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Dragonfly Energy Holdings reported preliminary Q2 2026 results with net sales of $13.2 million, down 19.0% year over year, and a net loss attributable to common shareholders of $(5.5) million, or $(0.43) per share. Gross margin improved to 33.0%. Adjusted EBITDA was $(1.6) million, a $3.0 million sequential and $0.6 million year‑over‑year improvement, coming in above guidance as cost reductions took hold.
Subsequent to quarter end, the company acquired the assets of the Dakota Lithium brand, aiming to broaden its battery portfolio beyond RV and trucking and expecting meaningful revenue and Adjusted EBITDA accretion from Q4 2026. Lenders amended debt arrangements, including paid‑in‑kind interest and deferred leverage and coverage covenants, changes expected to preserve about $1 million of near‑term liquidity. Management guides Q3 2026 net sales of approximately $13.5 million and Adjusted EBITDA of about $(2.4) million, reflecting temporary facility and Dakota integration costs, while heavy‑duty trucking revenue is expected to more than double sequentially. Cash and equivalents were $6,280 (U.S. dollars in thousands) at June 30, 2026 after $(10,641) of operating cash use in the first half. All figures are preliminary and subject to adjustment.
Dragonfly Energy Holdings Corp. completed an asset purchase of substantially all operating assets associated with the Dakota Lithium brand from Clean Liquidation, LLC through its subsidiary. The $4.0 million consideration comprised $1.0 million in cash and $3.0 million in common stock valued at $2.00 per share, totaling 1,500,000 shares subject to a 12‑month lock‑up. The acquired assets include the Dakota Lithium brand and related intellectual property, product inventory, a complementary battery portfolio, and established customer and distributor relationships across marine, outdoor recreation, powersports, golf cart and other specialty battery markets.
Based on information provided to the company, Dakota Lithium generated approximately $12 million in net revenue in 2025 amid working‑capital and inventory constraints that limited product availability. Dragonfly plans to operate Dakota Lithium as a distinct brand alongside Battle Born Batteries and leverage existing infrastructure to support availability and growth. Management states the acquisition is expected to begin contributing meaningful revenue and be accretive to Adjusted EBITDA in the fourth quarter of 2026, supporting its goal of achieving positive Adjusted EBITDA then. Concurrently, lenders amended the term loan, reducing a minimum cash covenant and allowing the next two quarters of interest to be paid in kind, which is expected to preserve about $1 million of near‑term liquidity and increase financial flexibility.
Lutz Lukas reported acquisition or exercise transactions in this Form 4 filing.
Dragonfly Energy Holdings Corp. director Lutz Lukas received an equity grant in the form of restricted stock units. On June 18, 2026, he was granted 10,000 RSUs under the company’s 2022 Equity Incentive Plan, to be settled in common stock.
The RSUs vest in two equal tranches: 5,000 vested immediately on June 18, 2026, and 5,000 will vest on June 18, 2027 if he remains in continuous service with the company. Following this award, his reported direct holdings are 10,000 shares.
Dragonfly Energy Holdings Corp. appointed Lukas Lutz as an independent director effective June 18, 2026. He will serve as a Class B director with a term expiring at the 2027 annual meeting of stockholders, and will also join the Nominating and Corporate Governance Committee, replacing Brian Nelson.
In connection with his appointment, Lutz received a grant of 10,000 restricted stock units, with half vesting on the grant date and half on the one-year anniversary, contingent on his continued service. The award is made under the company’s 2022 Equity Incentive Plan, and he will receive standard non-employee director fees as disclosed in the company’s most recent Form 10-K. The company states there are no related-party arrangements or transactions requiring additional disclosure.
Dragonfly Energy Holdings Corp. director Lukas Lutz filed an initial Form 3, which is the SEC’s statement of beneficial ownership for company insiders. This filing identifies him as a director of the company and shows no reported transactions or derivative positions at this time.
Dragonfly Energy Holdings Corp. reported that it received a notice of allowance from the U.S. Patent and Trademark Office for a patent application titled “Powderized Solid-State Electrolyte and Electroactive Materials.”
The allowed application covers manufacturing processes that support the company’s solid-state battery development efforts, signaling progress in its technology portfolio but without financial figures or commercial terms disclosed in this update.
Dragonfly Energy Holdings Corp. reports that it has received a notice of allowance from the European Patent Office for a patent application titled “Systems and Methods for Dry Powder Coating Layers of an Electrochemical Cell.” This application covers key elements of its proprietary dry electrode manufacturing platform.
The company explains that its dry electrode manufacturing technology uses dry powder coating to form critical layers within an electrochemical cell and can support electrode, separator, and solid-state electrolyte layers. This step advances protection of Dragonfly Energy’s battery manufacturing processes in European markets.
Dragonfly Energy Holdings Corp. reported corporate housekeeping changes to its charter. On June 5, 2026, the company filed a Certificate of Amendment to its Articles of Incorporation in Nevada to update its registered agent and registered office, effective upon filing.
On the same date, Dragonfly filed a Withdrawal of Designation for its previously authorized Series A Convertible Preferred Stock. The prior Certificate of Designation had created 5,000 shares of Series A Convertible Preferred Stock, but none were issued or outstanding when the withdrawal was filed, and all related provisions were removed from the Articles of Incorporation.
Dragonfly Energy Holdings Corp. ownership update: Alyeska Investment Group, L.P., Alyeska Fund GP, LLC and Anand Parekh state beneficial ownership of 750,270 shares of Common Stock, representing 6.18% of the class. The holding comprises 250,270 shares and 500,000 shares issuable upon exercise of pre-funded warrants.
Shares outstanding are reported as 12,148,783 as of March 31, 2026 (per the Form 10-K dated March 30, 2026). Alyeska Investment Group, L.P. exercises voting and investment control over the shares held by Alyeska Master Fund, L.P.; Anand Parekh disclaims beneficial ownership of those shares.