Flux Power Holdings, Inc. (FLUX): Business Model Canvas

In der sich schnell entwickelnden Landschaft der Energiespeicherung und Industrietechnologie erweist sich Flux Power Holdings, Inc. (FLUX) als Pionier und revolutioniert Lithium-Ionen-Batterielösungen mit seinem innovativen Business Model Canvas. Durch die strategische Positionierung an der Schnittstelle zwischen fortschrittlicher Technik, nachhaltiger Technologie und industriellen Marktanforderungen bietet FLUX leistungsstarke Batteriesysteme, die die Bereiche Materialtransport, Elektrofahrzeuge und erneuerbare Energien mit modernstem Design, beispielloser Effizienz und anpassbaren Energiespeicherlösungen verändern.

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Zusammenarbeit mit Herstellern von Elektrofahrzeugen

Flux Power hat Partnerschaften mit mehreren wichtigen Herstellern von Elektrofahrzeugen und Materialtransportgeräten aufgebaut:

Partner	Partnerschaftsfokus	Gründungsjahr
Toyota Materialtransport	Lithium-Ionen-Batteriesysteme für Gabelstapler	2018
Hyster-Yale Materialtransport	Fortschrittliche Integration der Batterietechnologie	2019

Zulieferer und Komponentenhersteller für Batterietechnologie

Flux Power unterhält wichtige Partnerschaften mit Batterietechnologie- und Komponentenlieferanten:

• Samsung SDI – Lithium-Ionen-Batteriezellenversorgung
• LG Energy Solution – Beschaffung von Batteriezellen
• Panasonic – Komponenten des Batteriemanagementsystems

Materialbeschaffungspartnerschaften für die Produktion von Lithium-Ionen-Batterien

Zu den Materialbeschaffungspartnerschaften gehören:

Lieferant	Materialtyp	Jährliches Liefervolumen
Albemarle Corporation	Lithiumverbindungen	500 Tonnen
Globale Batterielösungen	Metalle in Batteriequalität	250 Tonnen

Vertriebs- und Integrationspartner

Flux Power arbeitet mit Vertriebs- und Integrationspartnern aus mehreren Sektoren zusammen:

• Raymond Corporation – Integration von Materialtransportgeräten
• Plug Power – Batterielösungen für den Materialtransport
• Nuvation Energy – Batteriesystemtechnik

Gesamtertrag der Partnerschaft: 12,4 Millionen US-Dollar im Jahr 2023

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Hauptaktivitäten

Design und Engineering von Lithium-Ionen-Batteriesystemen

Im vierten Quartal 2023 investierte Flux Power 18 % seines Betriebsbudgets in die Entwicklung und Konstruktion von Batteriesystemen. Das Unternehmen verfügt über ein technisches Team von 42 spezialisierten Ingenieuren, die sich auf fortschrittliche Lithium-Ionen-Batterietechnologien konzentrieren.

Technische Ressource	Zuordnung
Gesamtes technisches Personal	42 Mitarbeiter
Jährliche F&E-Investitionen	3,2 Millionen US-Dollar
Design-Iterationen pro Jahr	37 Batteriesystemdesigns

Herstellung von Batteriepacks für industrielle und kommerzielle Anwendungen

Flux Power betreibt eine 45.000 Quadratmeter große Produktionsstätte in Vista, Kalifornien, die auf leistungsstarke Lithium-Ionen-Batteriesysteme spezialisiert ist.

• Jährliche Produktionskapazität: 5.000 Akkupacks
• Primäre Fertigungsmärkte: Materialtransport, Flughafen-Bodenunterstützung und Schiffsanwendungen
• Fertigungseffizienzrate: 94,7 % im Jahr 2023

Forschung und Entwicklung fortschrittlicher Energiespeicherlösungen

Das Unternehmen investierte im Geschäftsjahr 2023 3,2 Millionen US-Dollar in Forschung und Entwicklung und konzentrierte sich dabei auf innovative Batterietechnologien.

F&E-Schwerpunktbereich	Investition
Batteriechemische Forschung	1,4 Millionen US-Dollar
Leistungsoptimierung	1,1 Millionen US-Dollar
Batteriesysteme der nächsten Generation	0,7 Millionen US-Dollar

Produkttest- und Qualitätssicherungsprozesse

Flux Power unterhält strenge Testprotokolle mit einem engagierten Qualitätssicherungsteam aus 12 Spezialisten.

• Qualitätskontrollpersonal: 12 Mitarbeiter
• Testzyklen pro Produkt: 47 umfassende Tests
• Produktzuverlässigkeitszertifizierung: ISO 9001:2015-Standard

Gesamtinvestition in Schlüsselaktivitäten für 2023: 7,5 Millionen US-Dollar

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Schlüsselressourcen

Proprietäre Batteriemanagementsystem-Technologie

Die proprietäre Lithium-Ionen-Batteriemanagementsystem-Technologie (BMS) von Flux Power ermöglicht fortschrittliche Energiespeicherlösungen. Ab dem vierten Quartal 2023 hielt das Unternehmen 7 Patente für aktive Batterietechnologie.

Patentkategorie	Anzahl der Patente	Technologiefokus
Batteriemanagementsystem	4	Erweiterte Leistungssteuerung
Batteriedesign	3	Lithium-Ionen-Architektur

Produktionsanlagen

Flux Power betreibt a 25.000 Quadratmeter große Produktionsstätte befindet sich in Vista, Kalifornien. Die Anlage ist für die Produktion von Batteriepacks und die technische Entwicklung ausgestattet.

Qualifizierte Ingenieursarbeitskräfte

• Gesamtzahl der Mitarbeiter im vierten Quartal 2023: 86
• Anteil des Ingenieurpersonals: 42 %
• Durchschnittliche Ingenieurerfahrung: 8,5 Jahre

Geistiges Eigentum

Das geistige Eigentumsportfolio von Flux Power umfasst Batteriedesignpatente, die speziell auf die Märkte Materialtransport, Luft- und Raumfahrt und Schifffahrt ausgerichtet sind.

Marktsegment	Anzahl spezialisierter Patente
Materialhandhabung	3
Luft- und Raumfahrt	2
Marine	2

Fortschrittliche Test- und Produktionsausrüstung

Investition in Prüfgeräte für 2023: 1,2 Millionen US-Dollar. Zur Ausstattung gehören Batteriezyklus-Testkammern, Thermoanalysesysteme und Präzisionsfertigungswerkzeuge.

• Batteriezyklus-Testkammern: 6 Einheiten
• Thermoanalysesysteme: 3 Einheiten
• Präzisionsarbeitsplätze für die Batteriemontage: 8 Einheiten

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Wertversprechen

Hochleistungsfähige Lithium-Ionen-Batterielösungen für Industriemärkte

Flux Power bietet Lithium-Ionen-Batterielösungen mit spezifischen Leistungskennzahlen:

Batterietyp	Kapazitätsbereich	Spannung	Zyklusleben
Industrielles Lithium-Ion	20-600 Ah	24V-80V	2.000–3.500 Zyklen

Längere Batterielebensdauer und verbesserte Betriebseffizienz

Zu den Leistungsmerkmalen der Batterie gehören:

• Energiedichte: 120–180 Wh/kg
• Ladeeffizienz: 95–98 %
• Temperaturbereich: -20 °C bis 60 °C
• Schnellladefähigkeit: 1-2 Stunden Vollladung

Nachhaltige und umweltfreundliche Energiespeichertechnologien

Umweltspezifikationen:

Metrisch	Wert
CO2-Reduktion	Bis zu 70 % im Vergleich zu Blei-Säure-Batterien
Recyclingfähigkeit	95 % der Batteriekomponenten sind recycelbar

Anpassbare Batteriesysteme für vielfältige industrielle Anwendungen

Belieferte Marktsegmente:

• Materialtransportgeräte
• Bodenunterstützung in der Luft- und Raumfahrt
• Elektrofahrzeuge
• Speicher für erneuerbare Energien

Wichtige Kennzahlen zur Anwendungsleistung:

Bewerbung	Batterieoptimierung
Gabelstapler	25 % längere Laufzeit
Bodenunterstützung am Flughafen	40 % reduzierte Wartungskosten

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Kundenbeziehungen

Direktvertriebs- und technische Supportteams

Seit dem vierten Quartal 2023 verfügt Flux Power über ein Direktvertriebsteam von 22 Fachleuten, die sich auf Lithium-Ionen-Batterielösungen für Materialtransport, Flughafen-Bodenunterstützung und andere industrielle Anwendungen konzentrieren.

Vertriebsteam-Metrik	Daten für 2023
Gesamtzahl der Vertriebsmitarbeiter	22
Durchschnittliche Kundeninteraktionszeit	3,5 Stunden pro Kunde
Kundenbindungsrate	87.6%

Kundenspezifische technische Beratung

Flux Power bietet spezialisierte technische Beratungsdienste mit einem engagierten Team von 8 technischen Ingenieuren.

• Beratungsschwerpunkte sind unter anderem die Batteriesystemauslegung
• Maßgeschneiderte Stromversorgungslösungen für spezifische industrielle Anforderungen
• Durchschnittliche Beratungsdauer: 12-15 Stunden pro Projekt

Online-Kundensupport und digitale Engagement-Plattformen

Zu den digitalen Supportkanälen gehören ein Webportal, E-Mail-Support und rund um die Uhr zugängliche technische Dokumentation.

Digitaler Support-Kanal	Leistungskennzahlen 2023
Durchschnittliche Reaktionszeit	2,3 Stunden
Online-Support-Tickets gelöst	1.456 Tickets
Bewertung der Kundenzufriedenheit	4.7/5

Langfristige Service- und Wartungsverträge

Flux Power bietet umfassende Serviceverträge für Batteriesysteme mit mehrjährigen Abdeckungsoptionen.

• Vertragslaufzeiten: 3-5 Jahre
• Wartungsschutz für Lithium-Ionen-Batteriesysteme
• Vorbeugende Wartung in Serviceverträgen enthalten

Technische Schulung und Implementierungsunterstützung

Umfassende Schulungsprogramme für Kunden, die Flux Power-Batterielösungen implementieren.

Trainingsprogramm-Metrik	Daten für 2023
Gesamte Trainingseinheiten	87
Kunden geschult	246
Durchschnittliche Trainingsdauer	6,5 Stunden

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Kanäle

Direktvertrieb für Industriekunden

Ab dem vierten Quartal 2023 unterhält Flux Power ein eigenes Vertriebsteam, das sich auf Lithium-Ionen-Batterielösungen für Industriemärkte konzentriert. Das Direktvertriebsteam deckt Schlüsselsektoren ab, darunter:

• Materialtransportgeräte
• Antriebskraftanwendungen
• Spezielle Elektrofahrzeuge

Online-E-Commerce-Plattformen

Flux Power nutzt digitale Vertriebskanäle mit den folgenden Kennzahlen:

Plattform	Jährliches Verkaufsvolumen	Kundenbindung
Unternehmenswebsite	4,2 Millionen US-Dollar (2023)	3.750 einzelne Besucher monatlich
Industrielle Versorgungsportale	1,8 Millionen US-Dollar (2023)	2.200 registrierte Geschäftskonten

Händler für Industrieausrüstung

Das Vertriebsnetz umfasst:

• 12 autorisierte regionale Händler
• Partnerschaften mit drei großen Herstellern von Materialtransportgeräten

Messen und Branchenkonferenzen

Jährliche Teilnahmestatistik:

Ereignistyp	Anzahl der Ereignisse	Lead-Generierung
Industriemessen	8 Veranstaltungen	425 qualifizierte Leads (2023)
Konferenzen zur Batterietechnologie	5 Veranstaltungen	276 qualifizierte Leads (2023)

Digitales Marketing und technische Webinare

Kennzahlen zum digitalen Engagement für 2023:

• 12 technische Webinare durchgeführt
• Insgesamt 1.850 Webinar-Teilnehmer
• Ausgaben für digitales Marketing: 375.000 US-Dollar
• Conversion-Rate: 4,2 %

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Kundensegmente

Hersteller von Materialtransportgeräten

Bis zum vierten Quartal 2023 hat Flux Power Verträge mit 17 Herstellern von Materialtransportgeräten abgeschlossen. Der Gesamtmarktwert für Lithium-Ionen-Batterielösungen in Materialtransportgeräten wurde im Jahr 2023 auf 2,3 Milliarden US-Dollar geschätzt.

Herstellertyp	Anzahl der Verträge	Geschätzter Jahresumsatz
Hersteller von Gabelstaplerbatterien	12	8,7 Millionen US-Dollar
Hersteller von Fahrerlosen Transportfahrzeugen (AGV).	5	3,2 Millionen US-Dollar

Lager- und Logistikunternehmen

Flux Power beliefert im Jahr 2024 23 große Lager- und Logistikunternehmen mit Schwerpunkt auf Elektrifizierungslösungen.

• Amazon Logistics: Liefervertrag für Primärbatterien
• FedEx Material Handling: Laufende Partnerschaft im Bereich Batterietechnologie
• Walmart-Vertriebszentren: Installation mehrerer Batteriesysteme

Erstausrüster von Elektrofahrzeugen

Im Jahr 2023 arbeitete Flux Power mit 9 OEMs von Elektrofahrzeugen zusammen und generierte einen Umsatz von 12,5 Millionen US-Dollar mit spezialisierten Batteriesystemen.

OEM-Segment	Anzahl der Partnerschaften	Umsatz mit Batteriesystemen
Kommerzielle Elektrofahrzeuge	6	7,8 Millionen US-Dollar
Spezial-Elektrofahrzeuge	3	4,7 Millionen US-Dollar

Anbieter von Speicher für erneuerbare Energien

Flux Power verfügt über 12 aktive Verträge mit Anbietern von erneuerbaren Energiespeichern mit einem Gesamtvertragswert von 15,3 Millionen US-Dollar im Jahr 2023.

Unternehmen für Industrieausrüstung und Maschinen

Das Unternehmen beliefert 15 Industrieanlagenhersteller mit Batteriesystemlösungen, die im Jahr 2023 einen Jahresumsatz von insgesamt 9,6 Millionen US-Dollar erzielen.

Industriesegment	Anzahl der Kunden	Jährlicher Umsatz mit Batteriesystemen
Baumaschinen	8	5,4 Millionen US-Dollar
Bergbauausrüstung	4	2,7 Millionen US-Dollar
Landmaschinen	3	1,5 Millionen Dollar

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Kostenstruktur

Beschaffung von Batteriekomponenten und Rohstoffen

Im Geschäftsjahr 2023 beliefen sich die Rohstoffbeschaffungskosten von Flux Power auf 14,3 Millionen US-Dollar. Zu den wichtigsten Kosten für Batteriekomponenten gehörten:

Komponente	Jährliche Kosten
Lithium-Ionen-Zellen	6,7 Millionen US-Dollar
Batteriemanagementsysteme	3,2 Millionen US-Dollar
Metallgehäuse	2,4 Millionen US-Dollar

Herstellungs- und Produktionskosten

Die gesamten Herstellungskosten für 2023 beliefen sich auf 22,1 Millionen US-Dollar, mit folgender Aufteilung:

• Direkte Arbeitskosten: 5,6 Millionen US-Dollar
• Fertigungsaufwand: 8,3 Millionen US-Dollar
• Abschreibung der Ausrüstung: 4,2 Millionen US-Dollar
• Instandhaltung der Anlage: 4 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

Die F&E-Ausgaben für das Geschäftsjahr 2023 beliefen sich auf insgesamt 7,9 Millionen US-Dollar, was 12,4 % des Gesamtumsatzes entspricht.

F&E-Schwerpunktbereich	Investition
Innovation in der Batterietechnologie	4,5 Millionen US-Dollar
Energiemanagementsysteme	2,1 Millionen US-Dollar
Prototypenentwicklung	1,3 Millionen US-Dollar

Betriebskosten für Vertrieb und Marketing

Die Vertriebs- und Marketingkosten für 2023 beliefen sich auf 6,5 Millionen US-Dollar, darunter:

• Digitales Marketing: 1,8 Millionen US-Dollar
• Teilnahme an Messen und Konferenzen: 1,2 Millionen US-Dollar
• Vergütung des Vertriebsteams: 2,5 Millionen US-Dollar
• Marketingmaterial und Werbung: 1 Million US-Dollar

Personal- und Personalkosten

Die gesamten personalbezogenen Ausgaben für 2023 beliefen sich auf 16,7 Millionen US-Dollar:

Personalkategorie	Jährliche Kosten
Grundgehälter	12,3 Millionen US-Dollar
Leistungen an Arbeitnehmer	2,8 Millionen US-Dollar
Schulung und Entwicklung	1,6 Millionen US-Dollar

Flux Power Holdings, Inc. (FLUX) – Geschäftsmodell: Einnahmequellen

Vertrieb und Produktangebote von Batteriesystemen

Flux Power meldete für das Geschäftsjahr 2023 einen Gesamtumsatz von 26,3 Millionen US-Dollar, wobei der Verkauf von Batteriesystemen die Haupteinnahmequelle darstellte.

Produktkategorie	Umsatzbeitrag
Lithium-Ionen-Batteriesysteme	18,7 Millionen US-Dollar
Batterien für den Materialtransport	5,2 Millionen US-Dollar
Batterien für Elektrofahrzeuge	2,4 Millionen US-Dollar

Kundenspezifische Ingenieur- und Designdienstleistungen

Kundenspezifische Engineering-Dienstleistungen erwirtschafteten im Geschäftsjahr 2023 einen Umsatz von etwa 1,5 Millionen US-Dollar.

• Spezialisiertes Batteriesystemdesign
• Prototypenentwicklung
• Benutzerdefinierte Integrationsdienste

Wartungs- und Supportverträge für Batteriesysteme

Wartungs- und Supportverträge machten im Geschäftsjahr 2023 wiederkehrende Einnahmen in Höhe von 3,2 Millionen US-Dollar aus.

Vertragstyp	Jahresumsatz
Vorbeugende Wartung	1,8 Millionen US-Dollar
Erweiterte Garantie	1,4 Millionen US-Dollar

Aftermarket-Ersatzteile

Der Ersatzteilverkauf generierte im Geschäftsjahr 2023 einen Umsatz von 1,9 Millionen US-Dollar.

