Barfresh Food Q4 revenue soars, driven by Arps Dairy acquisition

Barfresh Food

31/03/2026 21:33

Overview

Frozen beverage maker's preliminary Q4 revenue nearly doubled, full-year revenue up 33% yr/yr

Q4 gross margin fell due to facility transition costs and lower-margin Arps Dairy business

Company secured $7.5 mln in financing to expand manufacturing capacity

Outlook

Barfresh sees Q1 2026 revenue between $5 mln and $5.2 mln

Company expects to be Adjusted EBITDA breakeven for Q1 2026

Barfresh updates FY 2026 revenue guidance to $28 mln-$32 mln and Adjusted EBITDA to $3.2 mln-$3.8 mln

Result Drivers

ARPS DAIRY ACQUISITION - Revenue growth in Q4 and full year 2025 was driven by the acquisition of Arps Dairy

FACILITY TRANSITION COSTS - Gross margin declined due to costs associated with transitioning production to the company’s new facility

Company press release: ID:nGNX72hz3q

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Net Income
-$2.7 mln
FY Adjusted EBITDA
Miss
-$2.1 mln
-$1.23 mln (2 Analysts)
FY Gross Margin
22%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the non-alcoholic beverages peer group is "hold."

Wall Street's median 12-month price target for Barfresh Food Group Inc is $6.00, about 125.6% above its March 30 closing price of $2.66

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)