One Stop Systems
Builds rugged computing, switching and storage systems for AI, sensor and autonomy applications.
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Profile
Rugged edge-compute systems, switch fabrics, storage and software serve AI, sensor-processing and autonomy applications. Sales target platform-equipment manufacturers across industrial, medical, automotive, aerospace and defense markets, and the current portfolio excludes the former Bressner business.
Designs and manufactures rugged high-performance compute, high-speed switch-fabric and storage systems for edge applications of AI/ML, sensor processing, sensor fusion and autonomy. The product set includes ruggedized servers, compute accelerators, expansion systems, flash-storage arrays, and Ion Accelerator software for SAN, NAS and data recording.
Sells specialized hardware and software to manufacturers of platform equipment across autonomous vehicles, medical, industrial, aerospace and defense markets. Products support AI data-set capture, training and large-scale inference in defense, energy, mining, autonomous-vehicle and rugged-entertainment applications. Demand is tied to these platform/OEM markets, while the sale of the Bressner holding structure defines the current operating perimeter.
Company facts
Key statistics
Year to date +53.1% · Average volume (30d) 973.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jun 5, 2026 | Lake Street | Reiterate | Buy | $6 | $21 |
| May 6, 2026 | Industrial Alliance Securities | Target | $9 | $18 | |
| May 6, 2026 | Roth Capital | Target | $9 | $18 | |
| Jan 5, 2026 | Industrial Alliance Securities | Target | $8.50 | $9 | |
| Jan 4, 2026 | Roth Capital | Target | $8 | $9 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | −$0.03 | −$0.01 | +66.7% | $8.5M | $9.3M | +9.9% | −8.06% |
| May 6, 2026Q1 FY26 | −$0.05 | $0.01 | +120.0% | $7.0M | $8.1M | +15.6% | −1.50% |
| Mar 18, 2026Q4 FY25 | $0.02 | $0.09 | +285.8% | $15.9M | $12.0M | −24.4% | −8.63% |
| Nov 5, 2025Q3 FY25 | $0.01 | $0.03 | +200.0% | $10.0M | $18.8M | +87.6% | −7.29% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $12.3M | $14.1M | $18.8M | −$12.9M | $8.1M | $9.3M | |
| Gross profit | $4.0M | $4.4M | $6.7M | −$111.4K | $4.0M | $3.7M | |
| Operating income | −$1.9M | −$1.8M | $570.1K | −$180.4K | −$671.2K | −$7.7M | |
| Net income | −$2.0M | −$2.0M | $263.5K | $8.9M | −$519.9K | −$7.3M | |
| Diluted EPS | −$0.09 | −$0.09 | $0.01 | $0.40 | −$0.02 | −$0.29 | |
| Gross margin | 32.6% | 31.3% | 35.7% | — | 49.4% | 39.1% | |
| Operating margin | -15.9% | -12.9% | 3.0% | — | -8.3% | -82.1% |
Fiscal years (4-quarter sums)FY21 $62.0M · FY22 $72.4M · FY23 $60.9M · FY24 $54.7M · FY25 $32.2M
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $31.4M · Total debt $1.4M · Total assets $55.8M · Shareholders' equity $38.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 24.77M · Float 20.42M · 82.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.83M | 7.40% | 13G | Jul 29, 2026 |
| Jane Street Group, LLC | 1.39M | 5.60% | 13G | May 13, 2026 |
| Galkin Vladimir | 1.24M | 5.00% | 13G | Jul 24, 2026 |
| Barclays PLC | 1.09M | 5.15% | 13G | Mar 21, 2025 |
| Ramya Rao | 1.09M | 5.15% | 13G | Feb 14, 2025 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 26, 2026 | Mitchell H. Herbets | director | −5,000 | $17.62 |
| May 26, 2026 | Gregory W. Matz | director | −8,000 | $17.52 |
| May 26, 2026 | David George Bassett | director | −8,000 | $17.64 |
Peers
- Mercury Systems
Rugged edge servers and trusted processing for defense
- Curtiss-Wright
Rugged mission computing and OpenVPX systems for defense
- Leonardo DRS
Rugged network computing and platform computers for defense
- AMETEK
Abaco rugged embedded computing and mission computers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| One Stop Systems | $10.62 | +2.02% | $257.8M | 102.6 | 446.1 | 11.1 | −33.7% |
| Mercury Systems | $88.54 | +0.04% | $5.32B | — | 57.8 | 5.4 | +37.1% |
| Curtiss-Wright | $596.37 | −0.07% | $22.03B | 41.0 | 36.9 | 6.0 | +5.4% |
| Leonardo DRS | $38.60 | +0.08% | $10.29B | 32.1 | 29.0 | 2.7 | +10.1% |
| AMETEK | $236.99 | +0.31% | $54.15B | 34.5 | 27.1 | 6.9 | +15.0% |
| Median | 34.5 | 32.9 | 5.7 | +12.6% |