# Barnes & Noble Education, Inc.: overview BNED · NYSE · CIK 1634117 · [Consumer discretionary](/sectors/consumer-discretionary.md) · fiscal year ends May 3 Pages: [Overview](/companies/bned.md) · [Financials](/companies/bned/financials.md) · [Filings](/companies/bned/filings.md) · [Insiders](/companies/bned/insiders.md) Latest reported revenue: [$276.9m](/filings/0001634117-26-000093.md) for Q1 FY2027, three months to 2026-08-01, from the 10-Q filed Sep 8, 2026 (XBRL us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, accession 0001634117-26-000093). ## Last eight quarters | Line item | Unit | Q2 FY2025 (2024-10-26) | Q3 FY2025 (2025-01-25) | Q4 FY2025 (2025-05-03) | Q1 FY2026 (2025-08-02) | Q2 FY2026 (2025-11-01) | Q3 FY2026 (2026-01-31) | Q4 FY2026 (2026-05-02) | Q1 FY2027 (2026-08-01) | | --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [560](/filings/0001634117-26-000009.md) | [420](/filings/0001634117-26-000018.md) | [282](/filings/0001634117-25-000038.md) | [274](/filings/0001634117-26-000093.md) | [598](/filings/0001634117-26-000009.md) | [472](/filings/0001634117-26-000018.md) | [220 d](/filings/0001634117-26-000070.md) | [277](/filings/0001634117-26-000093.md) | | Gross margin | % | [23.0%](/filings/0001634117-26-000009.md) | [22.3%](/filings/0001634117-26-000018.md) | [25.0%](/filings/0001634117-25-000038.md) | [20.2%](/filings/0001634117-26-000093.md) | [21.7%](/filings/0001634117-26-000009.md) | [20.4%](/filings/0001634117-26-000018.md) | [38.5% d](/filings/0001634117-26-000070.md) | [20.6%](/filings/0001634117-26-000093.md) | | Operating margin | % | [8.4%](/filings/0001634117-26-000009.md) | [4.5%](/filings/0001634117-26-000018.md) | [(4.1%) d](/filings/0001634117-26-000070.md) | [(8.4%)](/filings/0001634117-26-000093.md) | [6.8%](/filings/0001634117-26-000009.md) | [3.1%](/filings/0001634117-26-000018.md) | [1.9% d](/filings/0001634117-26-000070.md) | [(6.2%)](/filings/0001634117-26-000093.md) | | Net margin | % | [7.7%](/filings/0001634117-26-000018.md) | [4.3%](/filings/0001634117-26-000018.md) | [(8.2%)](/filings/0001634117-25-000038.md) | [(6.7%)](/filings/0001634117-26-000093.md) | [4.2%](/filings/0001634117-26-000018.md) | [1.4%](/filings/0001634117-26-000018.md) | [1.6% d](/filings/0001634117-26-000070.md) | [(4.7%)](/filings/0001634117-26-000093.md) | | Diluted EPS | $ per share | [1.63](/filings/0001634117-26-000009.md) | [0.59](/filings/0001634117-26-000018.md) | [(0.68)](/filings/0001634117-25-000038.md) | [(0.54)](/filings/0001634117-26-000093.md) | [0.72](/filings/0001634117-26-000009.md) | [0.19](/filings/0001634117-26-000018.md) | not reported | [(0.37)](/filings/0001634117-26-000093.md) | | Free cash flow | $m | [44.4 d](/filings/0001634117-26-000009.md) | [(44.7) d](/filings/0001634117-26-000018.md) | [49.5 d](/filings/0001634117-26-000070.md) | [(71.3)](/filings/0001634117-26-000093.md) | [61.9 d](/filings/0001634117-26-000009.md) | [(33.1) d](/filings/0001634117-26-000018.md) | [76.4 d](/filings/0001634117-26-000070.md) | [(56.4)](/filings/0001634117-26-000093.md) | - Revenue. XBRL Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 6-month figure less the 3-month figure; 9-month figure less the 6-month figure; 12-month figure less the 9-month figure. ## Last five fiscal years | Line item | Unit | FY2022 (2022-04-30) | FY2023 (2023-04-29) | FY2024 (2024-04-27) | FY2025 (2025-05-03) | FY2026 (2026-05-02) | | --- | --- | ---: | ---: | ---: | ---: | ---: | | Revenue | $m | [1,496](/filings/0001634117-23-000032.md) | [1,543](/filings/0001634117-24-000048.md) | [1,430](/filings/0001634117-25-000038.md) | [1,463](/filings/0001634117-26-000070.md) | [1,564](/filings/0001634117-26-000070.md) | | Gross margin | % | [22.9%](/filings/0001634117-23-000032.md) | [22.6%](/filings/0001634117-24-000048.md) | [24.1%](/filings/0001634117-25-000038.md) | [23.1%](/filings/0001634117-26-000070.md) | [23.4%](/filings/0001634117-26-000070.md) | | Operating margin | % | [(4.1%)](/filings/0001634117-23-000032.md) | [(4.3%)](/filings/0001634117-24-000048.md) | [(2.4%)](/filings/0001634117-25-000038.md) | [1.1%](/filings/0001634117-26-000070.md) | [2.3%](/filings/0001634117-26-000070.md) | | Net margin | % | [(4.6%)](/filings/0001634117-23-000032.md) | [(6.6%)](/filings/0001634117-24-000048.md) | [(5.3%)](/filings/0001634117-25-000038.md) | [(4.5%)](/filings/0001634117-26-000070.md) | [1.1%](/filings/0001634117-26-000070.md) | | Diluted EPS | $ per share | [(1.33)](/filings/0001634117-23-000032.md) | [(38.61)](/filings/0001634117-24-000048.md) | [(28.46)](/filings/0001634117-25-000038.md) | [(2.50)](/filings/0001634117-26-000070.md) | [0.49](/filings/0001634117-26-000070.md) | | Free cash flow | $m | [(32.4)](/filings/0001634117-23-000032.md) | [66.6](/filings/0001634117-24-000048.md) | [(19.2)](/filings/0001634117-25-000038.md) | [(98.3)](/filings/0001634117-26-000070.md) | [33.9](/filings/0001634117-26-000070.md) | - Revenue. XBRL Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues; Revenue: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax. - Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted. - Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing. ## Insider purchases and sales The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/bned/insiders.md) | Date | Insider | Role | Transaction | Shares | Reported price | Value | Filing | | --- | --- | --- | --- | ---: | ---: | ---: | --- | | 2025-03-13 | [Toro 18 Holdings LLC](/insiders/1970265.md) | Director, 10% owner | Purchase (P) | 142,898 | $8.6009 | $1.2m | [Form 4](/filings/0000921895-25-000769.md) | | 2025-03-12 | [Toro 18 Holdings LLC](/insiders/1970265.md) | Director, 10% owner | Purchase (P) | 59,146 | $8.4927 | $502.3k | [Form 4](/filings/0000921895-25-000769.md) | ## Funds that report holding it From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md) | Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before | | --- | --- | ---: | ---: | --- | --- | | [IMMERSION CORP](/funds/1058811.md) | 2026-06-30 | $140.8m | 11,208,746 | | Unchanged | | [Kanen Wealth Management LLC](/funds/1681614.md) | 2026-06-30 | $42.9m | 3,379,123 | | Reduced −44,659 | | [Windward Management LP](/funds/1880817.md) | 2026-06-30 | $20.8m | 1,656,736 | | Reduced −43,264 | | [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $14.8m | 1,177,322 | | Added +89,696 | | [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $13.3m | 1,059,206 | | Added +13,479 | | [Prescott Group Capital Management, L.L.C.](/funds/1166152.md) | 2026-06-30 | $11.2m | 891,799 | | Added +10,000 | | [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $10.1m | 804,636 | | Reduced −60,249 | | [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $6.2m | 495,899 | | Added +60,421 | | [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $4.6m | 366,531 | | Added +49,336 | | [683 Capital Management, LLC](/funds/1404574.md) | 2026-06-30 | $4.4m | 349,046 | | Reduced −30,954 | ## Recent filings [All 923 filings](/companies/bned/filings.md) | Filed | Accepted | Form | What it is | Accession | | --- | --- | --- | --- | --- | | 2026-10-23 | 16:22 ET | [8-K](/filings/0001634117-26-000118.md) | 5.02 Departure or appointment of officers or directors | 0001634117-26-000118 | | 2026-09-30 | 17:55 ET | [8-K](/filings/0001634117-26-000115.md) | 5.07 Shareholder vote results | 0001634117-26-000115 | | 2026-09-24 | 16:22 ET | [8-K](/filings/0001634117-26-000099.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001634117-26-000099 | | 2026-09-08 | 16:18 ET | [10-Q](/filings/0001634117-26-000093.md) | Quarterly report, period 2026-08-01 | 0001634117-26-000093 | | 2026-09-08 | 16:10 ET | [8-K](/filings/0001634117-26-000090.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001634117-26-000090 | | 2026-08-12 | 16:29 ET | [DEF 14A](/filings/0001140361-26-032503.md) | Proxy statement, period 2026-09-24 | 0001140361-26-032503 | | 2026-07-09 | 16:15 ET | [10-K](/filings/0001634117-26-000070.md) | Annual report, period 2026-05-02 | 0001634117-26-000070 | | 2026-07-09 | 16:12 ET | [8-K](/filings/0001634117-26-000068.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001634117-26-000068 | | 2026-07-08 | 17:24 ET | [SCHEDULE 13D/A](/filings/0000921895-26-001776.md) | Ownership report, active investor, amended | 0000921895-26-001776 | | 2026-06-24 | 16:24 ET | [8-K](/filings/0001634117-26-000059.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001634117-26-000059 | ## Latest annual report [Form 10-K for the fiscal year ended May 2, 2026](/filings/0001634117-26-000070.md), filed Jul 9, 2026. ## Forecast league Not in this season’s league. [This season’s league](/leagues.md) ## About the filer - CIK: 1634117 - Tickers: BNED - Exchange: NYSE - SIC code: 5940 Retail-Miscellaneous Shopping Goods Stores - State of incorporation: DE - Filer category: Accelerated filer
Smaller reporting company Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:44 ET. No prices; not investment advice.