Dragonfly Energy — Third Quarter 2026 Earnings Summary

Dragonfly Energy reported third-quarter 2026 net sales of $12.2 million, a 23.8% decrease year-over-year, driven by softness in the recreational vehicle market despite heavy-duty trucking revenue more than doubling sequentially to $1.3 million. The company recorded a net loss attributable to common stockholders of $6.7 million and an adjusted EBITDA loss of $2.3 million, while completing the acquisition of the Dakota Lithium brand to expand its product portfolio. Management projects fourth-quarter 2026 net sales of approximately $12.5 million with adjusted EBITDA expected to reach breakeven, supported by continued fleet adoption and cost-reduction initiatives.