B.O.S. (BOSC) Q2 2026 Earnings Call Transcript

BOSC posted second-quarter 2026 revenue of $14.9 million, a 29% year-over-year increase, with net income reaching $1.4 million, or $0.19 per share. The company raised its full-year outlook to more than $51 million in revenue and $3.6 million in net income, backed by a record $31 million order backlog. Management expects $20 million of that backlog to convert to revenue by December 31.

Currency volatility weighed on profitability in the first half, with U.S. dollar devaluation adding $600,000 in operating expenses. Despite the headwind, the company's raised guidance signals confidence in margin recovery and delivery execution through year-end.

Management disclosed it is evaluating M&A targets and considering a corporate name change to BOSC, suggesting potential shifts in strategic positioning or branding as the company scales.