Tearsheet

Ultralife (ULBI)


Market Price (4/19/2026): $7.82 | Market Cap: $130.2 Mil
Sector: Industrials | Industry: Electrical Components & Equipment

Ultralife (ULBI)


Market Price (4/19/2026): $7.82
Market Cap: $130.2 Mil
Sector: Industrials
Industry: Electrical Components & Equipment

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16%

Attractive yield
FCF Yield is 5.5%

Megatrend and thematic drivers
Megatrends include Battery Technology & Metals, Digital Health & Telemedicine, and Advanced Aviation & Space. Themes include Advanced Battery Components, Show more.

Weak multi-year price returns
2Y Excs Rtn is -53%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.8%

Key risks
ULBI key risks include [1] a significant reliance on 'lumpy' government and defense contracts, Show more.

0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 16%
1 Attractive yield
FCF Yield is 5.5%
2 Megatrend and thematic drivers
Megatrends include Battery Technology & Metals, Digital Health & Telemedicine, and Advanced Aviation & Space. Themes include Advanced Battery Components, Show more.
3 Weak multi-year price returns
2Y Excs Rtn is -53%
4 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -8.8%
5 Key risks
ULBI key risks include [1] a significant reliance on 'lumpy' government and defense contracts, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Ultralife (ULBI) stock has gained about 35% since 12/31/2025 because of the following key factors:

1. Strong Performance in Battery & Energy Products Segment and Significant Backlog Growth. Ultralife's Battery & Energy Products segment reported a 15.1% year-over-year sales increase to $45.9 million in Q4 2025, with organic growth of 9.5% excluding the Electrochem acquisition. This growth was notably driven by a 39.6% increase in the medical market. Furthermore, the company reported a substantial backlog of $110.2 million exiting 2025, representing a 22.1% increase from the prior quarter, with the majority expected to ship in 2026.

2. Improved Adjusted EBITDA and Gross Margin. Despite an operating loss of ($10.6) million in Q4 2025 due to a one-time non-cash intangible asset impairment charge of ($12.2) million, Ultralife demonstrated underlying operational improvements. The company's adjusted EBITDA rose significantly by 46.2% year-over-year to $5.7 million, representing 11.7% of sales in Q4 2025. Additionally, the consolidated gross profit improved to 24.9% of revenue, up from 24.2% in Q4 2024.

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Stock Movement Drivers

Fundamental Drivers

The 35.2% change in ULBI stock from 12/31/2025 to 4/18/2026 was primarily driven by a 32.0% change in the company's P/S Multiple.
(LTM values as of)123120254182026Change
Stock Price ($)5.727.7435.2%
Change Contribution By: 
Total Revenues ($ Mil)1871912.5%
P/S Multiple0.50.732.0%
Shares Outstanding (Mil)17170.0%
Cumulative Contribution35.2%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/18/2026
ReturnCorrelation
ULBI35.2% 
Market (SPY)-5.4%27.5%
Sector (XLI)11.9%32.2%

Fundamental Drivers

The 13.4% change in ULBI stock from 9/30/2025 to 4/18/2026 was primarily driven by a 6.9% change in the company's Total Revenues ($ Mil).
(LTM values as of)93020254182026Change
Stock Price ($)6.827.7413.4%
Change Contribution By: 
Total Revenues ($ Mil)1791916.9%
P/S Multiple0.60.76.2%
Shares Outstanding (Mil)1717-0.1%
Cumulative Contribution13.4%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/18/2026
ReturnCorrelation
ULBI13.4% 
Market (SPY)-2.9%27.7%
Sector (XLI)12.9%32.5%

Fundamental Drivers

The 43.8% change in ULBI stock from 3/31/2025 to 4/18/2026 was primarily driven by a 24.4% change in the company's P/S Multiple.
(LTM values as of)33120254182026Change
Stock Price ($)5.387.7443.8%
Change Contribution By: 
Total Revenues ($ Mil)16519115.7%
P/S Multiple0.50.724.4%
Shares Outstanding (Mil)1717-0.2%
Cumulative Contribution43.8%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/18/2026
ReturnCorrelation
ULBI43.8% 
Market (SPY)16.3%38.0%
Sector (XLI)33.8%38.8%

