Company Overview - Dragonfly Energy is a commercial leader in deep-cycle lithium-ion energy storage solutions, having sold over 400,000 batteries since 2020[15] - The company has generated over $350 million in revenue from 2020 through Q2 2025[11] - Dragonfly Energy has a domestic manufacturing footprint with a 400,000 sq ft Nevada facility[9] Market Position and Growth - The company is well-positioned in expanding, high-growth markets including RV, Marine, Off-Grid, Trucking, and Industrial[16] - Dragonfly Energy is a lithium energy storage leader in the RV market, with factory installations across major RV manufacturers[41] - The company is strategically expanding into heavy-duty trucking with battery-powered anti-idling solutions[46] Technology and Innovation - Dragonfly Energy has a patented dry electrode process for cost-effective, scalable production in the US[18] - The company is developing disruptive all-solid-state technology for long-term upside[18] - Dragonfly Energy has over 90 patents granted, filed, or pending globally[55] Financial Performance - The company anticipates continued year-over-year quarterly revenue growth in FY25[70] - Dragonfly Energy is targeting adjusted EBITDA breakeven by the fourth quarter of 2025[70] - In Q2 2025, net sales growth was 23% year-over-year, reaching $16.2 million[70]
Dragonfly Energy(DFLI) - 2025 Q2 - Earnings Call Presentation