BOSC

RISHON LE ZION, Israel, Sept. 10, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial and retail sectors, announced today that it will release financial results for the third quarter of 2026 before the market opens on Monday, November 30, 2026. Additionally, BOS will host a video conference call on November 30, 2026, at 8:30 a.m. Eastern Time. A question-and-answer session will follow management’s presentation. To access the video conference meeting, please click on the following link: https://us06web.zoom.us/j/88403627595?pwd=IvzvcHZooR8CiO7jY4tap56J04OdSQ.1 For those unable to participate in the video conference, a recording of the meeting will be available the next day on the BOS website: www.boscom.comAbout BOS BOS integrates cutting-edge technologies to streamline and enhance supply chain operations for global customers in the aerospace, defense, industrial and retail sectors. The Company operates three specialized divisions: Supply Chain DivisionDistributes and integrates franchised electronic components directly into customer products. RFID DivisionOptimizes customers' inventory management through state-of-the-art marking and tracking solutions, ensuring real-time visibility and control. Intelligent Robotics DivisionAutomates industrial and logistics inventory processes through advanced robotics technologies, improving efficiency and precision. For more information on BOS Better Online Solutions Ltd., visit www.boscom.com. Contacts: Eyal Cohen, CEOBOS | +972-542525925 | [email protected] Safe Harbor Regarding Forward-Looking Statements The forward-looking statements contained herein reflect management's current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause the actual results to differ materially from those in the forward-looking statements, all of which are difficult to predict and many of which are beyond the control of BOS. These risk factors and uncertainties include, amongst others, the dependency of sales being generated from one or a few major customers, the uncertainty of BOS being able to maintain current gross profit margins, inability to keep up or ahead of technology and to succeed in a highly competitive industry, inability to maintain marketing and distribution arrangements and to expand our overseas markets, uncertainty with respect to the prospects of legal claims against BOS, the effect of exchange rate fluctuations, general worldwide economic conditions, the effect of the ongoing armed conflict and security conditions in Israel and in the region, the continued availability of financing for working capital purposes and to refinance outstanding indebtedness, the risk that a customer order, including the order described herein, may be delayed, modified, or canceled prior to completion of delivery; and additional risks and uncertainties detailed in BOS' periodic reports and registration statements filed with the US Securities and Exchange Commission. BOS undertakes no obligation to publicly update or revise any such forward-looking statements to reflect any change in its expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.

This article first appeared on GuruFocus. Revenue Growth (Q2 2026): 29% year-over-year increase. Backlog: Record $31 million as of end of Q2 2026, with approximately $20 million scheduled for delivery by year-end. Full-Year 2026 Net Income Guidance: Expected to exceed $3.6 million achieved in 2025. Shareholders' Equity: $30.9 million. Cash Position: $10 million, roughly unchanged despite 30% revenue growth between Q1 and Q2 2026. RFID Revenue Growth (H1 2026): 17% increase compared to the same period last year. Valuation Metrics: Market capitalization of approximately $31 million; enterprise value (market cap less cash) of approximately $21 million; price-to-book ratio of roughly 1x; price-to-earnings ratio of roughly 9x. Warning! GuruFocus has detected 4 Warning Signs with JBSS. Is BOSC fairly valued? Test your thesis with our free DCF calculator. Release Date: August 20, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Second quarter 2026 revenue grew 29% year-over-year, with full-year 2026 revenue expected to exceed 2025's record. Record backlog of $31 million, with $20 million scheduled for delivery by year-end, providing strong revenue visibility. RFID division revenue grew 17% in the first half of 2026, indicating a recovery in the Israeli commercial market. Strong balance sheet with $30.9 million in shareholders' equity and $10 million in cash, enabling M&A opportunities. Company trades at a discount to market (9x P/E vs. 16x Russell Microcap), with plans to close the valuation gap through increased IR activities. Operating expenses increased by $600,000 in the first half due to US dollar devaluation, posing a challenge to net income growth. Supply Chain segment revenue decreased 6% in Q2, with fluctuations in client consumption rates causing unpredictability. M&A efforts have not closed a deal in the past 2-3 years due to strict criteria, limiting external growth. RFID division remains exposed to geopolitical events in Israel, with a specific unit still undergoing restructuring. Gross margins are under pressure from FX and potential large low-margin transactions in the Supply Chain segment. Q: Can you walk me through the bridge between the announced new orders and the guidance of exceeding $3.6 million in net income, which is flat to last year? Is incremental revenue being absorbed by mix, and what has to change for this momentum to break through to the bottom line?A: Eyal Cohen (CEO): We announced we will exceed the $3.6 million figure, but we face a challenge with the devaluation of the US dollar. In the first half of the year, it increased our operational expenses by about $600,000, which is roughly $1.2 million on an annual basis. To compensate, we are working on internal efficiency, mainly with AI tools, but improving efficiency by $1.2 million a year is tough. We are also increasing our gross profit margins and growing revenues. The combination of these factors supports our outlook for exceeding the $3.6 million net income. Q: Regarding one of your recent orders in the