I'm maintaining my Buy rating on One Stop Systems as execution is now clearly visible in the financials. OSS delivered 37% YoY revenue growth in Q3, with both OSS and Bressner segments contributing and margins improving meaningfully. Management raised FY25 revenue guidance to $63–65M, reflecting confidence in sustained momentum and diversified program execution.
One Stop Systems, Inc. (OSS) came out with quarterly earnings of $0.03 per share, beating the Zacks Consensus Estimate of $0.01 per share. This compares to a loss of $0.3 per share a year ago.
One Stop Systems is upgraded to a Buy, driven by stronger financials, improved margins, and a robust balance sheet after a recent equity raise. Defense contracts, especially with the Navy, are fueling OSS segment growth and margin expansion, positioning OSS for EBITDA-positivity by 2026. Bressner provides steady growth and profitability, balancing OSS's lumpier defense revenue and supporting overall financial stability.
One Stop Systems, Inc. (NASDAQ:OSS ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Daniel Gabel - CFO, Treasurer & Secretary Michael Knowles - President, CEO & Director Conference Call Participants Brian David Kinstlinger - Alliance Global Partners, Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Scott Wallace Searle - ROTH Capital Partners, LLC, Research Division Operator Good day, and welcome to the One Stop Systems Second Quarter 2025 Conference Call and Webcast. [Operator Instructions] As a reminder, this call is being recorded.
One Stop Systems, Inc. (OSS) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.09 per share a year ago.
OSS has transformed by focusing on AI computing and defense contracts, driving strong backlog growth and improved margins. Recent major defense contracts and a robust book-to-bill ratio highlight growing customer confidence and revenue visibility. Despite operational improvements, risks remain: increased defense revenue concentration, execution at scale, and inconsistent margins.
One Stop Systems (OSS) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
One Stop Systems, Inc. (NASDAQ:OSS ) Q1 2025 Earnings Conference Call May 7, 2025 10:00 AM ET Company Participants Mike Knowles – President and Chief Executive Officer Dan Gabel – Chief Financial Officer Conference Call Participants Brian Kinstlinger – Alliance Global Partners Scott Searle – ROTH Capital Eric Martinuzzi – Lake Street Operator Good day, and welcome to the One Stop Systems First Quarter 2025 Conference Call and Webcast. At this time, all participants are in a listen-only mode.
One Stop Systems, Inc. (OSS) came out with a quarterly loss of $0.07 per share versus the Zacks Consensus Estimate of a loss of $0.04. This compares to loss of $0.04 per share a year ago.
One Stop Systems, Inc. (NASDAQ:OSS ) Q4 2024 Earnings Conference Call March 19, 2025 10:00 AM ET Company Participants Michael Knowles - President, Director & CEO Daniel Gabel - CFO Conference Call Participants Brian Kinstlinger - Alliance Global Partners Maxwell Michaelis - Lake Street Capital Markets Operator Good day, and welcome to the One Stop Systems Fourth Quarter 2024 Conference Call and Webcast. At this time, all participants are in a listen-only mode.
One Stop Systems, Inc. (OSS) came out with a quarterly loss of $0.12 per share versus the Zacks Consensus Estimate of $0.01. This compares to earnings of $0.01 per share a year ago.
One Stop Systems, Inc. (OSS) Q3 2024 Earnings Call Transcript