$DFLI

Dragonfly Energy (DFLI) secured term loan waivers to address liquidity and defer part of its October preferred dividend. The waivers, effective September 30, 2026, were granted by lenders in exchange for a $450,000 in-kind fee. The amendments aim to provide cash flow management flexibility.

Dragonfly Energy Holdings Corp. (DFLI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement. Limited Waiver and Eighth Term Loan Amendment On September 30, 2026, Dragonfly Energy Holdings Corp. (the “Company”), Dragonfly Energy Corp., a wholly owned subsidiary of the Company (the “Subsidiary”), and Battle Born Batter

Dragonfly Energy (DFLI) received a Nasdaq non-compliance notice for failing to meet the minimum stockholders’ equity requirement, reporting a $184,000 deficit. The company has until October 5, 2026, to submit a remediation plan. Analysts rate DFLI as Buy with a $3.00 target, while Spark’s AI rates it Neutral due to financial pressures and technical weaknesses.

Dragonfly Energy reported Q2 2026 cash of $6.3M, down from $18.3M at Dec. 31, 2025, citing ongoing cash burn and balance sheet restructuring. Net sales fell to $12.9M from $15.0M year over year, while net loss widened to $8.6M. The filing raises going-concern doubt and notes post-quarter asset sale talks and an ATM equity program.

Dragonfly Energy Holdings Corp. (DFLI) reported Q2 2026 revenue of $13.2M, down from $16.2M a year earlier, and a net loss attributable to common shareholders of $5.52M, improving from a $7.03M loss in Q2 2025, per its 10-Q. The company cited lower battery volumes, a shift toward OEM and fleet channels, and ongoing dry electrode and solid-state R&D.

Dragonfly Energy Holdings (DFLI) reported Q2 2026 net sales of $13.2M, down 19% on weaker RV demand and consumer pressure. Gross margin was 33.0% after a $1.1M tariff refund benefit. Adjusted EBITDA was -$1.6M. Q3 guidance calls for $13.5M revenue and about -$2.4M adjusted EBITDA. The company amended debt covenants, ended with $6.3M cash, and issued stock for the $4M Dakota Lithium acquisition.

Dragonfly Energy Holdings Corp. (DFLI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Dragonfly Energy Reports Second Quarter 2026 Preliminary Results Second Quarter Net Sales In-Line With Guidance; Adjusted EBITDA Above Guidance Cost Reduction Actions Drive $3.0 Million Sequential Improvement in Adjusted EBITDA Announced Acquisition of Dakota Lithium

Dragonfly Energy Holdings said its latest deal, tied to closing an acquisition, will add revenue, products, and access to new specialty battery markets. The company also reported lenders amended debt terms, including lowering a minimum cash covenant and shifting interest payments for the next two quarters to paid-in-kind. It expects about $1 million in near-term liquidity.

Dragonfly Energy Holdings (DFLI) shares fell about 12% after it agreed to buy substantially all operating assets of the Dakota Lithium brand for $4 million, including $1 million cash and $3 million in DFLI stock at $2.00 per share. Dakota Lithium had about $12 million net revenue in 2025. The company expects meaningful revenue and Adjusted EBITDA accretion in Q4 2026, while lenders amended debt terms to preserve liquidity.

Acquisition expands Dragonfly Energy's reach across marine, outdoor recreation, powersports, golf cart and other specialty battery markets Dakota Lithium generated approximately $12 million in net revenue in 2025 despite working-capital and inventory constraints that significantly limited product availability Expected to begin contributing meaningful revenue and be accretive to Adjusted EBITDA in the fourth quarter of 2026 $4 million purchase price includes $1 million in cash, with the...