semiconductor industry, is that a one-time order, or do you see more orders coming from that industry?A: Eyal Cohen (CEO): The announced contract relates to our Supply Chain division. Behind it is design work to embed our component into the client's product, which we worked on a year ago. Once the product starts mass production, we begin receiving orders. As long as the product is alive, we expect recurring orders, not a one-time event. Q: Can you give an update on your progress in India and where you see that progressing over the next year?A: Eyal Cohen (CEO): We are very pleased with the progress of our team in India. They are reaching clients we have never been in contact with before, and I am sure this will support the growth of our business in India in 2026. Q: Do you still plan to make any M&A activity non-dilutive to shareholders, financed with existing cash and bank loans?A: Eyal Cohen (CEO): That is correct. We are planning M&A, but in the last 2-3 years, we haven't closed a deal because targets didn't match our criteria, which require a solid history of profits and a positive outlook. We have several opportunities on the table and are in negotiations. We have about $10 million in cash, and if we buy a profitable company, banks should participate in 50% of the financing, allowing us to reach a maximum acquisition value of $20 million. Q: The RFID division was up 17.5% year-over-year. Was that a function of an easy comp, or are you seeing a positive change?A: Eyal Cohen (CEO): We see a positive change. We expected this rebound in the Israeli market, and demand is starting very strong. After three years of being on hold, we see a recovery, and I am bullish on 2026 for the RFID division. Q: Supply Chain segment revenues were down about 6%. Can you provide insight into why?A: Eyal Cohen (CEO): Fluctuations in this division are significantly high. In Q1, we were below the comparable quarter by about 17%, but in Q2, we succeeded in closing the gap. Our clients in the defense segment will buy our components, but we don't control the rate of consumption, so fluctuations occur. I don't give importance to the 5% decrease. We have a record backlog of $31 million, with $20 million scheduled for delivery by year-end, supporting our outlook to exceed $51 million in revenue for 2026. Q: As a follow-up on M&A, what are the gating factors for closing a dealfinding targets, price expectations, or financing capacity?A: Eyal Cohen (CEO): The cap for acquisition investment is $20 million. The target must have synergy with our core business, and we have flexibility on the range of synergy. We check that the company has presented consecutive profits over the last 3-5 years with a positive outlook. Regarding valuation, the multiples on the table are between 5x to 6x EBITDA. Q: Gross margins seem flat while revenue is growing. Are they affected by the RFID versus Supply Chain mix, FX, or can they improve?A: Eyal Cohen (CEO): We are working to improve gross margins to compensate for the devaluation of the US dollar. Since the beginning of the year, our sales team has been increasing prices, and we follow this month by month. Our expectation is that gross profit margins will increase. However, in certain cases, a huge transaction in the supply chain could have a lower margin due to negotiation, but we hope it won't lower the average. In general, we expect higher gross profit margins. Q: Regarding the RFID division, is the restructuring of the specific unit over, or should we expect further improvements?A: Eyal Cohen (CEO): We have done great work and made great progress in that unit. Its performance is much better than in the comparable period last year, but we still have work to do. This unit will be profitable in 2026, as opposed to 2025. The RFID division in general is profitable, and the situation is much better now. Q: Is RFID performance a function of Israel being in a state of war, or are there other significant factors?A: Eyal Cohen (CEO): RFID is 100% affected by the Israeli commercial market. We are in the process of penetrating the Defense segment with RFID and hired a consulting company for that mission. We are also working to penetrate hospitals, a growing and stable segment. We are searching for acquisitions in that field, but it's tough. Another option is to build a team from scratch to reduce the RFID division's exposure to geopolitical events that put the commercial segment on hold. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Second Quarter Revenue Grew 29% Year-Over-Year to $14.9 MillionRaises Full-Year 2026 Net Income Guidance RISHON LE ZION, Israel, Aug. 20, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (Nasdaq: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial and retail sectors, today announced its financial results for the second quarter and first half ended June 30, 2026. Second Quarter 2026 Financial Highlights Revenue was $14.9 million, up 29% from $11.5 million in the second quarter of 2025. Gross profit was $3.4 million, or 23.0% of revenue, compared to $2.6 million, or 22.8% of revenue, in the second quarter of 2025. Operating income was $1.1 million, compared to $0.1 million in the second quarter of 2025, which included a $0.7 million goodwill impairment charge. EBITDA was $1.3 million, compared to $0.9 million in the second quarter of 2025. Net income was $1.4 million, or $0.19 per diluted share, compared to net income of $0.8 million, or $0.12 per diluted share, in the second quarter of 2025. First Half 2026 Financial Highlights Revenue was $26.2 million, compared to $26.6 million in the first half of 2025. Gross profit was $6.2 million, or 23.8% of revenue, compared to $6.2 million, or 23.4% of revenue, in the first half of 2025. Operating income was $1.7 million, compared to $1.8 million in the first half of 2025; the 2025 period included a $0.7 million goodwill impairment charge. EBITDA was $2.2 million, compared to $2.8 million in the first half of 2025. Net income was $2.1 million, or $0.30 per diluted share, compared to net income of $2.1 million, or $0.33 per diluted share, in the first half of 2025. “Second-quarter 