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Side-by-side financial comparison of Barnes & Noble Education, Inc. (BNED) and VALMONT INDUSTRIES INC (VMI). Click either name above to swap in a different company.
VALMONT INDUSTRIES INC is the larger business by last-quarter revenue ($1.0B vs $598.2M, roughly 1.7× Barnes & Noble Education, Inc.). VALMONT INDUSTRIES INC runs the higher net margin — 10.5% vs 4.2%, a 6.3% gap on every dollar of revenue. On growth, Barnes & Noble Education, Inc. posted the faster year-over-year revenue change (6.9% vs 6.2%). Over the past eight quarters, Barnes & Noble Education, Inc.'s revenue compounded faster (20.0% CAGR vs -0.5%).
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.
Valmont Industries, Inc. is a large, publicly held American manufacturer of Valley center pivot and linear irrigation equipment, windmill support structures, lighting and traffic poles and steel utility poles.
BNED vs VMI — Head-to-Head
Income Statement — Q2 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.2M | $1.0B |
| Net Profit | $25.0M | $108.0M |
| Gross Margin | 21.7% | 30.8% |
| Operating Margin | 6.8% | 15.1% |
| Net Margin | 4.2% | 10.5% |
| Revenue YoY | 6.9% | 6.2% |
| Net Profit YoY | -49.7% | 23.8% |
| EPS (diluted) | $0.72 | $5.51 |
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 | — | $1.0B | ||
| Q4 25 | $598.2M | $1.0B | ||
| Q3 25 | $274.2M | $1.0B | ||
| Q2 25 | $233.0M | $1.1B | ||
| Q1 25 | $419.7M | $969.3M | ||
| Q4 24 | $559.7M | $1.0B | ||
| Q3 24 | $250.9M | $1.0B | ||
| Q2 24 | $192.7M | $1.0B |
| Q1 26 | — | $108.0M | ||
| Q4 25 | $25.0M | $168.0M | ||
| Q3 25 | $-18.3M | $99.0M | ||
| Q2 25 | $-23.0M | $-4.0M | ||
| Q1 25 | $17.9M | $87.3M | ||
| Q4 24 | $43.2M | $77.7M | ||
| Q3 24 | $-103.9M | $83.1M | ||
| Q2 24 | $-41.9M | $99.7M |
| Q1 26 | — | 30.8% | ||
| Q4 25 | 21.7% | 29.8% | ||
| Q3 25 | 20.2% | 30.4% | ||
| Q2 25 | 30.3% | 30.6% | ||
| Q1 25 | 22.3% | 30.0% | ||
| Q4 24 | 23.0% | 30.2% | ||
| Q3 24 | 17.9% | 29.6% | ||
| Q2 24 | 28.7% | 30.8% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 6.8% | 11.2% | ||
| Q3 25 | -8.4% | 13.5% | ||
| Q2 25 | -4.9% | 2.8% | ||
| Q1 25 | 4.5% | 13.2% | ||
| Q4 24 | 8.4% | 11.6% | ||
| Q3 24 | -15.4% | 12.3% | ||
| Q2 24 | -16.3% | 14.2% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 4.2% | 16.2% | ||
| Q3 25 | -6.7% | 9.5% | ||
| Q2 25 | -9.9% | -0.4% | ||
| Q1 25 | 4.3% | 9.0% | ||
| Q4 24 | 7.7% | 7.5% | ||
| Q3 24 | -41.4% | 8.1% | ||
| Q2 24 | -21.7% | 9.6% |
| Q1 26 | — | $5.51 | ||
| Q4 25 | $0.72 | $9.02 | ||
| Q3 25 | $-0.54 | $4.98 | ||
| Q2 25 | $2.97 | $-1.53 | ||
| Q1 25 | $0.59 | $4.32 | ||
| Q4 24 | $1.63 | $3.85 | ||
| Q3 24 | $-7.69 | $4.11 | ||
| Q2 24 | $-15.68 | $4.91 |
