Dragonfly Energy Holdings Corp · NASDAQ:DFLI

Dragonfly Energy — Q1 2026 Earnings Presentation

14 slides from Dragonfly Energy's earnings presentation, May 14, 2026

  1. Slide 1: Quarterly Earnings Update | Q1 2024

    Quarterly Earnings Update | Q1 2024 May 14, 2024 Nasdaq: DFLI

  2. Slide 2: Legal Disclaimer

    Legal Disclaimer This corporate presentation (this “Presentation”) has been prepared for use by Dragonfly Energy Holdings Corp. (“Dragonfly Energy” or the “Company”). This Presentation is for information purposes only and may not be reproduced or redistributed, in whole or in part, without the prior

  3. Slide 3: Q1 2024 Highlights & Results

    Q1 2024 Highlights & Results Q1 2024 Financial Results Q1 2024 Highlights Snapshot Medium & Heavy Duty Trucking • Company has begun taking purchase orders for its Battle Born® All-Electric APUs and Battle Born® Liftgate Power Systems from trucking providers and fleet operators Net Sales Gross Profit

  4. Slide 4: CEO quote on Dragonfly Energy's growth opportunities

    “I am incredibly excited about where Dragonfly Energy stands right now as a company and our opportunities for growth over the long-term. Combining a valuable brand, a robust intellectual property portfolio, a recovering core market, and the potential for rapid expansion into significant adjacent mar

  5. Slide 5: Medium & Heavy Duty Trucking Market Update

    Medium & Heavy Duty Trucking Market Update Customers Taking Purchase Orders Pilot programs in progress with fleets representing over 15% of the North and/or Undergoing Pilot Tests Today American Heavy Duty Trucking Market. + More Products & Applications Battle Born® Battle Born® All-Electric APU Lif

  6. Slide 6: Recreational Vehicle Market Update

    Recreational Vehicle Market Update Dragonfly Energy's Battle Born Batteries® have established a significant presence in the market, particularly within the RV industry. Dragonfly Energy’s Batteries Are Factory Installed by a High Percentage of Major RV Manufacturers: Thor Industries, Inc. | ~34% Mar

  7. Slide 7: Research & Development

    Research & Development General Update Dragonfly Energy has made significant progress in optimizing auxiliary unit operations associated with cell manufacturing – specifically ageing, formation, and end-of-line testing. With the dry electrode process at pilot scale, we are now focusing our efforts on

  8. Slide 8: Formation & Early Life Cycle + Cycle Longevity

    R&D Data Formation & Early Life Cycle + Cycle Longevity Formation & Early Life Cycle Keeping chemistry constant but manipulating soaking, formation, and aging, yield different results. By altering the time, temperature, and current density, we can improve a cell’s first-cycle coulombic efficiency an

  9. Slide 9: Quality Control: High Capacity (~25mg/cm²)

    R&D Data | PFAS-Free Quality Control: High Capacity (~25mg/cm²) Anode Dragonfly Energy’s dry electrode process reduces the electrical resistivity of electrode tapes. This remains consistent even when comparing high-capacity electrodes (~4.5mAh/cm2) to standard capacity (~2.5mAh/cm2) industry slurry

  10. Slide 10: Quality Control: High Capacity (~25mg/cm²)

    R&D Data | PFAS-Free Quality Control: High Capacity (~25mg/cm²)  Adhesion tests demonstrate the general construction quality of electrode  Dragonfly Energy’s dry electrode process improves active material adhesion to the current collectors by encouraging a more uniform distribution of polymer thro

  11. Slide 11: Quality Control: High Capacity (~25mg/cm²)

    R&D Data | PFAS-Free Quality Control: High Capacity (~25mg/cm²)  Dragonfly Energy’s dry electrode process is capable of yielding quality electrode tapes that meet industry porosity standards of 20% - 40% porosity  It is easily achievable to manufacture electrodes that are more or less dense during

  12. Slide 12: Electrochemical Testing: Half Cells

    R&D Data | PFAS-Free Electrochemical Testing: Half Cells Dragonfly Energy High Capacity vs Industry Standard Capacity >90% FCE >99.9% CE >19 Cycles above 99% capacity retention  All cells tested are single layer coin cells  All cells were cycled at a 0.1C lithiation and 0.1 delithiation  Cells te

  13. Slide 13: Electrochemical Testing: Half Cells

    R&D Data | PFAS-Free Electrochemical Testing: Half Cells Dragonfly Energy High Capacity vs Dragonfly Energy Standard Capacity >90% FCE >99.9% CE >25 Cycles above 99% capacity retention  All cells tested are single layer coin cells  All cells were cycled at a 0.1C lithiation and 0.1 delithiation 

  14. Slide 14: Quarterly Earnings Update | Q1 2024

    Quarterly Earnings Update | Q1 2024 May 14, 2024 Investor Relations Caldwell Bailey, ICR Inc. dragonflyIR@icrinc.com 775-221-8892 Nasdaq: DFLI

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