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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Dragonfly Energy
Dragonfly Energy (DFLI) investor relations material
Dragonfly Energy Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary12 Aug, 2026
Business overview and market positioning
Develops lithium-ion battery systems for deep-cycle energy storage in RV, trucking, marine, off-grid, and industrial markets, with over 400,000 battery packs deployed since 2012.
Holds a leading position in the RV industry, with factory-installed batteries across major manufacturers and a strong aftermarket presence.
Expanding into heavy-duty trucking, industrial, oil & gas, and residential storage sectors, leveraging OEM partnerships as a primary growth engine.
Generated over $400M in revenue since 2020, supported by a robust patent portfolio (~100 patents) and domestic manufacturing in Nevada.
Strategic acquisition of Dakota Lithium broadens market reach and is expected to be accretive to Adjusted EBITDA in Q4 2026.
Technology and product differentiation
Patented dry electrode manufacturing process enables scalable, cost-efficient, and chemistry-agnostic battery production.
Focuses on LiFePO4 batteries, offering up to 10x longer lifespan, 5x faster charging, and enhanced safety compared to lead-acid alternatives.
Proprietary technology supports the development of all-solid-state batteries, validated for safety and performance in lab environments.
Integrated system solutions include battery packs, accessories, and software for real-time monitoring.
Holds patents across chemistry, manufacturing, design, and system integration, providing a significant competitive advantage.
Financial performance and profitability initiatives
Quarterly net sales ranged from $9.7M to $16.2M in recent periods, with Q3 2026 guidance at ~$13.5M.
Targeting positive Adjusted EBITDA at an annualized revenue run rate of ~$70M, supported by cost realignment and the Dakota Lithium acquisition.
Recent cost actions include executive compensation shifts to equity, workforce reductions, marketing spend reallocation, and facility consolidation, aiming for ~$9M in annualized Adjusted EBITDA improvement.
OEM net sales grew 34% in FY2025, with commercial momentum in RV and trucking sectors.
Dakota Lithium generated $12M in net revenue in 2025 and is expected to contribute to profitability starting Q4 2026.
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Latest events from Dragonfly Energy
- Q2 2026 net sales fell 19%, EBITDA improved, and new markets plus acquisition drive future growth.DFLI
Q2 2026 - Patented battery tech, OEM growth, and cost actions drive momentum toward profitability.DFLIInvestor presentation
- Q1 2026 sales fell 27% YoY, but cost cuts and new trucking orders set up a strong Q2 rebound.DFLIQ1 2026
- 2025 revenue up 16% with OEM growth, cost savings, and improved adjusted EBITDA loss.DFLIQ4 2025
- Registering 1.41M shares for resale; proceeds fund operations and debt, with ongoing losses.DFLIRegistration Filing
- Key votes include director elections, a reverse split, share increases, and auditor ratification.DFLIProxy Filing
- Q3 net sales fell 20% but OEM and trucking growth, new tech, and partnerships drove improvement.DFLIQ3 2024
- $30M licensing, trucking/RV expansion, and new markets aim to offset Q2 sales drop.DFLIQ2 2024
- Q4 net sales up 17% YoY, OEM strong, DTC weak; targeting positive adjusted EBITDA Q4 2025.DFLIQ4 2024
Next Dragonfly Energy earnings date
Q3 202613 Nov, 2026
Dragonfly Energy
Next Dragonfly Energy earnings date
Q3 202613 Nov, 2026
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Frequently asked questions
Dragonfly Energy Holdings Corp (DFLI) specializes in the manufacturing and supply of deep cycle lithium-ion batteries. These batteries find extensive application in recreational vehicles (RVs), marine vessels, off-grid installations, and various storage applications, addressing a broad range of energy storage needs. The company operates under the Battle Born Batteries™ brand, catering directly to consumers, as well as serving original equipment manufacturers (OEMs), such as Keystone RV, by providing them with state-of-the-art energy solutions. The company is headquartered in Reno, Nevada, and its shares are listed on the Nasdaq.