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 | $160.2M |
| Total DebtLower is stronger | $122.5M | — |
| Stockholders' EquityBook value | $283.2M | $1.7B |
| Total Assets | $1.1B | $3.4B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $160.2M | ||
| Q4 25 | $11.7M | $187.1M | ||
| Q3 25 | $7.3M | $226.1M | ||
| Q2 25 | $9.1M | $208.5M | ||
| Q1 25 | $9.2M | $184.4M | ||
| Q4 24 | $11.6M | $164.3M | ||
| Q3 24 | $8.2M | $200.5M | ||
| Q2 24 | $10.5M | $163.1M |
| Q1 26 | — | — | ||
| Q4 25 | $122.5M | $795.7M | ||
| Q3 25 | $170.0M | — | ||
| Q2 25 | $103.1M | — | ||
| Q1 25 | $141.2M | — | ||
| Q4 24 | $177.6M | $730.6M | ||
| Q3 24 | $221.9M | — | ||
| Q2 24 | $196.3M | — |
| Q1 26 | — | $1.7B | ||
| Q4 25 | $283.2M | $1.6B | ||
| Q3 25 | $256.5M | $1.6B | ||
| Q2 25 | $272.2M | $1.5B | ||
| Q1 25 | $292.9M | $1.6B | ||
| Q4 24 | $211.4M | $1.5B | ||
| Q3 24 | $149.8M | $1.5B | ||
| Q2 24 | $80.4M | $1.5B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.1B | $3.4B | ||
| Q3 25 | $950.8M | $3.4B | ||
| Q2 25 | $790.3M | $3.3B | ||
| Q1 25 | $1.1B | $3.4B | ||
| Q4 24 | $1.0B | $3.3B | ||
| Q3 24 | $973.2M | $3.5B | ||
| Q2 24 | $909.9M | $3.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.43× | 0.49× | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.38× | — | ||
| Q1 25 | 0.48× | — | ||
| Q4 24 | 0.84× | 0.47× | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 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 | $66.2M | $111.2M | ||
| Q3 25 | $-67.6M | $112.5M | ||
| Q2 25 | $52.6M | $167.6M | ||
| Q1 25 | $-41.9M | $65.1M | ||
| Q4 24 | $47.4M | $193.4M | ||
| Q3 24 | $-143.5M | $225.1M | ||
| Q2 24 | $81.7M | $130.8M |
| Q1 26 | — | — | ||
| Q4 25 | $61.9M | $70.4M | ||
| Q3 25 | $-71.3M | $70.6M | ||
| Q2 25 | $49.5M | $135.6M | ||
| Q1 25 | $-44.7M | $34.8M | ||
| Q4 24 | $44.4M | $167.8M | ||
| Q3 24 | $-147.5M | $204.6M | ||
| Q2 24 | $79.1M | $112.5M |
| Q1 26 | — | — | ||
| Q4 25 | 10.4% | 6.8% | ||
| Q3 25 | -26.0% | 6.7% | ||
| Q2 25 | 21.3% | 12.9% | ||
| Q1 25 | -10.7% | 3.6% | ||
| Q4 24 | 7.9% | 16.2% | ||
| Q3 24 | -58.8% | 20.1% | ||
| Q2 24 | 41.1% | 10.8% |
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 3.9% | ||
| Q3 25 | 1.4% | 4.0% | ||
| Q2 25 | 1.3% | 3.0% | ||
| Q1 25 | 0.7% | 3.1% | ||
| Q4 24 | 0.5% | 2.5% | ||
| Q3 24 | 1.6% | 2.0% | ||
| Q2 24 | 1.4% | 1.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.65× | 0.66× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | — | — | ||
| Q1 25 | -2.34× | 0.75× | ||
| Q4 24 | 1.10× | 2.49× | ||
| Q3 24 | — | 2.71× | ||
| Q2 24 | — | 1.31× |
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% |
VMI
| Infrastructure | $803.2M | 78% |
| Agriculture | $226.0M | 22% |
