DRAGONFLY ENERGY HOLDINGS CORP (DFLI)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
$1.74-14.29%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-11-05
QuarterlyIQ Insights · DFLI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We remain on track toward our target of Adjusted EBITDA profitability at an annualized net sales run rate of approximately $70 million,” concluded Dr. Phares.
Stated in 2 of 2 supplied quarters. Management reported: “Sequentially, Adjusted EBITDA improved $3.0 million from the $(4.6) million reported in the first quarter of 2026, driven by our cost reduction actions.” “We remain on track toward our target of Adjusted EBITDA profitability at an annualized net sales run rate of approximately $70 million,” concluded Dr. Phares.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We remain on track toward our target of Adjusted EBITDA profitability at an annualized net sales run rate of approximately $70 million,” concluded Dr. Phares.”
“We are also encouraged to see our cost savings initiatives starting to take effect, which we expect to drive a $2.7 million sequential improvement in Adjusted EBITDA loss, as we continue to advance t…”
As fleets expand deployments following initial pilot programs, we expect revenue from this market to more than double sequentially in the third quarter, with continued growth in the fourth quarter an…
Stated in 2 of 2 supplied quarters. Management reported: “As fleets expand deployments following initial pilot programs, we expect revenue from this market to more than double sequentially in the third quarter, with continued growth in the fourth quarter and beyond.”” “This order spans our full heavy-duty trucking product portfolio and reflects the successful progression from pilot programs to scaled fleet adoption, which we believe validates the real world operational and economic benefits of our technologies.””
“As fleets expand deployments following initial pilot programs, we expect revenue from this market to more than double sequentially in the third quarter, with continued growth in the fourth quarter an…”
“This order spans our full heavy-duty trucking product portfolio and reflects the successful progression from pilot programs to scaled fleet adoption, which we believe validates the real world operati…”
We expect Dakota to begin contributing meaningful revenue and to be accretive to Adjusted EBITDA starting in the fourth quarter.”
Stated in 1 of 2 supplied quarters. Management reported: “We expect Dakota to begin contributing meaningful revenue and to be accretive to Adjusted EBITDA starting in the fourth quarter.”” ““Dakota Lithium is a recognized brand with established customer and distributor relationships across marine, outdoor recreation, powersports, golf cart and other specialty battery markets.”
“We expect Dakota to begin contributing meaningful revenue and to be accretive to Adjusted EBITDA starting in the fourth quarter.””
Operating Expenses totaled $7.2 million, down from $7.9 million, benefiting from the Company’s cost reduction actions.
Stated in 2 of 2 supplied quarters. Management reported: “Operating Expenses totaled $7.2 million, down from $7.9 million, benefiting from the Company’s cost reduction actions.” “The Company also continued to advance its previously announced facility consolidation during the second quarter.”
“Operating Expenses totaled $7.2 million, down from $7.9 million, benefiting from the Company’s cost reduction actions.”
“Operating Expenses totaled $7.4 million, compared to $9.8 million, primarily driven by the Company’s targeted cost reduction measures.”
Target Adjusted EBITDA profitability at an annualized net sales run rate of approximately $70 million by the fourth quarter of 2026.
Over the trailing year it converted 0.86x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, Fed net liquidity, real (inflation-adjusted) rates (low R² over the window).
38 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.