Dragonfly Energy Holdings Corp (NAS:DFLI)

Q1 2025 Dragonfly Energy Holdings Corp Earnings Call Transcript

May 15, 2025 / 08:30 PM GMT

Release Date Price: $4.51 (+7.33%)

Transcript 10-Q8-K

Key Points

Positve

Dragonfly Energy Holdings Corp (DFLI) reported a 6.8% revenue growth in the first quarter, exceeding their guidance.
OEM net sales increased by 10.8%, driven by broader integration of their solutions at the factory level.
The company successfully launched a corporate optimization program, leading to operational improvements and increased production capacity without additional headcount.
DFLI's domestic manufacturing capabilities provide a competitive advantage amid the volatile tariff landscape.
The company holds a lithium supply agreement with Iioneer, positioning them strategically as the US localizes critical mineral supply chains.

Negative

Net sales from DTC customers declined by 3.6% due to macroeconomic pressures.
Operating expenses increased to $9.8 million, primarily due to patent litigation and capital raise expenses.
The company reported a net loss of $6.8 million, with a diluted loss per share of $0.93.
DFLI is facing challenges in predicting the impact of tariffs, which affects their financial projections.
The focus on near-term revenue has led to reduced investment in long-term projects like dry electrode manufacturing technology.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DFLI.OQ - Dragonfly Energy Holdings Corp
Q1 2025 Dragonfly Energy Holdings Corp Earnings Call
May 15, 2025 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and welcome to Dragonfly Energy's first quarter 2025 earnings Hall.

At this time All lines are in listen-only mode.

Following the presentation, we will conduct the question and answer session.

I'll now turn the call over to Simonervitsky Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator. Appreciate you joining us for today's call.

Joining me here are Dr. Dennis Ferris, Dragonfly Energy's Chairman, President and Chief Executive Officer, and Wade Seberg,

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