What is Byrna Technologies's latest dividend and current dividend yield?

What is Byrna Technologies's gross profit margin?

What is the revenue and EPS growth rate for Byrna Technologies year over year?

What were the key takeaways from Byrna Technologies’s earnings call?

What is the market's earnings forecast for Byrna Technologies next quarter?

What guidance did Byrna Technologies's management provide for the next earnings period?

What were the key takeaways from Byrna Technologies's earnings call?

What factors drove the changes in Byrna Technologies's revenue and profit?

- **Record Growth**: 38% FY2025 revenue to $118.1M, driven by 100%+ brick-and-mortar expansion and CL Launcher adoption.
- **New Products**: CL XL ($579) and modular launcher (40% lower COGS) set to boost margins in 2026.
- **Financial Strength**: $15.5M cash, $20M credit facility, and 63-65% gross margin target by year-end.
- **Strategic Moves**: Sportsman's Warehouse expansion, Super Bowl ad testing, and AI-driven marketing to accelerate growth.
- **Rule of 40**: Projected to exceed 40% in 2026 with high growth and expanding EBITDA margins.

**【CEO Summary Section】**
- **Revenue Growth**: Fiscal 2025 revenue reached $118.1 million, up 38% YoY, driven by brick-and-mortar expansion (100% growth) and new product launches like the CL Launcher. Q4 2025 revenue was $35.2 million, up 26% YoY.
- **Retail Expansion**: Ended 2025 with over 1,500 retail locations (up from 200 at start of year), including 900 chain stores. Sportsman's Warehouse partnership expanded to nearly all locations in 2026.
- **New Products**: Introduced CL XL (7+1 shot capacity, 20fps faster) at $579 and a modular launcher with 40% lower production costs. Launched Byrna Cam in Q2 2026 for $200.
- **Manufacturing**: Fort Wayne ammo factory now fully operational, with 12-gauge rounds in production. Modular launcher prototypes expected by end-2026.
- **2026 Outlook**: Target 40%+ Rule of 40 compliance (growth + EBITDA margin >40%). Gross margin to improve to 63-65% by year-end via price hikes, product mix, and scale.

**【CFO Financial Commentary】**
- **Revenue**: Q4 2025: $35.2M (+26% YoY); FY2025: $118.1M (+38% YoY). Direct-to-consumer (DTC) growth 18.4%, Amazon sales +46.9%.
- **Gross Profit**: Q4 2025: $21.1M (60% margin); FY2025: $71.5M (61% margin). Margins pressured by dealer mix and CL start-up costs.
- **Operating Expenses**: Q4 2025: $17.1M (+27% YoY); FY2025: $59.6M (+29% YoY). Driven by marketing, engineering, and retail expansion.
- **Net Income**: Q4 2025: $3.4M (vs. $9.7M prior year due to one-time tax benefit). FY2025: $9.7M (down 24% YoY).
- **Cash & Liquidity**: Ended Q4 with $15.5M cash. Secured $20M credit facility for acquisitions and working capital.

**【Q&A Highlights】**
- **CL XL Margin**: Similar to CL at 60%, with $80+ aftermarket opportunity for existing owners.
- **Modular Launcher**: 40% lower BOM costs, targeting price point entry in late 2026.
- **Q1 2026**: Soft quarter expected, but up vs. Q1 2025. FY2026 revenue growth to continue, with EBITDA margin expansion.
- **Acquisitions**: $15M credit facility allocated for strategic M&A in new tech or markets.
- **Camera Product**: Non-lethal device to be advertised separately, targeting self-defense proof.


Byrna Technologies Inc. (BYRN) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: 35% YoY to $28.2M, driven by dealer expansion and ad campaigns
- **Gross Margin**: 60% (down 200bps) due to CL production inefficiencies
- **Operational Efficiency**: 15.6% OpEx growth vs. 35% revenue growth
- **Digital Momentum**: 76% QoQ web traffic increase to 58,000 daily sessions
- **Retail Success**: 5 stores at $725K annualized run rate, CL 3x more popular in retail
- **Pipeline Strength**: 61-caliber launcher, connected safety platform, and training rounds set for 2026 launches
- **FY25 Guidance**: 35-40% YoY revenue growth

**【CEO Opening Remarks】**
- Q3 2025 revenue grew 35% YoY to $28.2 million, driven by dealer sales (+$7.2M) and new advertising campaigns.
- Gross profit rose to $16.9M (60% of net revenue), despite margin pressure from Compact Launcher (CL) production ramp-up.
- Operating expenses increased 15.6% YoY to $14.1M, primarily due to marketing and sales costs.
- Net income climbed 120% YoY to $2.2M, with adjusted EBITDA up 94.7% to $3.7M.
- Cash reserves stood at $9M, down from $25.7M due to inventory builds ahead of holiday season.

