Welcome to our dedicated page for Dlh Holdings SEC filings (Ticker: DLHC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The DLH Holdings Corp. (NASDAQ: DLHC) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. DLH, a New Jersey corporation in the professional, scientific, and technical services sector, submits annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K that describe its financial condition, contract developments, executive arrangements, and other material events.
For this issuer, 10-K and 10-Q filings are central sources for understanding revenue composition, contract costs, general and administrative expenses, debt obligations, cash flows, and non-GAAP measures such as EBITDA, EBITDA as a percent of revenue, and free cash flow. These reports also include discussions of risk factors related to federal budget priorities, small business set-aside policies, procurement processes, contract transitions, and the company’s ability to manage its debt and comply with financial covenants.
Form 8-K current reports for DLH often announce quarterly results, preliminary financial information, significant contract updates, and executive employment agreements. Recent 8-Ks have described debt reduction achievements, the status of major contracts such as monitoring and compliance services for the Office of Head Start, and a sole-source IDIQ award for pharmacy and logistics services under the Department of Veterans Affairs Consolidated Mail Outpatient Pharmacy program, as well as a new employment agreement with the company’s chief executive officer.
On Stock Titan, these filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping users quickly identify items such as revenue trends, backlog disclosures, debt levels, and notable contract changes. Real-time updates from the EDGAR system ensure that new DLHC filings, including Forms 4 reporting insider transactions and proxy materials detailing executive compensation, become available promptly, with AI-generated insights to make the technical language more accessible to investors and researchers.
DLH Holdings Corp. reported results of its March 12, 2026 annual shareholder meeting. Shareholders approved an amendment to the 2025 Equity Incentive Plan, increasing the number of shares available for issuance under the plan by 550,000 shares, effective upon approval.
Seven director nominees, including Zachary C. Parker and Judith L. Bjornaas, were elected to serve until the 2027 annual meeting. Shareholders also approved, on an advisory basis, the compensation of the named executive officers and ratified the appointment of Withum, Smith + Brown, P.C. as independent auditor for the fiscal year ending September 30, 2026.
As of the January 21, 2026 record date, 14,493,035 common shares were outstanding and entitled to vote, with 13,172,541 shares represented in person or by proxy at the meeting, constituting a quorum.
Mink Brook Partners LP, an entity managed by Mink Brook Asset Management LLC, purchased 8,048 shares of DLH Holdings Corp. common stock in an open-market transaction at a weighted average price of $5.50 per share. After the trade, Mink Brook Partners LP held 1,983,195 shares and Mink Brook Opportunity Fund LP held 694,322 shares, with Mink Brook Asset Management LLC and its affiliates disclaiming beneficial ownership beyond their pecuniary interests.
Mink Brook Partners LP, an entity managed by Mink Brook Asset Management LLC, reported open-market purchases of DLH Holdings Corp. common stock. The fund bought 24,699 shares of Common Stock in total at a weighted-average price of
DLH Holdings Corp. received an updated ownership report showing that Minerva Advisors LLC and related entities, together with David P. Cohen, beneficially own 1,113,057 shares of DLH common stock, or 7.7% of the company. This is based on 14,493,035 shares outstanding as of February 6, 2026.
Minerva Group, LP directly holds 675,434 shares, representing 4.7% of the outstanding stock, and each Minerva entity and David P. Cohen is deemed a beneficial owner of these shares. Minerva Advisors LLC and David P. Cohen also report shared voting and dispositive power over an additional 437,623 shares.
The reporting persons certify that the securities were not acquired and are not held for the purpose of changing or influencing control of DLH, indicating a passive investment intent under Schedule 13G.
Mink Brook Asset Management LLC, a 10% owner of DLH Holdings Corp., reported indirect open-market purchases of the company’s common stock through affiliated investment funds. Mink Brook Partners LP bought 13,577 shares on February 12, 2026 and 319 shares on February 13, 2026, both at a weighted average price of $5.50 per share. After these transactions, Mink Brook Partners LP held 1,950,448 DLH shares, while Mink Brook Opportunity Fund LP held 694,322 shares, all reported as indirect holdings of Mink Brook Asset Management LLC. The reporting entities and their general partner disclaim beneficial ownership beyond their pecuniary interest.
