{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-031338","form_type":"8-K","ticker":"DLHC","cik":"0000785557","company_name":"DLH Holdings Corp.","filed_at":"2026-05-06T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.724410+00:00","generated_at":"2026-05-14T23:02:56.922924+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"DLH Q2 FY2026 net loss of $2.5M on revenue down 34%; backlog falls to $442.4M","bullets":["Revenue $59.3M, down 33.5% YoY; net loss $(2.5)M vs income $0.9M; diluted EPS $(0.17) vs $0.06.","Adjusted EBITDA $5.3M (9.0% margin) vs $9.4M (10.5% margin); free cash flow $3.8M vs $14.5M.","Debt reduced to $132.7M from $136.6M at Q1 end; backlog $442.4M, down 14% from Sep 2025.","Awarded 2-year sole source extension for NIH clinical research support contract.","Management says legacy contract conversions to small businesses expected to complete in Q3 FY2026."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-031338","json":"https://secwatch.observer/filing/0001628280-26-031338.json","markdown":"https://secwatch.observer/filing/0001628280-26-031338.md","text":"https://secwatch.observer/filing/0001628280-26-031338.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/dlhc-20260506.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T23:02:56.922924+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7},{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"Adjusted EBITDA of $5.3 million, or 9.0% of revenue, with the Company's cost scaling initiatives sustaining adjusted EBITDA margin on the current revenue volume","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7},{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"Operating Financial Summary Three Months Ended March 31, $ million 2026 2025 % Change Revenue $59.3 $89.2 (33.5)% Income (loss) from operations $(0.1) $5.1 (102.0)% Adjusted Income from operations $1.0 $5.1 (80.4)% Net income (loss) $(2.5) $0.9 (377.8)% Diluted Earnings (Loss) Per Share $(0.17) $0.06 (383.3)%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7},{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"Adjusted EBITDA $5.3 $9.4 (43.6)%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7},{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"Free cash flow of $3.8 million, with cash generation expected to accelerate in the second half of fiscal 2026","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7},{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"Debt was reduced to $132.7 million, from $136.6 million at the end of the first quarter, with greater reductions expected before the end of fiscal 2026","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7},{"claim_id":"6f99ff5bba2b9735c89b7bab24df238936c4ad6b","claim":"DLH Holdings Corp. reported financial results for Three Months Ended March 31, 2026.","evidence_excerpt":"Awarded a two-year sole source extension of our contract to provide clinical research support services to NIH.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","confidence":0.7}],"comparable_filings":[{"accession":"0001193125-26-253505","ticker":"SPWH","company_name":"SPORTSMAN'S WAREHOUSE HOLDINGS, INC.","filed_at":"2026-06-02T20:10:20+00:00","headline":"Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-26-253505","json":"https://secwatch.observer/filing/0001193125-26-253505.json","markdown":"https://secwatch.observer/filing/0001193125-26-253505.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/spwh-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"and generating positive free cash flow to further strengthen our balance sheet through debt reduction.” For the thirteen weeks ended May 2, 2026: • Net sales increased 2.8% to $256.1 million, compared to $249.1 million in the first quarter of fiscal year 2025. Performance was driven primarily by a 7.4% gain in Hunting and Shooting Sports, led by firearms, ammunition,","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1132105/000119312526253505/0001193125-26-253505-index.htm"}},{"accession":"0001327567-26-000012","ticker":"PANW","company_name":"Palo Alto Networks Inc","filed_at":"2026-06-02T20:08:29+00:00","headline":"Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001327567-26-000012","json":"https://secwatch.observer/filing/0001327567-26-000012.json","markdown":"https://secwatch.observer/filing/0001327567-26-000012.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/panw-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"chief financial officer of Palo Alto Networks. Third Quarter Fiscal 2026 Financial Highlights • Total revenue for the fiscal third quarter 2026 grew 31% year over year to $3.0 billion. This includes $388 million from CyberArk and Chronosphere. • Next-Generation Security ARR for the fiscal third quarter 2026 grew 60% year over year to $8.1 billion. This","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1327567/000132756726000012/0001327567-26-000012-index.htm"}},{"accession":"0001104659-26-069464","ticker":"ULTA","company_name":"Ulta Beauty, Inc.","filed_at":"2026-06-02T20:06:38+00:00","headline":"Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069464","json":"https://secwatch.observer/filing/0001104659-26-069464.json","markdown":"https://secwatch.observer/filing/0001104659-26-069464.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/ulta-20260602x8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"compared to the same period ended May 3, 2025 : ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ 13 Weeks Ended ​ ​ May 2, ​ May 3, (Dollars in millions, except per share data) ​ 2026 ​ 2025 Net sales ​ $ 3,163.9 ​ $ 2,848.4 Comparable sales ​ ​ 5.3% ​ ​ 2.9% Gross profit (as a percentage of net sales) ​ ​ 40.1% ​ ​ 39.1% Selling, general and administrative expenses ​ $ 814.7 ​ $ 710.6","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1403568/000110465926069464/0001104659-26-069464-index.htm"}},{"accession":"0001104659-26-069227","ticker":"YSWY","company_name":"Yesway, Inc.","filed_at":"2026-06-02T11:35:47+00:00","headline":"Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069227","json":"https://secwatch.observer/filing/0001104659-26-069227.json","markdown":"https://secwatch.observer/filing/0001104659-26-069227.