BOS Better Online Expands RFID Division to Israel's Defense Sector
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 18 2026
0mins
BOS Better Online announced a strategic initiative to expand its RFID division beyond its current retail focus to Israel's defense sector. "Our RFID division has historically concentrated on the retail market, which has been significantly impacted by the ongoing conflict since 2023," said Eyal Cohen, BOS CEO. "We have identified the defense sector as a strategic growth avenue offering greater resilience and stability - consistent with trends we have already observed in our Supply Chain and Intelligent Robotics divisions. To execute on this, we have engaged a specialized consulting firm led by IDF veterans with hands-on experience managing defense procurement. We view this move as part of a broader strategy to diversify our RFID customer base, and we expect it to gradually broaden our offering, ultimately yielding measurable growth in 2027."
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About BOSC
B.O.S. Better Online Solutions Ltd. (BOS) is a provider of automatic identification and data capture (AIDC) mobility solutions. The Company distributes electronic components for the civil aircraft industry, defense industry and high technology equipment manufacturers. The Company operates through two segments: the RFID and Mobile Solutions and the Supply Chain Solutions. The Company's RFID and Mobile Solutions division offers integration of solutions, as well as stand-alone products, including radio frequency identification (RFID) and AIDC hardware and communications equipment, and industry-specific software applications. The Company's Supply Chain Solutions division provides electronic components, telecommunications equipment and components consolidation services to the aerospace, defense, medical and telecommunications industries, and enterprise customers around the world. The Company serves the avionics, defense, retail, manufacturers, government and livestock markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BOSC Q1 2026 Earnings Transcript
See More
B.O.S. Reports Q1 Earnings Miss with Declining Revenue
- Earnings Performance: B.O.S. Better Online Solutions Ltd. reported a Q1 GAAP EPS of $0.11, missing expectations by $0.03, indicating a decline in profitability that could affect investor confidence.
- Significant Revenue Decline: The company’s Q1 revenue of $11.4 million represents a 24% year-over-year decrease and fell short of the expected $13.3 million, reflecting challenges from weak market demand and increased competition.
- Order Extension: Despite the poor financial performance, B.O.S. secured a $350,000 order extension, demonstrating the company's efforts to maintain customer relationships, which may lay the groundwork for future revenue growth.
- U.S. Market Orders: B.O.S. announced $2 million in orders from the U.S. market, a move that not only helps alleviate revenue decline pressures but also potentially provides opportunities for further expansion in the North American market.
See More
BOS Reports Q1 2026 Financial Results with Strategic Developments
- Revenue Decline: Q1 2026 revenues were $11.4 million, down from $15.0 million in Q1 2025, primarily due to a $2.5 million one-time transaction in 2025, indicating pressure on revenue growth for the company.
- Gross Margin Improvement: The gross profit for Q1 2026 was $2.8 million with a gross margin of 24.9%, an improvement from $3.6 million and 23.9% in Q1 2025, reflecting progress in cost control measures.
- New Market Expansion: The company signed an exclusive sales and distribution agreement with India's Doppler Electronics, resulting in $3.3 million in orders from Indian customers in Q1, a significant increase from $172,000 in the same quarter last year, showcasing strong demand in emerging markets.
- Strategic Investment: BOS plans to expand its RFID division into the Israeli defense sector, collaborating with a specialized consulting firm to diversify its customer base, which is expected to positively impact future revenue growth.
See More
BOS Better Online Solutions Secures $350K Order Extension from Israeli Retail Chain
- Order Extension: BOS's RFID division has secured a $350,000 extension from an Israeli retail chain, bringing the total order value to $890,000, reflecting the customer's ongoing trust and demand for BOS products.
- Customer Background: The customer operates over 300 stores in Israel, making it one of the largest retail chains in the country, indicating BOS's significant position and influence in the large retail market.
- Delivery Timeline: The extended order is expected to be delivered in Q2 2026, following the original $540,000 order delivered in Q1 2026, which helps maintain customer satisfaction and business continuity.
- Financial Outlook: BOS anticipates full-year revenue for 2025 to exceed $50 million, and this order extension will further drive revenue growth, enhancing its competitiveness in the RFID market.
See More
BOSC Reports 27% Revenue Growth in 2025 Earnings
- Revenue and Profit Growth: BOSC achieved a record revenue of $51 million in 2025, reflecting a 27% year-over-year increase, while net income surged to $3.6 million, a 57% rise, demonstrating the company's robust ability to drive profitable growth despite geopolitical risks.
- Contract Backlog and Market Expansion: The company reported a contracted backlog of $24 million at year-end, providing good visibility into future revenue streams, while strategically partnering with an Indian firm to expand its defense subcontracting business in the growing Indian market.
- Strong Financial Foundation: Cash and equivalents rose to $11.8 million, with shareholders' equity nearing $29 million, indicating a solid financial base that supports future acquisition opportunities without dilution.
- Geopolitical Impact and Guidance Outlook: Although the guidance for 2026 projects flat revenue and net income compared to 2025, reflecting a cautious stance amid geopolitical uncertainties, the company plans to update its guidance quarterly to adapt to the evolving market conditions.
