Barfresh Food Group (BRFH)
NASDAQ:BRFH
Earnings Data
Report Date
May 19, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.05Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive, transformational narrative: record revenue, a strategic acquisition that brings manufacturing control, financing and a government grant that accelerate capacity, and aggressive fiscal 2026 revenue and EBITDA guidance. These positives are tempered by substantial near-term margin compression, larger adjusted EBITDA losses in 2025, an extended facility implementation timeline (now targeting Q4 2026), and modest liquidity at year-end. Management expects margin recovery and positive adjusted EBITDA as the owned facility is fully commissioned.Company Guidance
Record Revenue — Q4 and Full Year 2025
Q4 2025 revenue reached a company record of $5.4M (up 94% YoY). Full year 2025 revenue was a record $14.2M (up 33% YoY). The Arps Dairy acquisition contributed $2.9M to 2025 revenue.
Strategic Acquisition of Arps Dairy — Operational Control
Completed acquisition of Arps Dairy (early October 2025) bringing a 15,000 sq ft processing facility and a 44,000 sq ft manufacturing facility in Defiance, OH. Approximately 90% of the company's revenue mix is now manufactured in-house, reducing dependency on third-party co-manufacturers and improving supply chain control.
Financing and Grant Support to Accelerate Capacity
Secured $7.5M senior convertible note financing (March 2026) used to pay off the Defiance facility mortgage and accelerate construction; approved for a $2.4M government grant to buy/install specialized equipment. Management projects >$200M of potential annual revenue capacity once facility enhancements are complete.
Large K-12 Contract Win — Major Education Channel Traction
Awarded a 7-year contract with the largest school district in Nevada (5th-largest U.S. district, serving over 300,000 students), validating competitive strength in the education channel and supporting future expansion in K-12. Company notes only ~5% overall penetration in education, indicating substantial runway.
Guidance Reflects Transformational Growth and Profitability Targets
Fiscal 2026 guidance: revenue $28M–$32M (implies ~97%–125% YoY growth) and adjusted EBITDA $3.2M–$3.8M (positive). Q1 FY2026 guidance: revenue $5.0M–$5.2M and adjusted EBITDA expected to be breakeven.
Customer Recovery and Market Reintroductions
Management reports successful reintroduction of customers who had previously removed products due to supply constraints; increased engagement with broker network and direct sales team helped win back and pursue new district opportunities in Q4.
Improvement in GAAP Net Loss
Net loss improved modestly: Q4 net loss was $763k vs $852k prior-year Q4 (improvement of ~$89k, ~10.5%). Full year net loss was $2.7M vs $2.8M prior year (improvement of ~$100k, ~3.6%).
BRFH Earnings History
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 |
|---|---|---|---|
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% |
May 01, 2025 | $2.98 | $2.64 | -11.41% |
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 May 19, 2026, TBA (Confirmed).
What is Barfresh Food Group (BRFH) earnings time?
Barfresh Food Group (BRFH) earnings time is at May 19, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is BRFH EPS forecast?
Currently, no data Available