Barnes & Noble Education (NYSE: BNED) releases Q4 and full-year 2025 earnings details

Rhea-AI Filing Summary

Barnes & Noble Education, Inc. reported that it has released its financial results for the fiscal fourth quarter and full year ended May 3, 2025. The company disclosed these results through a press release dated December 23, 2025, and accompanying financial statements with non-GAAP reconciliation tables.

The report explains that these earnings materials are furnished, not filed, which means they are not subject to certain liability provisions under securities laws unless specifically incorporated into other documents. Investors looking for detailed revenue, profit, and cash flow figures would need to review the attached press release and financial tables referenced in the exhibits.

Insights

Equity research analyst

BNED furnished Q4 and full-year 2025 results via exhibit only.

Barnes & Noble Education has released its fiscal fourth quarter and full-year results for the period ended May 3, 2025, but only by attaching a press release and detailed financial schedules as exhibits. The core filing itself does not summarize revenue, earnings, or cash flow figures.

The company classifies this information as "furnished" rather than "filed" under the Exchange Act, which is a common practice for earnings releases and affects how the information is treated for certain legal purposes. The exhibits include both GAAP financial statements and non-GAAP reconciliation tables, indicating management is presenting adjusted metrics alongside standard accounting results.

Any assessment of BNED's recent performance would depend on the specific numbers and trends contained in Exhibits 99.1 and 99.2, including how non-GAAP adjustments compare to GAAP results for the year ended May 3, 2025.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): December 23, 2025

BARNES & NOBLE EDUCATION, INC.

(Exact name of registrant as specified in its charter)

Delaware

1-37499

46-0599018

(State or other jurisdiction of incorporation)

(Commission File Number)

(IRS Employer Identification No.)

180 Park Avenue, Suite 301,

Florham Park,

NJ

07932

(Address of principal executive offices)(Zip Code)

Registrant’s telephone number, including area code:

(908) 991-2665

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

□    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

□    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

□    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

□    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of Class

Trading Symbol

Name of Exchange on which registered

Common Stock, $0.01 par value per share

BNED

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company □

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. □

Item 2.02     Results of Operations and Financial Condition.

On December 23, 2025, Barnes & Noble Education, Inc. (the “Company”) issued a press release announcing its financial results for the fiscal fourth quarter and full year ended May 3, 2025 (the “Press Release”). A copy of the Press Release is attached hereto as Exhibit 99.1.

The information in this Form 8-K and the Exhibit attached hereto pertaining to the Company’s financial results shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by specific reference in such filing.

Item 9.01.    Financial Statements and Exhibits                     

Exhibit No.						Description
99.1						Press Release of Barnes & Noble Education, Inc., dated December 23, 2025
99.2						Financial Statements and Non-GAAP Reconciliation Tables, dated December 23, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

Signatures

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.

Date: December 23, 2025

BARNES & NOBLE EDUCATION, INC.

By:     /s/ Jason Snagusky         

Name:      Jason Snagusky

Title:      Chief Financial Officer

BARNES & NOBLE EDUCATION, INC.

EXHIBIT INDEX

Exhibit No.						Description
99.1						Press Release of Barnes & Noble Education, Inc., dated December 23, 2025
99.2						Financial Statements and Non-GAAP Reconciliation Tables, dated December 23, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

FAQ

What did Barnes & Noble Education (BNED) disclose in this 8-K filing?

Barnes & Noble Education disclosed that it released a press release announcing its financial results for the fiscal fourth quarter and full year ended May 3, 2025, and furnished related financial statements and non-GAAP reconciliation tables as exhibits.

Which period do Barnes & Noble Education's newly released results cover?

The results released by Barnes & Noble Education cover the fiscal fourth quarter and full year ended May 3, 2025.

How did BNED provide its Q4 and full-year 2025 financial details?

BNED provided its Q4 and full-year 2025 financial details through a press release dated December 23, 2025 (Exhibit 99.1) and separate financial statements and non-GAAP reconciliation tables (Exhibit 99.2).

Are Barnes & Noble Education's earnings materials considered filed with the SEC?

No. The company states that the information related to its financial results in this report and the attached exhibits is furnished and not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, unless specifically incorporated by reference elsewhere.

What exhibits are included with this Barnes & Noble Education 8-K?

The filing includes Exhibit 99.1 (press release announcing financial results dated December 23, 2025), Exhibit 99.2 (financial statements and non-GAAP reconciliation tables dated December 23, 2025), and Exhibit 104 (cover page interactive data file).

Who signed the Barnes & Noble Education 8-K related to the May 3, 2025 results?

The report was signed on behalf of Barnes & Noble Education, Inc. by Jason Snagusky, the company’s Chief Financial Officer.