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Byrna Technologies Q1 Net Income Falls 52% to $801K on Higher Costs

Byrna Technologies Inc., a manufacturer of less-lethal personal security devices, reported net income of $801,000 for the quarter ending February 28, 2026, down 52% from $1.66 million in the prior-year period. Revenue rose 11% to $29.05 million despite the profit decline.

Byrna Technologies Inc. (NASDAQ: BYRN), a manufacturer of less-lethal personal security devices, reported net income of $801,000 for the three months ending February 28, 2026, down 52% from $1.66 million in the same quarter a year earlier. The decline came despite an 11% jump in revenue, as operating expenses climbed faster than sales growth. Read more earnings reports.

Revenue for the quarter reached $29.05 million, up from $26.19 million in the prior-year period. The top line was driven by launcher sales of $27.80 million, compared to $24.14 million a year ago, while projectile and accessory revenue totaled $529,000 and $724,000, respectively.

Gross profit expanded to $17.40 million from $15.92 million, yielding a gross margin of approximately 60%. Cost of goods sold rose to $11.65 million from $10.27 million in the year-ago quarter.

Operating expenses surged 16% to $16.47 million from $14.23 million, outpacing revenue growth and compressing operating income. The company posted operating income of $928,000 for the quarter, down 45% from $1.70 million in the prior-year period.

The company reported a tax benefit of $4,000 for the quarter, compared to a tax expense of $140,000 a year earlier. Diluted earnings per share came in at $0.03, down from $0.07 in the same quarter of fiscal 2025. The diluted share count averaged 23.83 million shares for the quarter.

On the balance sheet, cash and cash equivalents fell to $7.45 million as of February 28, 2026, down from $13.73 million at the end of the prior quarter. Total assets declined to $79.90 million from $84.49 million at November 30, 2025.

Cash used in operations totaled $4.42 million for the quarter, compared to $3.78 million in the prior-year period. Investing activities consumed $621,000, while financing activities used $960,000 in cash.

Inventory stood at $33.10 million as of February 28, 2026, up slightly from $32.69 million at the end of November. Accounts receivable increased to $11.60 million from $10.84 million. Total liabilities declined to $13.41 million from $18.73 million at the prior quarter-end.

Stockholders' equity rose to $66.49 million from $65.76 million at November 30, 2025. The company had 22.68 million common shares outstanding as of February 28, 2026.

Financial Summary

Metric Q1 FY2026 Q1 FY2025 Change
Revenue $29.05 million $26.19 million +11%
Gross Profit $17.40 million $15.92 million +9%
Operating Expenses $16.47 million $14.23 million +16%
Operating Income $928,000 $1.70 million -45%
Net Income $801,000 $1.66 million -52%
Diluted EPS $0.03 $0.07 -57%
Cash $7.45 million $13.73 million* -46%

*As of November 30, 2025