B.O.S. Better Online Solutions Ltd. (BOSC) Earnings Call Transcripts
B.O.S. Better Online Solutions Ltd.'s Latest Earnings Call - June 23, 2026
In the Q1 2026 earnings call for B.O.S. Better Online Solutions Ltd., management reported a revenue of $51 million for fiscal year 2025, with a strong outlook for 2026, expecting to exceed this figure due to a backlog of $31 million. The company emphasized its profitable operations over the last 21 quarters and a robust balance sheet, which includes $10 million in cash and minimal debt. Management signaled confidence in continued demand driven by increased global defense budgets, particularly in Israel and Europe, which could positively impact future earnings.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $51 million (beat) |
| Net Income | $666 million (null) |
| EBITDA | $4.6 million (null) |
| Cash | $10 million (null) |
| Debt | < $1 million (null) |
| Gross Profit Margin | 24.9% (positive) |
Guidance from management
Management is confident in exceeding the previous year's revenue of $51 million, supported by a backlog of $31 million and strong demand in the defense sector. No specific guidance was raised or lowered during the call.
What management said
Yes. Thank you. In my background, I am an Israeli and a U.S. CPA. I worked for several years at PwC. And since '97, have played varied roles, financial roles in NASDAQ companies. I joined BOS in 2003 and since 2019, have been serving BOS as BOS' CEO, member of the Board of Directors.
Right. So most integrated technologies that improve the efficiency of inventory, production and logistics. So the initial point usually is when our Supply Chain division [indiscernible] our franchise components into the clients product during the development. It continue when our Robotic division offers robotic sales for manufacturing the client products. And then, thereafter, our RFID division marks and tracks the p...
What analysts pressed on
Analysts expressed concerns regarding the impact of currency fluctuations on profitability, particularly the dollar's depreciation against the shekel. There were also questions about the sustainability of demand in the defense sector amidst geopolitical tensions.
Main topics on the call
- Revenue Growth Drivers — BOS reported revenue growth from $33.6 million in 2021 to $51 million in 2025, attributed to tripling the engineering team, expanding the number of manufacturers represented, and resilient demand in the defense sector. C...
- Defense Sector Focus — Approximately 65% of BOS's business serves the defense segment, which is expected to drive future growth. Cohen noted, "The defense segment is defined by us as a heavy consumer of automation," indicating a strategic focu...
- Predictable Revenue Streams — Management indicated that over 80% of revenues are predictable, primarily from consumables in the defense sector. This predictability is crucial for financial stability, as highlighted by Cohen's comment on the nature of...
- Global Expansion Opportunities — BOS is expanding its footprint in global defense markets, particularly in India and the U.S., with $7 million in orders from subcontractors in these regions in early 2026. This expansion is seen as a significant growth o...
Read the full B.O.S. Better Online Solutions Ltd. transcript (June 23, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About B.O.S. Better Online Solutions Ltd.
B.O.S. Better Online Solutions Ltd. (BOSC) is a publicly listed company in the Communications Equipment industry, within the Information Technology sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 29 calls on record spanning March 31, 2020 to July 28, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 29 B.O.S. Better Online Solutions Ltd. earnings call transcripts on record, spanning March 31, 2020 to July 28, 2026. Based on this history, B.O.S. Better Online Solutions Ltd. reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- BOSC
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Information Technology
- Industry
- Communications Equipment
- Calls on record
- 29
- First call
- March 31, 2020
- Most recent
- July 28, 2026
- Reporting cadence
- quarterly