Barfresh Food Group reports Q2 2026 results, cuts full-year guidance

Barfresh Food Group (NASDAQ: BRFH ) reported second-quarter financial results on Friday.

The transcript from the company's second-quarter earnings call has been provided below.

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For comprehensive financial data and transcripts, visit View the webcast at Summary Barfresh Food Group reported a 190% year-over-year revenue growth for Q2 2026, reaching $4.7 million, primarily driven by the acquisition of Arps Dairy.

The company is undergoing a strategic shift to in-house production, focusing on stabilizing supply and rebuilding customer trust, particularly in the education channel.

Challenges with production ramp-up at the Arps Dairy facility led to a $150,000 gross loss and a net loss of $1.9 million, prompting a revision of the full-year 2026 guidance to $23-$26 million revenue and a negative $1 to $2 million adjusted EBITDA.

The construction of a new 44,000 square foot facility in Defiance, Ohio, is a top priority, expected to enhance production efficiency and profitability.

Management remains optimistic about the long-term potential, focusing on improving production throughput and leveraging new school district contracts for future growth.

Full Transcript OPERATOR Barfresh Food Group.

Joining us today is Barfresh Food Group's Founder and CEO, Ricardo Del Cossier, and Barfresh Food Group's CFO, Lisa Roger.

Following prepared remarks, we will open the call for your questions.

The discussion today will include forward-looking statements, except for historical information herein.

Matters set forth on this call are forward-looking within the meanings of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, including statements about the Company's commercial progress, success of its strategic relationships, and projection 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, forecasts, 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 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 that 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, investors 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 call 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, the Quarterly Report on Form 10-Q, and Current Reports on Form 8-K, including any warning, risk factors, and cautionary statements contained therein.

Furthermore, the Company expressly disclaims any current intention to update publicly any forward-looking statements after this call, whether as a result of new information, future events, changes in assumptions, or otherwise.

In order to aid in understanding of the Company's business performance, the Company is also presenting certain non-GAAP measures, including EBITDA and Adjusted EBITDA, which are reconciled in tables in the Business Update release to the most comparable GAAP measures.

The reconciling items are non-operational or non-cash costs, including stock compensation and other non-recurring costs, such as those associated with acquisition-related expenses.

Management believes that EBITDA and Adjusted EBITDA provide useful information to the investor because they are directly reflective of the performance of the Company.

Now I'd like to turn the call over to the CEO of Barfresh Food Group, Mr.

Ricardo Del Cossier.

Please go ahead, sir.

Ricardo Del Cossier, Founder and CEO Good afternoon, everyone, and thank you for joining us for our second quarter 2026 earnings call.

I want to start with the big picture of where we stand.

We are in the middle of transforming Barfresh from a company that depended entirely on third-party co-manufacturers into one that controls its own production, and that work touches three parts of the business this quarter: our commercial momentum in the education channel, the ramp of our existing Arps Dairy facility, and the construction of our larger facility in Defiance, Ohio.

All three moved forward in the second quarter, though not all of them moved as quickly as we had hoped.

I will walk through each one and then Lisa will take you through the numbers in detail.

On the commercial side, this year is about stabilizing the business, bringing control of production in-house, earning customers' trust back, winning back the customers we had lost due to supply interruptions, and setting up for a great 2027.

Revenue in our frozen beverage and food segment, consisting primarily of legacy Barfresh products, increased 9%, driven largely by contributions from Arps Dairy.

Combined with the raw and processed milk segment, which added 2.9 million of revenue this quarter, the acquisition successfully delivered top-line growth and allowed us to reengage with customers to rebuild the legacy Barfresh business.

We look forward to seeing the results of these rebuilding efforts materialize in the second half of 2026.