Schaeffers Research·Jun 23, 2026
Summer 2026 Picks: Should You Stay or Should You Go?Subscribers to our Substack, The Contrarian Edge , received this commentary on Saturday, June 21.
One Stop Systems, Inc.(OSS)Earnings, Financials & Key Ratios
OSS•NASDAQ
$13.91
63.2× P/E·Price updated Jul 7, 2026
AboutOne Stop Systems, Inc. designs, manufactures, and markets high-performance computing modules and systems for edge deployments in the United States and internationally. Its systems are built using the graphical processing unit and solid-state flash technologies. The company provides custom servers, data acquisition platforms, compute accelerators, solid-state storage arrays, PCIe expansion products, and system I/O expansion systems, as well as edge optimized industrial and panel PCs. It also offers ruggedized mobile tablets and handhelds that meet the specialized requirement for devices deployed at the edge in a diverse set of environmental conditions. The company sells its products to multinational companies, governmental agencies, military contractors, and technology providers through its website, web store, direct sales team, and original equipment manufacturer focused sales, as well as through a network of resellers and distributors. One Stop Systems, Inc. was founded in 1998 and is headquartered in Escondido, California.Show more
- Revenue$32M-41.1%
- EBITDA-$2M+80.0%
- Net Income$5M+137.3%
- EPS (Diluted)0.22+133.8%
- Gross Margin46.53%+229.7%
- EBITDA Margin-7.41%+66.1%
- Operating Margin-10.49%+57.0%
- Net Margin15.79%+163.4%
- ROE13.91%+134.0%
OSS Price & Volume
One Stop Systems, Inc. (OSS) stock price & volume — 10-year historical chart
Loading chart...
Project Based Volatility Masks Structural Profitability Challenges
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Healthy
Cash Flow:Burning
Primary Risk:Lumpy project-based revenue volatility
Key Thesis Takeaways
- One Stop Systems faces a challenging outlook as its reliance on lumpy, project-based design wins leads to significant revenue instability, evidenced by a 34.2% contraction in 2026Q1.
- While the company maintains a healthy balance sheet with $24.3M in cash, the persistent inability to achieve consistent operating profitability—highlighted by a -8.3% operating margin in the most recent quarter—suggests the current business model may lack the scale required for long-term viability.
- Investors should monitor whether the company can transition toward more predictable revenue streams, as current earnings quality remains obscured by non-operating items and erratic cash flow conversion.
Verdict Logic
the company has failed to demonstrate sustainable profitability over its history, with a persistent deficit in retained earnings of -$17.5M as of 2026Q1.
OSS Growth Metrics
One Stop Systems, Inc. (OSS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years8.51%
5 Years-9.1%
3 Years-23.66%
TTM-48.39%
Profit CAGR
10 Years77.22%
5 Years-
3 Years-
TTM146.01%
EPS CAGR
10 Years49.29%
5 Years-
3 Years-
TTM144.24%
Return on Capital
10 Years-9.01%
5 Years-11.38%
3 Years-21.76%
Last Year-8.89%
OSS Recent Earnings
One Stop Systems, Inc. (OSS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 7/12 qtrs (58%)
Q2 2026Latest
May 6, 2026Metric
Actual
Est
EPS
$0.01+120.0%
$0.05
Rev
$8M+15.6%
$7M
Q2 2026
Mar 18, 2026Metric
Actual
Est
EPS
$0.09+285.8%
$0.02
Rev
$12M-24.4%
$16M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.03+200.0%
$0.01
Rev
$19M+87.6%
$10M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.07-40.0%
$0.05
Rev
$14M-12.1%
$16M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 6, 2026 | $0.01vs $0.05+120.0% | $8Mvs $7M+15.6% |
| Q2 2026 | Mar 18, 2026 | $0.09vs $0.02+285.8% | $12Mvs $16M-24.4% |
| Q4 2025 | Nov 5, 2025 | $0.03vs $0.01+200.0% | $19Mvs $10M+87.6% |
| Q3 2025 | Aug 7, 2025 | $0.07vs $0.05-40.0% | $14Mvs $16M-12.1% |
Based on last 12 quarters of dataView full earnings history →
Latest OSS News
Recent stock market news and headlines for One Stop Systems, Inc. (OSS)
GuruFocus·Jun 23, 2026
Telefónica Deutschland and Blue Planet Demonstrate How AI Agents Can Accelerate 5G Network Slicing Service Design[url="]Telefónica Deutschland[/url] and [url="]Blue Planet[/url], a division of [url="]Ciena[/url] (NYSE: CIEN), have successfully completed a joint proof of
GlobeNewsWire·Jun 23, 2026
One Stop Systems Set to Join US Small-Cap Russell 2000® IndexESCONDIDO, Calif., June 23, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (“OSS” or the “Company”) (Nasdaq: OSS), a leader in rugged high performance compute (“HPC”) for artificial intelligence (“AI”), machine learning (“ML”) and sensor processing at the edge, today announced that OSS is expected to join the US small-cap Russell 2000® Index, expected to be effective when the US market opens on June 29th as part of the 2026 Russell indexes reconstitution.
