
One Stop Systems, Inc. (OSS) Q3 2026 Earnings Call Transcript
One Stop Systems, Inc. designs, manufactures, and markets high-performance computer systems and modules for edge deployments in the United States and internationally. The company is headquartered in Escondido, California.
| Revenue (TTM) | $41.99M |
| Gross Profit (TTM) | $20.19M |
| EBITDA | -260,773 |
| Operating Margin | -6.63% |
| Return on Equity | -19.30% |
| Return on Assets | -1.38% |
| Revenue/Share (TTM) | $1.70 |
| Book Value | $1.53 |
| Price-to-Book | 2.57 |
| Price-to-Sales (TTM) | 2.57 |
| EV/Revenue | 1.922 |
| EV/EBITDA | 211.03 |
| Quarterly Earnings Growth (YoY) | -86.80% |
| Quarterly Revenue Growth (YoY) | 35.90% |
| Shares Outstanding | $25.04M |
| Float | $21.99M |
| % Insiders | 11.34% |
| % Institutions | 47.80% |
Volatility is currently expanding

One Stop Systems, Inc. (OSS) Q3 2026 Earnings Call Transcript

Conference Call to be Held Wednesday, October 28, 2026, at 10:00 a.m. ET Conference Call to be Held Wednesday, October 28, 2026, at 10:00 a.m. ET

OSS technology qualified for leading enterprise server platform, expanding access to new commercial and datacenter customers and markets

Latest award expands OSS's role in a next-generation platform for mission-critical electronic warfare simulation Ninth order since May 2025 brings cumulative orders to nearly $5 million, with additional opportunities expected in 2027 and 2028 ESCONDIDO, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced that a leading defense and intelligence contractor has placed a new $1 million follow-on production order in support of a next-generation GNSS testing and simulation platform.

ESCONDIDO, Calif., Sept. 16, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced an approximately $400,000 award from a leading U.S. defense prime contractor for advanced modeling and simulation of U.S. missile defense systems in support of the U.S. Missile Defense Agency.

One Stop Systems is rated Buy at $9.19, with a fair value of $10.52 per share, offering limited upside of 14.5%. OSS's investment thesis hinges on converting prototype programs into repeat production revenue, as seen with P-8A and recent medical imaging and robotics orders. AI and robotics are expanding the addressable market for rugged edge computing, but the company faces competition from NVIDIA partners and mainstream server vendors.

Investors need to pay close attention to OSS stock based on the movements in the options market lately.

Award expands OSS relationships across U.S. Department of Defense research and development organizations and includes potential follow-on purchases over the next four years Award expands OSS relationships across U.S. Department of Defense research and development organizations and includes potential follow-on purchases over the next four years

One Stop Systems, Inc. (OSS) Q2 2026 Earnings Call Transcript

One Stop Systems NASDAQ: OSS reported second-quarter 2026 revenue growth of 62.3% from continuing operations and raised its full-year revenue growth outlook, citing record bookings, expanding customer relationships and increased demand for ruggedized artificial intelligence and high-performance computing platforms at the edge.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on OSS and any ticker you trade — then tracks every position and per-strategy win rate.