DFLIW 最新10-Q变化
将 DFLIW 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-08-14 与上一份 10-Q · 2026-05-14
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +43 | −27 | ~24 | 96 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 文字有新增/删除 | +5 | −3 | ~1 | 0 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
未列出(无法可靠提取或缺失):市场风险(第3项)
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-08-14
Our sales increased from $9.7 million in the quarter ended March 31, 2026 to $13.2 million in the quarter ended June 30, 2026. Our increase in sales was primarily attributable to RV OEM customers resuming more normal ordering patterns after right sizing inventory levels during the previous quarter. …
In addition, during the second quarter of 2026, we continued to advance our intellectual property portfolio in support of our solid-state battery development and dry electrode manufacturing platform. In April 2026, we announced that we had received an allowance from the Japan Patent Office for our a…
On June 5, 2026, we filed a Withdrawal of Designation relating to the Series A Preferred Stock (the “Withdrawal of Designation”) with the Secretary of State of the State of Nevada. The Withdrawal of Designation became effective upon filing and eliminated from our Articles of Incorporation, as amende…
On July 31, 2026, Legacy Dragonfly entered into an asset purchase agreement (the “Asset Purchase Agreement”) with Clean Liquidation, LLC (assignment for the benefit of creditors), pursuant to which Legacy Dragonfly acquired substantially all of the operating assets associated with the Dakota Lithium…
In connection with the Asset Purchase Agreement, the Company entered into a Securities Receipt Agreement with certain recipients, pursuant to which the Company issued the shares in exchange for a release of secured claims against the acquired assets. The shares are subject to a 12-month lock-up peri…
相对上期删除的文字 · 来源:10-Q · 2026-05-14
Our decrease in sales was primarily attributable to RV OEM customers right sizing inventory levels in response to a slower-than-anticipated market recovery, as reflected in RVIA shipment data for the quarter, as well as overall macroeconomic conditions. DTC sales declined due to macroeconomic pressu…
In addition, in April 2026, we announced we have received an allowance from the Japan Patent Office for our application titled “Powderized Solid-State Electrolyte and Electroactive Materials.” This marks our first patent application allowance in Japan and covers innovations in powderized solid-state…
Change in fair market value of warrant liability 506 5.2 3,818 28.6
Net sales decreased by $3.7 million, or 27.3%, to $9.7 million for the quarter ended March 31, 2026, as compared to $13.4 million for the quarter ended March 31, 2025. This decrease was primarily due to lower OEM and DTC sales. RV OEM sales declined as customers rightsized inventory levels in respon…
Cost of goods sold decreased by $1.4 million, or 15.2%, to $8.0 million for the quarter ended March 31, 2026, as compared to $9.4 million for the quarter ended March 31, 2025. This decrease was primarily due to lower unit volume of batteries and accessories. We expect our cost of goods sold to incre…
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-08-14
“Item 3. Legal Proceedings” in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the SEC on March 30, 2026 (the “Annual Report”) and “Item 1. Legal Proceedings” in our Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 filed with the SEC on May 14, 2026 i…
On June 1, 2026, we filed a complaint against William Errol Prowse IV and Prowse Publications LLC in the Second Judicial District Court of the State of Nevada, Washoe County, Case No. CV26-01604. The defendants were served on June 3 and 15, 2026.
We allege that the defendants engaged in a wide-ranging campaign to harm us through intentionally false, misleading, and disparaging statements regarding alleged defects in certain “Battle Born” branded 100 amp-hour 12V LiFePo4 batteries.
The complaint asserts causes of action for trade libel, unfair competition in violation of the Nevada Deceptive Trade Practices Act, and intentional interference with economic advantage, and seeks damages, injunctive relief, punitive damages, and attorneys’ fees.
On July 9, 2026, we filed an amended complaint, incorporating additional statements made by defendants since the original filing. On July 23, 2026, defendants filed an answer to the amended complaint.
相对上期删除的文字 · 来源:10-Q · 2026-05-14
“Item 3. Legal Proceedings” in our Annual Report on Form 10-K for the year ended December 31, 2025 filed with the SEC on March 30, 2026 includes a discussion of our legal proceedings.
On February 13, 2026, a putative consumer class action captioned Berdner et al v. Dragonfly Energy Holdings Corp. d/b/a Battle Born, was filed against the Company in the Superior Court of the State of California, County of Sonoma, Case No. 26CV01247. We were served with the complaint on March 31, 20…
We believe that the claims are without merit and intend to vigorously defend this matter. No trial date has been set as of the date of this report. We are unable at this time to reasonably estimate a range of possible loss or determine whether an adverse outcome is probable; accordingly, no liabilit…
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议