Flux Power Holdings, Inc. (FLUX): Lienzo del Modelo de Negocios [Actualizado en Ene-2025]

En el panorama en rápida evolución del almacenamiento de energía y la tecnología industrial, Flux Power Holdings, Inc. (Flux) surge como una fuerza pionera, revolucionando las soluciones de baterías de iones de litio con su innovador lienzo modelo de negocios. Al posicionarse estratégicamente en la intersección de la ingeniería avanzada, la tecnología sostenible y las necesidades del mercado industrial, el flujo ofrece sistemas de baterías de alto rendimiento que están transformando el manejo de materiales, los vehículos eléctricos y los sectores de energía renovable con diseño de vanguardia, eficiencia incomparable y personalizables y personalizables Soluciones de almacenamiento de energía.

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: asociaciones clave

Colaboración estratégica con fabricantes de vehículos eléctricos

Flux Power ha establecido asociaciones con varios fabricantes clave de equipos de manejo de vehículos eléctricos y materiales:

Pareja	Enfoque de asociación	Año establecido
Manejo de material de Toyota	Sistemas de batería de iones de litio para carretillas elevadoras	2018
Manejo de materiales Hyster-Yale	Integración de tecnología de batería avanzada	2019

Proveedores de tecnología de baterías y fabricantes de componentes

Flux Power mantiene asociaciones críticas con tecnología de batería y proveedores de componentes:

• Samsung SDI - suministro de celda de batería de iones de litio
• Solución de energía LG - Adquisición de celda de batería
• Panasonic - Componentes del sistema de gestión de baterías

Asociaciones de abastecimiento de materiales para la producción de baterías de iones de litio

Las asociaciones de abastecimiento de materiales incluyen:

Proveedor	Tipo de material	Volumen de suministro anual
Corporación Albemarle	Compuestos de litio	500 toneladas métricas
Soluciones de batería globales	Metales de grado de batería	250 toneladas métricas

Socios de distribución e integración

Flux Power colabora con socios de distribución e integración en múltiples sectores:

• Raymond Corporation - Integración de equipos de manejo de materiales
• Potencia de enchufe - Manejo de materiales Soluciones de batería
• Energía Nuvation - Ingeniería del sistema de baterías

Contribución total de ingresos de la asociación: $ 12.4 millones en 2023

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: actividades clave

Diseño e ingeniería del sistema de batería de iones de litio

A partir del cuarto trimestre de 2023, Flux Papel dedicó el 18% de su presupuesto operativo al diseño e ingeniería del sistema de baterías. La compañía mantiene un equipo técnico de 42 ingenieros especializados centrados en tecnologías avanzadas de baterías de iones de litio.

Recurso de ingeniería	Asignación
Personal de ingeniería total	42 empleados
Inversión anual de I + D	$ 3.2 millones
Diseño de iteraciones por año	37 diseños de sistemas de batería

Fabricación de paquetes de baterías para aplicaciones industriales y comerciales

Flux Power opera una instalación de fabricación de 45,000 pies cuadrados en Vista, California, especializada en sistemas de batería de iones de litio de alto rendimiento.

• Capacidad de fabricación anual: 5,000 paquetes de baterías
• Mercados de fabricación primarios: manejo de materiales, soporte de tierra del aeropuerto y aplicaciones marinas
• Tasa de eficiencia de fabricación: 94.7% en 2023

Investigación y desarrollo de soluciones avanzadas de almacenamiento de energía

La compañía invirtió $ 3.2 millones en I + D durante el año fiscal 2023, centrándose en tecnologías innovadoras de baterías.

Área de enfoque de I + D	Inversión
Investigación de química de la batería	$ 1.4 millones
Optimización del rendimiento	$ 1.1 millones
Sistemas de batería de próxima generación	$ 0.7 millones

Pruebas de productos y procesos de garantía de calidad

Flux Power mantiene protocolos de prueba rigurosos con un equipo dedicado de garantía de calidad de 12 especialistas.