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/tm2616553d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"On June 2, 2026, Yesway, Inc. issued a press release announcing its financial results for the three months ended March 31, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1859836/000110465926069227/0001104659-26-069227-index.htm"}},{"accession":"0001856437-26-000011","ticker":"VSCO","company_name":"Victoria's Secret & Co.","filed_at":"2026-06-02T11:01:54+00:00","headline":"Victoria's Secret Q1 sales up 15% to $1.56B, beats guidance; raises FY2026 outlook","event_type":"earnings","sec_items":["2.02","7.01","9.01"],"materiality_score":0.85,"calibrated_materiality_score":0.85,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001856437-26-000011","json":"https://secwatch.observer/filing/0001856437-26-000011.json","markdown":"https://secwatch.observer/filing/0001856437-26-000011.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/vsco-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"The Company reported net sales of $1.560 billion for the first quarter of 2026, an increase of 15% compared to net sales of $1.353 billion for the first quarter of 2025 and above the previously communicated guidance range of $1.490 billion to $1.525 billion. Total comparable sales for the first quarter of 2026 increased 13%. The Company reported operating income for the first quarter of 2026 of $76 million compared to operating income of $20 million in the first quarter of 2025. Net income was $48 million, or $0.56 per diluted share, for the first quarter of 2026 compared to net loss of $2 million, or $0.02 per diluted share, for the first quarter of 2025.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1856437/000185643726000011/0001856437-26-000011-index.htm"}},{"accession":"0000832988-26-000158","ticker":"SIG","company_name":"SIGNET JEWELERS LTD","filed_at":"2026-06-02T10:54:29+00:00","headline":"Signet Q1 sales $1.6B, SSS +1.8%; raises FY27 adjusted EPS guidance","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0000832988-26-000158","json":"https://secwatch.observer/filing/0000832988-26-000158.json","markdown":"https://secwatch.observer/filing/0000832988-26-000158.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/832988/000083298826000158/0000832988-26-000158-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/832988/000083298826000158/sig-20260602.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"On June 2, 2026, Signet Jewelers Limited (the \"Company\") issued a press release announcing results for the first quarter ended May 2, 2026.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/832988/000083298826000158/0000832988-26-000158-index.htm"}},{"accession":"0001104659-26-069198","ticker":"DG","company_name":"DOLLAR GENERAL CORP","filed_at":"2026-06-02T10:54:17+00:00","headline":"Dollar General Q1 EPS $2.00 beats expectations; raises FY2026 EPS guidance","event_type":"earnings","sec_items":["2.02","5.07","7.01","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-069198","json":"https://secwatch.observer/filing/0001104659-26-069198.json","markdown":"https://secwatch.observer/filing/0001104659-26-069198.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/tm2616084d1_8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"(NYSE: DG) today reported financial results for its first quarter (13 weeks) ended May 1, 2026. First Quarter Fiscal Year 2026\nHighlights · Net\n Sales Increased 3.4% to $10.8 Billion · Same-Store\n Sales Increased 2.0% · Operating\n Profit Increased 10.8% to $638.5 Million · Diluted\n Earnings Per Share (“EPS”) Increased 12.4% to $2.00 · Cash\n Flow From","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/29534/000110465926069198/0001104659-26-069198-index.htm"}},{"accession":"0001062993-26-002965","ticker":"HIVE","company_name":"HIVE Digital Technologies Ltd.","filed_at":"2026-06-02T10:23:19+00:00","headline":"HIVE FY2026 revenue $297.8M (+158% YoY); GAAP net loss $148.4M","event_type":"earnings","sec_items":["2.02","9.01"],"materiality_score":0.75,"calibrated_materiality_score":0.75,"match_reasons":["same fact type: earnings_release","same SEC item: 2.02, 9.01","same event type: earnings","similar materiality"],"urls":{"canonical":"https://secwatch.observer/filing/0001062993-26-002965","json":"https://secwatch.observer/filing/0001062993-26-002965.json","markdown":"https://secwatch.observer/filing/0001062993-26-002965.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1720424/000106299326002965/0001062993-26-002965-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1720424/000106299326002965/form8k.htm"},"side_by_side_evidence":{"fact_type":"earnings_release","source_excerpt":"DLH Reports Fiscal 2026 Second Quarter Results ATLANTA, May. 6, 2026 – 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 financial results for its fiscal second quarter ended March 31, 2026.","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/785557/000162828026031338/0001628280-26-031338-index.htm","comparable_excerpt":"EXHIBIT 99.1 HIVE Digital Technologies Ltd.: Exhibit 99.1 - Filed by newsfilecorp.com Exhibit 99.1 HIVE DIGITAL TECHNOLOGIES LTD. HIVE Achieves FY2026 Total Revenue of $297.8 Million (+158% YoY), HIVE's BUZZ HPC Positioned for Growth This news release constitutes a \"designated news release\" for the purposes of the Company's prospectus supplement dated","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1720424/000106299326002965/0001062993-26-002965-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}