TSS (TSSI)
Integrates AI/HPC data-center racks while procuring equipment and maintaining mission-critical facilities.
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Integrates AI and high-performance-computing infrastructure for data-center deployments, supported by procurement services and facilities management. The business is US-focused, centered on a Georgetown, Texas facility, and depends on a single US-based IT OEM for nearly all revenue.
Integrates AI and high-performance-computing infrastructure and software for data-center deployments, with operations organized around Systems Integration, Procurement, and Facilities Management. The current operating base is the Georgetown, Texas facility, built to handle air-cooled and direct-liquid-cooled rack configurations.
Procurement buys third-party hardware, software, and professional services for customer deployments; Systems Integration configures IT equipment for OEM and end-user data-center environments; Facilities Management covers design, project management, and maintenance for mission-critical sites. Activity is concentrated in the United States and tied to a large US-based IT OEM.
Recent execution depends on scaling the Georgetown rack-integration site while matching procurement volume to customer timing. Revenue is tied to one OEM relationship, facility-cost coverage under the long-term rack agreement, and swings in lower-margin procurement demand.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $67.7M · Total debt $38.8M · Total assets $175.3M · Shareholders' equity $80.3M
- Revenue
- $35.1M
- Operating income
- $1.6M
- Net income
- $1.4M
No dividends on record.
| Institutions116 holders · as of Mar 31, 2026 · largest filers plus last quarter's tail | ≈ 35.10% | 9.85M shares | |
| Insiders10 holders · as of Jun 30, 2026 | 18.22% | 5.12M shares | |
| Otherremainder | ≈ 46.68% | 13.10M shares |
28.07M company shares as of Aug 21, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
Peter H. WoodwardInsiderdirector | 7.54% | 2.12M | Form 4filed Jun 2, 2026 ↗ |
BlackRock, Inc.Institution | 6.31% | 1.77M | 13Fas of Mar 31, 2026 |
Larry C. Ii HeatonInsiderdirector, officer: CEO | 4.45% | 1.25M | Form 4filed May 8, 2026 ↗ |
Vanguard Capital Management LLCInstitution | 3.45% | 968,440 | 13Fas of Mar 31, 2026 |
Jane Street Group, LLCInstitution | 2.34% | 658,081 | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · Form 4 — an insider's transaction report
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 1, 2026 | Kieran Brennan | officer: Senior Vice President | −10,000 | $16.00 |
| May 29, 2026 | Peter H. Woodward | director | −200,000 | $16.07 |
| Jun 2, 2026 | Peter H. Woodward | director | −100,000 | $15.48 |
| May 6, 2026 | Darryll E. Dewan | officer: Chief Executive Officer | −50,000 | $17.00 |
| May 8, 2026 | Larry C. Ii Heaton | director, officer: CEO | +250,000 | $0.1100 |
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ComparePre-market
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| TSS | $8.01 | +2.47% | $219.5M | 13.5 | 30.9 | 1.1 | −20.1% |
| Penguin Solutions | $47.17 | −0.87% | $2.44B | 34.1 | 15.0 | 1.6 | +47.6% |
| Super Micro Computer | $36.20 | −2.16% | $23.93B | 11.3 | 8.5 | 0.6 | +93.2% |
| Sanmina | $187.60 | −0.04% | $10.06B | 33.6 | 14.9 | 0.8 | +69.7% |
| Jabil | $297.00 | −0.78% | $31.37B | 37.4 | 19.0 | 0.9 | +11.8% |
| Celestica | $280.31 | +0.89% | $31.94B | 28.8 | 18.4 | 2.0 | +61.3% |
| TD SYNNEX | $254.50 | +0.60% | $20.23B | 18.1 | 12.8 | 0.3 | +31.0% |
| ePlus | $87.30 | +0.83% | $2.28B | 18.3 | 15.8 | 0.9 | +1.9% |
| Vertiv | $256.49 | −0.10% | $98.83B | 58.1 | 32.9 | 8.6 | +24.1% |
| Median | 31.2 | 15.4 | 0.9 | +39.3% |