Byrna Technologies’ 35% Revenue Jump Driven by AI-Enhanced Advertising and Expanding Retail Reach
Web Traffic Surges 76% Following AI-Powered Campaigns and Retail Store Growth
Byrna Technologies’ fiscal Q3 2025 results spotlight a sharp acceleration in both digital and in-store reach, as revenue climbed 35% year-over-year to $28.2 million. Much of this lift can be traced to Byrna’s bold new AI advertising push, which fueled a jump in daily website sessions from 33,000 to an August average of 50,000, and rising further to 58,000 in September—a striking 76% increase in just two months. Alongside the surge online, Byrna added more big-box partners, bringing its total retail footprint above 1,000 stores nationwide, ensuring the brand is reaching consumers wherever they shop.
Solid Operating Leverage and Product Innovation Fuel Profitability
Profitability also accelerated. Gross profit rose to $16.92 million from $13.01 million a year ago, though gross margin slipped slightly to 60% as dealer sales expanded and new products ramped. Net income for the quarter doubled to $2.24 million from $1.03 million, and adjusted EBITDA nearly doubled to $3.72 million. The key growth lever: robust sales of Byrna’s Compact Launcher (CL), which has outpaced previous products in production yield improvement since its Q2 launch. Management expects CL margins to climb further as scale and process efficiencies improve.
Operational Highlights: Strategic Inventory and Service Launches
Inventory grew to $34.11 million—up $14.13 million from November—preparing Byrna for anticipated holiday demand and supporting ongoing retail expansion. The newly launched ByrnaCare™ protection plan, marking the company’s first step into recurring service-based offerings, highlights the push to grow beyond device sales toward ongoing customer relationships.
Board Strengthened as Byrna Prepares for Holiday and FY26 Momentum
Byrna has not only expanded operationally but also strategically, adding Adam Roth (former VP at Nike) and TJ Kennedy (public safety executive) to its board. With a record-setting Q3, rising brand awareness via campaigns on major sports platforms, and expectations for holiday sales to boost both Q4 and Q1 next year, management forecasts 35-40% revenue growth for full-year fiscal 2025, laying a strong foundation for 2026.
Financials Show Healthy Growth and No Debt
| Key Metric | Q3 2025 | Q3 2024 | YoY Change |
|---|---|---|---|
| Net Revenue ($M) | 28.18 | 20.85 | +35% |
| Gross Profit ($M) | 16.92 | 13.01 | +30% |
| Gross Margin (%) | 60 | 62 | -2 pts |
| Net Income ($M) | 2.24 | 1.03 | +117% |
| Adjusted EBITDA ($M) | 3.72 | 1.94 | +92% |
| Cash & Equivalents ($M) | 9.00 | 25.73* (Nov '24) | -65% (driven by inventory build) |
| Inventory ($M) | 34.11 | 19.97* (Nov '24) | +71% |
| Stores Nationwide | 1,000+ | — | Expanded retail footprint |
| Web Sessions (Sep daily avg.) | 58,000 | 33,000 (pre-campaign) | +76% |
| Total Debt | 0 | 0 | Debt-free |
*Comparative values from Nov '24 are the latest reported for those metrics.
Looking Forward: Strong Growth Outlook Supported by Expanding Platform
Management expects holiday sales to meaningfully bolster Q4 2025 and Q1 2026 results, given Black Friday and Cyber Monday timing. As Byrna continues its push into subscription-based services and leverages growing e-commerce and retail visibility, investors may want to watch how this product-to-platform evolution shapes profitability and competitive positioning in the less-lethal defense sector.
Byrna’s fiscal Q3 numbers reflect both near-term strength and long-term potential: robust revenue growth, increasing profitability, broadening customer engagement, and a strong retail and digital presence—backed by zero debt. As consumer awareness grows and recurring service revenues emerge, the company appears poised for further gains in a rapidly expanding market for personal security solutions.
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