Key Highlights

  • Byrna Technologies (NASDAQ:BYRN) will report fiscal third quarter 2026 results before a conference call at 9:00 a.m. ET on October 8, 2026, with published market data listing a consensus loss of USD 0.16 per share.
  • Consensus Revenue near USD 16.27 million, also unverified, compares with fiscal second quarter revenue of USD 16.4 million, which was down about 43% from USD 28.5 million a year earlier.
  • The second quarter net loss was USD 10.1 million after USD 10.4 million of non-cash Impairment and inventory charges tied to closing the Fort Wayne ammunition Facility and rationalizing products.
  • Cash and marketable securities fell to USD 10.4 million at May 31, 2026 from USD 15.5 million at November 30, 2025, which makes Cash Flow central for Byrna Technologies (NASDAQ:BYRN).

What Is Scheduled

Byrna Technologies (NASDAQ:BYRN) said it would issue fiscal third quarter 2026 results in a press release before a conference call at 9:00 a.m. ET on Thursday, October 8, 2026. The quarter ended August 31, 2026. This article was written before the release, so no results are known. Published market data listed expectations of a loss of USD 0.16 per share on revenue near USD 16.27 million, which are single-source figures that were not verified and may differ from other estimates. If revenue lands near USD 16.27 million it would be roughly flat with the prior quarter's USD 16.4 million, which is simple arithmetic on two numbers.

The Prior Quarter Reset

In fiscal second quarter 2026, ended May 31, revenue fell about 43% to USD 16.4 million from USD 28.5 million, which management blamed on weaker E-commerce sales and slower dealer and chain-store reorders after heavy first quarter restocking. GAAP gross Margin was 10.9% against 61.6%, because of a USD 5.9 million inventory write-down and a USD 3.5 million equipment impairment, partly offset by a USD 1.1 million Tariff refund. Adjusted gross margin was about 61.8%. Adjusted EBITDA was a loss of USD 0.6 million. Management said fiscal 2026 would not be a revenue-growth year, but expected the second half to improve on the first as retailers prepare for the holidays.

Risks and What to Watch

The risks for Byrna Technologies (NASDAQ:BYRN) are weak consumer demand, retailer inventory swings, tariffs and a thin cash balance, since USD 10.4 million of cash and marketable securities sits against USD 30.4 million of inventory. The company could draw down inventory to raise cash, but that may pressure margins and leave less room for error if sales stay soft. Investors should check whether revenue grows sequentially, whether adjusted gross margin stays near 61.8% and whether management updates its comment that fiscal 2026 will not be a growth year. Results on October 8, 2026 will replace this preview, and published estimates can be revised. This is not Investment advice.

Where Things Stand

Byrna Technologies (NASDAQ:BYRN) needs to show that the 43% revenue drop in the prior quarter was a reset, not a trend, and the evidence will arrive in the October 8, 2026 release. Published estimates imply roughly flat revenue. The company still has a strong adjusted gross margin but a small cash balance and large inventory. The balance of evidence is cautious, and the results will decide whether the second half recovery management expects is under way.