B.O.S. Better Online Solutions Ltd. (BOSC) Q2 2025 Earnings Call Transcript
Revenue Sales jumped 36% year-over-year to $11.5 million this quarter, driven primarily by the exceptional performance of the Supply Chain division, which increased revenues by 57% to $8.3 million.
Net Income Net income surged 53% to $765,000 compared to the same quarter last year, equating to $0.13 of earnings per share. This growth outpaced revenue growth, indicating improved operational efficiency and profit leverage.
EBITDA EBITDA increased to $900,000, up from about $800,000 in the second quarter of 2024, providing operational cash flow for growth and financial stability.
Gross Profit Margin Overall gross profit margin was 23%, down from 26% in the same quarter last year. The RFID division's margin decreased to 19.1% from 21.1% due to service line challenges, while the Supply Chain division's margin was 24%, down from 28% in Q2 2024 due to a less favorable product mix.
Cash and Equivalents Cash and equivalents grew to $5.2 million, up from $3.6 million at year-end, reflecting strong operational cash generation and $400,000 from warrant and option exercises.
Deferred Revenue Deferred revenue increased to $3.2 million from $2 million at year-end, indicating strong advanced bookings and near-term revenue visibility.
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BOS Reports 15.9% Revenue Growth to $11.4 Million in Q3 2025
- Revenue Growth: BOS achieved revenue of $11.4 million in Q3 2025, marking a 15.9% increase year-over-year, which underscores the company's robust performance in the supply chain sector and solidifies its market position.
- Net Income Increase: The net income rose by 17.9% to $677,000 in Q3, with a basic earnings per share of $0.11, reflecting the company's ongoing enhancement in profitability, which is likely to attract more investor interest.
- Significant EBITDA Improvement: EBITDA increased by 29.5% to $920,000 in Q3, indicating substantial progress in operational efficiency and cost control, thereby enhancing the overall financial health of the company.
- Strong Contract Backlog: As of September 30, 2025, BOS maintained a contract backlog of $24 million, consistent with previous periods, demonstrating sustained demand in the defense and intelligent robotics sectors, which enhances the predictability of future growth.
BOS Lands $920,000 Contract with Indian Client
BOS Secures Major Order: BOS Better Online Solutions Ltd. announced a $920,000 order from an Indian client, highlighting its strategic expansion in the Indian defense and aerospace market.
Significant Growth in Orders: The company's Supply Chain Division has achieved $3.4 million in orders from India, marking a 182% increase compared to the previous year.
Strategic Product Expansion: BOS has expanded its product offerings by adding cables and wires to complement its connector portfolio, enhancing its ability to meet the needs of Indian assembly companies.
Company Overview: BOS integrates advanced technologies across three divisions—Intelligent Robotics, RFID, and Supply Chain—to optimize supply chain operations for various sectors including aerospace and defense.