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Byrna Technologies (BYRN)
NASDAQ:BYRN
US Market

Byrna Technologies (BYRN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 09, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
0.08
Last Year’s EPS
0.07
Same Quarter Last Year
Based on 3 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 05, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
Overall the call conveyed strong operational momentum and notable achievements — robust revenue growth (Q4 +26%, FY +38%), improving adjusted EBITDA and a rapidly expanding brick-and-mortar footprint — balanced against transitory margin pressure from channel mix and one-time startup/amortization costs, higher operating spend to scale the business, elevated inventory and a YoY cash decline. Management laid out clear actions to drive margin recovery (price increases, manufacturing efficiencies, onshoring benefits, and expected savings from closing the South African operation) and a concrete product roadmap (CLXL, modular launcher with ~40% lower BOM, Byrna Cam), plus a $20M credit facility for strategic flexibility. Given the magnitude and sustainability of the growth metrics and profitability progress versus the largely temporary/capitalization-related lowlights, the overall tone is constructive.
Company Guidance
Guidance highlighted margin and profitability improvement for fiscal 2026: management expects gross margin to rise from ~60% in Q4 (61% for FY2025) to roughly 63%–65% by the end of 2026 driven by a 4%–5% price increase (effective Feb 1, 2026), a more favorable mix toward higher‑margin compact launchers, manufacturing efficiencies (monthly production +33%), and the $1.5M run‑rate savings from closing the South African operation; cash was $15.5M at 11/30/25 (down from $25.7M YoY but up $6.5M from $9M at Q3), inventory was $32.7M (vs. $20.0M prior year) with Q1 expected to be the low point before rebuild, and the company closed a $20M credit facility ($5M revolver, $15M delayed draw with $15M earmarked for acquisitions) to support growth; management expects revenue to increase year‑over‑year each quarter in 2026, operating expenses to grow materially slower than revenue (driving OpEx leverage), continued adjusted EBITDA expansion, and to remain well above the “rule of 40,” while retail footprint expands from >1,500 stores to ~2,000 in 2026.
Strong Top-Line Growth
Q4 2025 net revenue of $35.2M, up 26% YoY from $28.0M. Full-year 2025 net revenue $118.1M, up 38% YoY from $85.8M, driven by expanded brand visibility, broader retail presence, and the launch of the Byrna SCL.
Improving Adjusted EBITDA and Profitability
Adjusted EBITDA for Q4 2025 was $6.0M (vs. $5.0M in Q4 2024). Full-year adjusted EBITDA was $16.8M (vs. $11.5M prior year), showing EBITDA growth that outpaced revenue growth. Company reported continued GAAP and non-GAAP EBITDA profitability.
Rapid Brick-and-Mortar and Channel Expansion
Brick-and-mortar sales grew from $15.2M in FY2024 to $31.0M in FY2025, an increase of more than 100%. Chain-store footprint expanded from ~200 to ~900 locations in 2025; total retail footprint exceeded 1,500 locations by year-end with a target of ~2,000 in 2026. Brick-and-mortar share of sales rose from 17.7% to 26.7% of total sales.
E-commerce and Amazon Momentum
Direct-to-consumer channels grew: byrna.com +18.4% YoY and Amazon +46.9% YoY for FY2025. Amazon now represents 28.6% of DTC sales (up from 23.2%), contributing materially to online growth and holiday season fulfillment capability.
Onshoring Manufacturing and Production Gains
Opened advanced ammunition factory in Fort Wayne (onshored production), began producing 12-gauge payload rounds; monthly production increased by 33%. Reporting favorable manufacturing variances for the first time, ability to scale via additional shifts, and expectation of improved margins from manufacturing efficiencies.
Product Innovation and Pipeline
Successful product launches and roadmap: CL launched in May; CLXL debuted at SHOT Show (price announced $579.99, $30 above CL with similar margins); first production prototype of a modular next-generation launcher built with ~40% lower BOM cost; Byrna Cam planned for late Q2/Q3 (sub-$200 accessory) and subscription/connected products under development.
Capital Measures and Strategic Optionality
Closed a $20M credit facility with Texas Capital Bank ($5M revolving line, $15M delayed term draw with $15M earmarked for acquisitions). Cash increased $6.5M from $9.0M at Q3 to $15.5M at Q4; management expects cash to continue to grow through 2026 as sales increase and inventory normalizes.
Pricing Action Supporting Margins
Implemented a broad-based price increase of 4%–5% effective February 1, 2026, expected to contribute to gross margin expansion in fiscal 2026.

Byrna Technologies (BYRN) 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

BYRN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 09, 2026
2026 (Q1)
0.08 / -
0.07
Feb 05, 2026
2025 (Q4)
0.13 / 0.14
0.41-65.85% (-0.27)
Oct 09, 2025
2025 (Q3)
0.07 / 0.09
0.04125.00% (+0.05)
Jul 10, 2025
2025 (Q2)
0.06 / 0.10
0.0911.11% (+0.01)
Apr 10, 2025
2025 (Q1)
0.05 / 0.07
0
Feb 07, 2025
2024 (Q4)
0.05 / 0.41
-0.041125.00% (+0.45)
Oct 09, 2024
2024 (Q3)
-0.01 / 0.04
-0.19121.05% (+0.23)
Jul 09, 2024
2024 (Q2)
-0.01 / 0.09
-0.05280.00% (+0.14)
Apr 05, 2024
2024 (Q1)
-0.08 / 0.00
-0.1
Feb 14, 2024
2023 (Q4)
0.02 / -0.04
0.06-166.67% (-0.10)
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

BYRN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 05, 2026
$12.22$13.16+7.69%
Oct 09, 2025
$22.80$27.63+21.18%
Jul 10, 2025
$32.30$25.42-21.30%
Apr 10, 2025
$16.58$18.08+9.05%
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 Byrna Technologies (BYRN) report earnings?
Byrna Technologies (BYRN) is schdueled to report earning on Apr 09, 2026, After Close (Confirmed).
    What is Byrna Technologies (BYRN) earnings time?
    Byrna Technologies (BYRN) earnings time is at Apr 09, 2026, After Close (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 BYRN EPS forecast?
          BYRN EPS forecast for the fiscal quarter 2026 (Q1) is 0.08.