• Personal de control de calidad: 12 empleados
• Ciclos de prueba por producto: 47 pruebas integrales
• Certificación de confiabilidad del producto: estándar ISO 9001: 2015

Inversión total de actividades clave para 2023: $ 7.5 millones

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: recursos clave

Tecnología del sistema de gestión de baterías patentadas

La tecnología patentada del sistema de gestión de baterías de iones de litio (BMS) de Flux Power permite soluciones avanzadas de almacenamiento de energía. A partir del cuarto trimestre de 2023, la compañía sostuvo 7 patentes de tecnología de batería activa.

Categoría de patente	Número de patentes	Enfoque tecnológico
Sistema de gestión de baterías	4	Control de potencia avanzado
Diseño de batería	3	Arquitectura de iones de litio

Instalaciones de fabricación

Flux Power opera un Instalación de fabricación de 25,000 pies cuadrados Ubicado en Vista, California. La instalación está equipada para la producción de baterías y el desarrollo de ingeniería.

Fuerza laboral de ingeniería calificada

• Total de empleados a partir del cuarto trimestre 2023: 86
• Porcentaje de personal de ingeniería: 42%
• Experiencia promedio de ingeniería: 8.5 años

Propiedad intelectual

La cartera de propiedades intelectuales de Flux Power incluye patentes de diseño de baterías específicamente que se dirigen a los mercados de manejo de materiales, aeroespaciales y marinos.

Segmento de mercado	Número de patentes especializadas
Manejo de materiales	3
Aeroespacial	2
Marina	2

Equipos avanzados de pruebas y producción

Inversión en equipos de prueba para 2023: $ 1.2 millones. El equipo incluye cámaras de pruebas de ciclo de batería, sistemas de análisis térmico y herramientas de fabricación de precisión.

• Cámaras de pruebas de ciclo de batería: 6 unidades
• Sistemas de análisis térmico: 3 unidades
• Estaciones de trabajo de ensamblaje de batería de precisión: 8 unidades

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: propuestas de valor

Soluciones de batería de iones de litio de alto rendimiento para mercados industriales

Flux Power ofrece soluciones de batería de iones de litio con métricas de rendimiento específicas:

Tipo de batería	Rango de capacidad	Voltaje	Vida en bicicleta
Iones de litio industrial	20-600 AH	24V-80V	2,000-3,500 ciclos

Duración de la batería extendida y eficiencia operativa mejorada

Las características de rendimiento de la batería incluyen:

• Densidad de energía: 120-180 wh/kg
• Eficiencia de carga: 95-98%
• Rango de temperatura: -20 ° C a 60 ° C
• Capacidad de carga rápida: 1-2 horas de carga completa

Tecnologías de almacenamiento de energía sostenible y respetuosa con el medio ambiente

Especificaciones ambientales:

Métrico	Valor
Reducción de CO2	Hasta el 70% en comparación con las baterías de plomo-ácido
Reciclabilidad	95% de los componentes de la batería reciclables

Sistemas de baterías personalizables para diversas aplicaciones industriales

Segmentos de mercado atendidos:

• Equipo de manejo de materiales
• Soporte de tierra aeroespacial
• Vehículos eléctricos
• Almacenamiento de energía renovable

Métricas clave de rendimiento de la aplicación:

Solicitud	Optimización de la batería
Carretillas elevadoras	25% aumentó el tiempo de ejecución
Apoyo de tierra del aeropuerto	Costos de mantenimiento reducidos del 40%

Flux Power Holdings, Inc. (Flux) - Modelo de negocios: relaciones con los clientes

Equipos directos de ventas y soporte técnico

A partir del cuarto trimestre de 2023, Flux Power mantiene un equipo de ventas directo de 22 profesionales centrado en soluciones de baterías de iones de litio para manejo de materiales, soporte de tierra del aeropuerto y otras aplicaciones industriales.

Métrica del equipo de ventas	2023 datos
Representantes de ventas totales	22
Tiempo promedio de interacción con el cliente	3.5 horas por cliente
Tasa de retención de clientes	87.6%

Consulta de ingeniería personalizada

Flux Power ofrece servicios de consulta de ingeniería especializada con un equipo dedicado de 8 ingenieros técnicos.

