Dragonfly Energy Holdings Corp (DFLI)
NASDAQ:DFLI
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Earnings Data
Report Date
Aug 13, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.35Last Year’s EPS
-5.8Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a cautiously optimistic outlook: significant commercial momentum in heavy-duty trucking (including a >$3M order and improved ROI dynamics) and concrete cost reductions create a clear path toward improving profitability. However, Q1 results still showed losses, a low 17.6% gross margin, and continued weakness in the RV market (March retail sales down >20% YoY). Near-term recovery hinges on the trucking ramp proceeding as planned and successful conversion of OEM/fleet trials into production deployments.Company Guidance
Quarterly Net Sales and Mix
Q1 net sales of $9.7M (OEM $5.8M; DTC $3.7M) with sequential Q2 guidance of ~$13.2M, representing expected sequential growth of 36% as trucking revenue ramps.
Material Commercial Win in Trucking
Stevens Transport placed the company's largest heavy-duty trucking purchase order to date: >$3M covering nearly 500 trucks, with deliveries starting in Q2 and ramping through 2026; part of a broader plan by Stevens to transition a 2,500-truck fleet to the platform.
Trucking Economics Improving (Payback Shortening)
Rising diesel prices improved ROI for fleet customers: the dual flow power pack payback moved from just over 1 year at prior diesel prices to under 10 months in the current pricing environment, with similar improvements for the all-electric APU.
Meaningful Cost Reductions and Run-Rate Improvements
Implemented targeted cost actions that realized about $4.5M in annualized adjusted expense reduction since March and expect an additional ~$4M from rental consolidation (Q2), with collective actions expected to drive ~ $9M annualized adjusted EBITDA improvement.
IP and Domestic Manufacturing Progress
Received first patent allowance from the Japan Patent Office for powderized solid state electrolyte/electroactive materials; company now has nearly 90 issued or pending patents. Also awarded $527K in nondilutive Nevada Tech Hub funding to support in-house cylindrical cell prototyping/testing through Q2 2027.
Operating Expense Reduction
Operating expenses declined to $7.4M in Q1 from $9.8M in the prior period (a reduction of ~24.5%), driven by marketing cuts, targeted workforce reductions and leadership compensation adjustments (~20% reduction converted to equity incentives).
Clear Path Toward Profitability Targets
Management reiterates a target of positive adjusted EBITDA at an annualized net sales run rate of approximately $70M and expects adjusted EBITDA loss to improve sequentially from -$4.6M in Q1 to about -$1.9M in Q2 (a $2.7M sequential improvement).
DFLI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DFLI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $1.93 | $1.85 | -4.15% |
Mar 16, 2026 | $2.92 | $2.28 | -21.92% |
Nov 14, 2025 | $8.10 | $8.00 | -1.23% |
Aug 14, 2025 | $2.65 | $3.09 | +16.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dragonfly Energy Holdings Corp (DFLI) report earnings?
Dragonfly Energy Holdings Corp (DFLI) is schdueled to report earning on Aug 13, 2026, After Close (Confirmed).
What is Dragonfly Energy Holdings Corp (DFLI) earnings time?
Dragonfly Energy Holdings Corp (DFLI) earnings time is at Aug 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DFLI EPS forecast?
DFLI EPS forecast for the fiscal quarter 2026 (Q2) is -0.35.