The earnings call highlighted strong revenue growth, record bookings, and improved gross margins. Strategic contracts in defense and healthcare were secured, supporting a positive outlook for 2025. However, challenges include a reported net loss and potential supply chain risks. Overall, the positive aspects significantly outweigh the negative, suggesting a robust trajectory for OSS.

Company Guidance -

Q3 2025

During the One Stop Systems (OSS) Second Quarter 2025 Conference Call, the company provided optimistic guidance reflecting significant growth and strategic achievements. OSS reported a year-over-year revenue increase of 6.9% to $14.1 million for Q2 2025 and highlighted a substantial improvement in gross margins, expanding 610 basis points to 31.3%. The OSS segment alone saw a gross margin jump from 24.9% to 41.3% due to favorable product mix and operational efficiencies. The company also achieved one of its highest levels of bookings, totaling $25.4 million with a book-to-bill ratio of 2.3 in the first half. OSS anticipates approximately $19 million in segment revenue for the second half, compared to $11 million in the first half, aiming for full-year revenue of roughly $30 million, marking over 20% growth. Consolidated revenue for 2025 is expected to be between $59 million and $61 million, with the company targeting EBITDA breakeven for the year. The growth was driven by strong demand for OSS's high-performance edge compute solutions, with significant contract wins in defense and commercial sectors, including a $6.5 million defense contract and new orders for the P-8A Poseidon aircraft. Additionally, OSS launched a new data center product, Ponto, designed for the growing composable infrastructure market, expected to significantly contribute to revenue in 2026.

Record Bookings and Revenue Growth

OSS ended the quarter with one of the highest levels of bookings in its history, totaling $25.4 million with a book-to-bill ratio of 2.3. Consolidated revenue increased by 6.9% year-over-year to $14.1 million.

Improved Gross Margins

Consolidated gross margin expanded by 610 basis points to 31.3%. The OSS segment gross margin improved from 24.9% to 41.3% due to nonrecurrence of an inventory charge and a more profitable product mix.

New Strategic Contracts and Awards

OSS secured a $6.5 million contract for military environments, a $5 million award from the U.S. Navy, and a $2 million order from a medical imaging OEM, indicating strong demand and strategic growth.

Strong Outlook and Guidance

OSS expects 20% year-over-year revenue growth in its segment, and consolidated revenue of $59 million to $61 million for 2025. Positive EBITDA is expected in the second half of 2025.

One Stop Systems (OSS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OSS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.01 / -	-0.3	―	―	―
Aug 07, 2025	2025 (Q2)	-0.07 / -0.07	-0.09	22.22% (+0.02)	―
May 07, 2025	2025 (Q1)	-0.06 / -0.07	-0.04	-75.00% (-0.03)	―
Mar 19, 2025	2024 (Q4)	>-0.01 / -0.12	0.01	-1300.00% (-0.13)	―
Nov 06, 2024	2024 (Q3)	-0.07 / -0.30	-0.03	-900.00% (-0.27)	―
Aug 08, 2024	2024 (Q2)	-0.05 / -0.09	0	―	―
May 09, 2024	2024 (Q1)	-0.05 / -0.04	0	―	―
Mar 21, 2024	2023 (Q4)	-0.04 / 0.01	-0.14	107.14% (+0.15)	―
Nov 09, 2023	2023 (Q3)	-0.05 / -0.03	0.03	-200.00% (-0.06)	―
Aug 10, 2023	2023 (Q2)	0.03 / 0.00	0.04	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OSS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$4.92	$4.95	+0.61%
May 07, 2025	$2.59	$2.41	-6.95%
Mar 19, 2025	$3.06	$2.42	-20.92%
Nov 06, 2024	$2.25	$2.36	+4.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does One Stop Systems (OSS) report earnings?

One Stop Systems (OSS) is schdueled to report earning on Nov 06, 2025, TBA (Confirmed).

What is One Stop Systems (OSS) earnings time?

One Stop Systems (OSS) earnings time is at Nov 06, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OSS EPS forecast?

OSS EPS forecast for the fiscal quarter 2025 (Q3) is 0.01.

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