**【CFO Financial Commentary】**
- Q3 2025 net revenue: $28.2M (35% YoY growth)
- Gross margin: 60% (down 200bps vs. Q3 2024)
- Operating expenses: $14.1M (15.6% YoY increase)
- Net income: $2.2M (120% YoY growth)
- Inventory: $34.1M (70% YoY increase) reflecting strategic builds for holiday season
- Accounts receivable: $8.9M (242% YoY growth)

**【CEO Operational Highlights】**
- Web traffic surged 76% QoQ to 58,000 daily sessions in September
- E-commerce conversion rate stabilized at 0.8% (vs. historical 1.0%)
- Retail store performance:
  - 5 company-owned stores achieved $725K annualized run rate
  - CL launchers outsold SD 3:2 in experiential retail settings
- New product pipeline:
  - 61-caliber value-focused launcher (2026 launch)
  - Connected safety platform with SOS alert integration (2026)
  - Affordable inert/kinetic training rounds
- FY25 revenue guidance: 35-40% YoY growth

**【Q&A Highlights】**
1. **Influencer Strategy**: Expanding beyond conservative media with Nike veteran Adam Roth leading brand ambassador efforts
2. **Product Mix**: SD launchers (50% of sales) outperform CL (30%) online, while CL dominates in retail
3. **Expense Leverage**: OpEx growth (15.6% YoY) outpaced revenue (35% YoY), with variable marketing driving incremental margin
4. **Channel Mix**: Dealer sales now >50% of total revenue, up from <40% in 2024
5. **SOS Platform**: Phase 1 launch in 2026 with existing SOS tech integration, targeting 2027 full commercialization

Byrna Technologies Inc. (BYRN) Q3 2025 Earnings Call Transcript

- **Revenue surge**: 41% YoY growth to $28.5M, fueled by CL launch and Sportsman's expansion. 
- **Margin improvement**: CL drives 7-8% higher gross margin vs. legacy products. 
- **Channel expansion**: 140 Sportsman's locations targeted by year-end, with 59 already active. 
- **Recurring revenue**: Byrna Care subscription and future chipset-enabled CL ($59/month) to launch. 
- **AI efficiency**: AI ad production cuts costs from $100k to $0, enabling rapid marketing iteration. 
- **International momentum**: Latin America licensee sales up 86%, supporting long-term growth.

**【CFO Financial Commentary】**
- Q2 2025 net revenue: $28.5 million (41% YoY growth), driven by Compact Launcher (CL) launch, dealer sales (+106%), and DTC growth (+$2.2 million). 
- Gross profit: $17.6 million (62% of revenue), stable vs. Q2 2024, due to favorable product mix offsetting channel margin changes.
- Operating expenses: $14.2 million (+34% YoY), driven by CL launch costs, marketing, and payroll.
- Net income: $2.4 million (14% YoY increase), with effective tax rate expected at 23% for FY2025.
- Cash: $13 million (down from $25.7 million), due to inventory build (+$12.3 million) ahead of CL launch.

**【CEO Operational Highlights】**
- CL launch success: Q2 sales included CL pre-orders, with Amazon listing added post-quarter. CL has 7-8% margin advantage vs. legacy launchers.
- Sportsman's Warehouse expansion: 59 stores now carry Byrna (14 with shooting pods, 34 with POS displays). Targeting 140 locations by year-end.
- Dealer sales growth: $3.9 million Q2, led by Sportsman's initial stocking order ($2.4 million). 
- International sales: $2.6 million (+86% YoY), driven by Latin America licensee royalties.
- New initiatives: 
  - Byrna Care: subscription-based replacement plan for lost/stolen devices. 
  - AI-driven marketing: 30-second ad production cost reduced from $100k to $0 using AI tools. 
  - chipset-enabled CL: planned for 2026, with IoT connectivity for smart home integration.

