Byrna Technologies Inc.
Byrna Technologies Inc. Q1 FY2026 earnings call
April 9, 2026 · fiscal period ended 2026-02
EPS · actual vs est
Revenue · actual vs est
Summary
Generated 2026-04-09
Management highlights
CEO Con Davis discussed focusing on driving deeper penetration to retail and dealer channels, broadening brand message to reach new audiences, and establishing clear financial algorithm. CFO Lori Kearns reviewed financial results for Q1 2026. On e-commerce, efforts to improve website experience like launching Find the Right Launcher quiz. On retail, expanding distribution, new partnerships like with Academy Sports and Outdoors, Murdoch's Ranch and Home Supply, and working on in-store experiences. On product, discussing performance of new products like Burna CL XL. On marketing, evolving message to be more lifestyle focused
Segment performance
Net revenue for Q1 2026 was $29 million, an 11% increase from $26.2 million in fiscal first quarter of 2025. Gross profit for Q1 2026 was $17.4 million or 60% of net revenue compared to $15.9 million or 61% of net revenue for Q1 2025. Operating expenses for Q1 2026 were $16.5 million compared to $14.2 million for Q1 2025. Net income for Q1 2026 was $0.8 million compared to $1.7 million for Q1 2025. Adjusted EBITDA for Q1 2026 totaled $2.2 million compared to $3 million for Q1 2025. Cash, cash equivalents and marketable securities at February 28, 2026 totaled $9.6 million compared to $15.5 million at November 30, 2025. Inventory on February 28, 2026 totaled $33.1 million compared to $32.7 million on November 30, 2025
Guidance
Expects fiscal Q2 to be down meaningfully year over year and compared to Q1. Does not plan to continue prior practice of preannouncing quarterly revenue, focusing on improving underlying operations and forecasting
Risks
Conversion rates on Burna.com are down, not effectively converting traffic; online and retail storytelling for products like Burna CL XL not effective; retailers may face challenges with space and cost in implementing in-store shooting experiences
Q&A highlights
Q: Jeremy Hamblin asked about revenue commentary, AOV decline, gross margin improvement.
Q: Jeff Van Sinderen asked about Bass Pro end caps, social media marketing, recurring revenue.
Q: Eric Wold asked about retail channel trends, shooting experiences.
Q: Matt Caranda asked about near-term conversion trends, product portfolio progression, cash flow.
Q: John Hickman's question was lost
Key numbers
Reported versus consensus
Earnings calendar feed
| Metric | Reported | Consensus | Delta | Prior year |
|---|---|---|---|---|
| EPS | $0.03 | $0.05 | -42.3% | $0.07 |
| Revenue | $29.0M | $29.8M | -2.6% | $26.2M |
Transcript
April 9, 2026Full transcript unavailable for redistribution
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Prior quarters
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