DLH Holdings Corp.
DLHC · Services-Help Supply Services · 14.5M shares · +2%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$2M (gross $211K, SBC $2M)
Reference price $5.25 · est. market cap ~$76M — last insider purchase, 2026-06-30 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B70gen composite 55pct→70
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Weak liquidityCurrent ratio 1.00 (<1)
- Notable holderHeld by 4 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, STATE STREET CORP, CITADEL ADVISORS LLC +1 more (as of 2026-03-31)
- Revenue declineRevenue -33.6% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
18.9%
Operating margin
4.9%
Net margin
0.4%
Return on equity
1.2%
Return on assets
0.5%
ROIC
5.5%
Revenue growth (QoQ)
-33.6%
Net-income growth
-81.6%
Debt / equity
1.1×
Net debt / EBITDA
3.8×
Current ratio
1.0×
EBITDA
$34M
Tangible book value
-$117M
Cash & investments
$125K
Stock comp / revenue
0.4%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| Kathryn M. JohnBull | Director, CEO and President | $1M FY2025 |
| Zachary C. Parker | CEO and President | $2M FY2025 |
| Austin J. Yerks III | Director | $177K FY2025 |
| Elder Granger | Director | $180K FY2025 |
| Frances M. Murphy | Director | $175K FY2025 |
| Frederick G. Wasserman | Director | $206K FY2025 |
| Judith L. Bjornaas | Director | $180K FY2025 |
| Stephen J. Zelkowicz | Director | $182K FY2025 |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-30 | JohnBull Kathryn M. | Grant | 86K | — |
| 2026-06-30 | Mink Brook Asset Management LLC | Buy | 4.5K | $5.25 |
| 2026-06-29 | Mink Brook Asset Management LLC | Buy | 640 | $5.25 |
| 2026-06-26 | Mink Brook Asset Management LLC | Buy | 15K | $5.28 |
| 2026-06-25 | Mink Brook Asset Management LLC | Buy | 9.3K | $5.50 |
| 2026-06-24 | Mink Brook Asset Management LLC | Buy | 3.7K | $5.50 |
| 2026-06-23 | Mink Brook Asset Management LLC | Buy | 110 | $5.50 |
| 2026-06-22 | Mink Brook Asset Management LLC | Buy | 624 | $5.50 |
| 2026-06-18 | Mink Brook Asset Management LLC | Buy | 6.5K | $5.50 |
| 2026-06-17 | Mink Brook Asset Management LLC | Buy | 2.7K | $5.50 |
| 2026-06-16 | Mink Brook Asset Management LLC | Buy | 3.9K | $5.50 |
| 2026-06-11 | Mink Brook Asset Management LLC | Buy | 1.7K | $5.50 |
| 2026-06-09 | Mink Brook Asset Management LLC | Buy | 71 | $5.50 |
| 2026-06-08 | Mink Brook Asset Management LLC | Buy | 49 | $5.50 |
| 2026-06-02 | Mink Brook Asset Management LLC | Buy | 7.5K | $5.50 |
| 2026-05-27 | Mink Brook Asset Management LLC | Buy | 3.2K | $5.50 |
| 2026-05-21 | Mink Brook Asset Management LLC | Buy | 1.6K | $5.50 |
| 2026-05-20 | Mink Brook Asset Management LLC | Buy | 120 | $5.50 |
| 2026-05-19 | Mink Brook Asset Management LLC | Buy | 2.4K | $5.50 |
| 2026-05-18 | Mink Brook Asset Management LLC | Buy | 5.3K | $5.50 |
| 2026-05-14 | Mink Brook Asset Management LLC | Buy | 512 | $5.50 |
| 2026-05-13 | Mink Brook Asset Management LLC | Buy | 69K | $5.50 |
| 2026-04-07 | Mink Brook Asset Management LLC | Buy | 196 | $5.50 |
| 2026-02-19 | Mink Brook Asset Management LLC | Buy | 8.0K | $5.50 |
| 2026-02-18 | Mink Brook Asset Management LLC | Buy | 22K | $5.50 |
| 2026-02-17 | Mink Brook Asset Management LLC | Buy | 2.6K | $5.50 |
| 2026-02-13 | Mink Brook Asset Management LLC | Buy | 319 | $5.50 |
| 2026-02-12 | Mink Brook Asset Management LLC | Buy | 14K | $5.50 |
| 2026-01-08 | Mink Brook Asset Management LLC | Buy | 1.5K | $5.50 |
| 2026-01-07 | Mink Brook Asset Management LLC | Buy | 3.6K | $5.50 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-07-06 | Exec/director changeReg FDExhibits | filing ↗ |
| 2026-06-17 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-05-06 | ResultsExhibits | filing ↗ |
| 2026-03-17 | Exec/director changeShareholder voteExhibits | filing ↗ |
| 2026-02-09 | ResultsExhibits | filing ↗ |
| 2025-12-10 | Results | filing ↗ |
| 2025-10-30 | ResultsOther | filing ↗ |
| 2025-10-02 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-07-06 | 2026-06-29 | 0001628280-26-047263 ↗ |
| 8-K | 2026-06-17 | 2026-06-11 | 0001628280-26-043937 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001628280-26-031322 ↗ |
| 8-K | 2026-05-06 | 2026-05-06 | 0001628280-26-031338 ↗ |
| 8-K | 2026-03-17 | 2026-03-12 | 0001628280-26-018861 ↗ |
| 10-Q | 2026-02-09 | 2025-12-31 | 0000785557-26-000013 ↗ |
| 8-K | 2026-02-09 | 2026-02-09 | 0000785557-26-000011 ↗ |
| DEF 14A | 2026-01-28 | 2025-09-30 | 0000785557-26-000006 ↗ |
| 10-K | 2025-12-10 | 2025-09-30 | 0000785557-25-000159 ↗ |
| 8-K | 2025-12-10 | 2025-12-10 | 0000785557-25-000161 ↗ |
| 8-K | 2025-10-30 | 2025-10-28 | 0000785557-25-000152 ↗ |
| 8-K | 2025-10-02 | 2025-09-26 | 0000785557-25-000141 ↗ |