Byrna Technologies Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 11% year-over-year in Q1 2026, but net income and e-commerce conversion declined. Retail and dealer channels are expanding rapidly, with new partnerships and a focus on improving merchandising and online experience. Q2 is expected to be down year-over-year.
Fiscal Year 2025
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Record 2025 revenue grew 38% to $118.1M, driven by retail expansion and new product launches. Gross margin is set to improve in 2026 as one-time costs subside, with continued growth and margin expansion expected.
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Q3 2025 saw 35% revenue growth, strong profitability, and expanded retail presence, driven by new products and AI-powered advertising. Guidance calls for 35–40% full-year growth, with new connected safety products and value launchers planned for 2026.
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Record Q2 revenue grew 41% year-over-year to $28.5M, driven by the Compact Launcher launch and expanded retail partnerships. Despite market softness, top-line growth of 25%-40% is expected for the year, with new recurring revenue initiatives and margin improvements underway.
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Q1 2025 saw 57% revenue growth, margin expansion, and strong profitability, driven by DTC and dealer sales, Amazon channel gains, and new retail partnerships. The upcoming Compact Launcher launch and proactive supply chain shifts position the company for continued sequential growth in 2025.
Fiscal Year 2024
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Achieved record revenue and profitability in 2024, driven by direct-to-consumer sales, expanded retail presence, and influencer marketing. Production capacity and margins improved, with strong double-digit growth expected in 2025 and further expansion through new products and partnerships.
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Record Q3 revenue and profitability driven by DTC sales and a successful advertising strategy. Full-year revenue is expected to double, with strong momentum in retail and international markets, and continued investment in production and marketing.
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A less-lethal self-defense company reported record revenue growth, driven by direct-to-consumer sales, influencer marketing, and product innovation. Expansion into new markets and a strong financial position support continued growth, with a new compact launcher set to launch next year.
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Strong demand for non-lethal self-defense products is fueling growth, with record Q2 revenue, expanding retail presence, and new product launches planned. Proprietary technology and a focus on both consumer and law enforcement markets support a positive outlook.
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Q2 2024 saw record revenue and profitability, driven by a 76% year-over-year increase and strong DTC sales via celebrity endorsements. Gross margin improved to 62%, and the company remains debt-free with $24.8M in cash, positioning it for continued growth.