2026 revenue grew 29% year-over-year, helping offset a softer first quarter of 2026 and bringing first-half 2026 revenue roughly in line with last year,” said Eyal Cohen, BOS’ CEO. “Our backlog remained at a record $31 million as of the end of the second quarter of 2026, unchanged from the previous quarter, despite 30% quarter-over-quarter revenue growth. Approximately $20 million of the backlog is scheduled for delivery by year-end. Together with first-half revenue, this amount represents approximately 91% of our full-year 2025 revenue. Accordingly, we continue to expect full-year 2026 revenue to exceed $51 million, and we are raising our net income guidance to exceed $3.6 million. Growth in the first half was led by our RFID division, up 17.5% year-over-year, while Supply Chain revenue softened by 5.8%, which we view as temporary based on backlog trends," concluded Eyal Cohen. Moshe Zeltzer, BOS' Chief Financial Officer, stated: “The depreciation of the U.S. dollar against the New Israeli Shekel increased our operating expenses by approximately $0.6 million in the first half of 2026, compared to the first half of 2025, creating pressure on our profitability. We are responding to the depreciation of the U.S. dollar by working to accelerate revenue growth and improve gross profit margins. The diluted earnings per share for the first half declined to $0.30 from $0.33 in the comparable period primarily due to 970,000 shares issued upon warrant and option exercises in the second half of 2025. The proceeds from the exercises amounted to $2.9 million, which we plan to deploy toward acquisitions that are expected to increase our earnings. We remain focused both on organic growth across all three divisions and on continuing to evaluate selective bolt-on acquisitions.” Investor Conference Call BOS will host a video conference meeting on August 20, 2026, at 8:30 a.m. EDT. A question-and-answer session will follow management's presentation. To access the video conference meeting, please click on the following link: https://us06web.zoom.us/j/82362585684?pwd=TxUMoGZQB7b9WbbKaNtkDb3Tn95gEq.1 For those unable to participate in the video conference, a recording of the meeting will be available the next day on the BOS website: www.boscom.com. About BOS BOS integrates cutting-edge technologies to streamline and enhance supply chain operations for global customers in the aerospace, defense, industrial and retail sectors. The Company operates three specialized divisions: Supply Chain DivisionDistributes and integrates franchised electronic components directly into customer products. RFID DivisionOptimizes customers' inventory management through state-of-the-art marking and tracking solutions, ensuring real-time visibility and control. Intelligent Robotics DivisionAutomates industrial and logistics inventory processes through advanced robotics technologies, improving efficiency and precision. For more information on BOS Better Online Solutions Ltd., visit www.boscom.com. Contacts: Toni McLaughlin, DirectorAllele Communications | +1 786.290.7095 | [email protected] Eyal Cohen, CEOBOS | +972-542525925 | [email protected] Use of Non-GAAP Financial Information BOS reports financial results in accordance with U.S. GAAP and also provides certain non-GAAP measures. These non-GAAP measures are not in accordance with, nor are they a substitute for, GAAP measures. These non-GAAP measures are intended to supplement the Company's presentation of its financial results prepared in accordance with GAAP. The Company uses these non-GAAP measures to evaluate and manage its operations internally and is providing this information to assist investors in performing additional financial analysis consistent with financial models developed by research analysts who follow the Company. The reconciliation set forth below is provided in accordance with Regulation G and reconciles the non-GAAP financial measures with the most directly comparable GAAP financial measures. Contracted backlog Represents the estimated value of firm customer orders under contract as of the date indicated. Backlog is not a guarantee of future revenues, and may be canceled, modified, or delayed by customers. Safe Harbor Regarding Forward-Looking StatementsThe forward-looking statements contained herein reflect management's current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause the actual results to differ materially from those in the forward-looking statements, all of which are difficult to predict and many of which are beyond the control of BOS. These risk factors and uncertainties include, amongst others, the dependency of sales being generated from one or a few major customers, the uncertainty of BOS being able to maintain current gross profit margins, inability to keep up or ahead of technology and to succeed in a highly competitive industry, inability to maintain marketing and distribution arrangements and to expand our overseas markets, uncertainty with respect to the prospects of legal claims against BOS, the effect of exchange rate fluctuations, general worldwide economic conditions, the effect of the ongoing armed conflict and security conditions in Israel and in the region, the continued availability of financing for working capital purposes and to refinance outstanding indebtedness; and additional risks and uncertainties detailed in BOS' periodic reports and registration statements filed with the US Securities and Exchange Commission. BOS undertakes no obligation to publicly update or revise any such forward-looking statements to reflect any change in its expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements. * Unallocated operating expenses include costs not specific to a particular segment but are general to the group, such as expenses incurred for insurance of directors and officers, public company fees, legal fees, and other similar corporate costs. * Unallocated operating expenses include costs not specific to a particular segment but are general to the group, such as expenses incurred for insurance of directors and officers, public company fees, legal fees, and other similar corporate costs.

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Revenue growth of 29% in Q2 was driven by a recovery in the Israeli commercial market and sustained demand within the Defense segment. The RFID division saw a 17% revenue increase in the first half of the year, signaling a rebound in domestic commercial demand after a three-year period of stagnation. Management attributed the record $31 million backlog primarily to the Supply Chain division, where long-cycle design work for semiconductor components is now transitioning into mass production. Operational efficiency is being addressed through the internal implementation of AI tools to mitigate a $1.2 million annual headwind caused by the devaluation of the U.S. dollar. The Robotics division is successfully expanding its footprint by penetrating a higher number of factories within the global defense sector. Cash management remains highly efficient, with cash levels holding steady at $10 million despite 30% sequential revenue growth, aided by vendor financing of client requirements. Full-year 2026 revenue and net income are expected to exceed 2025 levels, supported by $20 million of the current backlog scheduled for delivery by year-end. Management is actively pursuing non-dilutive M&A opportunities with a maximum acquisition value of $20 million, targeting profitable companies with EBITDA multiples between 5x and 6x. Strategic expansion in India is expected to yield significant growth in 2027 as the local team reaches previously untapped client segments. The company plans to diversify the RFID division's revenue base by targeting the hospital segment and defense sector to reduce exposure to Israeli geopolitical volatility. Future margin expansion is dependent on successful price increases currently being negotiated with clients to compensate for currency-related cost increases. The devaluation of the U.S. dollar increased operational expenses by approximately $600,000 in the first half of 2026, creating a significant hurdle for bottom-line growth. Supply Chain revenue experienced a 6% decline due to the timing of client consumption rates, though management views this as normal fluctuation given the record backlog. A specific underperforming unit within the RFID division has been restructured and is expected to return to profitability in 2026. Management expressed openness to a corporate name change to 'BOSC' to better align with their stock ticker and investor recognition. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management explained that orders follow a year-long design-in phase where components are embedded into client products. Revenue is expected to continue for the duration of the product's lifecycle once mass production commences. Acquisitions will be financed using $10 million cash-on-hand and 50% bank debt to avoid shareholder dilution. Targets must demonstrate 3-5 years of consecutive profits and offer synergies with core business lines. Sales teams are aggressively increasing prices to offset the $1.2 million annual impact of dollar devaluation. While average margins are expected to rise, large-scale supply chain transactions may cause quarterly fluctuations due to lower-margin profiles on high-volume deals. The 17.5% growth in RFID is attributed to a genuine market rebound in Israel rather than just easy year-over-year comparisons. To mitigate geopolitical risk, the company is hiring consultants to help penetrate the defense and healthcare sectors.

RISHON LE ZION, Israel, June 09, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial and retail sectors, announced today that it will release financial results for the second quarter of 2026 before the market opens on Thursday, August 20, 2026. Additionally, BOS will host a video conference call on August 20, 2026, at 8:30 a.m. Eastern Time. A question-and-answer session will follow management’s presentation. To access the video conference meeting, please click on the following link: https://us06web.zoom.us/j/82362585684?pwd=TxUMoGZQB7b9WbbKaNtkDb3Tn95gEq.1 For those unable to participate in the video conference, a recording of the meeting will be available the next day on the BOS website: www.boscom.com About BOS BOS integrates cutting-edge technologies to streamline and enhance supply chain operations for global customers in the aerospace, defense, industrial and retail sectors. The Company operates three specialized divisions: Intelligent Robotics Division: Automates industrial and logistics inventory processes through advanced robotics technologies, improving efficiency and precision. RFID Division: Optimizes inventory management with state-of-the-art solutions for marking and tracking, ensuring real-time visibility and control. Supply Chain Division: Integrates franchised components directly into customer products, meeting their evolving needs for developing innovative solutions. For more information on BOS Better Online Solutions Ltd., visit www.boscom.com. For additional information, contact: Toni McLaughlin, Director Allele Communications | +1 7862907095 | [email protected] Eyal Cohen, CEOBOS | +972542525925 | [email protected] Safe Harbor Regarding Forward-Looking Statements The forward-looking statements contained herein reflect management's current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause the actual results to differ materially from those in the forward-looking statements, all of which are difficult to predict and many of which are beyond the control of BOS. These risk factors and uncertainties include, amongst others , the dependency of sales being generated from one or a few major customers, the uncertainty of BOS being able to maintain current gross profit margins, inability to keep up with or stay ahead of technology and to succeed in a highly competitive industry, inability to maintain marketing and distribution arrangements and to expand overseas markets, uncertainty with respect to the prospects of legal claims against BOS, the effect of exchange rate fluctuations, general worldwide economic conditions, the effect of ongoing armed conflict and security conditions in Israel and in the region, the continued availability of financing for working capital purposes and to refinance outstanding indebtedness; and additional risks and uncertainties detailed in BOS' periodic reports and registration statements filed with the US Securities and Exchange Commission. BOS undertakes no obligation to publicly update or revise any such forward-looking statements to reflect any change in its expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.

This article first appeared on GuruFocus. Revenue Growth: Increased from $33.6 million in 2021 to $51 million in 2025. Q1 2026 Orders from India: $3.3 million compared to $172,000 in the same quarter last year. Shareholders' Equity: $29 million. Cash Net of Loans: $9.5 million. Backlog as of March 31, 2026: $31 million. Q1 2026 Revenue and Backlog Combined: $42.4 million, 83% of the full-year target. Gross Profit Margin Q1 2026: 24.9%, up from 23.9% in the same quarter last year. Net Income Target for 2026: $3.6 million. Backlog Growth in Q1 2026: Increased 29% from $24 million to $31 million. Price-to-Earnings Ratio: Approximately 11 times compared to 22 times for the Russell 2000 index. Warning! GuruFocus has detected 4 Warning Signs with BLMWF. Is BOSC fairly valued? Test your thesis with our free DCF calculator. Release Date: May 28, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. BOS Better Online Solutions Ltd (NASDAQ:BOSC) reported significant revenue growth from $33.6 million in 2021 to $51 million in 2025, indicating strong organic growth. The company is well-positioned to benefit from the global increase in defense budgets, which is a long-term structural trend. BOSC has successfully expanded its presence in the Indian market, with $3.3 million in orders in Q1 2026 compared to $172,000 in the same quarter last year. The company's backlog increased by 29% in the first quarter of 2026, reaching $31 million, which supports future revenue growth. BOSC maintains a solid balance sheet with $29 million in shareholders' equity and $9.5 million in cash net of loans, providing financial flexibility for acquisitions. The depreciation of the US dollar against the Israeli shekel is putting pressure on BOSC's profitability. The RFID division experienced lower profitability due to partial operations in March and increased labor costs from currency devaluation. Despite growth, BOSC's price-to-earnings ratio is lower than the Russell 2000 index, indicating potential undervaluation by investors. The company has not yet penetrated the drone market, which is a growing segment in the defense industry. BOSC's name may cause confusion among investors, as it does not reflect the company's current focus on defense and supply chain solutions. Q: With the devaluation of the dollar against the NIS, are you doing anything to hedge or compensate for this? A: Eyal Cohen, CEO, explained that while they are hedging on the balance sheet, the long-term solution is to increase business efficiency. This includes raising sales prices to improve gross profit margins and growing the business through acquisitions with a focus on profitability and synergy. Q: Are any of your components used in drones, given their increasing importance in defense? A: Eyal Cohen, CEO, stated that currently, their components are not used in drones, but they are actively seeking manufacturers to collaborate with to enter this market. Q: How is the expansion of RFID into the healthcare sector progressing? A: Eyal Cohen, CEO, mentioned that they have set up a team to expand RFID into the defense sector and are in the process of forming a team for the healthcare sector. He expects to start this expansion within the year. Q: Can you break down which divisions contributed most to the 29% increase in backlog? A: Eyal Cohen, CEO, noted that the Supply Chain division was the primary contributor due to its long-term orders. Q: What do you attribute the early success in the Indian market to? A: Eyal Cohen, CEO, attributed the success to the groundwork laid by their Israeli team. He believes that establishing a local team in India will further accelerate their growth in the market. Q: How do you expect the RFID division to perform, considering the current geopolitical situation? A: Eyal Cohen, CEO, acknowledged that the RFID division faced challenges in Q1 due to partial operations and currency devaluation. However, he expects improved results in Q2 as they work on increasing gross profit margins. Q: Do you see potential for expansion in other countries similar to India? A: Eyal Cohen, CEO, confirmed that they are exploring opportunities in the US and other regions in the Far East, following the business model used in India. Q: Have you considered renaming the company to better reflect its current operations? A: Eyal Cohen, CEO, acknowledged the suggestion and mentioned that rebranding might occur after future acquisitions to better align with their business focus. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Performance is underpinned by a structural long-term shift in global defense budgets and the replenishment of Israeli Defense Forces inventory. The company is pivoting toward higher-margin organic growth, evidenced by a 29% sequential backlog increase to $31 million in Q1 2026. Strategic positioning in India has yielded immediate results, with Q1 orders rising to $3.3 million from $172,000 in the prior year period. Management attributes the Supply Chain division's dominance in the backlog to its long-term order cycles and integration of franchised components. Operational efficiency is being prioritized to counter the depreciation of the U.S. dollar against the Israeli shekel, which pressures profitability. The company maintains a disciplined acquisition strategy, targeting profitable firms valued up to $20 million without expecting shareholder dilution. Management expects to exceed the previously announced annual revenue target of $51 million based on strong Q1 performance and backlog visibility. The net income target of $3.6 million is being maintained despite currency headwinds, with a potential reassessment as margin improvement initiatives progress. Expansion into the healthcare sector via RFID technology is anticipated to begin within the current year once a specialized team is finalized. The company is actively tracking Israeli defense primes into new Far East territories to replicate the successful Indian subcontracting business model. Future growth assumes a continued focus on increasing sales prices and gross profit margins to offset operational expenses quoted in local currency. Currency fluctuation remains a primary risk, as the strong Israeli shekel increases labor and warehouse costs in dollar terms. The RFID division experienced temporary margin compression in Q1 due to partial operations and fixed costs during the month of March. Management identified a significant valuation gap, noting the company trades at book value compared to the Russell 2000 average of 2.6x. A rebranding effort is being considered following future acquisitions to better align the corporate name with its defense and robotics focus. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here. Management performs balance sheet hedging but views operational efficiency and price increases as the only sustainable long-term solutions. Gross profit margins improved to 24.9% in Q1, which serves as a primary buffer against the devaluation of the dollar. The company does not currently have components in drone systems but is actively seeking manufacturers to represent for this purpose. A dedicated external team has been hired to accelerate the penetration of RFID solutions into the defense sector. Initial Q1 success was achieved by the Israel-based team; management expects further acceleration following the March 2026 appointment of a local Indian representative.

Raises Full-Year 2026 Revenue Guidance RISHON LE ZION, Israel, May 28, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (Nasdaq: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial, and retail sectors, today announced its financial results for the first quarter of 2026. Quarter Ended March 31, 2026 Financial Results Revenues for the first quarter of 2026 were $11.4 million. While revenues in the first quarter of 2025 were $15.0 million, that figure was boosted by a single outsized transaction of $2.5 million, making the 2025 full-year average quarterly revenue, of $12.6 million a more representative comparison. Gross Profit in the first quarter of 2026 was $2.8 million with a gross profit margin of 24.9%, compared to $3.6 million with a gross profit margin of 23.9% in Q1 2025. Operating Expenses in the first quarter of 2026 totaled $2.17 million, compared to $1.85 million in Q1 2025. The increase is primarily attributable to the 13.6% depreciation of the U.S. dollar against the New Israeli Shekel (NIS) from Q1 2025 to Q1 2026. Operating Income in the first quarter of 2026 was $665,000 compared to $1.7 million in Q1 2025. Financial Income in the first quarter of 2026 was $120,000 compared to financial expenses of $272,000 in Q1 2025. Our balance sheet includes significant net assets denominated in Israeli shekels, so changes in the exchange rate between the U.S. dollar and the NIS result in foreign‑currency gains or losses when the dollar depreciates or appreciates against the shekel. Net Income in the first quarter of 2026 amounted to $765,000, or $0.11 per basic share compared to $1.35 million, or $0.23 per basic share in Q1 2025. Cash and cash equivalents, net of loans, amounted to $9.5 million as of March 31, 2026, compared to $10.1 million as of December 31, 2025. Business Updates In March 2026, the Supply Chain division signed a new exclusive sales, marketing, and distribution agreement with Doppler Electronics Private Limited, an Indian corporation, to expand its business activities in the growing Indian market. During the first quarter of the year, we received $3.3 million in orders from Indian customers compared to only $172,000 in the comparable quarter last year. In March 2026, the Supply Chain division acquired the remaining 50% of the profit rights in a joint venture for the sale of wire products for the defense and aviation industries, for a total consideration of approximately $641,000, resulting in full ownership of the venture. Wire product revenues contributed $500,000 in the first quarter of 2026, and the division is well-positioned for continued growth in this segment. In May 2026, we announced a strategic initiative to expand our RFID division beyond its current retail focus to Israeli defense sector. Accordingly, we engaged a specialized consulting firm led by IDF veterans with hands-on experience in defense procurement. We view this move as part of a broader strategy to diversify our RFID customer base. "The first quarter results are in line with our expectations," said Eyal Cohen, BOS' CEO. "Our backlog grew by 29% from $24 million at year-end 2025 to $31 million as of March 31, 2026. We now anticipate exceeding our previously announced annual revenue target of $51 million. The depreciation of the U.S. dollar against the New Israeli Shekel is creating pressure on our profitability and as a result, at this stage, we are maintaining our net income target of $3.6 million for the full year. We are responding to the depreciation of the U.S dollar by working on accelerating revenue growth and improving gross profit margins." Investor Conference Call BOS will host a video conference meeting on May 28, 2026, at 8:30 a.m. EDT. A question-and-answer session will follow management’s presentation. To access the video conference meeting, please click on the following link: https://us06web.zoom.us/j/89470679082?pwd=PlJwUwaXO74oZDDC3JiPS5rUvdZq6P.1 For those unable to participate in the video conference, a recording of the meeting will be available the next day on the BOS website: www.boscom.com About BOS BOS integrates cutting-edge technologies to streamline and enhance supply chain operations for global customers in the aerospace, defense, industrial and retail sectors. The Company operates three specialized divisions: Supply Chain Division Distributes and integrates franchised electronic components directly into customer products. RFID Division Optimizes customers’ inventory management through state-of-the-art marking and tracking solutions, ensuring real-time visibility and control. Intelligent Robotics Division Automates industrial and logistics inventory processes through advanced robotics technologies, improving efficiency and precision. For more information on BOS Better Online Solutions Ltd., visit www.boscom.com. Contacts: Toni McLaughlin, Director Allele Communications | +1 786.290.7095 | [email protected] Eyal Cohen, CEO BOS | +972-542525925 | [email protected] Use of Non-GAAP Financial Information BOS reports financial results in accordance with U.S. GAAP and also provides certain non-GAAP measures. These non-GAAP measures are not in accordance with, nor are they a substitute for, GAAP measures. These non-GAAP measures are intended to supplement the Company's presentation of its financial results prepared in accordance with GAAP. The Company uses these non-GAAP measures to evaluate and manage its operations internally and is providing this information to assist investors in performing additional financial analysis consistent with financial models developed by research analysts who follow the Company. The reconciliation set forth below is provided in accordance with Regulation G and reconciles the non-GAAP financial measures with the most directly comparable GAAP financial measures. Contracted backlog Represents the estimated value of firm customer orders under contract as of the date indicated. Backlog is not a guarantee of future revenues, and may be canceled, modified, or delayed by customers. Safe Harbor Regarding Forward-Looking Statements The forward-looking statements contained herein reflect management's current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause the actual results to differ materially from those in the forward-looking statements, all of which are difficult to predict and many of which are beyond the control of BOS. These risk factors and uncertainties include, amongst others, the dependency of sales being generated from one or a few major customers, the uncertainty of BOS being able to maintain current gross profit margins, inability to keep up or ahead of technology and to succeed in a highly competitive industry, inability to maintain marketing and distribution arrangements and to expand our overseas markets, uncertainty with respect to the prospects of legal claims against BOS, the effect of exchange rate fluctuations, general worldwide economic conditions, the effect of the ongoing armed conflict and security conditions in Israel and in the region, the continued availability of financing for working capital purposes and to refinance outstanding indebtedness; and additional risks and uncertainties detailed in BOS' periodic reports and registration statements filed with the US Securities and Exchange Commission. BOS undertakes no obligation to publicly update or revise any such forward-looking statements to reflect any change in its expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements. SEGMENT INFORMATION (U.S. dollars in thousands)

RISHON LE ZION, Israel, April 30, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial and retail sectors, announced today that it will release financial results for the first quarter of 2026 before the market opens on Thursday, May 28, 2026. Additionally, BOS will host a video conference call on May 28, 2026, at 8:30 a.m. EDT. A question-and-answer session will follow management’s presentation. To access the video conference meeting, please click on the following link: https://us06web.zoom.us/j/89470679082?pwd=PlJwUwaXO74oZDDC3JiPS5rUvdZq6P.1 For those unable to participate in the video conference, a recording of the meeting will be available the next day on the BOS website: www.boscom.com About BOS BOS integrates cutting-edge technologies to streamline and enhance supply chain operations for global customers in the aerospace, defense, industrial and retail sectors. The Company operates three specialized divisions: Intelligent Robotics Division: Automates industrial and logistics inventory processes through advanced robotics technologies, improving efficiency and precision. RFID Division: Optimizes inventory management with state-of-the-art solutions for marking and tracking, ensuring real-time visibility and control. Supply Chain Division: Integrates franchised components directly into customer products, meeting their evolving needs for developing innovative solutions. For more information on BOS Better Online Solutions Ltd., visit www.boscom.com. For additional information, contact: Eyal Cohen, CEO +972-542525925 [email protected] Safe Harbor Regarding Forward-Looking Statements The forward-looking statements contained herein reflect management's current views with respect to future events and financial performance. These forward-looking statements are subject to certain risks and uncertainties that could cause the actual results to differ materially from those in the forward-looking statements, all of which are difficult to predict and many of which are beyond the control of BOS. These risk factors and uncertainties include, amongst others , the dependency of sales being generated from one or a few major customers, the uncertainty of BOS being able to maintain current gross profit margins, inability to keep up with or stay ahead of technology and to succeed in a highly competitive industry, inability to maintain marketing and distribution arrangements and to expand overseas markets, uncertainty with respect to the prospects of legal claims against BOS, the effect of exchange rate fluctuations, general worldwide economic conditions, the effect of ongoing armed conflict and security conditions in Israel and in the region, the continued availability of financing for working capital purposes and to refinance outstanding indebtedness; and additional risks and uncertainties detailed in BOS' periodic reports and registration statements filed with the US Securities and Exchange Commission. BOS undertakes no obligation to publicly update or revise any such forward-looking statements to reflect any change in its expectations or in events, conditions or circumstances on which any such statements may be based, or that may affect the likelihood that actual results will differ from those set forth in the forward-looking statements.

