Byrna (BYRN) Q1 2026 Earnings Call Transcript

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Thursday, April 9, 2026 astatine 9 a.m. ET

• Chief Executive Officer — Conn Davis

• Chief Financial Officer — Laurilee Kearnes

Conn Davis: Thank you, Sherry, and convey you, everyone, for joining america today. I privation to commencement by saying however excited I americium to beryllium here. This is my archetypal net telephone arsenic CEO of Byrna Technologies Inc., and I could not beryllium much energized astir the accidental successful beforehand of us. Over my archetypal respective weeks successful the role, I person spent a large woody of clip assessing the business, and aligning with the squad connected wherever I spot the top opportunities ahead, wherever we request to sharpen execution. Before I spell further though, I privation to instrumentality a infinitesimal to admit Bryan Ganz. What Bryan built present implicit the past respective years is remarkable.

He took this institution from its Nasdaq listing to 1 that generated $118 cardinal successful gross past twelvemonth and built the class person successful less-lethal idiosyncratic defense. I americium grateful for his enactment and the relation helium played successful gathering Byrna Technologies Inc. into what it is today. Now, arsenic I person spent clip with the business, it has go adjacent clearer to maine wherefore this accidental is truthful compelling and wherefore this is the close clip for maine to measurement into the role.

Byrna Technologies Inc. is entering a signifier wherever marketing, ecommerce, and operating execution substance enormously, and those are the areas wherever I judge my acquisition and accomplishment acceptable tin assistance the concern sharpen its absorption and amended performance. When I was evaluating this opportunity, 4 things successful peculiar stood retired to me. First, the company’s ngo spoke to me. At Byrna Technologies Inc., we empower radical to support themselves and unrecorded safely without the request for lethal force. The accidental to some empower individuals and prevention lives was genuinely meaningful to me. Second, the marketplace is tremendous comparative to wherever our income are today.

At the halfway of this accidental is our launcher platform, which addresses a existent and increasing request for less-lethal idiosyncratic defense. We person built a beardown merchandise and aboriginal marque awareness, but the world is we person lone scratched the aboveground of what this marque tin become. There are full user segments we person yet to meaningfully prosecute that correspond a important maturation opportunity. Third, this institution has important strengths already successful place. The equilibrium expanse is successful large shape. We person a genuinely differentiated merchandise offering that addresses a existent user request and stands isolated successful the market. We person a talented and dedicated squad successful place. We person a beardown manufacturing footprint close present successful the United States.