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Side-by-side financial comparison of Barnes & Noble Education, Inc. (BNED) and DIODES INC (DIOD). Click either name above to swap in a different company.
Barnes & Noble Education, Inc. is the larger business by last-quarter revenue ($598.2M vs $391.6M, roughly 1.5× DIODES INC). Barnes & Noble Education, Inc. runs the higher net margin — 4.2% vs 2.6%, a 1.6% gap on every dollar of revenue. On growth, DIODES INC posted the faster year-over-year revenue change (15.4% vs 6.9%). Barnes & Noble Education, Inc. produced more free cash flow last quarter ($61.9M vs $12.4M). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs 13.9%).
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.
Diodes Incorporated is a global semiconductor manufacturer that designs, produces and supplies discrete, analog and mixed-signal semiconductor products. Its solutions serve key end markets including automotive, industrial, consumer electronics, personal computing and communications infrastructure, with a worldwide customer base.
BNED vs DIOD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.2M | $391.6M |
| Net Profit | $25.0M | $10.2M |
| Gross Margin | 21.7% | 31.1% |
| Operating Margin | 6.8% | 3.4% |
| Net Margin | 4.2% | 2.6% |
| Revenue YoY | 6.9% | 15.4% |
| Net Profit YoY | -49.7% | 23.8% |
| EPS (diluted) | $0.72 | $0.23 |
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 | $598.2M | $391.6M | ||
| Q3 25 | $274.2M | $392.2M | ||
| Q2 25 | $233.0M | $366.2M | ||
| Q1 25 | $419.7M | $332.1M | ||
| Q4 24 | $559.7M | $339.3M | ||
| Q3 24 | $250.9M | $350.1M | ||
| Q2 24 | $192.7M | $319.8M | ||
| Q1 24 | $415.4M | $302.0M |
| Q4 25 | $25.0M | $10.2M | ||
| Q3 25 | $-18.3M | $14.3M | ||
| Q2 25 | $-23.0M | $46.1M | ||
| Q1 25 | $17.9M | $-4.4M | ||
| Q4 24 | $43.2M | $8.2M | ||
| Q3 24 | $-103.9M | $13.7M | ||
| Q2 24 | $-41.9M | $8.0M | ||
| Q1 24 | $-9.3M | $14.0M |
| Q4 25 | 21.7% | 31.1% | ||
| Q3 25 | 20.2% | 30.7% | ||
| Q2 25 | 30.3% | 31.5% | ||
| Q1 25 | 22.3% | 31.5% | ||
| Q4 24 | 23.0% | 32.7% | ||
| Q3 24 | 17.9% | 33.7% | ||
| Q2 24 | 28.7% | 33.6% | ||
| Q1 24 | 24.2% | 33.0% |
| Q4 25 | 6.8% | 3.4% | ||
| Q3 25 | -8.4% | 3.0% | ||
| Q2 25 | -4.9% | 2.6% | ||
| Q1 25 | 4.5% | 0.4% | ||
| Q4 24 | 8.4% | 3.5% | ||
| Q3 24 | -15.4% | 6.2% | ||
| Q2 24 | -16.3% | 1.2% | ||
| Q1 24 | 0.4% | 4.3% |
| Q4 25 | 4.2% | 2.6% | ||
| Q3 25 | -6.7% | 3.6% | ||
| Q2 25 | -9.9% | 12.6% | ||
| Q1 25 | 4.3% | -1.3% | ||
| Q4 24 | 7.7% | 2.4% | ||
| Q3 24 | -41.4% | 3.9% | ||
| Q2 24 | -21.7% | 2.5% | ||
| Q1 24 | -2.2% | 4.6% |
| Q4 25 | $0.72 | $0.23 | ||
| Q3 25 | $-0.54 | $0.31 | ||
| Q2 25 | $2.97 | $0.99 | ||
| Q1 25 | $0.59 | $-0.10 | ||
| Q4 24 | $1.63 | $0.18 | ||
| Q3 24 | $-7.69 | $0.30 | ||
| Q2 24 | $-15.68 | $0.17 | ||
| Q1 24 | $-3.49 | $0.30 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $11.7M | $377.0M |
| Total DebtLower is stronger | $122.5M | $25.7M |
| Stockholders' EquityBook value | $283.2M | $1.9B |
| Total Assets | $1.1B | $2.4B |
