Dragonfly Energy Holdings Corp (NAS:DFLI)

Q3 2025 Dragonfly Energy Holdings Corp Earnings Call Transcript

Nov 14, 2025 / 09:30PM GMT

Release Date Price: $8.1 (+4.85%)

Transcript 10-Q8-K

Key Points

Positve

Dragonfly Energy Holdings Corp (DFLI) reported a 26% year-over-year increase in sales, reaching $16 million.
The company's gross margin expanded by over 700 basis points to nearly 30%, driven by operational improvements and a positive product mix.
Dragonfly Energy Holdings Corp (DFLI) successfully executed a comprehensive capital raising and debt restructuring, significantly improving its balance sheet and liquidity.
The company expanded its OEM partnerships, including notable collaborations with Airstream, Awaken RV, and Ember RV, reinforcing its position in the RV market.
Dragonfly Energy Holdings Corp (DFLI) received a $300,000 grant from the Nevada Tech Hub, supporting modernization initiatives and enhancing manufacturing efficiency.

Negative

Despite improvements, Dragonfly Energy Holdings Corp (DFLI) reported a net loss of $11.1 million for the quarter.
The company expects a slower fourth quarter with projected net sales of approximately $13 million, reflecting a modest 7% year-over-year growth.
Macroeconomic headwinds and low consumer sentiment are impacting the company's direct-to-consumer (DTC) segment, leading to cautious guidance.
The government shutdown affected some of Dragonfly Energy Holdings Corp (DFLI)'s industrial customers, causing project delays.
The company is still facing challenges in achieving adjusted EBITDA breakeven, with a forecasted negative $3.3 million for the fourth quarter.

Operator

Good afternoon, and welcome to Dragonfly Energy's Third Quarter 2025 Earnings Call. (Operator Instructions) I'll now turn the call over to Szymon Serowiecki, Investor Relations. Please go ahead.

Szymon Serowiecki

Dragonfly Energy Holdings Corp - Investor Relations

Thank you, operator. Appreciate you joining us for today's call. Joining us today, Dr. Denis Phares, Dragonfly Energy's Chairman, President and Chief Executive Officer; and Wade Seaburg, Chief Commercial Officer. Tyler Bourns, Chief Marketing Officer, is also available for Q&A.

Before I turn the call over to Denis, I'd like to make a brief statement regarding forward-looking remarks. During this call, the company will be making forward-looking statements within the meaning of the United States Private Securities Litigation Reform Act of 1995 based on current expectations. These forward-looking statements are subject to risks, uncertainties and other factors, which could cause actual results to differ materially from those expressed or implied by such forward-looking statements.

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