Add as a preferred source on GoogleDragonfly Projects $12.5 million in Q4 Net Sales, Targets Adjusted EBITDA Break-Even
Trucking revenue reached $1.3 million in Q3, and management expects it to nearly double again in Q4 as some fleets move to orders without pilot programs.
Dragonfly Energy Holdings Corp. projects $12.5 million in net sales for the fourth quarter of 2026 and is targeting adjusted EBITDA near break-even as trucking revenue expands.
Trucking revenue more than doubled sequentially to $1.3 million in Q3. Management expects it to nearly double again in Q4. Some fleets are moving to commercial orders without first running pilot programs, while discussions include truck builds for 2027.
Denis Phares described the quarter as one of “continued acceleration in commercial fleet adoption of our suite of heavy-duty trucking solutions.”
Management expects cost reductions and anticipated tariff-related refunds to support the break-even target. Continued weakness in the recreational vehicle market remains a risk.
Inventory for new products is expected toward the end of Q4. Broader availability and a more meaningful revenue contribution are expected to begin in Q1 2027.
John Kim
John Kim reports on the digital-asset business for TokenPost. Send corrections or tips to info@tokenpost.com.