Byrna Technologies, Inc. · NASDAQ:BYRN
Byrna Technologies — Investor Presentation (August 2026)
22 slides from Byrna Technologies's investor presentation, August 2026
Slide 1: Investor Presentation
INVESTOR PRESENTATION August 2026 Nasdaq: BYRN | 1
Slide 2: Safe Harbor Statement (1 of 2)
SAFE HARBOR STATEMENT (1 OF 2) Cautionary Note Regarding Forward-Looking Statements This presentation, and oral statements made by the Company’s management in connection with it, contain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Sec
Slide 3: Safe Harbor Statement (2 of 2)
SAFE HARBOR STATEMENT (2 OF 2) Risks and Uncertainties Important factors that could cause our actual results to differ materially from those expressed or implied by forward-looking statements include, among others: the continuation or worsening of the decline in our e-commerce and direct-to-consumer
Slide 4: Countervailing Societal Trends
COUNTERVAILING SOCIETAL TRENDS Increased Concerns About Safety and Less Tolerance Towards Gun Violence are a Tailwind for Byrna Products 65% 44% 63% 61% 42% 59% 40% 57% 38% 55% 53% 36% 51% 34% 49% 32% “Re-Funding 47% Not Defunding the Police: The Biden $350 45% 30% Billion American2020 Rescue 2021 2
Slide 5: Byrna Is Part of the Solution
BYRNA IS PART OF THE SOLUTION Our Mission "We make safety more accessible, responsible, and effective for individuals, communities, and professionals by developing industry leading less- lethal solutions." Nasdaq: BYRN | 5
Slide 6: US Consumer Market Opportunity
US CONSUMER MARKET OPPORTUNITY • 250MM Potential Customers in the US Consumer Market US Consumer Market 250MM Adults • Estimated Lifetime Value of Customer - $1,000 • Total Addressable Market (US 300,000+ unique Consumer): ecommerce customers (all-time) • $250 Billion ($100 Billion Gun Non-Gun Gun O
Slide 7: Byrna Overview
BYRNA OVERVIEW Nasdaq BYRN LAUNCHERS Headquarters Andover, Massachusetts 135 US Employees VIRTUOUS CYCLE Customers PROJECTILES ACCESSORIES 800,000+ launchers sold over the last 5 years “Re-Funding Not Defunding 30+ International the Police: The Biden $350 Customers/Agencies Billion American Rescue P
Slide 8: Regional and Segment Focus
REGIONAL AND SEGMENT FOCUS USMCA (US, Mexico and Canada) International • U.S. and Canada • Predominantly Law Enforcement sales • Primarily Direct to Consumer (DTC) – Web • Latin America and through retail door locations (99% of US/CAN sales) • Cordoba Provincial Police (15,000 units committed) • Ser
Slide 9: Product Offering
PRODUCT OFFERING Defense Pistols and Sprays and Accessories Rifles Ammo & CO2 Alarms and Other Note: Possession and use may be subject to state or local regulation. Nasdaq: BYRN | 9
Slide 10: How It Works - Pistols
HOW IT WORKS - PISTOLS • First trigger pull punctures CO2 and propels projectile simultaneously using our patented technology • Incapacitates an assailant from a safe standoff distance of up to 60 feet • Compact and concealable – suitable for everyday carry • Fires kinetic and chemical irritant proj
Slide 11: How It Works - Ammo
HOW IT WORKS - AMMO • 2 Types of projectiles: • Self-Defense (Chemical Irritants and Kinetic) • Training (Inert Powder and Eco-Friendly Powder) • Key features: • .68 caliber projectiles compatible with all current Byrna launcher platforms (.61 for CL) • Break lines to ensure breakage upon impact Byr
Slide 12: Byrna Growth History
BYRNA GROWTH HISTORY Net Revenue ($ in millions) $40.0 $35.2 $35.0 $30.0 $28.5 $29.0 $28.0 $28.2 $26.2 $25.0 $20.9 $20.3 $20.0 $16.7 $16.4 $16.0 $15.6 $15.0 $12.4 $11.2 $11.6 $11.5 $10.0 $8.7 $8.4 $8.0 $7.1 $5.0 $0.0 Q3 2021 Q4 2021 Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023 Q4 2023 Q1
Slide 13: Future Growth Marketing & Advertising
FUTURE GROWTH MARKETING & ADVERTISING Historical Channels + New Channels + Influencers Influencers • Audio / Podcast / Radio • New Channels + Influencers • Sean Hannity, Glenn Beck, Dana Loesch, Megyn • Audio / Podcast / Radio: Audacy, Scott Jennings, Larry O’Connor, Colin Cowherd, Ted Cruz, Local R
Slide 14: Future Growth Retail and Big Box
FUTURE GROWTH RETAIL AND BIG BOX Byrna Retail Stores Big Box Presence • Las Vegas, NV • Partnership with Sportsman’s Warehouse • • Salem, NH Total of 136 stores: • 43 stores with shooting pod experience • Fort Wayne, IN • All other stores with a point-of-sale display and • Franklin, TN shooting rang
Slide 15: Financial Snapshot
FINANCIAL SNAPSHOT Three Months Ended ($ in thousands) May 31, 2025 May 31, 2026 (unaudited) Revenue $28,505 $16,387 Gross Profit $17,564 $1,783 Net Income $2,427 ($10,088) Adjusted EBITDA $4,299 ($605) Adjusted EBITDA % 15.1% -3.7% Note: Adjusted EBITDA is a non-GAAP metric. Please see the appendix
Slide 16: Financial Position
FINANCIAL POSITION As of Feb 28, 2026 As of May 31, 2026 ($ in thousands) (unaudited) (unaudited) Cash $7,452 $9,436 Inventory $33,099 $30,445 Marketable Securities $1,755 $1,002 Receivables $11,561 $4,437 Payables + Accrued Liabilities $10,775 $9,033 Debt $0 $0 Net Working Capital $47,378 $39,185 A
Slide 17: HERO Defense Systems Acquisition
HERO DEFENSE SYSTEMS ACQUISITION HERO 2020 AIIRO • Type: Less-lethal argon powered .68 caliber launcher • Type: Non-lethal powered aerosol gel weapon – fires 2 shots of sticky PavaGel irritant adhering to target across a 21” area • Size: Under 6” long, smaller than our current launchers • Range: Up
Slide 18: Investment Thesis
INVESTMENT THESIS • Attractive Valuation • Best-in-class product right for the times – Byrna offers a compelling solution to countervailing societal trends • Leading position in nascent industry with an enormous total addressable market • Strong tailwinds with public sentiment shifting towards less-
Slide 19: Contact Us
CONTACT US Tom Colton & Greg Bradbury Gateway Group, Inc. T: 949-574-3860 BYRN@gateway-grp.com Nasdaq: BYRN | 19
Slide 20: Appendix
APPENDIX Nasdaq: BYRN | 20
Slide 21: Byrna Launchers Comparison Overview
BYRNA LAUNCHERS COMPARISON OVERVIEW Nasdaq: BYRN | 21
Slide 22: Adjusted EBITDA Reconciliation
ADJUSTED EBITDA RECONCILIATION Three Months Ended ($ in thousands) May 31, 2025 May 31, 2026 Net Income (Loss) $2,427 ($10,088) Adjustments: Interest Income ($116) ($42) Income tax expense (benefit) $898 ($2,662) Depreciation and amortization $252 $727 Non-GAAP EBITDA $3,461 ($12,065) Stock-based co
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