**【Q&A Key Highlights】**
- **June sales trends**: Civil unrest in LA drove 40% weekly sales spike, but normalized post-event. 
- **Channel mix**: Brick-and-mortar (Sportsman's) growth outpaces DTC, with Amazon sales expected to accelerate. 
- **Sportsman's performance**: POS locations outperforming some shooting pod stores, suggesting archery range试用体验 effectiveness. 
- **CL pricing strategy**: Introducing lower-tier CL variants to expand market reach. 
- **Recurring revenue**: Byrna Care to launch Q3, with chipset-enabled CL targeting $59/month subscription. 
- **Inventory management**: Reduced production to 15k/month, targeting cash recovery as inventory normalizes.

Byrna Technologies Inc. (BYRN) Q2 2025 Earnings Call Transcript

- **Revenue Supercharged**: Q1 2025 revenue up 57% YoY to $26.2M, Amazon sales now 26.9% of DTC. 
- **CL Launch Dominance**: $549.99 CL with 38% smaller footprint, 25,000+ units in stock by release. 
- **Tariff-Proof Supply Chain**: 87-92% U.S.-sourced components, 10-month inventory buffer. 
- **Sportsman's Expansion**: 54 locations with shooting lanes, potential $1M+ per store. 
- **Cash Position Strong**: $19.3M cash, $23.2M inventory (16% QoQ increase).

**【CFO Financial Summary】**
- Q1 2025 revenue: $26.2 million (+57% YoY), driven by DTC growth (+$6.7M) and dealer sales (+$1.9M). Amazon sales now 26.9% of U.S. DTC. 
- Gross profit: $15.9M (61% margin), up from $9.6M (58% margin) in Q1 2024. 
- Operating expenses: $14.2M (+45% YoY), due to marketing, payroll costs (+$300K). 
- Net income: $1.7M vs. $17K YoY. Adjusted EBITDA: $2.8M (+133% YoY). 
- Cash: $19.3M (down $6.4M from Q4 2024 due to inventory build). Inventory: $23.2M (+16% QoQ). 

**【CEO Business Highlights】**
- **Compact Launcher (CL) Launch**: 
  - MSRP $549.99, 38% smaller/36% lighter than SD, same power as LE. 
  - 10,924 units in stock as of April 19, target 25,000+ by release. 
  - 1,000/day production, exclusive 61-caliber ammo. 
  - Expected 7-8% margin improvement vs. current models. 
- **Sportsman's Warehouse Expansion**: 
  - 13 store-within-store locations (54 total locations with shooting lanes). 
  - 1 Byrna-trained 'genius bar' associate per store. 
  - Potential $1M+ annual revenue per store. 
- **Tariff Mitigation**: 
  - 87-92% U.S.-sourced components (vs. 11% in mid-2023). 
  - 10-month inventory buffer for SD, 1+ year for LE. 
  - 16% cost increase offset by 65% gross margin. 
- **New Retail Stores**: 
  - 4 new locations opened in Q1, avg. $1,000-$1,700/day sales. 
  - Fort Wayne factory integrates ammo production (8M/year capacity). 

**【Q&A Key Takeaways】**
- **CL Rollout Timeline**: 
  - Dealer orders start April 21, DTC preorders April 24, official release May 1. 
  - 10,000 units allocated to dealers, 20,000+ for DTC. 
- **Marketing Strategy**: 
  - Focus on email/owned channels for initial CL sales (700K+ subscribers). 
  - No new ad spend until Q3, expects organic demand. 
- **Tariff Impact**: 
  - 2025 tax rate 23% vs. prior 0.1% (due to Q4 2024 valuation allowance). 
  - 2-3% margin savings from reduced supply chain inefficiencies. 
- **Revenue Momentum**: 
  - Q1 2025 sequential dip (6% below Q4 2024) vs. 47-29% historical Q1/Q4 gaps. 
  - March DTC sales > January, CL launch expected to drive sequential growth.

