DLH Holdings Corp. announces a $250 million contract for logistics IT services with the U.S. Navy, enhancing system modernization capabilities.
Quiver AI Summary
DLH Holdings Corp. has been awarded a multiple-award indefinite delivery/indefinite quantity (MAC ID/IQ) contract by the Naval Air Systems Command (NAVAIR) to provide logistics information technology services for U.S. Navy integrated platforms and DevSecOps pipelines. This contract allows DLH to implement agile development processes aimed at modernizing and sustaining Navy logistics capabilities over a five-year base period, with a total ceiling of $250 million. DLH, a leader in digital transformation and cybersecurity, will compete for task orders that encompass a range of services, including design, testing, training, and deployment. The company emphasizes its commitment to providing innovative solutions that enhance the operational effectiveness of U.S. military forces.
Potential Positives
- DLH Holdings Corp. has been awarded a significant MAC ID/IQ contract to provide logistics IT services for U.S. Navy platforms, which enhances its position in the defense sector.
- The contract has a ceiling of $250 million for all awardees, providing a substantial opportunity for revenue growth through task orders that DLH expects to compete for.
- This contract enables DLH to implement agile development processes for continuous modernization, thereby enhancing its capabilities in technology and integration services.
- Being one of multiple prime awardees positions DLH favorably within the competitive landscape of defense contracting, potentially leading to future awards and partnerships.
Potential Negatives
- The company is one of multiple prime awardees on the contract, indicating potential challenges in securing significant revenue compared to competitors.
- The press release includes multiple forward-looking statements regarding anticipated outcomes and benefits, highlighting uncertainties associated with future business performance.
- There are numerous risks mentioned that could negatively impact the company's operational performance, including loss of work due to competition and government procurement challenges.
FAQ
What contract has DLH Holdings Corp. been awarded?
DLH has been awarded a MAC ID/IQ contract for logistics information technology services for U.S. Navy integrated platforms.
How much is the contract ceiling for this award?
The contract has a ceiling of $250 million for all awardees.
What services will DLH provide under this contract?
Services include design, development, testing, evaluation, training, and service desk fulfillment for Navy logistics capabilities.
What is the duration of the contract?
The contract includes a base period of five years.
Who administers the contract awarded to DLH?
The contract is administered by Naval Air Systems Command (NAVAIR).
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$DLHC Insider Trading Activity
$DLHC insiders have traded $DLHC stock on the open market 24 times in the past 6 months. Of those trades, 24 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $DLHC stock by insiders over the last 6 months:
- BROOK ASSET MANAGEMENT LLC MINK has made 24 purchases buying 152,357 shares for an estimated $837,963 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DLHC Revenue
$DLHC had revenues of $59.3M in Q2 2026. This is a decrease of -33.57% from the same period in the prior year.
You can track DLHC financials on Quiver Quantitative's DLHC stock page.
You can access data on DLHC stock through the Quiver Quantitative API.
$DLHC Hedge Fund Activity
We have seen 18 institutional investors add shares of $DLHC stock to their portfolio, and 23 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTH STAR INVESTMENT MANAGEMENT CORP. added 135,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $785,700
- MINK BROOK ASSET MANAGEMENT LLC added 51,670 shares (+2.0%) to their portfolio in Q1 2026, for an estimated $300,719
- SANDIA INVESTMENT MANAGEMENT LP added 34,806 shares (+inf%) to their portfolio in Q4 2025, for an estimated $196,653
- ROTHSCHILD WEALTH LLC added 29,200 shares (+inf%) to their portfolio in Q1 2026, for an estimated $169,944
- GOLDMAN SACHS GROUP INC removed 25,112 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $141,882
- LPL FINANCIAL LLC added 17,200 shares (+inf%) to their portfolio in Q1 2026, for an estimated $100,104
- RENAISSANCE TECHNOLOGIES LLC removed 16,500 shares (-7.9%) from their portfolio in Q1 2026, for an estimated $96,030
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Full Release
ATLANTA, June 25, 2026 (GLOBE NEWSWIRE) -- DLH Holdings Corp. (NASDAQ: DLHC) (“DLH” or the “Company”), a leading provider of digital transformation and cybersecurity, systems engineering and integration, and science research and development, today announced that it has been awarded a multiple-award indefinite delivery/indefinite quantity (“MAC ID/IQ”) contract to provide a full range of logistics information technology services for U.S. Navy integrated platforms and DevSecOps pipelines. The Logistics IT Integration and Support (LIIS) Capability Modernization Deployment, and Support MAC is administered by Naval Air Systems Command (“NAVAIR”).
Through task orders to be competed under this contract, DLH will have the opportunity to implement agile development processes and adaptable architecture to enable continuous systems modernization, integration, sustainment, and migration, all in the aim of accelerating speed to fleet of Navy logistics capabilities. Services may include design, development, testing and evaluation, training, service desk request fulfillment, deployment, hardware and software configuration, and other related tasks.
DLH is one of multiple prime awardees on the contract, which includes a base period of five years. The contract has a ceiling of $250 million for all awardees. Task orders are expected to be released under the contract, for which DLH expects to compete.
“DLH delivers innovative logistics, engineering, and integration services to safeguard the American warfighter’s ability to out-detect, out-think, and outmaneuver our adversaries,” said Billy Burnett, President of DLH’s National Security Programs Operations Center. “Through this award, DLH will implement mission-driven, interoperable, and cost-effective solutions for our customers as they confront critical system integration challenges.”
About DLH
DLH (NASDAQ: DLHC) enhances technology, public health, and cyber security readiness missions through science, technology, cyber, and engineering solutions and services. Our experts solve some of the most complex and critical missions faced by federal customers, leveraging digital transformation, artificial intelligence, advanced analytics, cloud-based applications, telehealth systems, and more. With a world-class workforce dedicated to the idea that “Your Mission is Our Passion,” DLH brings a unique combination of government sector experience, proven methodology, and unwavering commitment to innovative solutions to improve the lives of millions. For more information, visit www.DLHcorp.com.
Contact Information:
Investor Relations
Chris Witty
(646) 438-9385
[email protected]
Media
[email protected]
Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
This press release may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to future events or DLH`s future financial performance. Any statements that refer to expectations, projections or other characterizations of future events or circumstances or that are not statements of historical fact (including without limitation statements to the effect that the Company or its management “believes”, “expects”, “anticipates”, “plans”, “intends” and similar expressions) should be considered forward-looking statements that involve risks and uncertainties which could cause actual events or DLH’s actual results to differ materially from those indicated by the forward-looking statements. Forward-looking statements in this release include, among others, statements regarding the anticipated use of proceeds. These statements reflect our belief and assumptions as to future events that may not prove to be accurate. Our actual results may differ materially from such forward-looking statements due to a variety of factors, including: the failure to achieve the anticipated benefits of any future acquisition (including anticipated future financial operating performance and results); the inability to retain employees and customers; contract awards in connection with re-competes for present business and/or competition for new business; our ability to manage our debt obligations; compliance with bank financial and other covenants; changes in client budgetary priorities; government contract procurement (such as bid and award protests, small business set asides, loss of work due to organizational conflicts of interest, etc.) and termination risks; significant delays or reductions in appropriations for our programs and broader changes in U.S. government funding and spending patterns; legislation that amends or changes discretionary spending levels or budget priorities; legal, regulatory, and political changes from the federal government that could result in economic uncertainty; the impact of inflation and higher interest rates; and other risks described in our SEC filings. For a discussion of such risks and uncertainties which could cause actual results to differ from those contained in the forward-looking statements, see “Risk Factors” in the Company’s periodic reports filed with the SEC, including our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, as well as interim quarterly filings thereafter. The forward-looking statements contained herein are not historical facts, but rather are based on current expectations, estimates, assumptions and projections about our industry and business.
Such forward-looking statements are made as of the date hereof and may become outdated over time. The Company does not assume any responsibility for updating forward-looking statements.