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DLH Holdings Corp. (DLHC) Fundamental Analysis & AI Grade 2026

DLHC Nasdaq Services-Help Supply Services NJ CIK: 0000785557
Update Pending • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Grade
D
88% Confidence
STRONG AGREEMENT
D
88% Conf
D
87% Conf

📊 DLHC Key Takeaways

Revenue: $128.2M
Net Margin: -3.0%
Free Cash Flow: $-1.0M
Current Ratio: 0.87x
Debt/Equity: 1.18x
EPS: $-0.27
AI Grade: D with 88% confidence
DLH Holdings Corp. (DLHC) receives a D fundamental grade with 88% confidence from our AI analysis based on SEC 10-K filings. With revenue of $128.2M, net profit margin of -3.0%, and return on equity (ROE) of -3.5%, DLH Holdings Corp. demonstrates mixed fundamentals in the Services sector. Below is our complete DLHC stock analysis for 2026.

Is DLH Holdings Corp. (DLHC) a Good Investment?

Claude

DLH Holdings is in severe financial distress with negative profitability, negative operating cash flow, and a current ratio of 0.87x indicating a potential liquidity crisis. The interest coverage ratio of 0.2x suggests the company cannot adequately service its $130M debt burden, creating substantial refinancing risk while revenue declines 13% YoY.

ChatGPT

DLH Holdings' fundamentals are under clear pressure, with revenue down 13% year over year, operating margin compressed to 2.1%, and the business slipping to a net loss. Financial health is strained by very low cash, sub-1.0 liquidity, high leverage, and weak interest coverage, while negative operating cash flow suggests earnings quality and debt service capacity are deteriorating.

DLH Holdings Corp. Key Strengths (DLHC)

Claude
  • + Gross margin of 20.1% demonstrates core operations can generate profit before overhead
  • + Maintains positive stockholders' equity of $110.3M despite recent losses
  • + Established market position in services sector with $128.2M annual revenue base
ChatGPT
  • + Gross margin remains relatively solid at 37.4%, indicating underlying contract economics are not inherently weak
  • + Stockholders' equity of $112.19M still provides a meaningful capital base
  • + Capital expenditure needs are minimal, which can support future cash flow recovery if operations stabilize

DLHC Stock Risks: DLH Holdings Corp. Investment Risks

Claude
  • ! Current and quick ratios of 0.87x signal impending liquidity crisis with insufficient current assets to cover short-term obligations
  • ! Interest coverage of 0.2x indicates critical inability to service $130M debt - company earnings cover only 20% of interest expense
  • ! Negative operating cash flow of -$984K reveals company is burning cash operationally with minimal $131K cash reserves
  • ! Revenue declining 13.0% YoY combined with net margin of -3.0% and declining net income (-81.6% YoY)
  • ! Operating margin of 1.1% leaves zero margin for error and vulnerable to minor operational disruptions
  • ! Debt-to-equity ratio of 1.18x is unsustainable given negative earnings trajectory
ChatGPT
  • ! Revenue contraction and a sharp decline in earnings point to weakening demand or execution pressure
  • ! Balance sheet risk is elevated due to $133.47M of long-term debt, 1.19x debt-to-equity, and only $257K of cash
  • ! Interest coverage of 0.4x and negative free cash flow increase refinancing and covenant risk

Key Metrics to Watch

Claude
  • * Operating cash flow - must turn positive to avoid insolvency
  • * Current ratio - critical to return above 1.0x to resolve liquidity risk
  • * Revenue trend reversal - must stabilize declining revenue and return to growth
  • * Interest coverage ratio - needs to improve significantly above 1.0x for debt sustainability
  • * Cash position - requires substantial increase from $131K to provide operational buffer
ChatGPT
  • * Operating cash flow and free cash flow trend
  • * Interest coverage and current ratio

DLH Holdings Corp. (DLHC) Financial Metrics & Key Ratios

Revenue
$128.2M
Net Income
$-3.9M
EPS (Diluted)
$-0.27
Free Cash Flow
$-1.0M
Total Assets
$276.7M
Cash Position
$131.0K

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

DLHC Profit Margin, ROE & Profitability Analysis

Gross Margin 20.1%
Operating Margin 1.1%
Net Margin -3.0%
ROE -3.5%
ROA -1.4%
FCF Margin -0.8%

DLHC vs Services Sector: How DLH Holdings Corp. Compares

How DLH Holdings Corp. compares to Services sector averages

Net Margin
DLHC -3.0%
vs
Sector Avg 10.0%
DLHC Sector
ROE
DLHC -3.5%
vs
Sector Avg 16.0%
DLHC Sector
Current Ratio
DLHC 0.9x
vs
Sector Avg 1.5x
DLHC Sector
Debt/Equity
DLHC 1.2x
vs
Sector Avg 0.7x
DLHC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is DLH Holdings Corp. Stock Overvalued? DLHC Valuation Analysis 2026

Based on fundamental analysis, DLH Holdings Corp. shows some fundamental concerns relative to the Services sector in 2026.

