Byrna Technologies Inc. (BYRN) specializes in less-lethal defense technology, focusing on the creation and manufacturing of non-lethal munitions and associated security equipment. ...
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Est. EPS $-0.14
Est. EPS $-0.61 · Revenue $87.54M · 2 analysts
Est. EPS $-0.01 · Revenue $25.43M · 1 analysts
Est. EPS $-0.11 · Revenue $19.04M · 1 analysts
EPS $0.10 · Revenue $28.50M
EPS $0.07 · Revenue $26.19M
| 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). | $118.1M | +37.7% | -43.6% |
| 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. | $9.7M | -24.3% | -1359.4% |
| 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. | +60.5% | -1.7% | -81.8% |
| 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). | +10.0% | +28.8% | -1907.3% |
| 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. | +8.2% | -45.0% | -2332.6% |
| 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. | $-9.2M | -197.9% | +172.7% |
| 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. | -7.8% | -171.1% | +228.9% |
| 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. | 6.0% | +24.1% | +10.1% |
| 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. | 3.73x | +12.9% | -1.9% |
| 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. | $84.5M | +17.5% | -14.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 0.40 vs 0.40 | +1.3% | -0.44 vs -0.12 | -274.5% |
| Revenue Surprise | $118.1M vs $117.8M | +0.3% | $16.4M vs $22.3M | -26.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Keravuori Rose P. | director | Restricted Stock Units | A | 561 | — |
| Aug 10, 2026 | Keravuori Rose P. | director: | — | — | 0 | — |
| Aug 6, 2026 | ELMORE LEONARD J | director | Common Stock | A | 10,000 | $4.64 |
| Jul 29, 2026 | ELMORE LEONARD J | director | Common Stock | A | 4,865 | — |
| Jul 29, 2026 | ELMORE LEONARD J | director | Restricted Stock Unit | D | 4,865 | — |
Operator: Good morning. Welcome to Byrna's Fiscal Second Quarter 26 Earnings Conference Call. My name is Rob, and I will be your operator for today's call. With us for today's presentation are the company's CEO, Conn Davis and CFO, Laurilee Kearnes. Following their remarks, we will open the call to questions. Earlier today, Byrna released results for its fiscal second quarter ended May 31, 2026. Copy of the press release is available on the company's website. Before turning the call over to Conn Davis, Byrna Technologies' Chief Executive Officer, I will read the Safe Harbor statement. Some discussions held today include forward looking statements. Actual results could differ materially from the statements made today. Please refer to Byrna's most recent 10-Ks and 10-Q filings for a more complete description of risk factors that could affect these projections and assumptions. The company assumes no obligation to update forward looking statements as a result of new information, future events or otherwise. As this call will include references to non GAAP results, please see the press release in the investor relations section of our website ir.byrna.com, for further information regarding forward looking statements and reconciliations of non GAAP results to GAAP results. Now I would like to turn the call over to Byrna's CEO, Conn Davis. Sir, please proceed. Conn Davis: Thank you, operator. And thank you, everyone, for joining us today. Q2 came in below our expectations with revenue of $16.4 million and did not reflect the level of performance we believe Byrna can deliver. We entered the quarter knowing it would represent the beginning of a transition period. As we worked to improve direct to consumer conversion, retail productivity and the discipline and structure of our operations. The quarter ultimately became a steeper reset than we originally expected and the results reinforced why the transformation underway is necessary and why we are moving with urgency. These results were driven by 2 things. First, the e commerce pressure we discussed on our Q1 call continued. With website traffic down 13% through the quarter year over year. Second, in retail, many partners entered the quarter with elevated inventory levels following meaningful post holiday restocking in Q1. And sell through during that quarter did not support the level of reorders we had incorporated into our plan. Those challenges came together during the quarter and drove revenue below our expectations. Q2 sharpened our priorities and accelerated decisions. The results are important, but they do not tell the full story of Byrna or the work underway across the business. During the quarter, we started implementing tactical changes to demand generation and our cost structure with more in motion as we transition the Byrna brand more fully during the balance of fiscal 2026. These changes will take time to show up in revenue, but we believe they are the right ones that will allow us to return to …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Conn Davis | Chief Executive Officer, President & Director | USD 1,237,500 | Male | — | Active |
Bryan Scott Ganz | Advisor | USD 1,173,150 | Male | 1959 | Active |
Laurilee Kearnes | Chief Financial Officer & Treasurer | USD 609,537 | Female | 1972 | Active |
Lisa Klein Wager | Corporate Secretary | USD 300,000 | Female | 1960 | Active |
James White | Senior Vice President of Retail & Channel Growth | — | Male | — | Active |
Andy Pollack | Chief Public Safety Officer | — | Male | — | Active |
Sandra Driscoll | Chief People Officer | — | Female | — | Active |
Reilly Schueler | Chief Commercial Officer | — | Male | — | Active |
Matthew Campagni | Chief Strategy Officer | — | Male | — | Active |
Chief R. J. Boatman | Chief Governmental Affairs Officer | — | — | — | Active |
ANDOVER, Mass., Sept. 02, 2026 (GLOBE NEWSWIRE) -- Byrna Technologies Inc. (“Byrna” or the “Company”) (Nasdaq: BYRN), a personal defense technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions, today announced that Matthew McBrady, Ph.D. has been appointed to the Company's Board of Directors (the “Board”).
ANDOVER, Mass., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Byrna Technologies Inc. (“Byrna” or the “Company”) (Nasdaq: BYRN), a personal defense technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions, today announced the appointment of retired U.S. Army Brigadier General Rose Lopez Keravuori to its Board of Directors (the “Board”), effective August 10, 2026.
ANDOVER, Mass., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Byrna Technologies Inc. (“Byrna” or the “Company”) (Nasdaq: BYRN), a personal defense technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions, announced the appointment of Nate Secor as Senior Vice President of Brand and Marketing, effective today, August 10, 2026. Secor will oversee the Company's brand strategy, consumer acquisition initiatives, agency partnerships, and marketing operations. He will report directly to Byrna CEO Conn Davis.
ANDOVER, Mass., July 20, 2026 (GLOBE NEWSWIRE) -- Byrna Technologies Inc. (“Byrna” or the “Company”) (Nasdaq: BYRN), a personal defense technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions, today announced the appointment of James (“Jim”) White as Senior Vice President of Retail & Channel Growth, effective today, July 20, 2026. White will oversee the Company's retail and e-commerce sales channels and report directly to Byrna CEO Conn Davis.
Byrna Technologies Inc. faces broad-based sales declines, with Q2 revenues down 42.5% and gross margins collapsing due to inventory write-downs and weak demand. BYRN's main challenge is ineffective marketing and poor website conversion, leading to lower traffic, reduced average order value, and saturation of its initial target audience. Despite execution risks and disappointing sales, BYRN maintains a solid cash position, no debt, and management expects cash to improve through inventory reduction and holiday sales.
