Dragonfly Energy Holdings Corp (NAS:DFLI)

Q1 2026 Dragonfly Energy Holdings Corp Earnings Call Transcript

May 14, 2026 / 08:30 PM GMT

Release Date Price: $1.93 (-1.53%)

Transcript 10-Q8-K

Key Points

Positve

Dragonfly Energy Holdings Corp (DFLI) exceeded guidance on net sales and adjusted EBITDA despite a softer RV market.
The company secured a significant purchase order from Stevens Transport, valued at over $3 million, marking the largest trucking order to date.
Cost reduction measures have resulted in approximately $4.5 million in annualized expense savings, with an additional $4 million expected from rental space consolidation.
Dragonfly Energy Holdings Corp (DFLI) received a patent allowance from the Japan Patent Office, strengthening its global intellectual property portfolio.
The company was awarded a $527,000 non-dilutive grant for expanding its domestic manufacturing capabilities, reflecting confidence in its battery manufacturing roadmap.

Negative

The RV market remains soft, with industry shipments and retail sales data down year-over-year.
Gross margin was 17.6%, reflecting lower volumes, though improvement is expected in the next quarter.
Net loss attributable to common shareholders was $7.7 million, or $0.64 per diluted share.
Adjusted EBITDA was negative $4.6 million, indicating ongoing financial challenges.
The company continues to face a challenging economic environment with rising diesel prices impacting the ROI for fleet operators.

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

DFLI.OQ - Dragonfly Energy Holdings Corp
Q1 2026 Dragonfly Energy Holdings Corp Earnings Call
May 14, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone.

Thank you for joining us and welcome to Dragonfly Energy's first quarter 2026 earnings conference call.

After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Simon Serewetski. Please go ahead.

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Unidentified_2 [2]
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Thank you, operator.

We appreciate you joining us for today's call.

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