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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
DLH
DLH (DLHC) investor relations material
DLH Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Jul, 2026
Executive summary
Leadership transitioned to Kathryn JohnBull as President & CEO and Steve Oroho as CFO, focusing on disciplined execution, organic growth, and employee development.
Revenue for the third quarter was $44.2 million, down 46.9%–53% year-over-year, primarily due to legacy program and VA contract transitions to small business contractors.
Cost-scaling and indirect cost reduction initiatives were completed to align the cost structure with lower revenue volumes.
The business is now focused exclusively on technology-powered solutions, with a strategic emphasis on organic growth and expanding addressable markets.
Awarded a significant IDIQ contract with the U.S. Navy, expanding growth channels and customer base.
Financial highlights
Third quarter revenue was $44.2 million, with technology-powered solutions contributing $38 million.
Adjusted EBITDA was $3.4 million (7.6%–7.7% of revenue), down from $8.1 million (9.7%) year-over-year.
Net loss for the quarter was $16.8 million, compared to net income of $0.3 million in the prior year.
Free cash flow for the quarter was $4.2 million, primarily used for debt reduction.
Debt at quarter-end was $128.7 million, down from $132.7 million sequentially.
Outlook and guidance
Fourth quarter revenue is expected to be at a similar level to the third quarter, generated entirely by technology-powered solutions.
Adjusted EBITDA margins are anticipated to remain stable, with management expecting improved performance and further benefits from cost-scaling actions in fiscal 2027.
The company is focused on organic growth, cost alignment, and continued deleveraging.
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Latest events from DLH
- Plans to raise up to $100M via shelf offering amid shifting federal contract landscape.DLHC
Registration filing - Revenue dropped 33.5% year-over-year as contract transitions led to a net loss and margin pressure.DLHCQ2 2026
- All proposals passed, with AI-driven transformation and budget growth fueling future strategies.DLHCAGM 2026
- Revenue fell 24% to $68.9M, with cost actions and debt reduction supporting outlook.DLHCQ1 2026
- Shareholders will vote on directors, executive pay, equity plan changes, and auditor ratification.DLHCProxy Filing
- Annual meeting to vote on directors, compensation, equity plan, and auditor ratification.DLHCProxy Filing
- Q4 revenue fell, but debt was cut by $23M and new contracts support future growth.DLHCQ4 2025
- Revenue up 5.3% to nearly $396M, with a major Navy win and strong growth pipeline.DLHCQ4 2024
- Q3 2024 revenue fell 1.5% to $100.7M, but debt reduction and contract pipeline remain strong.DLHCQ3 2024
Next DLH earnings date
Q4 20262 Dec, 2026
DLH
Next DLH earnings date
Q4 20262 Dec, 2026
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Frequently asked questions
DLH Holdings Corp delivers healthcare and human services solutions to federal government agencies. Its capabilities include program management, clinical services, technology solutions, and logistics in support of military, public health, and veteran-focused programs. The company is headquartered in Atlanta, Georgia, and its shares are listed on the NASDAQ.