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

DLHC Nasdaq Services-Help Supply Services NJ CIK: 0000785557
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
Combined AI Rating
STRONG SELL
90% Confidence
STRONG AGREEMENT
STRONG SELL
92% Conf
STRONG SELL
87% Conf

📊 DLHC Key Takeaways

Revenue: $68.9M
Net Margin: -1.9%
Free Cash Flow: $-4.8M
Current Ratio: 0.97x
Debt/Equity: 1.19x
EPS: $-0.09
AI Rating: STRONG SELL with 92% confidence
DLH Holdings Corp. (DLHC) receives a STRONG SELL rating with 90% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $68.9M, net profit margin of -1.9%, and return on equity (ROE) of -1.2%, 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 experiencing severe financial deterioration with negative net income, negative operating cash flow, and deteriorating profitability metrics despite maintaining a respectable gross margin. The company's liquidity position is critically weak with near-unity current ratio and minimal cash reserves ($257K) while carrying substantial long-term debt ($133.5M), creating significant solvency risk.

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.

Why Buy DLH Holdings Corp. Stock? DLHC Key Strengths

Claude
  • + Solid gross margin of 37.4% indicates reasonable pricing power and cost management at operational level
  • + Asset base of $283.5M provides some collateral value for debt obligations
  • + Recent insider activity (4 Form 4 filings in 90 days) suggests some management engagement
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
  • ! Negative net income of -$1.3M with 81.6% YoY deterioration indicates fundamental business model stress
  • ! Negative operating cash flow of -$4.8M and free cash flow of -$4.8M demonstrate inability to fund operations from business activities
  • ! Critical liquidity crisis with current ratio of 0.97x and cash position of only $257K against $133.5M long-term debt and 1.19x debt-to-equity ratio
  • ! Interest coverage of 0.4x shows company cannot service debt from operating earnings, indicating imminent financial distress
  • ! Revenue decline of 13.0% YoY combined with operating margin compression to 2.1% suggests losing competitive position
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 trend and path to positive cash generation
  • * Debt refinancing ability and covenant compliance status
  • * Revenue stabilization and customer retention metrics
  • * Working capital management and cash position improvement
ChatGPT
  • * Operating cash flow and free cash flow trend
  • * Interest coverage and current ratio

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

Revenue
$68.9M
Net Income
$-1.3M
EPS (Diluted)
$-0.09
Free Cash Flow
$-4.8M
Total Assets
$283.5M
Cash Position
$257.0K

💡 AI Analyst Insight

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

DLHC Profit Margin, ROE & Profitability Analysis

Gross Margin 37.4%
Operating Margin 2.1%
Net Margin -1.9%
ROE -1.2%
ROA -0.5%
FCF Margin -7.0%

DLHC vs Services Sector: How DLH Holdings Corp. Compares

How DLH Holdings Corp. compares to Services sector averages

Net Margin
DLHC -1.9%
vs
Sector Avg 10.0%
DLHC Sector
ROE
DLHC -1.2%
vs
Sector Avg 16.0%
DLHC Sector
Current Ratio
DLHC 1.0x
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
-1.2%
Sector avg: 16%
Net Profit Margin
-1.9%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.19x
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
0.97x
Quick Ratio
0.97x
Debt/Equity
1.19x
Debt/Assets
60.4%
Interest Coverage
0.41x
Long-term Debt
$133.5M

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
-7.0%
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
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
Q3 2023 $66.4M $1.7M $0.12

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
-$4.8M
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
Apr 8, 2026 4 xslF345X06/wk-form4_1775680398.xml View →
Mar 17, 2026 8-K dlhc-20260312.htm View →
Feb 20, 2026 4 xslF345X05/wk-form4_1771623065.xml View →
Feb 18, 2026 4 xslF345X05/wk-form4_1771453434.xml View →
Feb 13, 2026 4 xslF345X05/wk-form4_1771020074.xml View →

Frequently Asked Questions about DLHC

What is the AI rating for DLHC?

DLH Holdings Corp. (DLHC) has a Combined AI Rating of STRONG SELL from Claude (STRONG SELL) and ChatGPT (STRONG SELL) with 90% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are DLHC's key strengths?

Claude: Solid gross margin of 37.4% indicates reasonable pricing power and cost management at operational level. Asset base of $283.5M provides some collateral value for debt obligations. 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: Negative net income of -$1.3M with 81.6% YoY deterioration indicates fundamental business model stress. Negative operating cash flow of -$4.8M and free cash flow of -$4.8M demonstrate inability to fund operations from business activities. 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 $68.9M.

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 $-0.09.

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 rating reflects both perspectives for balanced insights.

Is DLHC a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, DLH Holdings Corp. has a STRONG SELL rating with 90% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DLHC stock overvalued or undervalued?

Valuation metrics for DLHC: ROE of -1.2% (sector avg: 16%), net margin of -1.9% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy DLHC stock in 2026?

Our dual AI analysis gives DLH Holdings Corp. a combined STRONG SELL rating 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 $-4.8M, with capital expenditures of $39.0K. FCF margin is -7.0%.

How does DLHC compare to other Services stocks?

Vs Services sector averages: Net margin -1.9% (avg: 10%), ROE -1.2% (avg: 16%), current ratio 0.97 (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: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI