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Dragonfly (DFLI) Q1 2026 Earnings Transcript

The Motley Fool·
Dragonfly (DFLI) Q1 2026 Earnings Transcript

Dragonfly Energy reported Q1 2026 results exceeding guidance with $9.7M in net sales despite RV market headwinds. The company secured its largest trucking order to date from Stevens Transport ($3M+ for ~500 trucks), marking significant commercial momentum. Management implemented $4.5M in annualized cost reductions and expects an additional $4M from facility consolidation. Q2 guidance projects $13.2M in sales (36% sequential growth) with adjusted EBITDA loss of $1.9M. The company targets positive adjusted EBITDA at $70M annualized sales run rate, supported by improving trucking economics driven by higher diesel prices and 2027 NOx-compliant engine transitions.

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