Dragonfly Energy (DFLI) Q2 FY26 earnings call

Dragonfly Energy reported Q2 FY26 results in line with sales guidance, driven by initial traction in the heavy-duty trucking market and the strategic acquisition of Dakota Lithium. While the RV market remains soft, the company's cost reduction actions led to improved Adjusted EBITDA sequentially. Management anticipates the Dakota Lithium acquisition to be accretive by Q4, supporting their target of positive Adjusted EBITDA at an annualized net sales run rate of $70 million.