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Side-by-side financial comparison of Barnes & Noble Education, Inc. (BNED) and Kimco Realty (KIM). 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 $542.5M, roughly 1.1× Kimco Realty). Kimco Realty runs the higher net margin — 27.9% vs 4.2%, a 23.7% gap on every dollar of revenue. On growth, Barnes & Noble Education, Inc. posted the faster year-over-year revenue change (6.9% vs 3.2%). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs 3.8%).
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.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
BNED vs KIM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $598.2M | $542.5M |
| Net Profit | $25.0M | $151.2M |
| Gross Margin | 21.7% | — |
| Operating Margin | 6.8% | 36.4% |
| Net Margin | 4.2% | 27.9% |
| Revenue YoY | 6.9% | 3.2% |
| Net Profit YoY | -49.7% | -9.0% |
| EPS (diluted) | $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 | $598.2M | $542.5M | ||
| Q3 25 | $274.2M | $535.9M | ||
| Q2 25 | $233.0M | $525.2M | ||
| Q1 25 | $419.7M | $536.6M | ||
| Q4 24 | $559.7M | $525.4M | ||
| Q3 24 | $250.9M | $507.6M | ||
| Q2 24 | $192.7M | $500.2M | ||
| Q1 24 | $415.4M | $503.8M |
| Q4 25 | $25.0M | $151.2M | ||
| Q3 25 | $-18.3M | $137.8M | ||
| Q2 25 | $-23.0M | $163.0M | ||
| Q1 25 | $17.9M | $132.8M | ||
| Q4 24 | $43.2M | $166.0M | ||
| Q3 24 | $-103.9M | $136.0M | ||
| Q2 24 | $-41.9M | $119.7M | ||
| Q1 24 | $-9.3M | $-11.0M |
| 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 24 | 24.2% | — |
| Q4 25 | 6.8% | 36.4% | ||
| Q3 25 | -8.4% | 34.9% | ||
| Q2 25 | -4.9% | 39.2% | ||
| Q1 25 | 4.5% | 33.6% | ||
| Q4 24 | 8.4% | 31.7% | ||
| Q3 24 | -15.4% | 33.7% | ||
| Q2 24 | -16.3% | 32.1% | ||
| Q1 24 | 0.4% | 25.9% |
| Q4 25 | 4.2% | 27.9% | ||
| Q3 25 | -6.7% | 25.7% | ||
| Q2 25 | -9.9% | 31.0% | ||
| Q1 25 | 4.3% | 24.8% | ||
| Q4 24 | 7.7% | 31.6% | ||
| Q3 24 | -41.4% | 26.8% | ||
| Q2 24 | -21.7% | 23.9% | ||
| Q1 24 | -2.2% | -2.2% |
| Q4 25 | $0.72 | — | ||
| Q3 25 | $-0.54 | — | ||
| Q2 25 | $2.97 | — | ||
| Q1 25 | $0.59 | — | ||
| Q4 24 | $1.63 | — | ||
| Q3 24 | $-7.69 | — | ||
| Q2 24 | $-15.68 | — | ||
| Q1 24 | $-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 | $11.7M | $211.6M |
| Total DebtLower is stronger | $122.5M | $7.7B |
| Stockholders' EquityBook value | $283.2M | $10.4B |
| Total Assets | $1.1B | $19.7B |
| Debt / EquityLower = less leverage | 0.43× | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.7M | $211.6M | ||
| Q3 25 | $7.3M | $159.3M | ||
| Q2 25 | $9.1M | $226.6M | ||
| Q1 25 | $9.2M | $131.3M | ||
| Q4 24 | $11.6M | $688.6M | ||
| Q3 24 | $8.2M | $789.0M | ||
| Q2 24 | $10.5M | $126.4M | ||
| Q1 24 | $8.1M | $133.4M |
| Q4 25 | $122.5M | $7.7B | ||
| Q3 25 | $170.0M | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | $141.2M | — | ||
| Q4 24 | $177.6M | $8.0B | ||
| Q3 24 | $221.9M | — | ||
| Q2 24 | $196.3M | — | ||
| Q1 24 | $30.2M | — |
| Q4 25 | $283.2M | $10.4B | ||
| Q3 25 | $256.5M | $10.5B | ||
| Q2 25 | $272.2M | $10.5B | ||
| Q1 25 | $292.9M | $10.6B | ||
| Q4 24 | $211.4M | $10.7B | ||
| Q3 24 | $149.8M | $10.5B | ||
| Q2 24 | $80.4M | $10.6B | ||
| Q1 24 | $121.5M | $10.6B |
| Q4 25 | $1.1B | $19.7B | ||
| Q3 25 | $950.8M | $19.9B | ||
| Q2 25 | $790.3M | $19.8B | ||
| Q1 25 | $1.1B | $19.7B | ||
| Q4 24 | $1.0B | $20.3B | ||
| Q3 24 | $973.2M | $20.1B | ||
| Q2 24 | $909.9M | $19.5B | ||
| Q1 24 | $1.2B | $19.5B |
| Q4 25 | 0.43× | 0.74× | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.84× | 0.75× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 2.44× | — | ||
| Q1 24 | 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 | $66.2M | $258.4M |
| Free Cash FlowOCF − Capex | $61.9M | — |
| FCF MarginFCF / Revenue | 10.4% | — |
| Capex IntensityCapex / Revenue | 0.7% | 0.0% |
| Cash ConversionOCF / Net Profit | 2.65× | 1.71× |
| TTM Free Cash FlowTrailing 4 quarters | $-4.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.2M | $258.4M | ||
| Q3 25 | $-67.6M | $332.4M | ||
| Q2 25 | $52.6M | $305.4M | ||
| Q1 25 | $-41.9M | $223.8M | ||
| Q4 24 | $47.4M | $239.5M | ||
| Q3 24 | $-143.5M | $295.9M | ||
| Q2 24 | $81.7M | $294.1M | ||
| Q1 24 | $-35.8M | $176.1M |
| Q4 25 | $61.9M | — | ||
| Q3 25 | $-71.3M | — | ||
| Q2 25 | $49.5M | — | ||
| Q1 25 | $-44.7M | $205.4M | ||
| Q4 24 | $44.4M | — | ||
| Q3 24 | $-147.5M | — | ||
| Q2 24 | $79.1M | — | ||
| Q1 24 | $-39.0M | — |
| Q4 25 | 10.4% | — | ||
| Q3 25 | -26.0% | — | ||
| Q2 25 | 21.3% | — | ||
| Q1 25 | -10.7% | 38.3% | ||
| Q4 24 | 7.9% | — | ||
| Q3 24 | -58.8% | — | ||
| Q2 24 | 41.1% | — | ||
| Q1 24 | -9.4% | — |
| Q4 25 | 0.7% | 0.0% | ||
| Q3 25 | 1.4% | 0.0% | ||
| Q2 25 | 1.3% | 0.0% | ||
| Q1 25 | 0.7% | 3.4% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 1.6% | — | ||
| Q2 24 | 1.4% | — | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 2.65× | 1.71× | ||
| Q3 25 | — | 2.41× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | -2.34× | 1.69× | ||
| Q4 24 | 1.10× | 1.44× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.46× | ||
| Q1 24 | — | — |
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% |
KIM
Segment breakdown not available.
