NASDAQ$DFLI

Dragonfly Energy Holdings Corp · Q1 2026 earnings

Q1 2026 earnings ·

Briefing

Dragonfly Energy Holdings Corp reported a net loss of $6.6 million for the first quarter of 2026.

Dragonfly Energy Holdings Corp recorded net sales of $9.7 million in Q1 2026, down from $13.4 million in the prior-year quarter, primarily due to lower OEM and direct-to-consumer battery sales amid macroeconomic pressures and inventory adjustments by RV customers. The company posted a gross profit of $1.7 million and an operating loss of $5.7 million, with net loss attributable to common shareholders of $7.7 million after preferred dividends. Cash and cash equivalents declined to $8.6 million as of March 31, 2026.

  • Net sales decreased 27% year-over-year to $9.7 million, driven by reduced demand in OEM and DTC channels.
  • Gross margin contracted to 17.6% from 29.4% due to lower volumes and higher material costs including tariffs.
  • Operating expenses fell to $7.4 million from $9.8 million, reflecting cost reduction initiatives and lower headcount.
  • The company maintained a $5 million minimum liquidity covenant under its restructured term loan and has access to an at-the-market equity facility.

Headline financials

Total Revenue

$9.7M

Previous: $13.4M-27.3%
EPS (adj)

-$0.64

Previous: -$0.93+31.2%
Common Shares Outstanding

12.1M

No prior period
Interest Expense, Net

$1.47M

No prior period
Research and Development Expense

$980K

No prior period
Capital Expenditures

-$279K

Previous: -$778K+64.1%
Free Cash Flow

-$9.06M

Previous: -$7.58M-19.6%
Net Income

-$6.63M

Previous: -$6.8M+2.5%
Operating Income

-$5.73M

Previous: -$5.91M+3.2%
Gross Profit

$1.71M

Previous: $3.93M-56.5%
Cash & Equivalents

$8.64M

No prior period
Total Assets

$75.7M

No prior period

Revenue & EPS history

Dragonfly Energy Holdings Corp · Revenue · Quarterly

$9.7M

Q1 2026-27.3%vs Q1 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

Dragonfly Energy Holdings Corp · $9.7M total across 3 segments · Q1 2026

  • Original Equipment Manufacture
    $5.75M
  • Direct to Consumer
    $3.7M
  • License Fee Revenue
    $250K

Forward guidance

No explicit quantitative guidance provided.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 10 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-7.5%

Avg return

Earnings day

-14.7%

Avg return

5 days after

-19.1%

Avg return

30 days after

18%

2 / 11 earnings

Positive

+4.7%

Q3 2024

Best reaction

-25.2%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%-9.7%
Q4 2025-21.9%-30.8%-30.8%
Q3 2025+0.0%-23.2%-12.3%
Q2 2025-1.9%+12.6%+1.9%
Q1 2025-11.3%-16.9%-32.8%
Q3 2024+4.7%-27.6%-30.4%
Q2 2024+0.4%-8.5%-13.0%
Q1 2024-25.2%-13.8%-31.2%
Q3 2023-22.1%-22.1%-22.8%
Q2 2023-1.3%-16.9%-4.6%
Q1 2023-1.7%-5.0%-14.4%

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