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Side-by-side financial comparison of Barnes & Noble Education, Inc. (BNED) and RBC Bearings INC (RBC). 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 $461.6M, roughly 1.3× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 4.2%, a 10.4% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs 6.9%). RBC Bearings INC produced more free cash flow last quarter ($99.1M vs $61.9M). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
BNED vs RBC — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.2M | $461.6M |
| Net Profit | $25.0M | $67.4M |
| Gross Margin | 21.7% | 44.3% |
| Operating Margin | 6.8% | 22.3% |
| Net Margin | 4.2% | 14.6% |
| Revenue YoY | 6.9% | 17.0% |
| Net Profit YoY | -49.7% | 16.4% |
| EPS (diluted) | $0.72 | $2.13 |
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 | $461.6M | ||
| Q3 25 | $274.2M | $455.3M | ||
| Q2 25 | $233.0M | $436.0M | ||
| Q1 25 | $419.7M | $437.7M | ||
| Q4 24 | $559.7M | $394.4M | ||
| Q3 24 | $250.9M | $397.9M | ||
| Q2 24 | $192.7M | $406.3M | ||
| Q1 24 | $415.4M | $413.7M |
| Q4 25 | $25.0M | $67.4M | ||
| Q3 25 | $-18.3M | $60.0M | ||
| Q2 25 | $-23.0M | $68.5M | ||
| Q1 25 | $17.9M | $72.7M | ||
| Q4 24 | $43.2M | $57.9M | ||
| Q3 24 | $-103.9M | $54.2M | ||
| Q2 24 | $-41.9M | $61.4M | ||
| Q1 24 | $-9.3M | — |
| Q4 25 | 21.7% | 44.3% | ||
| Q3 25 | 20.2% | 44.1% | ||
| Q2 25 | 30.3% | 44.8% | ||
| Q1 25 | 22.3% | 44.2% | ||
| Q4 24 | 23.0% | 44.3% | ||
| Q3 24 | 17.9% | 43.7% | ||
| Q2 24 | 28.7% | 45.3% | ||
| Q1 24 | 24.2% | 43.1% |
| Q4 25 | 6.8% | 22.3% | ||
| Q3 25 | -8.4% | 21.5% | ||
| Q2 25 | -4.9% | 23.2% | ||
| Q1 25 | 4.5% | 23.0% | ||
| Q4 24 | 8.4% | 21.7% | ||
| Q3 24 | -15.4% | 21.6% | ||
| Q2 24 | -16.3% | 24.0% | ||
| Q1 24 | 0.4% | 22.8% |
| Q4 25 | 4.2% | 14.6% | ||
| Q3 25 | -6.7% | 13.2% | ||
| Q2 25 | -9.9% | 15.7% | ||
| Q1 25 | 4.3% | 16.6% | ||
| Q4 24 | 7.7% | 14.7% | ||
| Q3 24 | -41.4% | 13.6% | ||
| Q2 24 | -21.7% | 15.1% | ||
| Q1 24 | -2.2% | — |
| Q4 25 | $0.72 | $2.13 | ||
| Q3 25 | $-0.54 | $1.90 | ||
| Q2 25 | $2.97 | $2.17 | ||
| Q1 25 | $0.59 | $2.33 | ||
| Q4 24 | $1.63 | $1.82 | ||
| Q3 24 | $-7.69 | $1.65 | ||
| Q2 24 | $-15.68 | $1.90 | ||
| Q1 24 | $-3.49 | $1.92 |
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 | $107.6M |
| Total DebtLower is stronger | $122.5M | $990.2M |
| Stockholders' EquityBook value | $283.2M | $3.3B |
| Total Assets | $1.1B | $5.1B |
| Debt / EquityLower = less leverage | 0.43× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.7M | $107.6M | ||
| Q3 25 | $7.3M | $91.2M | ||
| Q2 25 | $9.1M | $132.9M | ||