Fundamental Drivers

The 92.4% change in ULBI stock from 3/31/2023 to 4/18/2026 was primarily driven by a 45.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120234182026Change
Stock Price ($)4.027.7492.4%
Change Contribution By: 
Total Revenues ($ Mil)13219145.0%
P/S Multiple0.50.737.0%
Shares Outstanding (Mil)1617-3.1%
Cumulative Contribution92.4%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/18/2026
ReturnCorrelation
ULBI92.4% 
Market (SPY)63.3%29.4%
Sector (XLI)78.8%29.8%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
ULBI Return-7%-36%77%9%-23%31%16%
Peers Return-3%-11%9%1%109%38%177%
S&P 500 Return27%-19%24%23%16%3%87%

Monthly Win Rates [3]
ULBI Win Rate42%25%67%33%42%75% 
Peers Win Rate58%47%48%52%65%75% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
ULBI Max Drawdown-21%-39%-3%-5%-45%-8% 
Peers Max Drawdown-21%-21%-21%-25%-11%-2% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ENS, ESP, LHX, MRCY, VSAT.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/17/2026 (YTD)

How Low Can It Go

Unique KeyEventULBIS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-64.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven183.8%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven278 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-39.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven65.0%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven142 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-39.0%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven63.8%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven63 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-84.6%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven548.3%131.3%
2008 Global Financial CrisisTime to BreakevenTime to BreakevenNot Fully Recovered days1,480 days

Compare to ENS, ESP, LHX, MRCY, VSAT

In The Past

Ultralife's stock fell -64.8% during the 2022 Inflation Shock from a high on 5/18/2021. A -64.8% loss requires a 183.8% gain to breakeven.

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About Ultralife (ULBI)

Ultralife Corporation, together with its subsidiaries, designs, manufactures, installs, and maintains power, and communication and electronics systems worldwide. The company operates in two segments, Battery & Energy Products and Communications Systems. The Battery & Energy Products segment offers lithium 9-volt, cylindrical, thin lithium manganese dioxide, rechargeable, and other non-rechargeable batteries; lithium-ion cells, multi-kilowatt module lithium ion battery systems, and uninterruptable power supplies; and rugged military and commercial battery charging systems and accessories, including smart chargers, multi-bay charging systems, and various cables. The Communications Systems segment provides communications systems and accessories to support military communications systems, such as radio frequency amplifiers, power supplies and cables, connector assemblies, amplified speakers, equipment mounts, case equipment, man-portable systems, and integrated communication systems for fixed or vehicle applications comprising vehicle adapters, vehicle installed power enhanced rifleman appliqué systems, and SATCOM systems. This segment's military communications systems and accessories are designed to enhance and extend the operation of communications equipment, such as vehicle-mounted, manpack, and handheld transceivers. It sells its products under the Ultralife, Ultralife Thin Cell, Utralife HiRate, Ultralife and design, Ultra, Lithium Power, LithiumPower and Design, McDowell Research, AMTI, ABLE, ACCUTRONICS, ACCUPRO, ENTELLION, SWE Southwest Electronic Energy Group, SWE DRILL-DATA, and SWE SEASAFE brands through original equipment manufacturers, and industrial and defense supply distributors, as well as directly to the United States and international defense departments. In addition, the company sells its 9-volt battery to the broader consumer market through national and regional retail chains and online retailers. Ultralife Corporation serves government, defense, and commercial sectors. The company was incorporated in 1990 and is headquartered in Newark, New York.

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A specialized Eaton (power management) that provides rugged batteries, power systems, and communication enhancements for military and demanding industrial applications.

EnerSys for military-grade and specialized industrial batteries and power solutions, also providing accessories to boost military communication equipment.

