TSS Reports Q3 2026 Growth Driven by AI Infrastructure and Systems Integration
TSS (TSSI) reported strong third-quarter 2026 financial results, highlighted by a 20% year-over-year revenue increase to $50.1 million. The growth was primarily fueled by the systems integration segment, which saw a 75% surge in revenue due to rising demand for artificial intelligence and high-performance computing infrastructure. This shift toward higher-margin services resulted in an adjusted EBITDA of $4.7 million, representing a 225% increase compared to the previous year. The company also raised its full-year 2026 adjusted EBITDA guidance to a range of $21 million to $23 million, citing a robust customer pipeline for the fourth quarter. To support this scaling, TSS is investing heavily in next-generation platforms and has expanded its warehousing capacity in Georgetown, Texas. The company's transition toward liquid-cooled AI racks and improved revenue mix has significantly bolstered gross margins.
Topics: AI infrastructure EBITDA guidance revenue growth systems integration