DLH Holdings Corp. insider Zachary C. Parker reports beneficial ownership of 584,594 shares of common stock, representing 4.0% of the class. This total includes 549,594 shares held directly and options to purchase 35,000 shares. The percentage is calculated against 14,493,035 shares outstanding as of January 21, 2026, plus Mr. Parker’s exercisable options. The filing notes that his holdings represent ownership of 5 percent or less of the company’s common stock and exclude unvested restricted stock units.
DLH Holdings Corp. reported weaker quarterly results for the three months ended December 31, 2025. Revenue fell to $68.9 million from $90.8 million a year earlier, mainly because several Veterans Affairs and Health and Human Services contracts shifted to small business contractors.
The company posted a net loss of $1.3 million, versus net income of $1.1 million last year, with diluted EPS moving from $0.08 to $(0.09). Operating income dropped to $1.4 million from $5.6 million, as lower volume outweighed modest cost reductions. Contract costs declined with revenue, while general and administrative expenses fell slightly but rose as a percentage of sales.
DLH carries significant leverage, with $136.6 million of debt obligations and quarterly interest expense of $3.4 million, partly mitigated by prior prepayments and an interest rate swap. Non‑GAAP EBITDA was $5.7 million and Adjusted EBITDA was $6.5 million, both below last year. Management initiated cost‑scaling actions and confirmed goodwill was not impaired after a market‑driven share price decline. Backlog edged up to $517.4 million, including $124.0 million funded, supporting future revenue.
DLH Holdings Corp. reported fiscal 2026 first quarter revenue of $68.9 million, down 24% from $90.8 million a year earlier, as certain legacy programs transitioned to small‑business set-aside contractors. The company posted a net loss of $1.3 million, versus net income of $1.1 million.
Adjusted EBITDA was $6.5 million, or 9.5% of revenue, compared with $9.9 million and an 11.0% margin, reflecting cost-scaling initiatives to align expenses with lower volumes. Operating cash outflow improved to $4.8 million from $11.5 million, while debt increased to $136.6 million and backlog rose slightly to $517.4 million.
DLH Holdings describes a transitional 2025, balancing technology investment with contract and revenue pressure. The company generated Free Cash Flow of 22,975 (in thousands) by converting strong operating cash flow and reduced capital spending, using this cash to pay down debt.
Revenue was highly concentrated in U.S. federal health and defense agencies, with the Department of Health and Human Services, Department of Veterans Affairs, and Department of Defense together accounting for nearly all 2025 revenue. Backlog fell to approximately 514,300 (with 114,100 funded), reflecting the loss or downsizing of major contracts.
Management highlights innovative AI, cloud, and data platforms such as DLH Cyclone, DLH Nexus, DLH NEURA and the FedRAMP-compliant Infinibyte platform, along with multiple national awards, as key differentiators. The 10‑K also details significant risks, including customer concentration, small‑business set‑aside competition, budget uncertainty, shutdown disruptions, debt covenant requirements, cybersecurity threats, and integration risks from past and future acquisitions.
DLH Holdings Corp. is asking shareholders to vote on key governance and compensation items at its 2026 Annual Meeting. The hybrid meeting will be held on March 12, 2026 at 10:00 a.m. Eastern Time, in New York and online via a secure webcast platform.
Shareholders will vote on electing seven directors to serve until the 2027 meeting, a non-binding advisory vote on named executive officer pay, an amendment to the 2025 Equity Incentive Plan to increase shares available under the plan, and ratification of WithumSmith+Brown, PC as independent auditor for fiscal 2026.
The record date is January 21, 2026, when 14,493,035 shares of common stock were outstanding, each entitled to one non-cumulative vote. The Board unanimously recommends voting in favor of all four proposals and describes detailed procedures for voting in person, online, or by proxy.