Return on Equity
-3.5%
Sector avg: 16%
Net Profit Margin
-3.0%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.18x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

DLH Holdings Corp. Balance Sheet: DLHC Debt, Cash & Liquidity

Current Ratio
0.87x
Quick Ratio
0.87x
Debt/Equity
1.18x
Debt/Assets
60.1%
Interest Coverage
0.24x
Long-term Debt
$130.0M

DLHC Revenue & Earnings Growth: 5-Year Financial Trend

DLHC 5-year financial data: Year 2021: Revenue $246.1M, Net Income $1.6M, EPS $0.12. Year 2022: Revenue $395.2M, Net Income $1.8M, EPS $0.13. Year 2023: Revenue $395.2M, Net Income $23.3M, EPS $1.64. Year 2024: Revenue $395.9M, Net Income $1.5M, EPS $0.10. Year 2025: Revenue $395.9M, Net Income $2.2M, EPS $0.15.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: DLH Holdings Corp.'s revenue has grown significantly by 61% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.15 reflects profitable operations.

DLHC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.8%
Free cash flow / Revenue

DLHC Quarterly Earnings & Performance

Quarterly financial performance data for DLH Holdings Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $59.3M $878.0K $0.06
Q1 2026 $68.9M $1.1M $0.08
Q3 2025 $83.3M $289.0K $0.02
Q2 2025 $89.2M $878.0K $0.06
Q1 2025 $90.8M $1.1M $0.08
Q3 2024 $100.7M $1.1M $0.08
Q2 2024 $99.4M $805.0K $0.06
Q1 2024 $72.7M $1.5M $0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

DLH Holdings Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$984.0K
Cash generated from operations
Capital Expenditures
$39.0K
Investment in assets
Dividends
None
No dividend program

DLHC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for DLH Holdings Corp. (CIK: 0000785557)

📋 Recent SEC Filings

Date Form Document Action
Jun 9, 2026 4 xslF345X06/wk-form4_1781037407.xml View →
Jun 3, 2026 4 xslF345X06/wk-form4_1780519178.xml View →
May 28, 2026 4 xslF345X06/wk-form4_1780000990.xml View →
May 21, 2026 4 xslF345X06/wk-form4_1779394683.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779222212.xml View →

Frequently Asked Questions about DLHC

What is the AI rating for DLHC?

DLH Holdings Corp. (DLHC) has a Combined AI Grade of D from Claude (D) and ChatGPT (D) with 88% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DLHC's key strengths?

Claude: Gross margin of 20.1% demonstrates core operations can generate profit before overhead. Maintains positive stockholders' equity of $110.3M despite recent losses. ChatGPT: Gross margin remains relatively solid at 37.4%, indicating underlying contract economics are not inherently weak. Stockholders' equity of $112.19M still provides a meaningful capital base.

What are the risks of investing in DLHC?

Claude: Current and quick ratios of 0.87x signal impending liquidity crisis with insufficient current assets to cover short-term obligations. Interest coverage of 0.2x indicates critical inability to service $130M debt - company earnings cover only 20% of interest expense. ChatGPT: Revenue contraction and a sharp decline in earnings point to weakening demand or execution pressure. Balance sheet risk is elevated due to $133.47M of long-term debt, 1.19x debt-to-equity, and only $257K of cash.

What is DLHC's revenue and growth?

DLH Holdings Corp. reported revenue of $128.2M.

Does DLHC pay dividends?

DLH Holdings Corp. does not currently pay dividends.

Where can I find DLHC SEC filings?

Official SEC filings for DLH Holdings Corp. (CIK: 0000785557) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DLHC's EPS?

DLH Holdings Corp. has a diluted EPS of $-0.27.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is DLHC's fundamental grade?

Based on our AI fundamental analysis in June 2026, DLH Holdings Corp. has a D grade with 88% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is DLHC stock overvalued or undervalued?

Valuation metrics for DLHC: ROE of -3.5% (sector avg: 16%), net margin of -3.0% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is DLHC's AI grade for 2026?

Our dual AI analysis gives DLH Holdings Corp. a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DLHC's free cash flow?

DLH Holdings Corp.'s operating cash flow is $-984.0K, with capital expenditures of $39.0K. FCF margin is -0.8%.

How does DLHC compare to other Services stocks?

Vs Services sector averages: Net margin -3.0% (avg: 10%), ROE -3.5% (avg: 16%), current ratio 0.87 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI