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Dragonfly Energy Holdings Corp. (DFLI) stock

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NASDAQ: DFLI Nasdaq Electrical Components & Equipment Next results ~November 13, 2026

C Fundamentals grade

Dragonfly Energy Holdings Corp. is a US-listed company in the electrical components & equipment industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

Under review: every model's value for Dragonfly Energy Holdings Corp. is far from the share price, which usually points to a data problem (a merger, a share-count change, a one-off) rather than a bargain or a bubble.

Price vs value

Under review: free cash flow after stock pay is not positive. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds14 adding, 8 cuttingOf 3 active managers that changed their stake, 3 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Dragonfly Energy Holdings files

Where Dragonfly Energy stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $52m, down 4.9% on a year earlier, against growth of 6.8% a quarter earlier. That puts it 35 of 40 for growth among the electrical components & equipment companies we cover. Free-cash-flow margin fell to -57.3% from -19.5% a year earlier. Operating margin narrowed to -43.6% from -41.0%. Against its peers on growth, profitability, cash generation and balance sheet, it grades D. It passes 2 of our 5 financial-health checks.

Our model value for Dragonfly Energy Holdings is under review, so past values are not shown until it is resolved.

Source: 10-Q filed August 14, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 13, 2026 (estimated)

Dragonfly Energy Holdings Corp.'s trailing-twelve-month revenue fell 4.9% year on year, with a free-cash-flow margin of -57.3%. Where it stands out: days sales outstanding of 24 days ranks 5 of 50 electrical components & equipment companies we cover. Where it lags: revenue growth of -4.9% ranks 46 of 57 electrical components & equipment companies we cover.

Current signal Free cash flow diverging from earnings: TTM free cash flow fell 179.6% while net income fell 120.4%: a 59pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

Nothing in Dragonfly Energy Holdings Corp.'s latest figures clears our strength thresholds.

Things to watch

  • Revenue shrinking. Revenue fell 4.9% over the last 12 months.
  • Growth slowing. The growth rate is 11.6 points lower than a quarter earlier.
  • Loss-making. Operating margin is -43.6%: costs exceed revenue.
  • Burning cash. Free cash flow was -57.3% of revenue over the last 12 months.
  • Volatile shares. Over the past year the shares showed annualised volatility of 110% and a beta of 3.3 against the S&P 500.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 3 of the last four quarters.

Latest results: FY2026 Q2

Filed August 14, 2026
Earnings per share
-$3.44 against an average estimate of -$2.72: missed by 26.5%
Revenue
$13m, down 19.0% on a year earlier
Share reaction
+13.8% in the first session after the results on August 6, 2026, against +0.5% for the S&P 500
Guidance given
net Sales $13.5m (Q3 2026); adjusted EBITDA $-2.4m (Q3 2026)
Next report
November 13, 2026

Dragonfly Energy Holdings' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-4.2%
  • 1 week-20.5%
  • 1 month-73.3%
  • This year-92.6%
  • 1 year-98.2%
  • 5 years-100.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$51.9M
Operating margin
-43.6%
Net margin
-129.4%

Growth

Revenue growth
−4.9%
Change in growth rate
−11.6 pts

Cash

Free cash flow (TTM)
-$29.7M
FCF margin
-57.3%
Stock pay % of revenue
1.7%

Earnings

Last results
August 6, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Governance
  2. Agreement
  3. Results
  4. Guidance
  5. Agreement

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: free cash flow after stock pay is not positive.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Dragonfly Energy Holdings Corp. as an operating company, with every model that fits that kind of business. Cost of equity 12.7%: the 10-year Treasury yield (4.9%) plus a beta of 1.72 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. — Does not apply: This model is withheld pending its input or assumption review.
Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. ~$0.4 ~$2.3–$18 Left out: out of range vs price (0.19x)
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Dragonfly Energy Holdings Corp. with Electrical Components & Equipment in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

Dragonfly Energy Holdings Corp.: market value and multiples by fiscal year
At fiscal year end 20212022202320242025
Share price$7178.40$8568.00$390.24$222.40$24.56
Market value$22.1bn$3.7bn$229m$153m$117m
+ Net debt (− = net cash)$13m$21m$27m$81m$2m
Enterprise value$22.2bn$3.7bn$256m$234m$119m
Multiples
Price / sales n/m42.6x3.6x3.0x2.0x
Price / earnings n/m————
Price / free cash flow —————
EV / EBITDA n/m————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 13, 2026, after the close. Analysts expect revenue of $14m for the quarter.

Analysts' consensus

Dragonfly Energy Holdings Corp.: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current −$13.36 +89% $52m −12%
Next −$2.96 +78% $84m +61%

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +7.1% on 90 days ago. In the last 30 days, 1 analyst raised Dragonfly Energy Holdings Corp.'s forecast and 1 cut it.

Consensus EPS forecast Dragonfly Energy Holdings Corp., last 90 days
−$15.00 −$10.00 −$5.00 $0.00 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: −$12.48 Current fiscal year, 60 days ago: −$12.48 Current fiscal year, 30 days ago: −$13.36 Current fiscal year, 7 days ago: −$13.36 Current fiscal year, Now: −$13.36 −$13.36 Next fiscal year, 90 days ago: −$1.16 Next fiscal year, 60 days ago: −$1.16 Next fiscal year, 30 days ago: −$1.44 Next fiscal year, 7 days ago: −$1.44 Next fiscal year, Now: −$2.96 −$2.96

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago −$12.48−$1.16
60 days ago −$12.48−$1.16
30 days ago −$13.36−$1.44
7 days ago −$13.36−$1.44
Now −$13.36−$2.96

Earnings against estimates

Dragonfly Energy Holdings Corp.: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 −$2.72 −$3.44 −26.5%
Mar 2026 −$4.16 −$5.12 −23.1%
Dec 2025 −$6.40 −$117.92 −1742.5%
Sept 2025 −$38.80 −$16.00 +58.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 6, 2026
  • Net Sales Q3 2026 about $13.5m
    “Net Sales of approximately $ 13.5 million.” source
  • Adjusted EBITDA Q3 2026 about $-2.4m Non-GAAP
    “Adjusted EBITDA of approximately $( 2.4 ) million*” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

1 analysts, Oct 2026
Buy1100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202611
  2. Sep 202622

Counts of recommendations published by analysts covering Dragonfly Energy Holdings Corp., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.0%
of tradable shares
Days to cover
2.31
at average volume
Short interest, 1 month
−28%
to October 15, 2026
Held by institutions
10%
of shares
Held by insiders
11.0%
of shares
Employees
137
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Dragonfly Energy Holdings Corp.: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 20222023202420252026 to date
Return
DFLI+19%−95%−43%−89%−93%
Industry peers (median)−34%−16%−7%+14%−35%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
DFLI67%17%25%33%27%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
DFLI−66%−96%−78%−96%−95%
S&P 500−25%−10%−8%−19%−9%

Worst fall since August 24, 2021: 100% from December 21, 2022 to November 2, 2026. Getting back needed a 992076% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$1.82 – $88.80
From 52-week high
−98.0%
vs 50-day average
−68.9%
vs 200-day average
−87.0%
Volatility (1 year)
110%
Beta vs S&P 500
3.31

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
4 up, 8 down
typical move ±13.9%
After a week
4 up, 8 down
typical move ±15.4%
After a month
1 up, 11 down
typical move ±27.2%
Dragonfly Energy Holdings Corp.: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
August 6, 2026 +13.8% +0.5% +12.1% −6.0%
May 14, 2026 −5.6% −0.4% +2.6% −2.6%
March 16, 2026 −23.7% +1.3% −30.8% −31.4%
November 14, 2025 +3.5% −0.9% −3.0% −43.1%
October 14, 2025 +25.5% +0.3% −22.9% −44.3%
August 14, 2025 +14.4% −0.2% +8.9% +2.6%
July 29, 2025 −31.4% −0.4% −28.6% −12.4%
May 15, 2025 −4.8% +1.1% −3.8% −47.6%
April 23, 2025 −14.5% +3.7% +6.4% −30.5%
March 24, 2025 −15.9% +2.0% −29.0% −63.0%
November 14, 2024 −4.1% −1.9% −27.6% −29.5%
August 14, 2024 −9.3% +2.0% −9.3% −13.0%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Dragonfly Energy Holdings Corp. in five measures

Fundamentals grade C
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Dragonfly Energy Holdings Corp.
$40M $50M $60M $70M $80M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $74.2M Revenue (TTM), FY23 Q4: $64.4M Revenue (TTM), FY24 Q1: $58.1M Revenue (TTM), FY24 Q2: $52M Revenue (TTM), FY24 Q3: $48.9M Revenue (TTM), FY24 Q4: $50.6M Revenue (TTM), FY25 Q1: $51.5M Revenue (TTM), FY25 Q2: $54.5M Revenue (TTM), FY25 Q3: $57.8M Revenue (TTM), FY25 Q4: $58.6M Revenue (TTM), FY26 Q1: $55M Revenue (TTM), FY26 Q2: $51.9M $51.9M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $74.2M
FY23 Q4 $64.4M
FY24 Q1 $58.1M
FY24 Q2 $52M
FY24 Q3 $48.9M
FY24 Q4 $50.6M
FY25 Q1 $51.5M
FY25 Q2 $54.5M
FY25 Q3 $57.8M
FY25 Q4 $58.6M
FY26 Q1 $55M
FY26 Q2 $51.9M
Revenue growth, TTM YoY Dragonfly Energy Holdings Corp.
-40% -20% 0% 20% FY23 Q4 FY24 Q2 FY24 Q4 FY25 Q2 FY25 Q4 FY26 Q2 Revenue growth, TTM YoY, FY23 Q4: -25.3% Revenue growth, TTM YoY, FY24 Q1: -33.0% Revenue growth, TTM YoY, FY24 Q2: -38.3% Revenue growth, TTM YoY, FY24 Q3: -34.1% Revenue growth, TTM YoY, FY24 Q4: -21.3% Revenue growth, TTM YoY, FY25 Q1: -11.4% Revenue growth, TTM YoY, FY25 Q2: 4.8% Revenue growth, TTM YoY, FY25 Q3: 18.2% Revenue growth, TTM YoY, FY25 Q4: 15.8% Revenue growth, TTM YoY, FY26 Q1: 6.8% Revenue growth, TTM YoY, FY26 Q2: -4.9% -4.9%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 -25.3%
FY24 Q1 -33.0%
FY24 Q2 -38.3%
FY24 Q3 -34.1%
FY24 Q4 -21.3%
FY25 Q1 -11.4%
FY25 Q2 4.8%
FY25 Q3 18.2%
FY25 Q4 15.8%
FY26 Q1 6.8%
FY26 Q2 -4.9%
Operating margin (TTM) Dragonfly Energy Holdings Corp.
-80% -60% -40% -20% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: -71.8% Operating margin (TTM), FY23 Q4: -42.6% Operating margin (TTM), FY24 Q1: -40.2% Operating margin (TTM), FY24 Q2: -41.4% Operating margin (TTM), FY24 Q3: -44.4% Operating margin (TTM), FY24 Q4: -50.9% Operating margin (TTM), FY25 Q1: -50.2% Operating margin (TTM), FY25 Q2: -41.0% Operating margin (TTM), FY25 Q3: -34.8% Operating margin (TTM), FY25 Q4: -39.5% Operating margin (TTM), FY26 Q1: -41.8% Operating margin (TTM), FY26 Q2: -43.6% -43.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 -71.8%
FY23 Q4 -42.6%
FY24 Q1 -40.2%
FY24 Q2 -41.4%
FY24 Q3 -44.4%
FY24 Q4 -50.9%
FY25 Q1 -50.2%
FY25 Q2 -41.0%
FY25 Q3 -34.8%
FY25 Q4 -39.5%
FY26 Q1 -41.8%
FY26 Q2 -43.6%
FCF margin (TTM) Dragonfly Energy Holdings Corp.
-80% -60% -40% -20% 0% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: -60.7% FCF margin (TTM), FY23 Q4: -38.2% FCF margin (TTM), FY24 Q1: -42.0% FCF margin (TTM), FY24 Q2: -48.3% FCF margin (TTM), FY24 Q3: -15.8% FCF margin (TTM), FY24 Q4: -19.5% FCF margin (TTM), FY25 Q1: -21.2% FCF margin (TTM), FY25 Q2: -19.5% FCF margin (TTM), FY25 Q3: -28.6% FCF margin (TTM), FY25 Q4: -47.6% FCF margin (TTM), FY26 Q1: -57.7% FCF margin (TTM), FY26 Q2: -57.3% -57.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 -60.7%
FY23 Q4 -38.2%
FY24 Q1 -42.0%
FY24 Q2 -48.3%
FY24 Q3 -15.8%
FY24 Q4 -19.5%
FY25 Q1 -21.2%
FY25 Q2 -19.5%
FY25 Q3 -28.6%
FY25 Q4 -47.6%
FY26 Q1 -57.7%
FY26 Q2 -57.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Dragonfly Energy Holdings Corp.: annual financial statements
Fiscal year 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 78 86 64 51 59 52
Gross profit 30 24 15 12 16 13
EBITDA 7 −33 −26 −24 −21 −20
Operating income 6 −34 −27 −26 −23 −23
Net income 4 −40 −14 −41 −70 −67
Diluted EPS $1.35 −$1.04 −$23.60 −$59.15 −$14.80 —
Growth (year on year)
Revenue — +10.6% −25.3% −21.3% +15.8% −4.9%
EBITDA — −572.8% — — — —
Operating income — −631.7% — — — —
Net income — <−999% — — — —
Diluted EPS — −177.3% — — — —
Margins
Gross margin 38.0% 27.4% 24.0% 23.0% 26.7% 25.4%
EBITDA margin 9.1% −38.8% −40.7% −48.2% −35.7% −39.5%
Operating margin 8.3% −39.9% −42.6% −50.9% −39.5% −43.6%
Net margin 5.6% −46.4% −21.5% −80.2% −119.3% −129.4%
Free-cash-flow margin −21.2% −60.9% −38.2% −19.5% −47.6% −57.3%
Cash flow
Cash from operations −14 −46 −18 −7 −26 −29
Capital spending 3 7 7 3 2 1
Free cash flow −17 −53 −25 −10 −28 −30
Stock-based pay 1 2 7 1 1 1
Free cash flow after stock pay −17 −55 −31 −11 −29 −31
Balance sheet
Cash 26 18 13 5 18 6
Total debt 39 38 39 86 20 19
Net debt (negative = net cash) 13 21 27 81 2 13
Diluted shares 3m — — — 5m —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

2 of 5 checks passed · June 30, 2026
What it owns · $70m
Short-term assets $35mLonger-term assets $36m
What it owes, and who funded it · $47m
Short-term liabilities $15mLonger-term liabilities $32mShareholders' equity $-0m
  • Short-term assets cover short-term liabilities $35m of assets due within a year against $15m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $35m short-term assets against $32m of longer-dated liabilities.
  • More cash than debt $6m of cash against $11m of debt.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt −$29m of operating cash flow against $11m of debt.
  • Operating profit covers interest at least five times over Operating income of −$23m against $13m of interest.

From Dragonfly Energy Holdings Corp.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

R&D spending
5.6%
of revenue
Days sales outstanding
24 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in electrical components & equipment
Growth, margins and cash generation against peers
Last 12 months unless stated DFLI EPOW ELVA FLUX CETX ENVX Median
Revenue, last 12 months $52m $46m $64m $42m $71m $36m $154m
Revenue growth, last 12 months −4.9% −28.6% 43.1% −36.6% −6.5% 34.9% 10.6%
Revenue growth, 3-year average −15.0% — — −14.1% 9.3% 213.5% 9.2%
Revenue growth, latest quarter −19.0% — — −50.7% 8.7% 20.8% 10.2%
Gross margin 25.4% −12.6% 30.9% 30.2% 38.2% 18.8% 29.3%
Operating margin −43.6% −34.5% — −15.4% −10.3% −496.5% −17.7%
Operating margin, 3-year average −42.0% — — −11.3% −5.4% −928.2% −32.6%
Net margin −129.4% −35.8% 5.3% −17.7% −38.4% −473.9% −23.4%
Cash from operations / revenue −55.4% −54.2% 2.7% −14.0% −11.5% −299.3% −6.5%
Free-cash-flow margin −57.3% −68.0% 0.3% −15.3% −13.5% −346.2% −11.0%
Free-cash-flow margin, 3-year average −41.7% — — −8.2% −6.8% −699.0% −6.8%
Stock pay / revenue 1.7% 0.7% 2.8% 2.3% 0.0% 133.9% 2.5%
Change in share count — 10.0% 15.3% 18.6% 7.3% 7.2% 10.0%

Median of all 57 companies we cover in electrical components & equipment. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

57 electrical components & equipment companies
Measures ranked against peers
Measure Company Peer median Rank
Revenue growth Growth -4.9% 10.6% 46 of 57
Change in growth rate Growth -11.6pp +0.0pp 41 of 57
Gross margin Profitability 25.4% 29.3% 29 of 54
Operating margin Profitability -43.6% -20.0% 36 of 53
Net margin Profitability -129.4% -23.4% 46 of 57
Free-cash-flow margin Cash generation -57.3% -8.8% 42 of 56
Stock pay as % of revenue Cash generation 1.7% 2.8% 22 of 50
Long-term debt as % of assets Balance sheet 15.1% 17.8% 19 of 40
Days sales outstanding Balance sheet 24 days 72 days 5 of 50

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Original Equipment Manufacturers $36.9M 63.0% ▲ 33.8%
Direct To Consumers $20.7M 35.3% ▼ 8.5%
Other $1M 1.7% ▲ 139.8%
Original Equipment Manufacturers $15,728 0.0% ▲ 115.2%

From Dragonfly Energy Holdings Corp.'s 10-K filed March 30, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$2.7M
Institutions reporting
29
Shares held vs prior quarter
▲ 55.5%
Positions opened / closed
7 / 4

Top buyers and sellers, Q2 2026: 14 institutions bought and 8 sold ; the biggest buyer was Alyeska Investment Group, L.P (+250K shares) and the biggest seller UBS Group AG (−109K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Alyeska Investment Group, L.P. $980,000 500K 36.5% ▲ 99.8%
Vanguard Capital Management LLC $694,279 354K 25.9% ▲ 233.2%
Geode Capital Management, LLC $204,504 104K 7.6% ▼ 9.8%
Xtx Topco Ltd $163,609 83K 6.1% New
Citadel Advisors LLC $144,584 74K 5.4% New
UBS Group AG $108,512 55K 4.0% ▼ 66.2%
Vanguard Fiduciary Trust Co $95,332 49K 3.6% 0.0%
State Street Corp $59,300 30K 2.2% 0.0%
Kfg Wealth Management, LLC $55,070 28K 2.1% 0.0%
Northern Trust Corp $43,081 22K 1.6% ▲ 30.4%
HRT Financial LP $33,000 17K 1.2% New
Jane Street Group, LLC $28,643 15K 1.1% New

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Dragonfly Energy Holdings Corp.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

  • August 6, 2026
  • May 14, 2026
  • March 16, 2026
  • November 14, 2025
  • October 14, 2025
  • August 14, 2025

Recent SEC filings

Data status

When each part of this page on Dragonfly Energy Holdings Corp. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Dragonfly Energy Holdings Corp. in brief

What does Dragonfly Energy Holdings Corp. do?
Dragonfly Energy Holdings Corp. is a US-listed company in the electrical components & equipment industry. Its financial year ends in December.
What is Dragonfly Energy Holdings Corp.'s stock ticker?
Dragonfly Energy Holdings Corp. trades under the ticker DFLI on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Dragonfly Energy Holdings Corp.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Dragonfly Energy Holdings Corp. reported revenue of $51.9M, 4.9% lower than a year earlier, according to its SEC filings.
What is Dragonfly Energy Holdings Corp.'s free cash flow?
Dragonfly Energy Holdings Corp.'s free-cash-flow margin is -57.3% of revenue over the trailing twelve months, ranking 42 of the 56 electrical components & equipment companies we cover.
Who are Dragonfly Energy Holdings Corp.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Alyeska Investment Group, L.P., Vanguard Capital Management LLC and Geode Capital Management, LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Dragonfly Energy Holdings Corp.'s market cap?
On December 31, 2025, Dragonfly Energy Holdings Corp.'s market capitalisation was about $117M and net debt of $1.5M. Market figures come from third-party market data and may be delayed.
Who are Dragonfly Energy Holdings Corp.'s competitors?
In our Electrical Components & Equipment peer group, the companies closest to Dragonfly Energy Holdings Corp. are E-power Inc., Electrovaya Inc., Flux Power Holdings, Inc., Cemtrex Inc and Enovix Corp. The side-by-side comparison below sets their revenue, margins and growth against Dragonfly Energy Holdings Corp.'s.
When is Dragonfly Energy Holdings Corp.'s next earnings date?
Around November 13, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Dragonfly Energy Holdings Corp. announces its own schedule.