Ultralife Corporation

Ultralife Corporation

ULBI·NASDAQ

$6.91

-0.65%
IndustrialsElectrical Equipment & Parts

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.

At a Glance

Live Snapshot
Market Cap$115.01M
EPS-0.3500
P/E Ratio-19.73
Earnings Date07/23/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -19.7).

Valuation inputs: P/E -19.7, earnings yield N/A, momentum -0.6%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -4.5%, ROIC +2.4%).

Profitability stack: net margin -3.1%, ROE -4.5%, ROIC +2.4%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Risk profile is balanced but has notable pressure points to monitor.

Risk factors: liabilities/assets +40.0%, momentum -0.6%, net margin -3.1%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

ulbi

Ultralife Corporation Market vs Earnings Trajectory

ULBI · NASDAQ

Loading price and EPS data...

Ultralife Corporation

Ultralife Corporation Fair Value Envelope

ULBI · NASDAQ

Our analysis suggests that ULBI has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $6.905, this represents a potential HIDDEN relative to our calculated worth for Ultralife Corporation.

Intrinsic Value
Current Price: $6.905
3Y+4630.0%
5Y-206.0%
10Y-252.0%
3Y+45.0%
5Y+77.0%
10Y+132.0%
3Y+4856.0%
5Y-213.0%
10Y-268.0%
3Y-970.0%
5Y-49.0%
10Y+44.0%
3Y-342.0%
5Y-62.0%
10Y+11.0%
3Y+29.0%
5Y+58.0%
10Y+156.0%
Ultralife Corporation

Ultralife Corporation Profit Bridge

ULBI · NASDAQ
Revenue191.16M
Cost of Goods Sold (145.14M)
Gross Profit46.02M
Operating Expenses (39.74M)
Operating Income6.28M
Interest Expense (0.00)
Other Income/Expense-14.68M
Pretax Income-8.40M
Income Tax (-2.45M)
Net Income-5.90M
Net Income
-5.90M

Profitability Analysis

Gross Margin

24.1%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

3.3%

Minimal operating profit suggests high operating costs or pricing challenges. Scalability is concerning.

Net Profit Margin

-3.1%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Non-operating losses: Core business is profitable but other expenses (interest, taxes, one-time items) are driving net losses. Review capital structure and non-operating items.

24.07%
Gross Profit Margin
-6%
3Y+8.0%
5Y-11.0%
10Y-21.0%
3.28%
Operating Profit Margin
-46%
3Y+3259.0%
5Y-38.0%
10Y-28.0%
-3.09%
Net Profit Margin
-180%
3Y+3317.0%
5Y-164.0%
10Y-173.0%
-4.54%
Return on Equity
-196%
3Y+4335.0%
5Y-201.0%
10Y-188.0%
-2.72%
Return on Assets
-195%
3Y+3746.0%
5Y-172.0%
10Y-166.0%
2.42%
Return on Invested Capital
-39%
3Y+9827.0%
5Y-32.0%
10Y-51.0%
ULBI

Ultralife Corporation Cash Conversion Engine

ULBI · NASDAQ
Net Income-5.90M
Depreciation & Amortization5.50M
Stock-Based Compensation935.00K
Change in Working Capital602.00K
Others12.39M
Capital Expenditures-3.87M
Free Cash Flow7.12M

Cash Flow Quality Analysis

FCF Conversion Rate

-120.7%

Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.

CapEx Intensity

35.2%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

-51.6%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

+$602.00K

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.

ulbi

Ultralife Corporation Funding & Solvency Profile

ULBI · NASDAQ
Cash & Cash Equivalents8.89M
Net Receivables34.43M
Inventory57.29M
Other Current Assets9.50M
Total Current Assets110 M
Property, Plant & Equipment40.12M
Goodwill & Intangible Assets55.98M
Long-Term Investments0.00
Other Non-Current Assets3.67M
Total Non-Current Assets44 M
Total Assets
220.63M

Financial Health Analysis

Current Ratio

2.56x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

0.70x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

67 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

50% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.

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Ultralife Corporation Street Expectations Map

ULBI · NASDAQ

No Target Data

No analyst price targets available for ulbi.

ulbi

Ultralife Corporation Insider Positioning

ULBI · NASDAQ

During the last 12 months, insiders have purchased $3.00M worth of ULBI shares, with no selling activity reported.

3 Months

Bought

298.6K

1.93M

Sold

0

0.00

Net Activity

+1.9M

+$1.93M

3-6 Months

Bought

54.7K

310.90K

Sold

0

0.00

Net Activity

+311K

+$311K

6-9 Months

Bought

56.6K

282.83K

Sold

0

0.00

Net Activity

+283K

+$283K

9-12 Months

Bought

70.2K

475.38K

Sold

0

0.00

Net Activity

+475K

+$475K

Top Buyers

1
WBT

Whitmore Bradford T

Director, 10 Percent Owner:

472.0K shares14 transactions

$2.94M

2
GJ

Goddard Janie

Director

3.3K shares2 transactions

$22K

3
MME

Manna Michael Edward

Director, Officer: President And Ceo

3.2K shares3 transactions

$19K

4
RWS

Robert W. Shaw

Director

1.8K shares1 transactions

$10K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $3.00M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

∞:1

Perfect buy/sell ratio. Only buying activity with zero selling—the most bullish possible insider signal.

Recent Trend (3 Months)

$1.93M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

4 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Strong confluence of bullish signals: High buy/sell ratio, multiple insiders participating, and recent buying momentum all point to significant insider confidence. This level of coordinated buying often precedes positive developments.

No Dividend Yield Data

ULBI has not reported any dividend yield values in the available annual periods.

 

ulbi Dividend History

ULBI
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%