BARFRESH FOOD GROUP INC. (BRFH) Form 8-K — Aug 14, 2026
Barfresh Food Group reported Q2 2026 revenue of $4.7 million, up 190% year-over-year from $1.6 million, but the growth was almost entirely driven by the Arps Dairy acquisition. Net loss widened to $1.9 million from $880,000 a year ago, and gross margin flipped to a $150,000 loss (-3.2% of revenue) from a 31.1% gross profit in Q2 2025. Results came in below management's own expectations because production efficiency at the acquired Arps Dairy facility ramped more slowly than planned, requiring more investment in facility infrastructure and equipment.
Key figures
- Revenue
- 4700000
- Guidance
- FY2026 revenue $23M-$26M (62%-83% growth vs FY2025); FY2026 Adjusted EBITDA negative $1.0M to negative $2.0M; H2 2026 Adjusted EBITDA negative $0.5M to breakeven
- Revenue Yoy
- 190%
- Inventory
- ~$2.2 million as of June 30, 2026
- Government grant
- $2.4 million approved for specialized equipment
- New facility size
- 44,000 sq ft (Defiance, Ohio)
- Gross loss q2 2026
- $150,000, or -3.2% of revenue
- Ga expenses q2 2026
- $794,000
- Cash and receivables
- ~$1.4 million as of June 30, 2026
- Prior year q2 revenue
- $1.6 million (Q2 2025)
- Prior year gross profit
- $506,000, or 31.1% of revenue (Q2 2025)
- Convertible note financing
- $7.5 million senior convertible note secured March 2026
- Adjusted ebitda loss q2 2026
- $1.2 million
- Prior year adjusted ebitda loss
- $600,000 (Q2 2025)
- Selling marketing distribution q2 2026
- $561,000, or 12% of revenue
Price after filing
Close on the filing date to close N calendar days later (from $1.92). Historical, not a forecast.
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