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Barfresh Food Group (BRFH)
NASDAQ:BRFH
US Market
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Barfresh Food Group (BRFH) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 19, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-0.04
Last Year’s EPS
-0.06
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:May 14, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call conveyed clear operational momentum: large revenue growth (92% YoY), a major multi-year school district win, manufacturing integration progress and strengthened capital availability. However, meaningful near-term margin pressure from the Arps revenue mix and start-up inefficiencies, a still-negative adjusted EBITDA in Q1, and modest liquidity introduce execution and financing risks. Management reiterated constructive guidance and expects margin recovery as new equipment is installed and the new facility is commissioned.
Company Guidance
The company reiterated full-year fiscal 2026 guidance of $28.0–$32.0 million in revenue and $3.2–$3.8 million in adjusted EBITDA, and called out Q2 guidance of $5.2–$5.6 million in revenue with an adjusted EBITDA loss of $0.3–$0.2 million; management expects to achieve positive adjusted EBITDA for FY2026 and year‑over‑year quarterly improvement as production ramps. For context, Q1 revenue was $5.6 million (versus $5.0–$5.2 million guidance and $2.9 million a year ago, +92% YoY), adjusted EBITDA loss was ~$(238)k (vs. breakeven modeled), gross margin was 18% (vs. 31% prior year) and the processed‑milk segment ran about a 5% margin; Arps Dairy supported ~50% of frozen beverage/food volume in Q1. Capital and operational milestones tied to the guidance include ~$4.1 million of cash and receivables, ~$1.8 million inventory, a $7.5 million senior convertible note closed in March, a $2.4 million government grant for equipment, and plans to commission the 44,000‑sq‑ft Defiance, OH facility before year‑end 2026 (with potential remortgaging to pay down debt), with normalized gross margins targeted in the low‑40% range as new equipment and the school‑year ramp take effect.
Strong Revenue Growth
Q1 2026 revenue of $5.6M versus $2.9M in Q1 2025, representing a 92% year-over-year increase driven primarily by the Arps acquisition and related milk processing contribution.
Major School District Win
Awarded a 7-year bid with the fifth largest U.S. school district, demonstrating the company's ability to compete for large, multi-year education contracts and validating the rebuilding of customer relationships.
Improvement in Profitability Metrics
Adjusted EBITDA loss narrowed to approximately $238k in Q1 2026 from a loss of approximately $506k in Q1 2025; net loss improved to $661k from $761k year-over-year.
Manufacturing Integration Progress
Arps Dairy processing facility supported ~50% of frozen beverage and food volume in Q1; transition into a 44,000 sq ft Defiance, OH facility is underway with commissioning expected before end of 2026, supported by a $2.4M government grant for specialized equipment.
Capital Structure Strengthening
Closed a $7.5M senior convertible note financing in March 2026 and secured a $2.4M government grant, providing capital to complete facility build-out and operational growth; plan to explore remortgaging the new facility to pay down notes.
Confident Full-Year Guidance and Near-Term Outlook
Management reiterated FY2026 guidance of $28M–$32M in revenue and $3.2M–$3.8M in adjusted EBITDA; Q2 2026 revenue expected $5.2M–$5.6M with adjusted EBITDA loss of $0.3M–$0.2M. Company expects positive adjusted EBITDA in FY2026 as operations optimize.

Barfresh Food Group (BRFH) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BRFH Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 19, 2026
2026 (Q2)
-0.04 / -
-0.06
May 14, 2026
2026 (Q1)
- / -
-0.05
Mar 31, 2026
2025 (Q4)
-0.09 / -0.04
-0.0520.00% (+0.01)
Nov 06, 2025
2025 (Q3)
-0.01 / -0.02
-0.0333.33% (<+0.01)
Aug 13, 2025
2025 (Q2)
-0.06 / -0.06
-0.0714.29% (+0.01)
May 01, 2025
2025 (Q1)
-0.06 / -0.05
-0.03-66.67% (-0.02)
Mar 27, 2025
2024 (Q4)
-0.01 / -0.06
-0.05-20.00% (>-0.01)
Oct 24, 2024
2024 (Q3)
-0.01 / -0.03
-0.0425.00% (+0.01)
Aug 14, 2024
2024 (Q2)
-0.05 / -0.07
-0.06-16.67% (-0.01)
May 15, 2024
2024 (Q1)
-0.04 / -0.03
-0.0757.14% (+0.04)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BRFH Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 14, 2026
$2.41$2.45+1.66%
Mar 31, 2026
$2.81$2.85+1.42%
Nov 06, 2025
$3.04$3.18+4.61%
Aug 13, 2025
$3.05$2.91-4.59%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Barfresh Food Group (BRFH) report earnings?
Barfresh Food Group (BRFH) is schdueled to report earning on Aug 19, 2026, TBA (Confirmed).
    What is Barfresh Food Group (BRFH) earnings time?
    Barfresh Food Group (BRFH) earnings time is at Aug 19, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BRFH EPS forecast?
          BRFH EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.