This article first appeared on GuruFocus. Revenue: $51 million, a 27% year-over-year increase. Net Income: $3.6 million, a 57% year-over-year increase. Contracted Backlog: $24 million at year-end. Goodwill Impairment Charges: $1.2 million in 2025. Currency Exchange Income: $800,000 non-recurring gain in 2025. Cash and Equivalents: $11.8 million, up from $3.6 million at year-end 2024. Shareholders' Equity: Almost $29 million, up from $21 million at year-end 2024. Bank Debt: $1.7 million. Projected 2026 Revenue: Approximately $51 million. Projected 2026 Net Income: Approximately $3.6 million. Stock Appreciation: 42% increase in 2025. Price-to-Earnings Ratio: Approximately 9 times. Warning! GuruFocus has detected 1 Warning Sign with BOSC. Is BOSC fairly valued? Test your thesis with our free DCF calculator. Release Date: March 31, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. BOS Better Online Solutions Ltd (NASDAQ:BOSC) achieved a record revenue of $51 million in 2025, marking a 27% year-over-year growth. Net income increased by 57% year-over-year to a record $3.6 million, showcasing the company's ability to drive profitable growth. The company has a substantial contracted backlog of $24 million, providing good visibility into future revenue streams. BOSC is expanding its geographic reach by appointing an Indian company to represent it in the Indian market, a strategic move to tap into the growing defense subcontracting hub. The company's financial foundation is strong, with cash and equivalents growing to $11.8 million and shareholders' equity increasing to almost $29 million. The ongoing geopolitical tension in Israel has negatively impacted the RFID division, leading to goodwill impairment charges of $700,000 in 2024 and $1.2 million in 2025. The USD to Israeli shekel exchange rate has resulted in an expected increase of $600,000 in Israeli shekel-denominated operating expenses for 2026. The company recognized $800,000 in non-recurring currency exchange income in 2025 due to the dollar's weakness, which is not expected to repeat in 2026. Despite strong performance, BOSC's stock is trading near book value, significantly undervalued compared to the Russell 2000 index. The guidance for 2026 projects flat revenue and net income compared to 2025, reflecting a conservative outlook amidst geopolitical uncertainties. Q: How do you expect your business to be impacted if the geopolitical tensions continue for another 30 days versus six months? A: Eyal Cohen, CEO, explained that the defense segment, which includes the supply chain and robotic divisions, would likely see positive growth if tensions persist. However, the RFID division is sensitive to geopolitical tensions and could be negatively impacted. The company is shifting focus to less sensitive segments like hospitals in Israel to mitigate risks. Q: Why does the guidance for 2026 show no growth despite past achievements? A: Eyal Cohen, CEO, stated that the company reached a record $51 million in revenues in 2025. The conservative guidance reflects geopolitical uncertainties and a substantial backlog covering 50% of the 2026 outlook. The company plans to update guidance quarterly as conditions evolve. Q: Can you elaborate on your M&A strategy and the use of your cash position? A: Eyal Cohen, CEO, confirmed that with $11.8 million in cash, the company is evaluating acquisition opportunities that are accretive to revenue and earnings without dilution. The cash is currently invested in securities yielding 4-5% interest, and there are no plans for dilution in future acquisitions. Q: What are your expectations for revenue from the Indian market in 2026? A: Eyal Cohen, CEO, noted that the company has seen revenue flows from India in previous years and expects significant growth in 2026. The company has established an agency in India to enhance its presence and capitalize on long-term opportunities. Q: What investments are planned for entering the hospital market with the RFID division? A: Eyal Cohen, CEO, mentioned that the investment could be around $300,000 in 2026, with the segment expected to break even by 2027 and become profitable by 2028. The move aims to reduce exposure to geopolitical tensions affecting the RFID division. Q: How will currency fluctuations and tax carryovers affect your financials in 2026? A: Moshe Zeltzer, CFO, explained that the company expects $600,000 in increased operating expenses due to currency fluctuations. The $800,000 currency exchange gain from 2025 is not expected to recur. Tax carryovers will offset profits, minimizing tax expenses in 2026. Q: Can you quantify the revenue contribution from India in previous years? A: Eyal Cohen, CEO, stated that revenue from India averaged around $3 million annually in recent years, with expectations for significant growth as the company increases its investment in the region. Q: Why not consider a stock buyback to demonstrate undervaluation? A: Eyal Cohen, CEO, expressed that the company prefers to use its cash for acquisitions to support long-term growth rather than stock buybacks, which he views as an artificial financial act. The focus remains on strategic investments to enhance shareholder value. For the complete transcript of the earnings call, please refer to the full earnings call transcript.