One Stop Systems Inc (NAS:OSS)

Q4 2025 One Stop Systems Inc Earnings Call Transcript

Mar 18, 2026 / 02:00 PM GMT

Release Date Price: $11.24 (+5.14%)

Transcript 10-K

Key Points

Positve

One Stop Systems Inc (OSS) achieved a robust topline growth of 70.2% year-over-year, marking the second highest revenue quarter in its history.
The company reported record gross margins of 58.5%, showcasing strong value provided to customers.
OSS completed the opportunistic sale of its subsidiary Bresner, unlocking significant value and strengthening its balance sheet.
The company secured over $65 million in total contracted revenue associated with the P-8 Poseidon aircraft program, reflecting strong demand for its rugged storage solutions.
OSS has a strong balance sheet with no debt and $33.4 million in cash equivalents, positioning it well for future growth and potential strategic acquisitions.

Negative

OSS is experiencing longer lead times for certain components, including memory, which may impact the timing of shipments throughout the year.
The company anticipates variability in gross margins quarter to quarter due to absorption, product mix, and program life cycle.
Despite strong performance, OSS faces challenges with supply chain dynamics that could affect revenue conversion.
The company expects negative EBITDA in the first half of 2026, although it anticipates positive EBITDA in the second half.
OSS's revenue growth is subject to potential delays in defense contracting due to shifting priorities in response to global conflicts.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OSS.OQ - One Stop Systems Inc
Q4 2025 One Stop Systems Inc Earnings Call
Mar 18, 2026 / 02:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and welcome to the One Stop Systems Inc. 4th quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode. Later we will have the opportunity to ask questions during the question-and-answer session. As a reminder, this call is being recorded.

As part of the discussion today, the representatives from OSF will be making certain looking forward-looking statements regarding the company's future financial and operating results, including those relating to revenue growth, as well as business plans, booking, the company's multi-year strategy, business objectives and expectations.

These statements are based on the company's current beliefs and expectations and should not be

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.