earnings
confidence high
sentiment neutral
materiality 0.75
Dragonfly Energy reports Q4 rev $13.1M (+6.9% YoY), full year rev $58.6M (+16%), guides Q1 2026 rev ~$9.5M
Dragonfly Energy Holdings Corp.
- Q4 2025 OEM sales grew 30% YoY to $8.1M; DTC declined 18% to $4.7M.
- Gross margin for 2025 improved 370 bps to 26.7%; Q4 gross margin 18.2% on inventory adjustment.
- Net loss Q4 $(45.0)M ($(14.92)/diluted share); adjusted EBITDA $(3.8)M vs $(2.3)M prior year.
- Strategic cost realignment in Mar 2026 targeting $8.9M annual savings; exec/board cash comp cut 20%, 20% payroll reduction, facility consolidation.
- Q1 2026 guidance: net sales ~$9.5M, adjusted EBITDA loss ~$(4.6)M, citing soft RV market and slower trucking ramp.
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