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Byrna Technologies (BYRN) investor relations material
Byrna Technologies Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Market trends and opportunity
Rising concerns about safety and dissatisfaction with gun laws are driving demand for non-lethal self-defense solutions in the US, with 250 million potential customers and a $250 billion total addressable market estimated for both gun and non-gun owners.
Targeted market penetration aims for 5% of non-gun owners and 10% of gun owners, representing a $17.5 billion opportunity.
Business overview and strategy
Over 750,000 launchers sold in the past five years, with a presence in 500+ dealer locations and 30+ international agencies.
US and Canada sales are primarily direct-to-consumer, while international focus is on law enforcement, especially in Latin America.
Product portfolio includes pistols, rifles, projectiles, defense sprays, alarms, and accessories.
Product innovation and differentiation
Launchers use patented technology allowing safe, effective, and concealable non-lethal defense, with no license or background check required.
New compact launcher (CL) launched ahead of schedule in May 2025, 38% smaller than previous models but with comparable power.
Projectiles are available for both self-defense and training, with recurring consumable sales and in-house manufacturing.
- Record revenue and retail growth, with margin expansion expected in 2026.BYRN
Q4 20255 Feb 2026 - Q3 2025 revenue surged 35% as demand for non-lethal self-defense solutions accelerates.BYRN
Investor presentation5 Feb 2026 - Q2 2024 revenue up 76% to $20.3M, with record profitability and strong DTC-driven margins.BYRN
Q2 20243 Feb 2026 - Record growth, new compact launcher, and retail expansion drive strong outlook.BYRN
Sidoti Micro-Cap Virtual Conference2 Feb 2026 - Record revenue growth and new product launches drive expansion in the less-lethal defense market.BYRN
2024 Annual Gateway Conference22 Jan 2026 - Q3 revenue soared 194% to $20.9M, with net income of $1.0M and strong margin gains.BYRN
Q3 202419 Jan 2026 - Q1 revenue up 57% to $26.2M, net income $1.7M, gross margin 61%, retail and Amazon strong.BYRN
Q1 202527 Dec 2025 - Record revenue, margin expansion, and retail growth set stage for strong 2025 outlook.BYRN
Q4 202423 Dec 2025 - Shareholders to vote on director elections, auditor, equity plan, and executive pay, all board-backed.BYRN
Proxy Filing1 Dec 2025
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