Biofrontera Inc. (BFRI) Q2 2026 Earnings Call Transcript
Biofrontera Inc. (BFRI) Q2 2026 Earnings Call Transcript

Biofrontera Inc., a biopharmaceutical company, engages in the commercialization of pharmaceutical products for the treatment of dermatological conditions in the United States. ...
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Est. EPS $-0.22 · Revenue $8.25M · 1 analysts
Est. EPS $0.23 · Revenue $15.80M · 1 analysts
Est. EPS $-0.39 · Revenue $46.15M · 1 analysts
Est. EPS $-0.01 · Revenue $11.00M · 1 analysts
EPS $-0.76 · Revenue $8.59M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $41.7M | +11.8% | +19.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-10.5M | +40.7% | +87.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +78.7% | +56.9% | -2.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -21.9% | +52.5% | +89.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -25.3% | +46.9% | +89.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $-13.4M | -29.4% | -2110.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | -32.0% | -15.7% | -1757.2% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 58.8% | -47.1% | -1.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.52x | -11.7% | -2.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $28.6M | +29.2% | -2.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.90 vs -1.39 | +35.3% | -0.05 vs -0.10 | +52.4% |
| Revenue Surprise | $41.7M vs $40.8M | +2.3% | $12.0M vs $9.5M | +26.3% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 28, 2026 | Luebbert Hermann | director, officer: CEO & Chairman | Common Stock | A | 62,500 | — |
| Jul 28, 2026 | Luebbert Hermann | director, officer: CEO & Chairman | Restricted Stock Units | D | 62,500 | — |
| Jul 28, 2026 | Leffler Eugene Frederick | officer: Chief Financial Officer | Common Stock | A | 31,250 | — |
| Jul 28, 2026 | Leffler Eugene Frederick | officer: Chief Financial Officer | Restricted Stock Units | D | 31,250 | — |
| Mar 5, 2026 | Luebbert Hermann | director, officer: CEO & Chairman | Common Stock | A | 137,500 | — |
Operator: Welcome to the Biofrontera Second Quarter 2026 Financial Results and Business Update Conference Call. [Operator Instructions] Please note, this event is being recorded. I would now like to turn the conference over to Ben Shamsian with Lytham Partners Investor Relations. Please go ahead. Behnam Shamsian: Good morning and welcome to Biofrontera Inc.'s Second Quarter 2026 Financial Results and Business Update Conference Call. Please note that certain information discussed during today's call by management is covered under the safe harbor provisions of the Private Securities Litigation Reform Act. We caution listeners that Biofrontera's management will be making forward-looking statements and that actual results may differ materially from those stated or implied by these forward-looking statements due to the risks and uncertainties associated with the company's business. The forward-looking statements on today's call include statements regarding the company's full year 2026 revenue goals, the anticipated effects of the International Trade Commission orders and the company's remediation plan, the company's liquidity and the ability to continue as a going concern, the outcome of pending proceedings and the potential approval and launch of new indications for Ameluz. All risks and uncertainties are detailed and are qualified by the cautionary statements contained in Biofrontera's press release and SEC filings, including the company's quarterly reports on Form 10-Q for the quarter ended June 30, 2026, and the company's annual report on the Form 10-K for the year ended December 31, 2025. Also, this conference call contains time-sensitive information that is accurate only as of the date of this live broadcast. Biofrontera undertakes no obligation to revise or update any forward-looking statements to reflect events or circumstances after the date of this conference call, except as required by law. During today's call, there will be references to certain non-GAAP financial measures. Biofrontera believes these measures provide useful information for investors, yet should not be considered as a substitute for GAAP, nor should they be viewed as a substitute for operating results determined in accordance with GAAP. A reconciliation of non-GAAP to GAAP results is included in the press release issued today and is available on the company's website at www.biofrontera-us.com under the Investor Relations section. Please note management will be referencing adjusted EBITDA, a non-GAAP financial measure defined as net loss excluding interest expense, net income taxes, depreciation, and amortization, and certain other non-recurring or non-cash items, including changes in fair value of warrant liabilities, panel remediation expense, and the related inventory write-down and stock-based compensation. With that said, I would now like to turn the call over to Hermann Luebbert, CEO, Chairman, and Founder of Biofrontera. Hermann, please proceed. Hermann Lubbert: Yes, …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Hermann Luebbert | Chief Executive Officer, President & Chairman | USD 687,482 | — | 1956 | Active |
Eugene Frederick Leffler | Chief Financial Officer | USD 461,333 | Male | 1985 | Active |
George Jones | Chief Commercial Officer | USD 275,184 | Male | 1973 | Active |
Daniel Hakansson | Senior Corporate Counsel | — | Male | — | Active |
Jon Lyons | Vice President of Scientific & Medical Affairs | — | Male | — | Active |
Erica F. Gates | VP of Finance & Principal Accounting Officer | — | Female | — | Active |
Samantha Widdicombe | Senior Vice President of Sales & Strategic Accounts | — | Female | — | Active |
Biofrontera Inc. (BFRI) Q2 2026 Earnings Call Transcript

Biofrontera Inc. (BFRI) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.57 per share a year ago.

WOBURN, Mass., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Biofrontera Inc. (NASDAQ: BFRI) ("Biofrontera" or the "Company"), a biopharmaceutical company specializing in the development and commercialization of photodynamic therapy (PDT) in dermatology, today reported financial results for the quarter ended June 30, 2026.

WOBURN, Mass., Aug. 05, 2026 (GLOBE NEWSWIRE) -- Biofrontera Inc. (NASDAQ: BFRI) ("Biofrontera" or the "Company"), a U.S. specialty dermatology company commercializing Ameluz® (aminolevulinic acid hydrochloride) Gel, 10% with the BF-RhodoLED® lamp for photodynamic therapy (PDT) of actinic keratosis, today announced that it will report financial results for the second quarter ended June 30, 2026 before the market opens on Thursday, August 13, 2026.

Biofrontera Inc. (BFRI) Shareholder/Analyst Call Prepared Remarks Transcript