• Las áreas de enfoque de consulta incluyen el diseño del sistema de batería
• Soluciones de energía personalizadas para requisitos industriales específicos
• Duración de consulta promedio: 12-15 horas por proyecto

Atención al cliente en línea y plataformas de participación digital

Los canales de soporte digital incluyen portal web, soporte por correo electrónico y documentación técnica accesible las 24 horas, los 7 días de la semana.

Canal de soporte digital	2023 Métricas de rendimiento
Tiempo de respuesta promedio	2.3 horas
Tickets de soporte en línea resuelto	1.456 boletos
Calificación de satisfacción del cliente	4.7/5

Acuerdos de servicio y mantenimiento a largo plazo

Flux Power ofrece contratos de servicio integrales para sistemas de batería con opciones de cobertura de varios años.

• Duración por contrato: 3-5 años
• Cobertura de mantenimiento para sistemas de batería de iones de litio
• Mantenimiento preventivo incluido en los acuerdos de servicio

Capacitación técnica y soporte de implementación

Programas de capacitación integrales proporcionados para clientes que implementan soluciones de batería de energía de flujo.

Métrica del programa de capacitación	2023 datos
Sesiones de entrenamiento totales	87
Clientes capacitados	246
Duración promedio de entrenamiento	6.5 horas

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: canales

Fuerza de ventas directa dirigida a clientes industriales

A partir del cuarto trimestre de 2023, Flux Power mantiene un equipo de ventas dedicado que se centra en las soluciones de baterías de iones de litio para los mercados industriales. La fuerza de ventas directas cubre los sectores clave que incluyen:

• Equipo de manejo de materiales
• Aplicaciones de potencia de motivo
• Vehículos eléctricos especiales

Plataformas de comercio electrónico en línea

Flux Power utiliza canales de ventas digitales con las siguientes métricas:

Plataforma	Volumen de ventas anual	Compromiso del cliente
Sitio web de la empresa	$ 4.2 millones (2023)	3.750 visitantes únicos mensualmente
Portales de suministro industrial	$ 1.8 millones (2023)	2.200 cuentas comerciales registradas

Distribuidores de equipos industriales

La red de distribución incluye:

• 12 distribuidores regionales autorizados
• Asociaciones con 3 principales fabricantes de equipos de manejo de materiales

Ferias comerciales y conferencias de la industria

Estadísticas de participación anual:

Tipo de evento	Número de eventos	Generación de leads
Ferias comerciales industriales	8 eventos	425 clientes potenciales calificados (2023)
Conferencias de tecnología de baterías	5 eventos	276 clientes potenciales calificados (2023)

Marketing digital y seminarios técnicos

Métricas de compromiso digital para 2023:

• 12 seminarios web técnicos realizados
• 1.850 asistentes de seminarios web totales
• Gasto de marketing digital: $ 375,000
• Tasa de conversión: 4.2%

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: segmentos de clientes

Fabricantes de equipos de manejo de materiales

A partir del cuarto trimestre de 2023, Flux Power ha asegurado contratos con 17 fabricantes de equipos de manejo de materiales. El valor total de mercado para las soluciones de batería de iones de litio en equipos de manejo de materiales se estimó en $ 2.3 mil millones en 2023.

Tipo de fabricante	Número de contratos	Ingresos anuales estimados
Fabricantes de baterías de montacargas	12	$ 8.7 millones
Fabricantes de vehículos guiados automatizados (AGV)	5	$ 3.2 millones

Compañías de almacén y logística

Flux Power sirve a 23 principales compañías de almacén y logística en 2024, con un enfoque en las soluciones de electrificación.

• Amazon Logistics: contrato principal de suministro de baterías
• Manejo de materiales de FedEx: Asociación continua de tecnología de baterías
• Centros de distribución de Walmart: instalaciones de sistemas de batería múltiple

Fabricantes de equipos originales de vehículos eléctricos

En 2023, la energía de flujo se dedica a 9 OEM de vehículos eléctricos, generando $ 12.5 millones en ingresos especializados del sistema de baterías.

Segmento OEM	Número de asociaciones	Ingresos del sistema de batería
Vehículos eléctricos comerciales	6	$ 7.8 millones
Vehículos eléctricos especiales	3	$ 4.7 millones

Proveedores de almacenamiento de energía renovable

Flux Power tiene 12 contratos activos con proveedores de almacenamiento de energía renovable, con un valor de contrato total de $ 15.3 millones en 2023.

Equipos industriales y compañías de maquinaria

La compañía atiende a 15 fabricantes de equipos industriales, con soluciones de sistemas de baterías por un total de $ 9.6 millones en ingresos anuales para 2023.

Segmento industrial	Número de clientes	Ingresos anuales del sistema de baterías
Equipo de construcción	8	$ 5.4 millones
Equipo minero	4	$ 2.7 millones
Maquinaria agrícola	3	$ 1.5 millones

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: Estructura de costos

Adquisición de componentes de la batería y materia prima

A partir del año fiscal 2023, los costos de adquisición de materia prima de Flux Power fueron de $ 14.3 millones. Los gastos clave de los componentes de la batería incluyen:

Componente	Costo anual
Células de iones de litio	$ 6.7 millones
Sistemas de gestión de baterías	$ 3.2 millones
Tripas de metal	$ 2.4 millones

Gastos de fabricación y producción

Los costos totales de fabricación para 2023 fueron de $ 22.1 millones, con el siguiente desglose:

• Costos laborales directos: $ 5.6 millones
• Sobrecoss de fabricación: $ 8.3 millones
• Depreciación del equipo: $ 4.2 millones
• Mantenimiento de la instalación: $ 4 millones

Inversiones de investigación y desarrollo

Los gastos de I + D para el año fiscal 2023 totalizaron $ 7.9 millones, lo que representa el 12.4% de los ingresos totales.

Área de enfoque de I + D	Inversión
Innovación de tecnología de baterías	$ 4.5 millones
Sistemas de gestión de energía	$ 2.1 millones
Desarrollo prototipo	$ 1.3 millones

Costos operativos de ventas y marketing

Los gastos de ventas y marketing para 2023 fueron de $ 6.5 millones, que incluyen:

• Marketing digital: $ 1.8 millones
• Feria comercial y participación en la conferencia: $ 1.2 millones
• Compensación del equipo de ventas: $ 2.5 millones
• Garantía de marketing y publicidad: $ 1 millón

Personal y gastos de la fuerza laboral

Los gastos totales relacionados con la fuerza laboral para 2023 ascendieron a $ 16.7 millones:

Categoría de personal	Costo anual
Salarios base	$ 12.3 millones
Beneficios para empleados	$ 2.8 millones
Capacitación y desarrollo	$ 1.6 millones

Flux Power Holdings, Inc. (Flux) - Modelo de negocio: flujos de ingresos

Ventas del sistema de baterías y ofertas de productos

Flux Power reportó ingresos totales de $ 26.3 millones para el año fiscal 2023, con ventas del sistema de baterías que comprenden el flujo de ingresos primario.

Categoría de productos	Contribución de ingresos
Sistemas de batería de iones de litio	$ 18.7 millones
Manejo de materiales baterías	$ 5.2 millones
Baterías de vehículos eléctricos	$ 2.4 millones

Servicios de ingeniería y diseño personalizados

Los servicios de ingeniería personalizada generaron aproximadamente $ 1.5 millones en ingresos para el año fiscal 2023.

• Diseño especializado en sistema de batería
• Desarrollo prototipo
• Servicios de integración personalizados

Contratos de mantenimiento y soporte del sistema de batería

Los contratos de mantenimiento y soporte representaron $ 3.2 millones en ingresos recurrentes para el año fiscal 2023.

Tipo de contrato	Ingresos anuales
Mantenimiento preventivo	$ 1.8 millones
Garantía extendida	$ 1.4 millones

Piezas de repuesto del mercado de accesorios

Las ventas de piezas de reemplazo generaron $ 1.9 millones en ingresos para el año fiscal 2023.

• Reemplazos de celda de batería
• Componentes del sistema de gestión de baterías
• Piezas de infraestructura de carga

Acuerdos de licencia tecnológica y propiedad intelectual

La licencia de propiedad intelectual generó $ 0.8 millones en ingresos adicionales para el año fiscal 2023.

Categoría de licencias	Ganancia
Licencias de tecnología de baterías	$ 0.5 millones
Regalías de patente	$ 0.3 millones

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.