AI Analysis | Feedback

```html
  • Batteries: A diverse portfolio of lithium and rechargeable batteries, encompassing 9-volt, cylindrical, thin, and lithium-ion cells.
  • Battery Systems & UPS: Multi-kilowatt module lithium-ion battery systems and uninterruptable power supplies for various applications.
  • Battery Charging Systems: Rugged battery charging systems and accessories, including smart chargers and multi-bay charging solutions for military and commercial use.
  • Military Communication Systems & Accessories: A range of products such as radio frequency amplifiers, power supplies, amplified speakers, and integrated communication systems designed to enhance military communication equipment.
```

AI Analysis | Feedback

Ultralife (ULBI) primarily sells its products to other companies and government entities, rather than directly to individuals. The company's major customers fall into the following categories:

  • Original Equipment Manufacturers (OEMs): These companies integrate Ultralife's power and communication systems components into their own products.
  • Industrial and Defense Supply Distributors: These distributors purchase Ultralife's products for resale to other businesses, government agencies, or defense contractors.
  • United States and International Defense Departments: Ultralife sells directly to various defense organizations globally, supplying military communications systems and power solutions.
  • National and Regional Retail Chains and Online Retailers: For its 9-volt battery product line, Ultralife sells to these retailers who then distribute the product to the broader consumer market.

AI Analysis | Feedback

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Michael E. Manna, President & Chief Executive Officer

Appointed President & CEO on November 22, 2022, Michael E. Manna has been with Ultralife for almost thirty years, serving in various leadership capacities across engineering, operations, product management, research & development, and sales. Prior to his current role, he served as President of Battery & Energy Products and continues to lead this segment. Manna is recognized as an expert in rechargeable and primary battery cell design across multiple chemistries for both government/defense and commercial markets. He holds several patents and co-authored publications, and was a key member of the team that introduced the first Lithium-Ion Polymer Cell to the market. He earned a Bachelor's Degree in Computer Science from Rochester Institute of Technology.

Philip A. Fain, Chief Financial Officer, Treasurer, Corporate Secretary

Philip A. Fain was named Chief Financial Officer in November 2009, Treasurer in December 2009, and Corporate Secretary in April 2013. He joined Ultralife in February 2008 as Vice President of Business Development. Before Ultralife, Fain served as Vice President of Finance - RayBan Sunoptics for Luxottica, SpA. Preceding the acquisition of Bausch & Lomb's global eyewear business by Luxottica, he held the positions of Senior Vice President Finance - Global Eyewear for Bausch & Lomb from 1997 to 1999 and Vice President and Controller for the US Sunglass business from 1993 to 1996, where he was instrumental in the acquisition of several highly sought-after sunglass companies and brands. From 1983 to 1993, Fain held various executive positions in corporate accounting, finance, and audit at Bausch & Lomb. He began his career as a CPA and consultant with Arthur Andersen & Co. in 1977. Fain holds a B.A. in Economics from the University of Rochester and an MBA from the William E. Simon Graduate School of Business Administration of the University of Rochester.

Bradford T. Whitmore, Chairman of the Board

Bradford T. Whitmore has served as Board Chair since 2010 and as a Director of Ultralife Corporation since 2007. He is the Founder and Managing Partner of Grace Brothers, Ltd., an Investment Management Firm. Whitmore also serves as a Director for several privately held companies where Grace Brothers and its affiliates hold significant investment interests, and he has served on multiple public company boards.

Jeffrey Luke, Chief Marketing Officer

Jeffrey Luke was appointed Chief Marketing Officer, effective January 6, 2025. He brings over two decades of experience in B2B marketing, encompassing genomics, agriculture, heavy equipment, energy, and industrial computing. His responsibilities include reframing corporate and brand strategies and collaborating with sales and engineering teams to develop and execute effective go-to-market strategies.

James Pope, Senior Vice President - Sales & Business Development, Battery & Energy Products

James Pope was appointed Senior Vice President - Sales & Business Development, Battery & Energy Products, effective January 6, 2025. He has over thirty-seven years of experience in the battery and power industry, with a career spanning all major segments, including cell manufacturing, pack manufacturing, charger development, and working with representative organizations supporting battery and power solutions. In his role, Pope focuses on expanding market reach into existing and new markets and applications, and aligning global sales and business development efforts.

AI Analysis | Feedback

The key risks to Ultralife Corporation (ULBI) primarily stem from its significant reliance on government and defense sector contracts and potential disruptions within its supply chain.

  1. Dependence on Government and Defense Contracts: Ultralife Corporation's business is heavily reliant on long-term government and defense contracts, particularly for its high-margin battery products. This makes the company's financial performance susceptible to fluctuations, delays, or reductions in U.S. and foreign military spending. This dependence can lead to a "lumpy" business cycle and introduces execution risk despite a solid backlog of orders.
  2. Supply Chain Disruptions and Cost Increases: The company faces potential risks from disruptions, delays, or material price increases in its supply of raw materials and components. These issues can arise due to various factors including general business conditions, new or additional tariffs, global conflicts, or adverse weather conditions, all of which are beyond the company's direct control. Such disruptions could impact production, increase costs, and affect profitability.

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Ultralife Corporation operates in significant addressable markets within its Battery & Energy Products and Communications Systems segments. The global market sizes for its key product areas are detailed below:

Battery & Energy Products Segment

  • Military Batteries: The global military batteries market was valued at approximately USD 2.40 billion in 2025 and is projected to reach USD 5.22 billion by 2034, exhibiting a Compound Annual Growth Rate (CAGR) of 9.3%. North America held the largest share of this market. Another estimate places the global military battery market size at USD 1.56 billion in 2025, expanding to USD 1.97 billion by 2030, with a CAGR of 4.78%. Lithium-based cells were a dominant composition in 2024, capturing 67.45% of the market.
  • Industrial Batteries: The global industrial batteries market was valued at USD 23.97 billion in 2025 and is projected to reach USD 42.66 billion by 2034, growing at a CAGR of 6.58%. The Asia-Pacific region dominated the industrial batteries market. Another report estimated the global industrial batteries market size at USD 68.99 billion in 2025, with a projection to increase to approximately USD 621.02 billion by 2035, at a CAGR of 24.58%.
  • Uninterruptible Power Supplies (UPS): The global uninterruptible power supply (UPS) market size was valued at USD 12.91 billion in 2025 and is projected to grow to USD 23.14 billion by 2034, with a CAGR of 6.70%. North America accounted for a major share of the global UPS market.
  • 9-Volt Consumer Batteries: The broader global consumer battery market was valued at USD 28.61 billion in 2024 and is expected to reach USD 45.35 billion by 2031, growing at a CAGR of 6.80%. Specifically for alkaline batteries, which include 9-volt batteries, the global market size was USD 6.4 billion in 2024 and is projected to reach USD 9.9 billion by 2034, at a CAGR of 4.5%. North America held a significant 44.3% share of the alkaline battery market in 2024.

Communications Systems Segment

  • Military Communications Systems: The global military communications market size was valued at USD 42.10 billion in 2025 and is projected to grow to USD 70.20 billion by 2034, exhibiting a CAGR of 5.80%. North America dominated this market.
  • RF Amplifiers (Military Applications): The global military RF power amplifier market is projected to expand from USD 31.2 billion in 2025 to an estimated USD 49.5 billion by 2033, with a CAGR of 6.2%. Military and defense applications accounted for over 1.7 million units of high power RF amplifiers shipped globally in 2024.
  • SATCOM Systems (Military Applications): The global satellite communication market in the defense sector was valued at USD 3.52 billion in 2024 and is expected to grow from USD 4.41 billion in 2025 to reach USD 41.45 billion by 2033, demonstrating a CAGR of 19.6%. The SATCOM segment held the highest share within the overall military communication market in 2026, at 40.89%. Additionally, the global military satellite market size was valued at USD 17.30 billion in 2025 and is estimated to reach approximately USD 33.64 billion by 2035. The global SATCOM on the move market was estimated at USD 35.93 billion in 2024 and is projected to reach USD 116.59 billion in 2033, with the defense & military segment holding the largest revenue share of 47.12% in 2024.

AI Analysis | Feedback

Ultralife Corporation (ULBI) is expected to experience future revenue growth driven by several key factors over the next 2-3 years:

  • Strong and Growing Backlog: Ultralife has consistently reported a strong and increasing order backlog, indicating future demand for its products. The company concluded 2025 with a backlog of $110.2 million, a 22.1% increase from the third quarter of 2025, with virtually all of it expected to ship in 2026. This follows a backlog of $103.5 million at the end of the fourth quarter of 2023.
  • Growth in Government and Defense Sector Sales: The company has seen significant increases in sales to government defense customers, particularly within its Battery & Energy Products segment. For example, Q3 2024 revenues were fueled by a 28.9% increase in sales to government defense customers. Similarly, in Q4 2023, overall government/defense sales increased by 28.8%. This trend continued into Q1 2025, with robust organic growth in government/defense sales for Battery & Energy Products.
  • New Product Development and Recently Launched Products: Ultralife is actively investing in new product development to diversify and strengthen its product portfolio. The Communications Systems business entered 2026 with the largest number of new products for sale ever, and the company reported over $30 million in revenue from new products less than five years old in 2025.
  • Contributions from the Electrochem Acquisition: The acquisition of Electrochem has been a significant contributor to Ultralife's revenue growth, particularly within the Battery & Energy Products segment. In Q1 2025, the contribution of Electrochem, coupled with organic growth in government/defense sales, led to a 21% year-over-year revenue increase. This acquisition also influenced the domestic to international sales split in the battery business in Q4 2025.

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Share Repurchases

No significant share repurchase programs or authorizations were identified over the last 3-5 years.

Share Issuance

The number of outstanding shares for Ultralife has shown minor increases, rising from 16.08 million in 2021 to 16.64 million in 2025.

Outbound Investments

  • Ultralife acquired Excell Battery for $23.5 million in cash in December 2021, a company specializing in downhole drilling, industrial, and medical devices, which contributed to the revenue growth of its Battery segment.
  • In October 2024, Ultralife acquired Electrochem Solutions, Inc. from Integer Holdings Corporation for $50.0 million in cash. This acquisition expanded Ultralife's offerings in primary lithium metal and ultracapacitor cells and battery packs for energy, military, and industrial markets, with its results being included from Q1 2025.

Capital Expenditures

  • Capital expenditures in the third quarter of 2025 totaled $0.995 million USD, used for funding long-term assets and infrastructure.
  • The integration of the Electrochem acquisition has contributed to increased capital expenditure spending.

Better Bets vs. Ultralife (ULBI)

Latest Trefis Analyses

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Trade Ideas

Select ideas related to ULBI.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
NSP_3312026_Insider_Buying_45D_2Buy_200K03312026NSPInsperityInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
0.0%0.0%0.0%
TNC_3312026_Insider_Buying_45D_2Buy_200K03312026TNCTennantInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
0.0%0.0%0.0%
ADP_3272026_Dip_Buyer_FCFYield03272026ADPAutomatic Data ProcessingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
1.0%1.0%0.0%
HURN_3272026_Dip_Buyer_FCFYield03272026HURNHuron ConsultingDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
4.0%4.0%0.0%
TRU_3272026_Dip_Buyer_FCFYield03272026TRUTransUnionDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.2%5.2%0.0%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

ULBIENSESPLHXMRCYVSATMedian
NameUltralifeEnerSys Espey Ma.L3Harris.Mercury .Viasat  
Mkt Price7.74199.0068.52350.3584.0562.8576.28
Mkt Cap0.17.30.265.45.08.56.2
Rev LTM1913,7384121,8659434,6162,340
Op Inc LTM6475102,150-0-458
FCF LTM7441122,68299624270
FCF 3Y Avg732072,16059-22133
CFO LTM11539173,1061221,566330
CFO 3Y Avg10422112,58787971255