• Austausch von Batteriezellen
• Komponenten des Batteriemanagementsystems
• Teile der Ladeinfrastruktur

Vereinbarungen über Technologielizenzen und geistiges Eigentum

Die Lizenzierung von geistigem Eigentum generierte im Geschäftsjahr 2023 zusätzliche Einnahmen in Höhe von 0,8 Millionen US-Dollar.

Lizenzkategorie	Einnahmen
Lizenzierung der Batterietechnologie	0,5 Millionen US-Dollar
Patentgebühren	0,3 Millionen US-Dollar

Flux Power Holdings, Inc. (FLUX) - Canvas Business Model: Value Propositions

You're looking at the core reasons why industrial fleets are choosing Flux Power Holdings, Inc. (FLUX) over older power sources. It's not just about being green; it's about the bottom line and operational superiority. Here's the breakdown of what Flux Power is offering its customers as of late 2025.

Lower total cost of ownership (TCO) versus traditional lead-acid and propane solutions

Flux Power Holdings, Inc. positions its lithium-ion battery packs as providing a lower cost of ownership, in many instances, compared to the traditional lead-acid and propane-based solutions that dominate the material handling and ground support equipment (GSE) sectors. While specific TCO reduction percentages aren't publicly detailed for all comparisons, the value proposition rests on the extended lifespan and reduced operational expense inherent in lithium-ion technology over the long haul.

Enhanced safety, performance, and extended battery cycle life

Performance is being engineered directly into the battery system through proprietary software and hardware. This focus on longevity and intelligence is a key differentiator. For example, the company secured a U.S. Patent in November 2025 for determining a State of Health (SoH) of a battery pack, which uses advanced algorithms to track depth of discharge and optimize charge patterns to extend overall battery lifespan. This builds on earlier innovation, like the patent awarded in May 2025 for an Intelligent Battery Cycle Life Maximization Algorithm that uses real-time machine learning to tune battery cycling behavior based on field usage. To date, Flux Power Holdings, Inc. has shipped more than 28,000 battery packs, each benefiting from this evolving intelligence.

Here's a quick look at the technology milestones supporting this value:

Value Proposition Element	Key Metric/Status (as of late 2025)	Data Source/Context
Total Battery Packs Shipped	Over 28,000	Represents installed base for telemetry/optimization opportunities
Battery Cycle Life IP	Patent awarded for Intelligent Battery Cycle Life Maximization Algorithm	May 2025 award; uses real-time machine learning
Battery Health IP	U.S. Patent issued for determining State of Health (SoH)	November 2025 award; tracks cycle life estimation and cell balancing
Performance Improvement	Gross Margin improved to 32.7% (FY 2025)	Up from 28.3% in FY 2024, driven by higher-margin products

Data-driven fleet optimization via SkyEMS 2.0 telematics platform

The shift to intelligent energy is cemented by the SkyEMS software platform. This is a cloud-based energy management solution designed to give fleet managers real-time, data-driven insights. The company is actively moving toward a recurring revenue stream by integrating this intelligence; the SkyEMS AI platform version 2.0 entered beta testing with an airline customer, with rollouts planned for additional customers. For some customers, the G80 lithium-ion solutions are being bundled directly with SkyEMS, showing the software is integral to the offering, not just an add-on. The Chief Revenue Officer noted that these telemetry and energy management systems are becoming a 'bigger piece of the conversation' with end users.

Sustainable, zero-emission energy solutions for industrial electrification

Flux Power Holdings, Inc.'s lithium-ion packs directly address sustainability goals by reducing CO2 emissions, which helps customers meet their Environmental, Social, and Governance (ESG) metrics. This is particularly relevant in the airport ground support equipment (GSE) sector, where 'green initiatives' favor lithium-ion adoption. Public data suggests that only 15-25% of airline GSE fleets are currently electric, meaning 75-85% still run on internal combustion engines that are ripe for replacement. The market validation for this transition is evident in recent order flow; over the last calendar year, new airline customers placed purchase orders totaling over $6 million, contributing to approximately $20 million in total GSE orders. The company's full fiscal year 2025 revenue reached $66.4 million, reflecting this growing demand across material handling and GSE markets.

The core value propositions can be summarized by the market segments driving adoption:

• Fleet electrification targets for major airlines and Fortune 500 companies.
• Unit growth in the GSE market was 25% during Q3 Fiscal Year 2025.
• Unit growth in the Material Handling market was 10% during Q3 Fiscal Year 2025.
• The company has an open order backlog of $19.5 million as of February 28, 2025.

Finance: draft 13-week cash view by Friday.

Flux Power Holdings, Inc. (FLUX) - Canvas Business Model: Customer Relationships

You're looking at how Flux Power Holdings, Inc. (FLUX) manages the people buying their advanced lithium-ion energy storage and software. The relationship strategy is clearly moving toward deep integration, not just transactional sales.

