0001213900-26-037197
SEC filingBOS reported record full-year 2025 revenue of $50.6 million and net income of $3.6 million, driven by strong performance in its supply chain and robotics divisions, and provided initial 2026 revenue and net income guidance consistent with 2025 levels.
BOS delivered a record performance in 2025, with full-year revenue growing 26.6% to $50.6 million and net income increasing 57.0% to $3.6 million. The company's supply chain division was the primary growth driver, with revenues surging 40% year-over-year, benefiting from global diversification and deeper engagement with existing and new customers, including expansion into markets like India. The RFID division reported a full-year operating loss of $665,000, primarily due to a $1.2 million goodwill impairment charge related to geopolitical tensions in Israel impacting the commercial market; excluding this charge, the division would have generated approximately $535,000 in operating income. The Intelligent Robotics division showed steady profitability improvements and increased backlog. Management highlighted strong operating cash flow and working capital performance, ending the year with $11.8 million in cash and equivalents and a $24 million contracted backlog. For 2026, the company provided initial guidance projecting revenue of $51 million and net income of $3.6 million, consistent with 2025 levels, citing conservative outlook due to ongoing geopolitical tensions while maintaining exposure to defense markets.