Byrna Technologies, Inc. · NASDAQ:BYRN

Byrna Technologies — Q2 2026 Earnings Presentation

10 slides from Byrna Technologies's earnings presentation, Jul 9, 2026

  1. Slide 1: Byrna Technologies Reports Fiscal Second Quarter 2026 Results

    July 9, 2026 Byrna Technologies Reports Fiscal Second Quarter 2026 Results ANDOVER, Mass., July 09, 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 l

  2. Slide 2: Fiscal Second Quarter 2026 Financial Results

    Results compare Q2 2026 to the 2025 fiscal second quarter ended May 31, 2025, unless otherwise indicated. Net revenue for Q2 2026 was $16.4 million, compared to $28.5 million in the fiscal second quarter of 2025 (“Q2 2025”). The approximately 43% year-over-year decrease was driven primarily by a dec

  3. Slide 3: Management Commentary

    balanced operating baseline that should allow us to work down physical inventory through the second half of the year. “We also advanced a number of initiatives designed to improve demand over both the near and longer term. Our top operational priority is improving customer conversion and retail prod

  4. Slide 4: Conference Call Information and About Byrna

    Please call the conference telephone number 5-10 minutes prior to the start time of the conference call. An operator will register your name and organization. If you have any difficulty connecting with the conference call, please contact Gateway Group at 949-574- 3860. The conference call will be br

  5. Slide 5: Forward-Looking Statements

    experienced marketing and retail leaders, including the contributions of Matthew Campagni as Chief Strategy Officer, and to align the organization around near-term execution priorities while building toward our long-term strategic vision; brand awareness of Byrna and continued acceptance of the less

  6. Slide 6: Risk Factors and Forward-Looking Statements

    increase in the cost of materials, components or finished goods used or sold by the Company, and/ or that could disrupt the Company’s supply chain, or otherwise adversely affect the Company’s costs, revenues, or results of operations; the risk that price increases implemented in the first quarter ar

  7. Slide 7: Condensed Consolidated Statements of Operations

    -Financial Tables to Follow- BYRNA TECHNOLOGIES INC. Condensed Consolidated Statements of Operations and Comprehensive Income (Loss) (Amounts in thousands except share and per share data) (Unaudited) For the Three Months Ended For the Six Months Ended May 31 May 31 2026 2025 2026 2025 Net revenue $

  8. Slide 8: Condensed Consolidated Balance Sheets

    BYRNA TECHNOLOGIES INC. Condensed Consolidated Balance Sheets (Amounts in thousands, except share and per share data) May 31 November 30, 2026 2025 Unaudited ASSETS CURRENT ASSETS Cash and cash equivalents $ 9,436 $ 13,727 Marketable Securities 1,002 1,754 Accounts receivable, net 4,437 10,840 Inven

  9. Slide 9: Non-GAAP Financial Measures

    us to identify underlying trends in our business that could otherwise be masked by the effect of certain expenses that we exclude in the calculations of the non-GAAP financial measure. Accordingly, we believe that this non-GAAP financial measure reflects our ongoing business in a manner that allows

  10. Slide 10: Adjusted Cost of Goods Sold Reconciliation

    Adjusted cost of goods sold is defined as cost of goods sold as reported in our condensed consolidated statements of operations and comprehensive (loss) income excluding the impact of (i)impairment loss; (ii) write down of ammunition inventory; (iii) inventory reserve due to strategic product ration

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