| Debt / EquityLower = less leverage | 0.43× | 0.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.7M | $377.0M | ||
| Q3 25 | $7.3M | $386.4M | ||
| Q2 25 | $9.1M | $327.3M | ||
| Q1 25 | $9.2M | $343.9M | ||
| Q4 24 | $11.6M | $316.1M | ||
| Q3 24 | $8.2M | $319.3M | ||
| Q2 24 | $10.5M | $273.9M | ||
| Q1 24 | $8.1M | $276.0M |
| Q4 25 | $122.5M | $25.7M | ||
| Q3 25 | $170.0M | $24.9M | ||
| Q2 25 | $103.1M | $26.4M | ||
| Q1 25 | $141.2M | $20.5M | ||
| Q4 24 | $177.6M | $20.7M | ||
| Q3 24 | $221.9M | $22.2M | ||
| Q2 24 | $196.3M | $20.3M | ||
| Q1 24 | $30.2M | $20.9M |
| Q4 25 | $283.2M | $1.9B | ||
| Q3 25 | $256.5M | $1.9B | ||
| Q2 25 | $272.2M | $1.9B | ||
| Q1 25 | $292.9M | $1.8B | ||
| Q4 24 | $211.4M | $1.8B | ||
| Q3 24 | $149.8M | $1.8B | ||
| Q2 24 | $80.4M | $1.8B | ||
| Q1 24 | $121.5M | $1.7B |
| Q4 25 | $1.1B | $2.4B | ||
| Q3 25 | $950.8M | $2.5B | ||
| Q2 25 | $790.3M | $2.5B | ||
| Q1 25 | $1.1B | $2.4B | ||
| Q4 24 | $1.0B | $2.4B | ||
| Q3 24 | $973.2M | $2.4B | ||
| Q2 24 | $909.9M | $2.4B | ||
| Q1 24 | $1.2B | $2.4B |
| Q4 25 | 0.43× | 0.01× | ||
| Q3 25 | 0.66× | 0.01× | ||
| Q2 25 | 0.38× | 0.01× | ||
| Q1 25 | 0.48× | 0.01× | ||
| Q4 24 | 0.84× | 0.01× | ||
| Q3 24 | 1.48× | 0.01× | ||
| Q2 24 | 2.44× | 0.01× | ||
| Q1 24 | 0.25× | 0.01× |
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 | $38.1M |
| Free Cash FlowOCF − Capex | $61.9M | $12.4M |
| FCF MarginFCF / Revenue | 10.4% | 3.2% |
| Capex IntensityCapex / Revenue | 0.7% | 6.6% |
| Cash ConversionOCF / Net Profit | 2.65× | 3.74× |
| TTM Free Cash FlowTrailing 4 quarters | $-4.6M | $137.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.2M | $38.1M | ||
| Q3 25 | $-67.6M | $79.1M | ||
| Q2 25 | $52.6M | $41.5M | ||
| Q1 25 | $-41.9M | $56.7M | ||
| Q4 24 | $47.4M | $81.8M | ||
| Q3 24 | $-143.5M | $54.4M | ||
| Q2 24 | $81.7M | $14.4M | ||
| Q1 24 | $-35.8M | $-31.1M |
| Q4 25 | $61.9M | $12.4M | ||
| Q3 25 | $-71.3M | $62.8M | ||
| Q2 25 | $49.5M | $21.1M | ||
| Q1 25 | $-44.7M | $40.8M | ||
| Q4 24 | $44.4M | $62.1M | ||
| Q3 24 | $-147.5M | $39.4M | ||
| Q2 24 | $79.1M | $-3.5M | ||
| Q1 24 | $-39.0M | $-51.5M |
| Q4 25 | 10.4% | 3.2% | ||
| Q3 25 | -26.0% | 16.0% | ||
| Q2 25 | 21.3% | 5.8% | ||
| Q1 25 | -10.7% | 12.3% | ||
| Q4 24 | 7.9% | 18.3% | ||
| Q3 24 | -58.8% | 11.2% | ||
| Q2 24 | 41.1% | -1.1% | ||
| Q1 24 | -9.4% | -17.1% |
| Q4 25 | 0.7% | 6.6% | ||
| Q3 25 | 1.4% | 4.2% | ||
| Q2 25 | 1.3% | 5.6% | ||
| Q1 25 | 0.7% | 4.8% | ||
| Q4 24 | 0.5% | 5.8% | ||
| Q3 24 | 1.6% | 4.3% | ||
| Q2 24 | 1.4% | 5.6% | ||
| Q1 24 | 0.8% | 6.7% |
| Q4 25 | 2.65× | 3.74× | ||
| Q3 25 | — | 5.54× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | -2.34× | — | ||
| Q4 24 | 1.10× | 9.93× | ||
| Q3 24 | — | 3.95× | ||
| Q2 24 | — | 1.80× | ||
| Q1 24 | — | -2.22× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BNED
| Course Materials Product | $459.3M | 77% |
| General Merchandise Product | $112.9M | 19% |
| Serviceand Other | $26.1M | 4% |
DIOD
| Distributor | $253.1M | 65% |
| Direct Sales | $138.5M | 35% |
