One Stop Systems Inc
NASDAQ:OSS
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One Stop Systems Inc
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One Stop Systems Inc
One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. The company is headquartered in Escondido, California and currently employs 103 full-time employees. The company went IPO on 2018-02-01. The firm operates through two segments: the design and manufacture of high-performance customized computers and flash arrays, and in-flight entertainment and connectivity and value-added reseller with minimal customization. The firm designs and manufactures ruggedized servers, compute accelerators, expansion systems, flash storage arrays and data recording software for artificial intelligence (AI) workflows. Its products include Compute Servers, Storage Servers, PCIe Expansion and Adaptors, and Additional Compute Products. The firm offers its products to manufacturers of automated equipment used for media and entertainment, medical, industrial, and military applications. The company also provides edge optimized industrial and panel personal computers (PCs), tablets, and handheld compute devices.
One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. The company is headquartered in Escondido, California and currently employs 103 full-time employees. The company went IPO on 2018-02-01. The firm operates through two segments: the design and manufacture of high-performance customized computers and flash arrays, and in-flight entertainment and connectivity and value-added reseller with minimal customization. The firm designs and manufactures ruggedized servers, compute accelerators, expansion systems, flash storage arrays and data recording software for artificial intelligence (AI) workflows. Its products include Compute Servers, Storage Servers, PCIe Expansion and Adaptors, and Additional Compute Products. The firm offers its products to manufacturers of automated equipment used for media and entertainment, medical, industrial, and military applications. The company also provides edge optimized industrial and panel personal computers (PCs), tablets, and handheld compute devices.
Revenue beat: Q4 revenue was $12.0 million, up 70.2% year-over-year and above the high end of 2025 guidance.
Margins & profit: Record quarterly gross margin of 58.5% and GAAP net income from continuing operations of $2.0 million ($0.08 per diluted share).
Balance sheet: Post-Bressner sale OSS has $33.4 million in cash and restricted cash, no debt and only $6.8 million in total liabilities.
Guidance: 2026 revenue growth expected 20%–25%, gross margin approximately 40%, positive EBITDA/adjusted EBITDA for the year with H1 negative and H2 positive.
Program wins / backlog: $65 million total contracted on the P-8 program (including >$23 million awarded in 2025) and $10.5 million in new P-8 awards; book-to-bill ~1.2x provides visibility into 2026 revenue.
Commercial traction: New wins include an autonomous construction/mining robotics customer (displaced incumbent), a $1.5 million aerospace initial order expected to become ~$6 million over 3 years, and a $2.0 million medical imaging follow-on expected to become >$25 million over 5 years.
Execution risks & cadence: Management is explicitly accounting for longer supply lead times (memory) and expects more modest seasonality in 2026 (40% H1 / 60% H2) compared with 2025.