Growth & Margins

ULBIENSESPLHXMRCYVSATMedian
NameUltralifeEnerSys Espey Ma.L3Harris.Mercury .Viasat  
Rev Chg LTM16.2%5.2%-6.4%2.5%6.6%2.1%3.9%
Rev Chg 3Y Avg13.4%1.1%6.5%8.7%-1.7%24.4%7.6%
Rev Chg Q10.6%1.4%-10.8%2.3%4.4%3.0%2.6%
QoQ Delta Rev Chg LTM2.5%0.3%-3.5%0.6%1.0%0.7%0.7%
Op Inc Chg LTM-37.0%8.0%36.6%6.7%99.6%-179.6%7.4%
Op Inc Chg 3Y Avg2,404.4%25.9%39.7%3.9%-48.2%-234.5%14.9%
Op Mgn LTM3.3%12.7%23.1%9.8%-0.0%-1.0%6.6%
Op Mgn 3Y Avg5.1%12.0%17.7%9.5%-5.3%-8.4%7.3%
QoQ Delta Op Mgn LTM-0.0%-0.5%3.3%-0.8%0.6%0.1%0.0%
CFO/Rev LTM5.7%14.4%41.7%14.2%12.9%33.9%14.3%
CFO/Rev 3Y Avg5.7%11.5%27.2%12.3%9.6%22.0%11.9%
FCF/Rev LTM3.7%11.8%28.5%12.3%10.5%13.5%12.0%
FCF/Rev 3Y Avg4.1%8.7%16.8%10.3%6.5%-6.3%7.6%

Valuation

ULBIENSESPLHXMRCYVSATMedian
NameUltralifeEnerSys Espey Ma.L3Harris.Mercury .Viasat  
Mkt Cap0.17.30.265.45.08.56.2
P/S0.72.04.63.05.31.82.5
P/Op Inc20.515.419.830.4-18,703.5-189.417.6
P/EBIT-29.017.719.825.9-966.556.918.7
P/E-21.923.519.640.8-164.2-25.2-1.1
P/CFO11.713.611.021.141.05.412.7
Total Yield-4.6%4.8%7.6%3.8%-0.6%-4.0%1.6%
Dividend Yield0.0%0.5%2.5%1.4%0.0%0.0%0.3%
FCF Yield 3Y Avg6.3%7.1%7.4%4.8%1.8%-14.5%5.5%
D/E0.40.20.00.20.10.80.2
Net D/E0.30.1-0.20.20.10.60.1

Returns

ULBIENSESPLHXMRCYVSATMedian
NameUltralifeEnerSys Espey Ma.L3Harris.Mercury .Viasat  
1M Rtn14.6%18.0%21.9%-3.7%8.0%20.6%16.3%
3M Rtn16.7%18.5%28.2%1.5%-18.4%36.8%17.6%
6M Rtn20.1%64.9%90.1%24.4%11.3%76.1%44.6%
12M Rtn80.7%142.9%144.6%63.3%75.3%640.3%111.8%
3Y Rtn91.9%146.4%237.6%83.1%73.9%86.1%89.0%
1M Excs Rtn7.5%13.7%15.3%-12.5%-1.1%21.8%10.6%
3M Excs Rtn7.3%16.6%29.9%0.7%-21.0%39.9%12.0%
6M Excs Rtn2.7%57.5%73.0%15.0%0.7%65.4%36.2%
12M Excs Rtn43.4%108.1%111.6%29.2%42.9%603.9%75.7%
3Y Excs Rtn16.8%76.5%190.3%12.5%-11.5%4.8%14.7%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Battery & Energy Products130120879284
Communications Systems2912111623
Corporate00   
Total15913298108107


Operating Income by Segment
$ Mil20252024202320222021
Battery & Energy Products1426212323
Communications Systems43468
Corporate-9-29-25-23-24
Total90067


Assets by Segment
$ Mil20252024202320222021
Battery & Energy Products1241171118579
Communications Systems2929252640
Corporate2522242625
Total178168160138145


