Q2 2026 One Stop Systems Inc Earnings Call Transcript

Aug 5, 2026 / 02:00 PM GMT

Release Date Price: $13.12 (-8.06%)

Transcript 10-Q

Key Points

Positve

Revenue surged 62.3% year-over-year to $9.3 million, with growth accelerating from Q1.
Record bookings of $15.1 million in Q2 and $30 million year-to-date, with a book-to-bill ratio of 1.7.
Expanding customer base and diversification across defense and commercial markets, reducing reliance on single programs.
Customer-funded development revenue grew 145% year-over-year, providing early engagement and future production pathways.
Raised full-year 2026 revenue growth guidance to 25%-30% from 20%-25%, reflecting strong demand and bookings.

Negative

Gross margin declined to 39.1% from 41.3% year-over-year due to product mix and early-stage program activity.
GAAP net loss widened to $7.3 million in Q2, impacted by a $6.25 million legal settlement charge.
Operating expenses increased 129.8% year-over-year, largely due to the legal settlement, though ex-charge they rose only 2.9%.
Cash used in operations was $629,000 in the first half, driven by a $7.1 million inventory investment to manage supply chain constraints.
Supply chain challenges persist, particularly for memory components, with long lead times and potential delivery risks.

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

OSS.OQ - One Stop Systems Inc
Q2 2026 One Stop Systems Inc Earnings Call
Aug 05, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the One Stop Systems Second Quarter 2026 Conference Call and Webcast.

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.

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

These statements are based on the company's current beliefs and expectations and should

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