Barfresh Food | 8-K: FY2026 Q2 Revenue Misses Estimate at USD 4.7 M

Revenue: As of FY2026 Q2, the actual value is USD 4.7 M, missing the estimate of USD 5.354 M.

Second Quarter 2026 Financial Results

Revenue

Barfresh Food Group, Inc.’s revenue for the second quarter of 2026 increased 190% year-over-year to $4.7 million, compared to $1.6 million in the second quarter of 2025.

Gross Profit/Loss

Gross loss was - $150,000, or -3.2% of revenue, in the second quarter of 2026, compared to a gross profit of $506,000, or 31.1% of revenue, in the second quarter of 2025.

Selling, Marketing and Distribution

Selling, marketing and distribution costs for the second quarter of 2026 were $561,000 or 12% of revenue, compared to $634,000 or 39% of revenue in the second quarter of 2025.

General & Administrative (G&A) Expenses

G&A expenses for the second quarter of 2026 were $794,000, compared to $673,000 in the second quarter of 2025.

Net Loss

Net loss for the second quarter of 2026 was - $1.9 million, as compared to a loss of - $880,000 in the second quarter of 2025.

Adjusted EBITDA

Adjusted EBITDA was a loss of - $1.2 million for the second quarter of 2026, compared to a loss of - $600,000 in the second quarter of 2025.

Balance Sheet Highlights (as of June 30, 2026)

As of June 30, 2026, Barfresh Food Group, Inc. had approximately $1.4 million of cash and accounts receivable, and approximately $2.2 million of inventory on its balance sheet.In March 2026, the company secured a $7.5 million senior convertible note financing.Additionally, Barfresh Food Group, Inc. was approved for a $2.4 million government grant.

Outlook for Full Year 2026

Barfresh Food Group, Inc. revised its full year 2026 guidance, now expecting fiscal year 2026 revenue of $23 million to $26 million, representing 62% to 83% growth compared to fiscal year 2025.The company now expects fiscal year 2026 Adjusted EBITDA of - $1.0 million to - $2.0 million.Barfresh Food Group, Inc. expects to achieve Adjusted EBITDA of - $0.5 million to breakeven in the second half of 2026, with revenue anticipated to improve sequentially in the third and fourth quarters of 2026.