product | $459.3M | 77% |
| General Merchandise Product | $112.9M | 19% |
| Serviceand Other | $26.1M | 4% |
