BYRN 8-K SEC Filing Analysis

Latest settled — T+20d ⚠ clustered

BYRN ▼ -13.23% at T+20d

SHORT call ✓ call won +13.23% · α vs SPY +20.80% · entry $6.35 → $5.51

Next anchor: T+60d in 7w

Currently $5.33 · +16.06% from $6.35 entry (call sign-flipped)

Entry anchored
Apr 8, 03:59 PM ET
via Databento tick

T+1d

-10.55%

call +10.55% · α +10.49%

$5.68

settled 6w ago

T+5d

-1.10%

call +1.10% · α +4.29%

$6.28

settled 5w ago

T+20d

-13.23%

call +13.23% · α +20.80%

$5.51

settled 13d ago

T+60d

—

call — · α —

—

in 7w

Price Chart

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Executive Summary

Byrna Technologies reported Q1 2026 revenue of $29.0 million, a 11% YoY increase, but net income declined 52% to $0.8 million. New CEO Conn Davis highlighted operational challenges in conversion and retail execution, withdrew Q2 guidance, and announced strategic priorities focused on retail expansion and improved e-commerce conversion.

Key Financial Metrics

Gross Margin

60%

Actionable Insight

The stock is likely to decline due to falling profitability, reduced cash reserves, and withdrawn guidance despite revenue growth. Focus on whether new CEO Conn Davis can execute on retail expansion and e-commerce conversion improvements.

Key Facts

Q1 2026 revenue was $29.0 million, up 11% YoY driven by dealer and retail channel growth
Net income dropped 52% YoY to $0.8 million; diluted EPS was $0.03
Gross margin dipped to 60% from 61% in Q1 2025
Operating expenses rose 16% to $16.5 million due to higher marketing and legal costs
Adjusted EBITDA fell 27% to $2.2 million
Cash balance declined to $9.6 million from $15.5 million in November 2025
New CEO Conn Davis withdrew Q2 guidance, citing 'underperformance' and ongoing operational changes
Company launched new 'Find the Right Launcher' experience on Byrna.com to improve conversion

Financial Impact

Revenue increased 11% to $29.0M but profitability declined significantly with net income down 52% and cash balance down 38%

revenuenet incomeEPSgross marginoperating expensesAdjusted EBITDAcash

Risk Factors

Continuing decline in e-commerce conversion rates and average order value
Inability to improve retail channel productivity
Cash burn could accelerate without improved operating leverage

Market Snapshot

Exchange

Nasdaq

Sector

Miscellaneous Electrical Machinery, Equipment & Supplies

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

Document	Accession Number
8-K Filing (Primary)	0001437749-26-011821
Document: byrn20260408c_8k.htm	0001437749-26-011821
Document: 0001437749-26-011821-index-headers.html	0001437749-26-011821
Document: 0001437749-26-011821-index.html	0001437749-26-011821
Document: 0001437749-26-011821.txt	0001437749-26-011821
8-K Data (Synthetic)	0001437749-26-011821

5 reports for BYRN

T+1T+5T+20T+60

Filters

Reports for BYRN — sortable, filterable
	Type				Now
Apr 9, 2026 5w ago	8-K BEARISH ★ 8/10	$6.35 $5.51	▲ +13.23%	▲ +20.80%	$5.33 (+16.06%)
Apr 9, 2026 5w ago	Press Release MIXED ★ 6/10	$6.35 $5.51	▼ −13.23%	▼ −20.80%	$5.33 (−16.06%)
Apr 8, 2026 6w ago	8-K NEUTRAL ★ 3/10	$6.35 $5.51	▼ −13.23%	▼ −20.80%	$5.33 (−16.06%)
Mar 30, 2026 7w ago	10-K/A NEUTRAL ★ 3/10	$9.18 $5.76	▼ −37.25%	▼ −46.68%	$5.33 (−41.94%)
Mar 23, 2026 8w ago	Press Release NEUTRAL ★ 3/10	$9.29 $6.18	▼ −33.48%	▼ −40.90%	$5.33 (−42.63%)

US Market Status

Market Closed — Opens Thu (< 1m)

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