| Q1 25 | $9.2M | $36.8M | ||
| Q4 24 | $11.6M | — | ||
| Q3 24 | $8.2M | — | ||
| Q2 24 | $10.5M | $76.8M | ||
| Q1 24 | $8.1M | $63.5M |
| Q4 25 | $122.5M | $990.2M | ||
| Q3 25 | $170.0M | $1.1B | ||
| Q2 25 | $103.1M | $915.6M | ||
| Q1 25 | $141.2M | $920.1M | ||
| Q4 24 | $177.6M | — | ||
| Q3 24 | $221.9M | — | ||
| Q2 24 | $196.3M | — | ||
| Q1 24 | $30.2M | $1.2B |
| Q4 25 | $283.2M | $3.3B | ||
| Q3 25 | $256.5M | $3.2B | ||
| Q2 25 | $272.2M | $3.1B | ||
| Q1 25 | $292.9M | $3.0B | ||
| Q4 24 | $211.4M | $2.9B | ||
| Q3 24 | $149.8M | $2.9B | ||
| Q2 24 | $80.4M | $2.8B | ||
| Q1 24 | $121.5M | $2.8B |
| Q4 25 | $1.1B | $5.1B | ||
| Q3 25 | $950.8M | $5.1B | ||
| Q2 25 | $790.3M | $4.8B | ||
| Q1 25 | $1.1B | $4.7B | ||
| Q4 24 | $1.0B | $4.7B | ||
| Q3 24 | $973.2M | $4.7B | ||
| Q2 24 | $909.9M | $4.7B | ||
| Q1 24 | $1.2B | $4.7B |
| Q4 25 | 0.43× | 0.30× | ||
| Q3 25 | 0.66× | 0.34× | ||
| Q2 25 | 0.38× | 0.29× | ||
| Q1 25 | 0.48× | 0.30× | ||
| Q4 24 | 0.84× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 2.44× | — | ||
| Q1 24 | 0.25× | 0.43× |
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 | $122.1M |
| Free Cash FlowOCF − Capex | $61.9M | $99.1M |
| FCF MarginFCF / Revenue | 10.4% | 21.5% |
| Capex IntensityCapex / Revenue | 0.7% | 5.0% |
| Cash ConversionOCF / Net Profit | 2.65× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $-4.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.2M | $122.1M | ||
| Q3 25 | $-67.6M | $88.4M | ||
| Q2 25 | $52.6M | $120.0M | ||
| Q1 25 | $-41.9M | — | ||
| Q4 24 | $47.4M | $84.0M | ||
| Q3 24 | $-143.5M | — | ||
| Q2 24 | $81.7M | $97.4M | ||
| Q1 24 | $-35.8M | — |
| Q4 25 | $61.9M | $99.1M | ||
| Q3 25 | $-71.3M | $71.7M | ||
| Q2 25 | $49.5M | $104.3M | ||
| Q1 25 | $-44.7M | — | ||
| Q4 24 | $44.4M | $73.6M | ||
| Q3 24 | $-147.5M | — | ||
| Q2 24 | $79.1M | $88.4M | ||
| Q1 24 | $-39.0M | — |
| Q4 25 | 10.4% | 21.5% | ||
| Q3 25 | -26.0% | 15.7% | ||
| Q2 25 | 21.3% | 23.9% | ||
| Q1 25 | -10.7% | — | ||
| Q4 24 | 7.9% | 18.7% | ||
| Q3 24 | -58.8% | — | ||
| Q2 24 | 41.1% | 21.8% | ||
| Q1 24 | -9.4% | — |
| Q4 25 | 0.7% | 5.0% | ||
| Q3 25 | 1.4% | 3.7% | ||
| Q2 25 | 1.3% | 3.6% | ||
| Q1 25 | 0.7% | 3.2% | ||
| Q4 24 | 0.5% | 2.6% | ||
| Q3 24 | 1.6% | 4.1% | ||
| Q2 24 | 1.4% | 2.2% | ||
| Q1 24 | 0.8% | — |
| Q4 25 | 2.65× | 1.81× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 1.75× | ||
| Q1 25 | -2.34× | — | ||
| Q4 24 | 1.10× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| 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% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
