BOSC Q1 2026 Earnings Transcript

B.O.S. Better Online Solutions (BOSC) reported strong Q1 2026 results with $3.3 million in Indian orders (vs. $172k YoY), a 29% sequential backlog increase to $31 million, and gross margin expansion to 24.9%. The company raised full-year revenue guidance above $51 million while maintaining a $3.6 million net income target despite U.S. dollar depreciation headwinds. Management is pursuing bolt-on acquisitions up to $20 million with no shareholder dilution expected, citing structural tailwinds from global defense spending, Israeli inventory replenishment, and India's emergence as a defense subcontracting hub.