One Stop Systems Reports 35.9% Q3 Revenue Growth and Raises Full-Year Guidance
One Stop Systems (OSS) reported strong third-quarter results for fiscal year 2026, with revenue from continuing operations reaching $12.6 million, a 35.9% increase year-over-year. This growth was fueled by new customer acquisitions and higher production volumes across its defense, aerospace, and healthcare segments. Consequently, the company raised its full-year 2026 revenue growth guidance to approximately 40%, up from the previous estimate of 25% to 30%. Despite top-line strength, the company faced margin compression and increased expenses. Gross margin fell to 42.6% due to shifts in product mix, and adjusted EBITDA was impacted by $544,000 in bad debt expense related to a customer bankruptcy and nearly $394,000 in legal settlement costs. However, the company maintains a strong liquidity position with $18.9 million in cash and zero outstanding debt.
Tickers: $OSS
Topics: adjusted EBITDA book-to-bill ratio gross margin guidance upgrade revenue growth