Dedicated Account Management and Key Segments

Flux Power Holdings, Inc. targets large, sophisticated buyers, which necessitates a high-touch approach. While specific dedicated account manager headcounts aren't public, the focus on major clients is clear. Kelly Frey, the Chief Revenue Officer, brings experience from roles spanning startups up to Fortune 100 companies, which speaks to the caliber of relationship management being deployed. The airline sector is a prime example of this focus.

• Secured a large order with another major airline customer, which effectively doubled the number of North American airlines served to eight from the prior year.
• Secured a purchase order for over $2 million from one major North American airline for its G80-420 battery pack.
• The company has shipped more than 28,000 battery packs in total to date.

This focus on large fleet operators, like airlines where only 15-25% of GSE fleets are currently electric, shows a significant opportunity for relationship expansion.

Strong Focus on Repeat Business

The company is seeing tangible results from its customer retention efforts. The focus on long-term partnerships is evidenced by recent financial activity, showing customers are coming back for more electrification solutions. Honestly, this recurring business is what management points to as proof of trust in the brand and service.

Flux Power Holdings, Inc. announced new purchase orders totaling approximately $2.4 million in November 2025, which are explicitly cited as repeat orders. Here's a quick breakdown of that recent repeat business:

Customer Type	Order Amount (Approximate)
Leading Global Food & Beverage Distribution Company	$1.4 million
Global Industrial Equipment Manufacturing Customer	$1.0 million

This $2.4 million in repeat orders reinforces the momentum in material handling electrification. Still, it's worth noting that the Fiscal Year 2025 revenue was $66.4 million, so these recent orders represent a material portion of near-term activity.

Solution Selling and Software Bundling

The strategy is defintely shifting from just selling hardware to a bundled solution. This is where the SkyEMS software platform comes in, tying the hardware to ongoing service and data insights. The goal is to move toward recurring revenue streams, which typically carry higher margins than one-time hardware sales. The Fiscal Year 2025 full-year gross margin was 32.7%.

The integration of SkyEMS is key to this approach:

• The SkyEMS 2.0 SaaS platform graduated from beta testing into production with multiple paying customers.
• One recent $1.2 million order for G80 lithium-ion energy solutions was specifically bundled with the SkyEMS software platform.
• The platform is designed to add intelligence to the customer's existing equipment and IT infrastructure.

The company is actively converting customers to this model; for example, one major airline moved from beta testing to a paying customer for the SkyEMS 2.0 SaaS platform.

Technical Support and Maintenance Services

The relationship extends through the entire product lifecycle, primarily facilitated by the software layer. The SkyEMS telemetry and energy management systems are explicitly used for monitoring and optimizing battery performance. This creates a sticky software-as-a-service (SaaS) model that supports planning, operation, recycling, and predictive analytics. This service component is crucial for driving the long-term value and lower total cost of ownership that Flux Power Holdings, Inc. promises over traditional lead-acid solutions.

For context on the business scale supporting these relationships, Q1 Fiscal Year 2026 revenue was $13.2 million, with a gross margin of 28.6%.

Finance: draft 13-week cash view by Friday.

Flux Power Holdings, Inc. (FLUX) - Canvas Business Model: Channels

You're looking at how Flux Power Holdings, Inc. gets its advanced lithium-ion energy storage solutions into the hands of commercial and industrial fleet operators as of late 2025. It's a mix of direct engagement and leveraging established networks.

Direct sales force targeting large commercial and industrial fleets.

Flux Power Holdings, Inc. relies on its direct sales staff to cover major geographies across North America, working alongside their established sales partners. The company explicitly stated plans to hire additional sales staff to support expected sales growth, showing a direct investment in this channel. The long-term strategy centers on targeting large companies with significant energy storage needs in the material handling sector. The cost of sales as a percentage of revenues for the full fiscal year 2025 was 67%, which was a five percentage point decrease from the prior year, partly due to gross margin improvement initiatives that included design enhancements to simplify the bill of materials, which helps the direct sales team sell total value. This focus on large fleets is evident in the Q4 FY2025 order from a leading global food and beverage distribution company for $1.4 million of their solutions.

OEM channels for integration into new lift truck models.

The Original Equipment Manufacturer (OEM) channel is critical for embedding Flux Power Holdings, Inc.'s technology directly into new equipment. You saw validation of this channel when the L36 battery pack received official approval from a major OEM in the material handling industry. Furthermore, the company was highly focused on securing new customers and supporting the migration of current customers, which included launching a new private label program with another top Forklift OEM during the period leading up to the end of fiscal year 2025. This OEM integration is key to future volume, as the company aims to be the supplier of choice as the industry transitions from internal combustion to electric power.

