One Stop Systems, Inc. (OSS) Earnings Call Transcripts

One Stop Systems, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, One Stop Systems (OSS) reported a significant year-over-year revenue increase of 55%, reaching $8.1 million, driven by strong demand in both defense and commercial sectors. The company achieved positive adjusted EBITDA and a gross margin of 51.6%, reflecting operational efficiencies and a favorable product mix. Management maintained its guidance for 2026, expecting revenue growth of 20% to 25% despite supply chain challenges, particularly with memory components, which could impact shipment timing.

Reported metrics

Guidance from management

OSS expects revenue growth of 20% to 25% for 2026 and gross margins around 40%, while maintaining positive EBITDA. Guidance was reaffirmed despite supply chain challenges.

What management said

Yes, I think it was a combination. I think there was probably some pull forward that we saw. And I think there were also some new wins that we have factored and maybe the initial awards weren't used, but those will grow over the time. So overall, I think Q1 bookings were a very positive story for us.

Thanks, Brian (sic) [ Kevin ]. So on the robotics front, we've successfully completed prototype and early prototype build and delivery test and validation in the environment and we'll be transitioning that program to production here in 2026. So we'll start to see news on that coming in the coming months and quarters as that program starts to transition into production. The commercial aerospace now has actually transi...

What analysts pressed on

Analysts expressed concerns regarding the impact of supply chain issues on revenue timing and the potential for delays in production orders. There were also inquiries about the mix of business between defense and commercial sectors and the implications of ongoing military activities on OSS's operations.

Main topics on the call

• Revenue Growth — OSS reported a revenue increase of 55% year-over-year to $8.1 million, attributed to higher sales in defense and commercial markets. CEO Mike Knowles stated, "We are off to a strong start with significant year-over-year ...
• Strong Bookings — The company generated nearly $15 million in new bookings during the quarter, resulting in a book-to-bill ratio of 1.8. Knowles highlighted that this was "one of the strongest quarters in our history."
• Gross Margin Improvement — OSS achieved a record gross margin of 51.6%, up from 45.5% in the prior year, due to a favorable product mix and operational improvements. CFO Daniel Gabel noted, "The 6.1 percentage point increase... was primarily due t...
• Supply Chain Challenges — Management indicated ongoing supply chain issues, particularly with memory components, which may affect shipment timing. Knowles stated, "The timing of revenue conversion remains our biggest risk for the year."

Read the full One Stop Systems, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 One Stop Systems, Inc. earnings call transcripts on record, spanning March 26, 2020 to August 5, 2026. Based on this history, One Stop Systems, Inc. reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

OSS

Exchange

NasdaqCM

Country

US

Sector

Information Technology

Industry

Technology Hardware, Storage and Peripherals

Calls on record

29

First call

March 26, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly