Dragonfly Energy SEC Filings

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. 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. 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. 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. 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. 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.

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.

Dragonfly Energy Holdings reported net sales of $9.7M for the quarter ended March 31, 2026, down from $13.4M a year earlier, as RV OEMs reduced inventory and consumer demand softened. Gross profit decreased to $1.7M, and the company posted a net loss of $6.6M, similar to the prior-year loss.

Cash and cash equivalents fell from $18.3M at year-end 2025 to $8.6M, driven by $8.8M of operating cash outflows. Total assets declined to $75.7M, while liabilities were $48.9M and Series B redeemable preferred stock was $22.8M, leaving common stockholders’ equity at $3.9M.

Management cites 2025 capital raises, term loan restructuring and a new $50M at-the-market equity program as reasons substantial doubt about going concern has been alleviated, provided minimum liquidity of $5.0M is maintained. The company continues to invest in solid-state battery technology and is shifting focus toward trucking and industrial markets, supported by a license deal with Stryten and a large post-quarter purchase order from Stevens Transport.

Dragonfly Energy Holdings reported net sales of $9.7M for the quarter ended March 31, 2026, down from $13.4M a year earlier, as RV OEMs reduced inventory and consumer demand softened. Gross profit decreased to $1.7M, and the company posted a net loss of $6.6M, similar to the prior-year loss.

Cash and cash equivalents fell from $18.3M at year-end 2025 to $8.6M, driven by $8.8M of operating cash outflows. Total assets declined to $75.7M, while liabilities were $48.9M and Series B redeemable preferred stock was $22.8M, leaving common stockholders’ equity at $3.9M.

Management cites 2025 capital raises, term loan restructuring and a new $50M at-the-market equity program as reasons substantial doubt about going concern has been alleviated, provided minimum liquidity of $5.0M is maintained. The company continues to invest in solid-state battery technology and is shifting focus toward trucking and industrial markets, supported by a license deal with Stryten and a large post-quarter purchase order from Stevens Transport.

Dragonfly Energy reported first quarter 2026 net sales of $9.7 million, down 27.3% year over year, as weakness in the RV market pressured volumes. Gross margin fell to 17.6%, and net loss attributable to common shareholders widened to $(7.7) million, or $(0.64) per diluted share.

Operating expenses declined to $7.4 million from $9.8 million after cost-reduction actions, and Adjusted EBITDA was $(4.6) million. Cash and equivalents fell to $8.6 million as of March 31, 2026, with net cash used in operating activities of $8.8 million.

Management highlighted a Stevens Transport purchase order valued at over $3 million spanning nearly 500 trucks and more than $500,000 in additional non-dilutive Nevada Tech Hub funding. For second quarter 2026, the company guides to net sales of about $13.2 million and Adjusted EBITDA of roughly $(1.9) million, implying a sequential revenue increase of approximately 36% and a targeted improvement of $2.7 million in Adjusted EBITDA loss.

Dragonfly Energy reported first quarter 2026 net sales of $9.7 million, down 27.3% year over year, as weakness in the RV market pressured volumes. Gross margin fell to 17.6%, and net loss attributable to common shareholders widened to $(7.7) million, or $(0.64) per diluted share.

Operating expenses declined to $7.4 million from $9.8 million after cost-reduction actions, and Adjusted EBITDA was $(4.6) million. Cash and equivalents fell to $8.6 million as of March 31, 2026, with net cash used in operating activities of $8.8 million.

Management highlighted a Stevens Transport purchase order valued at over $3 million spanning nearly 500 trucks and more than $500,000 in additional non-dilutive Nevada Tech Hub funding. For second quarter 2026, the company guides to net sales of about $13.2 million and Adjusted EBITDA of roughly $(1.9) million, implying a sequential revenue increase of approximately 36% and a targeted improvement of $2.7 million in Adjusted EBITDA loss.