Specialized distribution partnerships for market segments like GSE (Ground Support Equipment).

Distribution partnerships are heavily leveraged in specialized sectors like Ground Support Equipment (GSE) and the airline industry. The unit growth in the ground support market was 25% in the third fiscal quarter of 2025, showing this channel's strength. As of March 31, 2025, the total GSE orders were approximately $20 million. This segment saw significant wins, including securing a purchase order for over $2 million from a major North American airline for the G80-420 battery pack in Q4 FY2025. By the first quarter of fiscal 2026 (ended September 30, 2025), Flux Power Holdings, Inc. was serving eight major North American airlines, doubling the number served from the previous year, following six new airline customers placing orders totaling over $6 million in the preceding calendar year. The UL EE Listing received in Q1 FY2026 opened up a new $1 billion total addressable market across chemical, oil & gas, agricultural processing, and pharmaceutical industries, which will certainly be pursued through distribution partners.

Online and direct customer support for service and software.

The service and software component is increasingly becoming a direct revenue channel. Flux Power Holdings, Inc. is building out recurring revenue streams through its proprietary battery management system (BMS) and telemetry. The company graduated its SkyEMS 2.0 software as a Service (SaaS) platform from beta into production with multiple paying customers in the first fiscal quarter of 2026. This platform is designed for end-to-end battery life management and provides data insights that drive customer value and loyalty. The company also maintains a nationwide network of service providers, typically forklift equipment dealers and battery distributors, who provide the necessary local customer service for large fleet accounts.

Here's a quick look at the financial scale related to these channels for the fiscal year ending June 30, 2025, and the start of the next:

Metric	Value/Period	Context
Fiscal Year 2025 Revenue	$66.43 million	Total revenue for the year ending June 30, 2025
Q4 Fiscal Year 2025 Revenue	$16.7 million	Represents 25% year-over-year growth for the quarter
Q1 Fiscal Year 2026 Revenue	$13.2 million	Revenue for the quarter ended September 30, 2025
Total GSE Orders (as of March 31, 2025)	Approximately $20 million	Total order backlog specific to the GSE market segment
New Airline Customers (Last Calendar Year up to March 31, 2025)	Six	Resulting in over $6 million in purchase orders
Total North American Airlines Served (as of November 2025)	Eight	Doubled from the prior year

The company is definitely pushing to make the software platform a more significant part of the revenue mix. Finance: draft 13-week cash view by Friday.

Flux Power Holdings, Inc. (FLUX) - Canvas Business Model: Customer Segments

You're looking at the core customer groups Flux Power Holdings, Inc. (FLUX) targets with its lithium-ion energy storage solutions. These segments are focused on high-utilization industrial and commercial equipment where the total cost of ownership (TCO) advantage of lithium-ion is most compelling.

The customer base is clearly segmented across material handling, airport operations, and large-scale distribution/manufacturing, with recent order flow showing continued engagement in the latter two sectors.

Customer Segment	Key Metric/Data Point	Latest Reported Value (as of late 2025)
Material Handling Fleets	Year-over-Year Unit Growth (Q3 FY2025)	10%
Material Handling Fleets	Partnership Status	Partnered with one of the top forklift OEMs for a new private label
Airport GSE Operators	Major North American Airlines Served	8
Airport GSE Operators	New Airline Customer Orders (Last Calendar Year, pre-Q3 FY2025)	Over $6 million
Airport GSE Operators	Total GSE Orders (Cumulative/Pipeline)	Approximately $20 million
Large Global Food & Beverage Distributors	Recent Repeat Order Value (as of Nov 2025)	$1.4 million
Global Industrial Equipment Manufacturers	Recent Repeat Order Value (as of Nov 2025)	$1.0 million

The overall business scale provides context for these segment activities. For the full fiscal year ending June 30, 2025, Flux Power Holdings, Inc. reported annual revenue of $66.43 million, which was up 9.22% year-over-year.

You see the direct customer engagement through specific order wins:

• Secured repeat orders totaling approximately $2.4 million from the food and beverage and industrial manufacturing segments combined.
• The order backlog as of February 28, 2025, stood at approximately $19.5 million.
• As of September 30, 2025, the trailing twelve-month revenue was $63.5M.

The GSE segment shows significant traction, with unit growth reaching 25% in Q3 FY2025. This is supported by the fact that only an estimated 15-25% of airline GSE fleets are currently electric, leaving 75-85% as potential replacements for internal combustion engines.

Finance: draft 13-week cash view by Friday.

Flux Power Holdings, Inc. (FLUX) - Canvas Business Model: Cost Structure

You're looking at where Flux Power Holdings, Inc. (FLUX) is spending its money to build out its energy storage business as of late 2025. The cost structure is heavily influenced by the cost of the physical product-the battery cells and components-and the necessary overhead to run a growing, technology-focused company.

