Barfresh Food Group (NASDAQ:BRFH) Issues Quarterly Earnings Results, Beats Expectations By $0.04 EPS

Barfresh Food Group (NASDAQ:BRFH) posted its quarterly earnings results on Thursday. The company reported ($0.04) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.08) by $0.04, Zacks reports. The firm had revenue of $5.63 million for the quarter, compared to analysts’ expectations of $5.08 million. Barfresh Food Group had a negative net margin of 15.34% and a negative return on equity of 146.89%.

Here are the key takeaways from Barfresh Food Group’s conference call:

• Q1 revenue came in above guidance at $5.6 million, up 92% year over year, driven by the Arps Dairy acquisition and stronger-than-expected milk business contribution.
• Adjusted EBITDA was a loss of about $238,000, better than last year but below breakeven guidance due to a heavier mix of lower-margin milk processing and startup inefficiencies at the new facility.
• The company said its manufacturing transition is progressing, with the Arps facility already supporting about 50% of frozen beverage and food volume and the larger Defiance plant still on track to be commissioned before year-end 2026.
• Management highlighted commercial momentum in education, including rebuilding school district relationships and winning a 7-year bid with the 5th largest U.S. school district, which they view as a proof point for larger opportunities ahead.
• Barfresh reaffirmed full-year 2026 guidance for $28 million-$32 million in revenue and $3.2 million-$3.8 million in Adjusted EBITDA, while also signaling margin recovery as production ramps and the new facility comes online.

Barfresh Food Group Stock Up 1.7%

Shares of NASDAQ:BRFH opened at $2.45 on Friday. The stock has a market capitalization of $39.55 million, a price-to-earnings ratio of -14.41 and a beta of 0.75. Barfresh Food Group has a 1-year low of $2.25 and a 1-year high of $6.08. The company’s fifty day moving average is $2.68 and its two-hundred day moving average is $2.93. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.23 and a current ratio of 0.38.

Hedge Funds Weigh In On Barfresh Food Group

A hedge fund recently bought a new stake in Barfresh Food Group stock. Virtu Financial LLC purchased a new position in shares of Barfresh Food Group Inc. (NASDAQ:BRFH) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 18,255 shares of the company’s stock, valued at approximately $64,000. Virtu Financial LLC owned about 0.11% of Barfresh Food Group as of its most recent filing with the Securities & Exchange Commission. Hedge funds and other institutional investors own 22.66% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently issued reports on the stock. Weiss Ratings cut shares of Barfresh Food Group from a “sell (d-)” rating to a “sell (e+)” rating in a report on Wednesday. Zacks Research cut shares of Barfresh Food Group from a “hold” rating to a “strong sell” rating in a report on Thursday. One research analyst has rated the stock with a Buy rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Reduce” and an average price target of $6.00.

About Barfresh Food Group

Barfresh Food Group, Inc develops, manufactures and distributes a line of fresh-frozen, portion-controlled beverage and breakfast products for the foodservice and retail channels. The company’s flagship offerings include smoothie base blends, pancake and waffle mixes, and related griddle products designed to deliver convenience, consistency and controlled portions. Barfresh products require only the addition of liquid and blending or mixing prior to service, catering to operators seeking quick-serve solutions without sacrificing quality.

Operating from a single, fully certified manufacturing facility in Miami, Florida, Barfresh adheres to strict quality and safety protocols throughout its production processes.