Barfresh Announces Preliminary Fiscal Year 2025 Revenue Results and Provides Updated Guidance for Fiscal Year 2026
Rhea-AI Summary
Barfresh (Nasdaq: BRFH) reported record preliminary fiscal 2025 revenue of $14.2 million, up 32% YoY, and reiterated fiscal 2026 revenue guidance of $30–$35 million (up to 146% growth vs 2025). The company issued fiscal 2026 Adjusted EBITDA guidance of $3.5–$5.0 million and cited the Arps Dairy acquisition as core to its integrated manufacturing strategy and expanded product portfolio.
The release emphasizes operational control, enhanced production capabilities, and expected improved cash flow as Barfresh scales owned manufacturing and sales channels in fiscal 2026.
Positive
- Record preliminary revenue of $14.2M in fiscal 2025 (+32% YoY)
- Fiscal 2026 revenue guidance of $30–$35M (up to 146% growth)
- Fiscal 2026 Adjusted EBITDA guidance of $3.5–$5.0M
- Acquisition of Arps Dairy adds owned manufacturing and expanded product capabilities
Negative
- Fiscal 2026 guidance implies up to 146% revenue growth, requiring substantial execution and scaling
- Material reliance on integration of Arps Dairy to realize stated manufacturing and cash-flow benefits
News Market Reaction
On the day this news was published, BRFH declined 3.43%, reflecting a moderate negative market reaction. This price movement removed approximately $2M from the company's valuation, bringing the market cap to $47M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
BRFH was down 1.23% pre-news. Several beverage peers also showed declines (e.g., ZVIA -5.03%, BLNE -7.52%, STKL -3.97%), but no names appeared in the momentum scanner, so this points more to stock-specific factors than a flagged sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 18 | Grant & operations update | Positive | -0.7% | Final approval of $2.4M grant and progress at Arps Dairy facility. |
| Nov 06 | Earnings release | Positive | -2.9% | Record Q3 2025 revenue, improved margins, reiterated FY2025 and FY2026 guidance. |
| Oct 23 | Earnings call notice | Neutral | -3.9% | Announcement of date and access details for Q3 2025 results call. |
| Oct 07 | Acquisition closing | Positive | +6.9% | Completion of Arps Dairy acquisition and reaffirmed FY2025 and FY2026 guidance. |
| Sep 18 | Acquisition agreement | Positive | +32.0% | Agreement to acquire Arps Dairy and raise FY2025 guidance with FY2026 projections. |
Positive operational and guidance news has often seen mixed to negative next-day reactions, with only the larger Arps-related announcements showing clear positive alignment.
Over the last several months, Barfresh has focused on scaling operations and integrating the Arps Dairy acquisition. Prior releases highlighted increased FY2025 revenue guidance to $14.5M–$15.5M, pro forma FY2026 revenue targets of $30M–$35M, and government grants of up to $2.4M to build out manufacturing capacity. The current announcement of record preliminary FY2025 revenue of $14.2M and reiterated FY2026 guidance builds directly on that expansion narrative and emphasizes the benefits of owned manufacturing.
Market Pulse Summary
This announcement highlights record preliminary FY2025 revenue of $14.2M, a 32% year-over-year increase, and reiterates ambitious FY2026 revenue guidance of $30M–$35M with Adjusted EBITDA of $3.5M–$5.0M. It builds on earlier communications about the Arps Dairy acquisition and integrated manufacturing strategy. Investors may watch upcoming filings and updates for evidence that owned production improves margins, supports the projected revenue ramp, and mitigates previously disclosed operational constraints.
Key Terms
ebitda financial
adjusted ebitda financial
AI-generated analysis. Not financial advice.
Record Preliminary Fiscal Year 2025 Revenue of
Reiterates Fiscal 2026 Revenue Guidance of
Integrated Manufacturing Model Enables Expanded Product Portfolio and Increased Market Share Across Sales Channels
LOS ANGELES, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Barfresh Food Group Inc. (the “Company” or “Barfresh”) (Nasdaq: BRFH), a provider of frozen, ready-to-blend and ready-to-drink beverages, today announced preliminary fiscal year 2025 revenue results and provided updated guidance for fiscal year 2026.
Riccardo Delle Coste, the Company’s Chief Executive Officer, stated, "We are pleased to announce record preliminary fiscal 2025 revenue of
Barfresh achieved preliminary fiscal year 2025 revenue of
About Barfresh Food Group
Barfresh Food Group Inc. (Nasdaq: BRFH) is a developer, manufacturer and distributor of ready-to-blend and ready-to-drink beverages, including smoothies, shakes and frappes, primarily for the education market, foodservice industry and restaurant chains, delivered as fully prepared individual portions or single serving and bulk formats for on-site preparation. For more information, please visit www.barfresh.com.
Forward Looking Statements
Except for historical information herein, matters set forth in this press release are forward-looking, including statements about the Company’s commercial progress, success of its strategic relationship(s), and projections of future financial performance. These forward-looking statements are identified by the use of words such as “grow”, “expand”, “anticipate”, “intend”, “estimate”, “believe”, “expect”, “plan”, “should”, “hypothetical”, “potential”, “forecast” and “project”, “continue", “could", “may", “predict", and “will” and variations of such words and similar expressions are intended to identify such forward-looking statements. All statements, other than statements of historical fact, included in the press release that address activities, events or developments that the Company believes or anticipates will or may occur in the future are forward-looking statements. These statements are based on certain assumptions made based on experience, expected future developments and other factors the Company believes are appropriate under the circumstances. Such statements are subject to a number of assumptions, risks and uncertainties, many of which are beyond the control of the Company. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. The contents of this release should be considered in conjunction with the Company’s recent filings with the Securities and Exchange Commission, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K, including any warnings, risk factors and cautionary statements contained therein. Furthermore, the Company expressly disclaims any current intention to update publicly any forward-looking statements after the distribution of this release, whether as a result of new information, future events, changes in assumptions or otherwise.
Investor Relations
John Mills
ICR
646-277-1254
John.Mills@icrinc.com
Deirdre Thomson
ICR
646-277-1283
Deirdre.Thomson@icrinc.com
FAQ
What were Barfresh (BRFH) preliminary fiscal 2025 revenue results announced on January 29, 2026?
What fiscal 2026 revenue guidance did Barfresh (BRFH) provide and how much growth does it imply?
What fiscal 2026 Adjusted EBITDA guidance did Barfresh (BRFH) issue on January 29, 2026?
How does the Arps Dairy acquisition affect Barfresh (BRFH) operations and strategy for 2026?
Is Barfresh (BRFH) forecasting a breakthrough year in fiscal 2026 and why?
What are the main investor implications of Barfresh's (BRFH) January 29, 2026 update?