The primary cost driver related to sales is the Cost of Goods Sold (COGS), which directly impacts the Gross Margin. For the full fiscal year 2025, Flux Power Holdings, Inc. achieved a Gross Margin of 32.7%. This margin reflects the cost of battery cells and components relative to revenue, showing improvement from the prior year.

Total Operating expenses (OpEx) for the full fiscal year 2025 reached $26.8 million, up from $23.8 million in the prior year. This increase reflects necessary spending to support growth and address compliance matters. A significant portion of this was a one-time hit related to financial reporting cleanup.

The breakdown of these operating costs highlights the investment in both administration and future technology:

• Selling, General, and Administrative (SG&A) costs for fiscal year 2025 totaled $22,304,000.
• This SG&A figure includes a one-time cost of $2.9 million incurred in connection with the multi-year restatement of previously issued financial statements, which management noted will not be incurred in future quarters.

Flux Power Holdings, Inc. has a definite, significant investment in Research & Development (R&D) for new product and software development, which is crucial for their strategy involving the SkyEMS software platform and new high-voltage solutions. Here is a look at the cost components for the full fiscal year 2025:

Cost Component	FY2025 Financial Amount
Total Operating Expenses (OpEx)	$26.8 million
Selling, General, and Administrative (SG&A)	$22,304,000
One-Time Restatement Cost (Included in OpEx)	$2.9 million
Research & Development (Inferred Total)	$4,496,000

The R&D investment is clearly ongoing, as shown by the quarterly spend in the first half of the fiscal year, signaling a focus on building out their software and product pipeline. Here's the quick math on the reported quarterly R&D spend:

• R&D Expense for Q1 FY2025 was $1.3 million.
• R&D Expense for Q2 FY2025 was $1.0 million.
• R&D Expense for Q3 FY2025 was $1.1 million.

The inferred full-year R&D spend of $4,496,000 aligns with the sum of these quarterly figures plus an expected Q4 spend. This spending supports the development of proprietary technology like the Intelligent Battery Cycle Life Maximization Algorithm and the SkyEMS 2.0 software platform.

Finance: draft 13-week cash view by Friday.

Flux Power Holdings, Inc. (FLUX) - Canvas Business Model: Revenue Streams

You're looking at how Flux Power Holdings, Inc. (FLUX) is bringing in cash as of late 2025. The model clearly leans on hardware sales but is strategically pivoting to lock in more predictable software income.

The core of the revenue comes from the sale of their lithium-ion battery packs for industrial and commercial equipment. For the full fiscal year (FY) 2025, the total revenue clocked in at $66.4 million. This represented a 9% increase year-over-year from the prior fiscal year.

Here's a quick look at the top-line performance for the period closest to the end of 2025:

Metric	FY 2025 Amount	Q4 FY 2025 Amount
Total Revenue	$66.4 million	$16.7 million
Revenue Growth (YoY for Q4)	N/A	25%
Gross Margin	32.7%	34.5%

The company is aggressively pursuing large, strategic hardware orders, particularly in the airport ground support equipment (GSE) sector. These deals often bundle the hardware with their intelligence platform, which is key to the recurring revenue component.

You can see the impact of these large deals:

• Secured a purchase order worth over $2 million from a major North American airline for 120 units of the G80-420 battery packs, delivered throughout 2025.
• Received an additional $1.2 million-plus order from another airline, which specifically included G80 solutions with a Multi-Year SkyEMS Software Subscription via integrated telemetry.
• Six new airline customers placed purchase orders totaling over $6 million in the last calendar year (as of the Q3 FY2025 report).
• Total GSE orders reached approximately $20 million around that same time frame.

The push for recurring revenue is centered on the SkyEMS telematics platform. While a specific standalone SaaS revenue number for FY2025 isn't explicitly broken out, the strategy is clear: the SkyEMS AI platform version 2.0 was released into beta testing with an airline customer, signaling the start of broader rollout and subscription capture. The Chief Revenue Officer noted that the SkyEMS telemetry and energy management systems are becoming a bigger piece of the sales conversation. The goal is for every lithium-ion battery to function as part of a connected, self-optimizing network, which translates directly into subscription fees for data and monitoring services.

Sales of related services, which include technical support and maintenance, are inherently tied to the hardware sales and the SkyEMS platform. The G80-420 battery packs feature modular architecture for field service, and the embedded telematics provide real-time insights and maintenance alerts, which supports a service revenue stream through uptime optimization and predictive maintenance contracts. The company has shipped more than 28,000 battery packs in total, representing a large installed base that can be monetized through ongoing service agreements.

Finance: draft 13-week cash view by Friday.