Monitor whether the $8.9 million in projected annual cost savings can offset the company's substantial losses and whether the shift toward OEM sales can sustain growth despite softening DTC and RV markets. The upcoming Q1 results will be critical to validate management's turnaround strategy.
Price Chart
Executive Summary
Dragonfly Energy reported preliminary 2025 full-year revenue of $58.6 million (up 15.8% YoY) driven by 34% OEM sales growth, but posted a net loss of $69.9 million and adjusted EBITDA loss of $11.8 million. The company announced a strategic cost realignment expected to generate $8.9 million in annualized savings, including workforce reductions and facility consolidation, while forecasting a Q1 2026 revenue of $9.5 million and adjusted EBITDA loss of $4.6 million.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue increased 15.8% to $58.6 million, driven by 33.8% growth in OEM sales
- Net loss widened to $69.9 million from $40.6 million in 2024, with adjusted EBITDA loss of $11.8 million
- Company implemented strategic cost realignment expected to generate $8.9 million in annualized savings
- Q1 2026 guidance projects $9.5 million revenue and $4.6 million adjusted EBITDA loss
- Gross margin improved to 26.7% from 22.0% in 2024 despite ongoing DTC sales decline
Financial Impact
Revenue growth of $7.985 million with $29.3 million increased net loss, offset by $8.9 million in expected annual cost savings
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| OEM | $36.9M | +33.8% |
| DTC | $20.7M | -8.5% |
| Licensing | $1.0M | +139.8% |
Risk Factors
- Continued decline in DTC sales and softness in the RV market
- Failure to achieve projected $8.9 million in annualized cost savings
- Preliminary financial results subject to material adjustments upon audit
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K/A Filing (Primary) | 0001493152-26-010379 |
| Document: form8-ka.htm | 0001493152-26-010379 |
| Document: 0001493152-26-010379-index-headers.html | 0001493152-26-010379 |
| Document: 0001493152-26-010379-index.html | 0001493152-26-010379 |
| Document: 0001493152-26-010379.txt | 0001493152-26-010379 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K | $2.42 | awaiting T+5 | — | $2.24 (+7.44%) |
Oct 8, 2026 19d ago | 8-K | $3.92 $2.92 | ▼ −25.51% | ▼ −25.23% | $2.24 (−42.86%) |
Oct 2, 2026 24d ago | 8-K | $5.68 $3.54 | ▲ +37.68% | ▲ +38.10% | $2.24 (+60.56%) |
Sep 25, 2026 4w ago | 8-K | $6.84 $5.68 | ▲ +16.96% | ▲ +18.16% | $2.24 (+67.25%) |
Jul 31, 2026 12w ago | 8-K | $1.17 $1.32 | ▲ +12.82% | ▲ +9.31% | $2.24 (+91.45%) |
Jul 31, 2026 12w ago | Press Release | $1.17 $1.32 | ▲ +12.82% | ▲ +9.31% | $2.24 (+91.45%) |
Jun 18, 2026 18w ago | 8-K | $1.98 $1.82 | ▼ −8.08% | ▼ −6.41% | $2.24 (+13.13%) |
Mar 17, 2026 32w ago | 8-K/A | $2.28 $2.09 | ▼ −8.33% | ▼ −5.68% | $2.24 (−1.75%) |
Mar 16, 2026 32w ago | Press Release | $2.28 $2.09 | ▲ +8.33% | ▲ +5.68% | $2.24 (+1.75%) |
Mar 13, 2026 32w ago | Press Release | $2.99 $2.02 | ▼ −32.44% | ▼ −30.32% | $2.24 (−25.08%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers