Jun 2026 (Q2 FY26) — Aug 6, 2026
Dragonfly Energy Q2 FY26 — Dakota Lithium Acquisition and Trucking Market Inflection
Read the full callDragonfly Energy earnings: last reported Thu, 6 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 13.2 | −19.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -22.0 | −1.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | -4.4 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $15.3 on 14 Oct 2025 → $2.92. High $19.7 (15 Oct 2025), low $0.85 (15 Sept 2026).
Overview
Call summaries
Dragonfly Energy Q2 FY26 — Dakota Lithium Acquisition and Trucking Market Inflection
Read the full callEvery analysed call
Financials
Net profit, year on year: +38% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 13 | 12 | 13 | 16 | 16 | 13 | 10 | 13 |
| Operating profit | -6 | -7 | -6 | -3 | -4 | -10 | -6 | -3 |
| Operating margin | −47.4% | −58.5% | −44.3% | −20.2% | −23.7% | −78.1% | −59.0% | −22.0% |
| Other income | -1 | -3 | -1 | -4 | -7 | -35 | -1 | -1 |
| Interest | 6 | 6 | 5 | 5 | 6 | 4 | 1 | 2 |
| Profit before tax | -7 | -10 | -7 | -7 | -11 | -45 | -7 | -4 |
| Net profit | -7 | -10 | -7 | -7 | -11 | -45 | -7 | -4 |
| EPS ($ per share) | -0.98 | — | -9.28 | -5.77 | -0.20 | — | -0.64 | -0.43 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 |
| Reserves | 12 | -28 | -42 | -82 | -152 |
| Total liabilities | 60 | 78 | 47 | 85 | 53 |
| Fixed assets | 4 | 11 | 16 | 22 | 21 |
| Total assets | 76 | 89 | 75 | 75 | 87 |
| Line item | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Cash from operations | -14 | -46 | -18 | -7 | -26 |
| Cash from investing | -3 | -7 | -7 | -3 | -2 |
| Cash from financing | 39 | 42 | 20 | 2 | 41 |
| Net cash flow | 22 | -11 | -5 | — | — |
| Capital expenditure | -3 | -7 | -7 | -3 | -2 |
| Free cash flow | -17 | -53 | -25 | -10 | -28 |
7 filings between Mar 15, 2026 and Jun 18, 2026.
Nobody bought or sold DFLI on the open market in this window. The filings below are 4 awards and 3 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Jun 18, 2026 | Lutz Lukas Director | Award | 10,000 | $0 |
| Apr 12, 2026 | Bourns Tyler Chief Marketing Officer | Tax withheld | 97 | $193 |
| Apr 12, 2026 | Phares Denis CEO, Interim CFO & President | Tax withheld | 623 | $1.2K |
| Apr 12, 2026 | Seaburg Wade Chief Commercial Officer | Tax withheld | 220 | $438 |
| Mar 15, 2026 | Nelson Brian James Director | Award | 4,204 | $0 |
| Mar 15, 2026 | Ingargiola Luisa Director | Award | 4,956 | $0 |
| Mar 15, 2026 | Boyle Howarth Perry Jr. Director | Award | 4,204 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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