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Dragonfly Energy Holdings (DFLI) investor relations material
Dragonfly Energy Holdings Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Net sales grew 26% year-over-year to $16M in Q3, driven by 44.3% OEM growth, new product launches, and strong operational execution.
Gross margin expanded by 710 basis points to 29.7%, reflecting higher volumes, favorable product mix, and cost optimization.
Adjusted EBITDA improved by $3.3M, reflecting operational improvements and disciplined cost control.
Completed comprehensive capital raise and debt restructuring, raising $90M and reducing total debt from $72M to $19M, significantly improving liquidity and balance sheet strength.
Expanded OEM partnerships in the RV market, gained traction in heavy-duty trucking, and advanced technology platform with new patents and grants.
Financial highlights
Q3 2025 net sales: $16M (+26% YoY), driven by a 44% increase in OEM net sales; nine months: $45.6M (+18.6% YoY).
Gross profit increased 65% to $4.7M, with gross margin reaching 29.7%.
Operating expenses decreased to $8.5M from $8.9M, including lower R&D costs.
Net loss was $11.1M versus $6.8M last year; net loss per share was $0.20 compared to $0.98.
Adjusted EBITDA improved to negative $2.1M from negative $5.5M.
Outlook and guidance
Q4 2025 net sales expected at $13M, up 7% year-over-year, reflecting seasonally slowest quarter.
Forecasting adjusted EBITDA of approximately negative $3.3M for Q4.
Sales expected to increase as OEM customers expand battery system adoption and new market entries mature.
Cautious guidance due to macroeconomic uncertainty, low consumer sentiment, and government shutdown impacts.
Confident in significant growth for 2026, especially from expansion into trucking and new segments.
How does debt reduction reconcile with balance sheet?
What specific adjacent markets are targeted?
Why did Q4 Adjusted EBITDA guidance worsen?
Describe specific customer feedback post-debt fix
What is the 2026 growth outlook for trucking?
How will new resources accelerate O&G market entry?
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Next Dragonfly Energy Holdings earnings date
Q4 202526 Mar, 2026
Next Dragonfly Energy Holdings earnings date
Q4 202526 Mar, 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.
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