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One Stop Systems reports Q3 2026 results; raises full-year revenue growth guidance to approximately 40% from 25%-30%

Full-year revenue growth was raised by +15.0 pts to approximately 40%.

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Guidance updates

Full-year revenue growthFY 2026
approximately 40%Prior 25% to 30% (midpoint 27.5%) | raised | +15.0 pts

Forward guidance

Full-year revenue growthFY 2026
approximately 40%approximately 40% Y/Y
Full-year gross marginFY 2026
40% - 42%
Full-year adjusted EBITDAFY 2026
$0.5 million - $1.0 million

Key takeaways

  • Revenue: Q3 2026 revenue of $12.6 million increased 35.9% year-over-year, driven by new customer revenue and higher production volumes with existing customers.

  • Profitability: Q3 2026 adjusted EBITDA was $0.3 million; excluding $0.5 million bad debt expense and $0.4 million legal fees, adjusted EBITDA would have been approximately $1.2 million.

  • Gross margin: Q3 2026 gross margin was 42.6%, down from 45.6% in Q3 2025, due to product mix partially offset by favorable manufacturing absorption.

  • Guidance raised: Full-year 2026 revenue growth guidance raised to approximately 40% from prior range of 25% to 30%.

  • Full-year guidance: Full-year 2026 gross margin expected at 40%-42% and adjusted EBITDA of $0.5 million to $1.0 million.

  • Cash position: Cash, cash equivalents, and short-term investments of $18.9 million at September 30, 2026, down from $31.2 million at December 31, 2025.

Key metrics

Total revenue from continuing operationsQ3 2026
$12.6 million35.9%
Total revenue from continuing operations (YTD)Nine months 2026
$30.0 million48.3%
Gross margin from continuing operationsQ3 2026
42.6%-300 bps
GAAP loss from continuing operationsQ3 2026
$0.6 million
Non-GAAP net income from continuing operationsQ3 2026
$0.3 million
GAAP diluted loss per share from continuing operationsQ3 2026
$0.02
Non-GAAP diluted EPS from continuing operationsQ3 2026
$0.01
Adjusted EBITDA from continuing operationsQ3 2026
$0.3 million33.7%

Primary source

TickerStar generated this brief from an official company, investor-relations, earnings-call, or regulatory source. Review the primary material before making an investment decision.

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