DFLI · Dragonfly Energy Holdings Corp.
The latest filing states the doubt was alleviated.
“Accordingly, management has concluded that although substantial doubt was initially raised, its plans have alleviated substantial doubt about the Company's ability to continue as a going concern within one year after the date these condensed consolidated financial statements are issued.”View the 10-Q filed Aug 14, 2026
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Dec 18, 2025; bars on opposite sides are not compared.
The closing range begins at the captured split on Dec 18, 2025.
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Dragonfly Energy reported Q2 net sales in line with guidance at $13.2M with Adjusted EBITDA above guidance at $(1.6)M, reflecting a $3.0M sequential improvement from cost actions; the company announced the $4M acquisition of Dakota Lithium assets to broaden its product portfolio and reaffirmed its target of positive Adjusted EBITDA at an annualized net sales run rate of ~$70M, while guiding Q3 net sales to ~$13.5M and Adjusted EBITDA to ~$(2.4)M.
- + Adjusted EBITDA beat expectations with $3.0M sequential improvement driven by cost actions
- + Gross margin expanded 470 basis points to 33.0% year-over-year
- + Heavy-duty trucking revenue inflected with ~$0.5M in Q2 and expected to more than double to ~$1.3M in Q3
- + Lenders amended term loan reducing minimum cash covenant, allowing next two quarters of interest paid-in-kind, and deferring leverage covenants until September 2027
- + Operating expenses declined to $7.2M from $7.9M reflecting cost reduction actions
- − Net sales declined 19.0% year-over-year to $13.2M with OEM down 16.1% and DTC down 24.7%
- − RV market softness expected to continue through year-end and into 2027
- − Q3 guidance implies Adjusted EBITDA deterioration to ~$(2.4)M sequentially
- − DTC sales decline attributed in part to negative third-party online commentary with related litigation initiated
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Electrical Equipment & Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DFLI
this stock
Dragonfly Energy Holdings Corp.
|
$15.43M | -66.4% | +15.8% | — | 9.5% |
|
CYATY
Contemporary Amperex Technology Co., Limited/ADR
|
$321.10B | — | — | — | 0.0% |
|
ABLZF
Abb Ltd
|
$172.07B | +24.1% | +9.5% | — | 0.0% |
|
VRT
Vertiv Holdings Co
|
$98.97B | +58.7% | +27.7% | 58.2 | 3.6% |
|
BE
Bloom Energy Corp
|
$78.44B | +217.4% | +37.3% | — | 6.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Dec 18, 2025; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DFLI | +0.0% | -20.8% | -49.0% | -6.4% | -66.5% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | +1.2% | -19.0% | -66.9% | -6.0% | -78.5% |