The strong results and dividend initiation confirm the turnaround is on track. Monitor fall 2026 First Day Complete enrollment (expected 1.4M, up 23%) as a lead indicator for FY2027 revenue growth. The reiterated guidance suggests management sees sustained momentum, supporting the stock's positive trajectory.
Price Chart
Executive Summary
Barnes & Noble Education reported strong FY2026 results with revenue up 6.5% to $1.715B, net income of $16.9M versus a loss of $65.8M, and Adjusted EBITDA up 28.8% to $76.5M. The company initiated a quarterly dividend of $0.08/share and reiterated FY2027 Adjusted EBITDA guidance of $85-92M, signaling confidence in continued growth.
Key Financial Metrics
Key Facts
- Full-year revenue $1.715B, +6.5% YoY; comparable store sales +4.4%
- Net income $16.9M vs net loss $(65.8)M in prior year
- Adjusted EBITDA $76.5M, +28.8% YoY
- Total debt reduced 33% to $62.6M net debt
- Inaugural quarterly dividend of $0.08/share initiated
- FY2027 Adjusted EBITDA guidance reiterated at $85M-$92M
- BNC First Day program revenue up 28% to $760.1M; spring 2026 enrollment 1.25M students, +31% YoY
Financial Impact
Revenue growth of $104.6M, net income swing of $82.7M, debt reduction of $31.4M
Risk Factors
- Slower-than-expected college enrollment or reduced student spending
- Increased competition from digital course material providers
- Potential disruption to First Day program adoption rates
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3325199 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 2d ago | 8-K | $13.50 | awaiting T+1 | — | $13.55 (+0.37%) |
Sep 25, 2026 4w ago | Insider Cluster | $11.11 $11.31 | ▼ −1.79% | ▼ −1.97% | $13.55 (−21.99%) |
Sep 25, 2026 4w ago | Insider Cluster | $11.11 $11.31 | ▼ −1.79% | ▼ −1.97% | $13.55 (−21.99%) |
Sep 24, 2026 4w ago | Press Release | $11.33 $11.18 | ▼ −1.32% | ▼ −0.58% | $13.55 (+19.59%) |
Jul 21, 2026 13w ago | Insider Cluster | $12.35 $11.90 | ▼ −3.64% | ▼ −3.53% | $13.55 (+9.72%) |
Jul 9, 2026 15w ago | Press Release | $12.91 $12.53 | ▼ −2.94% | ▼ −2.18% | $13.55 (+4.96%) |
Jul 8, 2026 15w ago | Insider Cluster | $11.42 $12.91 | ▼ −13.05% | ▼ −12.62% | $13.55 (−18.65%) |
Jul 7, 2026 15w ago | Insider Cluster | $11.37 $11.65 | ▼ −2.46% | ▼ −2.77% | $13.55 (−19.17%) |
Jun 24, 2026 17w ago | 8-K | $13.43 $13.74 | ▲ +2.31% | ▲ +3.03% | $13.55 (+0.89%) |
Mar 13, 2026 32w ago | Insider Cluster | $8.49 $8.97 | ▲ +5.65% | ▲ +4.63% | $13.55 (+59.60%) |
US Market Status
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