Price Behavior

Price Behavior
Market Price$7.74 
Market Cap ($ Bil)0.1 
First Trading Date12/23/1992 
Distance from 52W High-15.3% 
   50 Days200 Days
DMA Price$6.36$6.67
DMA Trenddownup
Distance from DMA21.6%16.0%
 3M1YR
Volatility50.5%57.4%
Downside Capture0.040.53
Upside Capture131.45152.61
Correlation (SPY)29.6%31.4%
ULBI Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta1.951.441.201.221.201.32
Up Beta1.840.65-0.610.791.391.48
Down Beta3.162.061.691.290.881.39
Up Capture391%196%220%135%143%167%
Bmk +ve Days7162765139424
Stock +ve Days11203260119344
Down Capture12%98%71%121%115%105%
Bmk -ve Days12233358110323
Stock -ve Days11213063125391

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ULBI
ULBI76.0%57.5%1.20-
Sector ETF (XLI)39.0%15.4%1.9335.2%
Equity (SPY)21.1%12.9%1.3232.9%
Gold (GLD)50.9%27.5%1.497.3%
Commodities (DBC)25.2%16.2%1.40-0.3%
Real Estate (VNQ)17.5%13.7%0.9323.4%
Bitcoin (BTCUSD)-7.8%42.6%-0.0822.4%

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Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ULBI
ULBI-2.1%59.1%0.18-
Sector ETF (XLI)13.1%17.3%0.6026.6%
Equity (SPY)10.8%17.1%0.4927.0%
Gold (GLD)22.6%17.8%1.044.8%
Commodities (DBC)11.6%18.8%0.518.7%
Real Estate (VNQ)4.4%18.8%0.1417.5%
Bitcoin (BTCUSD)5.2%56.5%0.318.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with ULBI
ULBI4.6%55.1%0.30-
Sector ETF (XLI)14.2%19.9%0.6326.8%
Equity (SPY)14.0%17.9%0.6726.7%
Gold (GLD)14.3%15.9%0.753.2%
Commodities (DBC)8.5%17.6%0.4012.3%
Real Estate (VNQ)5.6%20.7%0.2420.3%
Bitcoin (BTCUSD)68.4%66.9%1.075.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity0.1 Mil
Short Interest: % Change Since 31520267.2%
Average Daily Volume0.1 Mil
Days-to-Cover Short Interest1.4 days
Basic Shares Quantity16.7 Mil
Short % of Basic Shares0.5%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
3/10/20262.6%20.9%19.5%
11/18/2025-8.8%1.8%4.7%
8/7/2025-2.7%-1.8%3.2%
4/1/2025-6.1%-14.1%-16.7%
11/8/2024-14.0%-17.3%-16.9%
7/25/2024-4.0%5.4%-6.6%
4/25/202422.7%37.1%30.1%
2/15/202418.5%18.9%6.6%
...
SUMMARY STATS   
# Positive91013
# Negative13129
Median Positive5.7%16.6%13.5%
Median Negative-7.3%-7.7%-15.4%
Max Positive52.5%70.4%82.9%
Max Negative-19.6%-19.1%-19.9%

SEC Filings

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Report DateFiling DateFiling
12/31/202503/23/202610-K
09/30/202511/17/202510-Q
06/30/202508/07/202510-Q
03/31/202505/12/202510-Q
12/31/202404/01/202510-K
09/30/202411/12/202410-Q
06/30/202407/25/202410-Q
03/31/202404/25/202410-Q
12/31/202303/21/202410-K
09/30/202310/26/202310-Q
06/30/202307/27/202310-Q
03/31/202305/04/202310-Q
12/31/202203/31/202310-K
09/30/202210/27/202210-Q
06/30/202207/28/202210-Q
03/31/202204/28/202210-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 3/10/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Annual Savings 0.80 Mil    

Prior: Q3 2025 Earnings Reported 11/18/2025

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Insider Activity

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#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Whitmore, Bradford T Whitmore Holdings, LLCBuy121620255.639,53053,6136,706,740Form
2Whitmore, Bradford T Whitmore Holdings, LLCBuy121620255.6614,88284,2636,834,398Form
3Whitmore, Bradford T Whitmore Holdings, LLCBuy121620255.7028,588163,0267,046,309Form
4Goddard, Janie DirectBuy121520255.751,7399,99944,091Form
5Robert, W. Shaw DirectBuy112420255.671,7509,922402,570Form