Byrna (BYRN)-10 Apr 25-2025 Q1 Earnings call transcript

- **Revenue Growth Accelerates**: Q4 2024 revenue up 79% YoY to $28 million, full year up 101% to $85.8 million
- **Profitability Soars**: Net income jumps to $9.7 million (Q4) and $12.8 million (FY2024), vs losses prior year
- **Influencer Strategy Paying Off**: 5x+ ROAS from celebrity endorsers, new partnerships with Kelly, Kirk, Trump
- **Retail Expansion Ambitious**: 4 new stores opening Q1-Q2, 100 Sportsman's Warehouse locations by 2026
- **Made-in-America Push**: 100% U.S. component sourcing by 2025, new ammo facility in Fort Wayne
- **Compact Launcher Momentum**: 30,000 units to be built by mid-2025, targeting $5 million in inventory
- **Tariff Resilience**: <1% of costs tied to Mexico/Canada/China, minimal impact expected

**【CFO Financial Review】**
- Q4 2024 Revenue: $28 million (79% YoY growth), Full Year 2024: $85.8 million (101% YoY growth)
- Gross Profit Margin: 62.8% (Q4) and 61.5% (FY2024), up from 57.8% and 55.5% prior year
- Operating Expenses: $13.5 million (Q4, +39% YoY), driven by sales growth and marketing expansion
- Net Income: $9.7 million (Q4, vs -$0.8 million prior year), Full Year: $12.8 million (vs -$8.2 million prior year)
- Cash & Marketable Securities: $25.7 million (up from $20.5 million prior year)

**【CEO Operational Highlights】**
- 500,000+ Launchers Sold YTD, with 500k+ sold in FY2024 alone
- Influencer Marketing ROAS >5x, with new partnerships with Megyn Kelly, Charlie Kirk, Lara Trump
- 4 New Retail Stores Opening in Q1-Q2 2025 (Nashville, Scottsdale, Salem, Fort Wayne)
- Sportsman's Warehouse Partnership: 11 store-within-store locations launching Q2 2025, potential 100 locations by 2026
- Compact Launcher (CL) Production: 30,000 units to be built by mid-2025, targeting $5 million in inventory
- Made-in-America Strategy: 100% U.S. component sourcing by end-2025, new ammo facility in Fort Wayne

**【Q&A Key Takeaways】**
- Q1 2025 Expected to be "record quarter" despite seasonal slowdown
- Sportsman's Warehouse Rollout: 11 initial stores in Q2, potential 50+ by end-2025 if successful
- Inventory Management: $5 million CL inventory build, no supply chain shortages
- Margins: EBITDA margin expansion expected, targeting mid-teens at $100M revenue
- Tariffs Impact: Minimal, with <1% of costs tied to Mexico/Canada/China
- Huckabee Departure: Minimal impact, replaced by new high-profile endorsers

Actual	0.16	-0.04	-0.06	-0.07	-0.05	0.06	-0.1	-0.05	-0.19	-0.04	0	0.09	0.04	0.41	0.07	0.1	0.09	0.14
Forecast	-0.2	-0.01	-0.0367	-0.0733	-0.0225	0.0525	-0.0413	-0.0025	-0.0833	0.02	-0.08	-0.01	-0.01	0.05	0.0475	0.0633	0.074	0.158	0.0783
Surprise	+180.00%	-300.00%	-63.49%	+4.50%	-122.22%	+14.29%	-142.13%	-1900.00%	-128.09%	-300.00%	+100.00%	+1000.00%	+500.00%	+720.00%	+47.37%	+57.98%	+21.62%	-11.39%	0.00%

BYRN

BYRN fundamentals

BYRN Q1 2026 Earnings Preview

Earnings Call

You can ask Aime

BYRN

BYRN fundamentals

BYRN Q1 2026 Earnings Preview

Earnings Call

BYRN Earnings Call Summary for Q1/2026Upcoming9:00 AM on Apr 9, 2026

BYRN Earnings Call Summary for Q4/20259:00 AM on Feb 5, 2026

BYRN Earnings Call Summary for Q3/20259:00 AM on Oct 9, 2025

BYRN Earnings Call Summary for Q2/20259:00 AM on Jul 10, 2025

BYRN Earnings Call Summary for Q1/20259:00 AM on Apr 10, 2025

You can ask Aime