See More
B.O.S. Better Online Reports Q4 Earnings
- Earnings Highlights: B.O.S. Better Online reported a Q4 GAAP EPS of $0.12 with revenue of $12.62 million, reflecting a 21.3% year-over-year growth, indicating robust market performance and improved profitability.
- Order Growth: The company announced $2 million in orders from the U.S. market, which not only enhances its market share but also demonstrates ongoing customer demand for its products, thereby solidifying its revenue base.
- Future Outlook: B.O.S. expects full-year revenue to exceed $50 million in 2025, reflecting the company's confidence in future growth and providing a positive outlook for investors.
- Market Position: With improved earnings and increasing orders, B.O.S. is poised to strengthen its competitive position in the industry, attracting more investor interest in its long-term growth potential.
See More
BOSC Q1 2026 Earnings Transcript
See More
B.O.S. Reports Q1 Earnings Miss with Declining Revenue
- Earnings Performance: B.O.S. Better Online Solutions Ltd. reported a Q1 GAAP EPS of $0.11, missing expectations by $0.03, indicating a decline in profitability that could affect investor confidence.
- Significant Revenue Decline: The company’s Q1 revenue of $11.4 million represents a 24% year-over-year decrease and fell short of the expected $13.3 million, reflecting challenges from weak market demand and increased competition.
- Order Extension: Despite the poor financial performance, B.O.S. secured a $350,000 order extension, demonstrating the company's efforts to maintain customer relationships, which may lay the groundwork for future revenue growth.
- U.S. Market Orders: B.O.S. announced $2 million in orders from the U.S. market, a move that not only helps alleviate revenue decline pressures but also potentially provides opportunities for further expansion in the North American market.
See More
BOS Reports Q1 2026 Financial Results with Strategic Developments
- Revenue Decline: Q1 2026 revenues were $11.4 million, down from $15.0 million in Q1 2025, primarily due to a $2.5 million one-time transaction in 2025, indicating pressure on revenue growth for the company.
- Gross Margin Improvement: The gross profit for Q1 2026 was $2.8 million with a gross margin of 24.9%, an improvement from $3.6 million and 23.9% in Q1 2025, reflecting progress in cost control measures.
- New Market Expansion: The company signed an exclusive sales and distribution agreement with India's Doppler Electronics, resulting in $3.3 million in orders from Indian customers in Q1, a significant increase from $172,000 in the same quarter last year, showcasing strong demand in emerging markets.
- Strategic Investment: BOS plans to expand its RFID division into the Israeli defense sector, collaborating with a specialized consulting firm to diversify its customer base, which is expected to positively impact future revenue growth.
See More
BOS Better Online Solutions Secures $350K Order Extension from Israeli Retail Chain
- Order Extension: BOS's RFID division has secured a $350,000 extension from an Israeli retail chain, bringing the total order value to $890,000, reflecting the customer's ongoing trust and demand for BOS products.
- Customer Background: The customer operates over 300 stores in Israel, making it one of the largest retail chains in the country, indicating BOS's significant position and influence in the large retail market.
- Delivery Timeline: The extended order is expected to be delivered in Q2 2026, following the original $540,000 order delivered in Q1 2026, which helps maintain customer satisfaction and business continuity.
- Financial Outlook: BOS anticipates full-year revenue for 2025 to exceed $50 million, and this order extension will further drive revenue growth, enhancing its competitiveness in the RFID market.
See More
BOSC Reports 27% Revenue Growth in 2025 Earnings
- Revenue and Profit Growth: BOSC achieved a record revenue of $51 million in 2025, reflecting a 27% year-over-year increase, while net income surged to $3.6 million, a 57% rise, demonstrating the company's robust ability to drive profitable growth despite geopolitical risks.
- Contract Backlog and Market Expansion: The company reported a contracted backlog of $24 million at year-end, providing good visibility into future revenue streams, while strategically partnering with an Indian firm to expand its defense subcontracting business in the growing Indian market.
- Strong Financial Foundation: Cash and equivalents rose to $11.8 million, with shareholders' equity nearing $29 million, indicating a solid financial base that supports future acquisition opportunities without dilution.
- Geopolitical Impact and Guidance Outlook: Although the guidance for 2026 projects flat revenue and net income compared to 2025, reflecting a cautious stance amid geopolitical uncertainties, the company plans to update its guidance quarterly to adapt to the evolving market conditions.
See More
B.O.S. Better Online Reports Q4 Earnings
- Earnings Highlights: B.O.S. Better Online reported a Q4 GAAP EPS of $0.12 with revenue of $12.62 million, reflecting a 21.3% year-over-year growth, indicating robust market performance and improved profitability.
- Order Growth: The company announced $2 million in orders from the U.S. market, which not only enhances its market share but also demonstrates ongoing customer demand for its products, thereby solidifying its revenue base.
- Future Outlook: B.O.S. expects full-year revenue to exceed $50 million in 2025, reflecting the company's confidence in future growth and providing a positive outlook for investors.
- Market Position: With improved earnings and increasing orders, B.O.S. is poised to strengthen its competitive position in the industry, attracting more investor interest in its long-term growth potential.
See More