GlobeNewsWire·Jun 18, 2026
One Stop Systems Announces the Appointment of Paul Averna as Vice President Business Development and GrowthESCONDIDO, Calif., June 18, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (“OSS” or the “Company”) (Nasdaq: OSS), a leader in rugged high-performance compute (“HPC”) for artificial intelligence (“AI”), machine learning (“ML”) and sensor processing at the edge, today announced that Paul “PK” Averna has been appointed Vice President Business Development and Growth, a role focused on accelerating market expansion, deepening customer engagement and driving revenue opportunities across key defense and commercial sectors globally.
GuruFocus·Jun 16, 2026
A Look at One Stop Systems Inc (OSS) After 4.7% Gain -- GF Value $1.58 vs Price $18.03On June 16, 2026, One Stop Systems Inc (OSS) shares rose 4.7% today, reaching a current price of $18.03. The stock has shown remarkable performance over the pas
Peers Comparison
Key metrics vs top competitors for One Stop Systems, Inc. (OSS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $13.91 | $344.54M | 63.23 | -41.1% | 15.79% | 13.91% | — | |
| $115.83 | $6.95B | -178.20 | 9.19% | -1.46% | -0.96% | — | |
| $51.53 | $1.05B | 17.18 | -6.72% | 2.38% | 8.07% | — | |
| $109.94 | $9.01B | 85.22 | 20.11% | 7.3% | 13.4% | — | |
| $27.55 | $1.62B | 12.08 | -2.04% | 18.47% | 9.82% | — | |
| $287.73 | $10.94B | 74.93 | 21.37% | 10% | 14.35% | — |
Compare OSS vs Peers
One Stop Systems, Inc. (OSS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
OSS SEC Filings & Documents
One Stop Systems, Inc. (OSS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 8, 2026·SEC
Material company update
Apr 15, 2026·SEC
Material company update
Jan 6, 2026·SEC
10-K Annual Reports
410-Q Quarterly Reports
6Get notified when OSS posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
OSS Frequently Asked Questions
One Stop Systems, Inc. (OSS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is One Stop Systems, Inc.'s revenue?
One Stop Systems, Inc. (OSS) reported $28.0M in revenue for fiscal year 2025. This represents a 97% increase from $14.2M in 2015.
How fast is One Stop Systems, Inc. growing?
One Stop Systems, Inc. (OSS) saw revenue decline by 41.1% over the past year.
Is OSS profitable?
Yes, One Stop Systems, Inc. (OSS) is profitable, generating $6.6M in net income for fiscal year 2025 (15.8% net margin).
Dividend & Returns
What is OSS's return on equity?
One Stop Systems, Inc. (OSS) has a return on equity (ROE) of 13.9%. This is reasonable for most industries.
What is One Stop Systems, Inc.'s free cash flow?
One Stop Systems, Inc. (OSS) had negative free cash flow of $1.2M in fiscal year 2025, likely due to heavy capital investments.