Dragonfly Energy (DFLI) Surges 20.67% on Werner's LiFePO4 Milestone Order Driving Trucking Sector Expansion

Dragonfly Energy Holdings Corp. (DFLI) surged 20.6725% in pre-market trading on Nov. 24, 2025, following a major commercial milestone in its expansion into the heavy-duty trucking sector. The rally was driven by Werner Enterprises’ first order for Dragonfly’s Battle Born DualFlow Power Pack systems, marking a key validation of its lithium iron phosphate (LiFePO₄) technology in real-world fleet operations.

The order stems from an extensive pilot program by Werner, one of North America’s largest logistics firms, which confirmed the systems’ ability to reduce idling, fuel consumption, and emissions while maintaining driver amenities during rest periods. The systems, assembled in North America, align with regulatory requirements and sustainability goals, offering a scalable solution for the trucking industry’s operational efficiency challenges.

Wade Seaburg, Dragonfly’s chief commercial officer, highlighted the order as a “meaningful validation” of its technology’s performance in demanding environments. The deal underscores Dragonfly’s strategic push into OEM partnerships, complementing its retail-focused Battle Born brand and dry electrode manufacturing capabilities. The technology’s adaptability across energy storage, EVs, and industrial applications further strengthens its market positioning.

Analysts note that the order could accelerate adoption of lithium-based auxiliary power systems in the trucking sector, where regulatory pressures and cost-reduction demands are intensifying. Dragonfly’s focus on proprietary LiFePO₄ chemistry and localized production addresses critical pain points for fleet operators, including safety, reliability, and compliance with emissions standards.

Backtest assumptions suggest a potential long-term upside for DFLI, given the growing demand for decarbonization solutions in transportation. A hypothetical strategy entering the stock pre-market on Nov. 24, based on the 20.6725% surge, would align with momentum-driven positioning, though risks remain tied to execution of the Werner partnership and broader market conditions.