RISHON LE ZION, Israel, Feb. 12, 2026 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ: BOSC), an integrator of supply chain technologies for the aerospace, defense, industrial and retail sectors, announced today that it expects to report record full-year revenue in excess of $50 million for the year ended December 31, 2025. These results would beat the Company’s previously increased full year 2025 outlook, calling for revenue of $48 million and $3.1 million in net incom ...

Core Viewpoint - BOS Better Online Solutions Ltd. will release its financial results for Q4 and the full year ended December 31, 2025, on March 31, 2026, before market opening [1] Company Overview - BOS integrates advanced technologies to enhance supply chain operations across aerospace, defense, industrial, and retail sectors [3] - The company operates three specialized divisions: Intelligent Robotics Division, RFID Division, and Supply Chain Division [5] Upcoming Events - A video conference call will be held on March 31, 2026, at 8:30 a.m. EDT, followed by a Q&A session [2] - A recording of the conference will be available on the BOS website the following day for those unable to attend [2]

Core Insights - BOS Better Online Solutions Ltd. has secured a new order worth $510,000 from a major Israeli defense customer for a fully integrated robotic production line aimed at the munitions industry, with delivery scheduled for the fourth quarter of 2026 [1][2] Company Performance - The Robotics Division is experiencing growth driven by the global defense industry, leading to repeat orders from customers for production facilities both in Israel and internationally [2] - BOS reported record revenue and net income for the first nine months of 2025, prompting an increase in its full year 2025 outlook to $48 million in revenue and $3.1 million in net income [2] Business Operations - BOS integrates advanced technologies to enhance supply chain operations across various sectors, including aerospace, defense, industrial, and retail [3] - The company operates three specialized divisions: Intelligent Robotics Division, RFID Division, and Supply Chain Division, each focusing on different aspects of operational efficiency and inventory management [4]

Core Insights - BOS Better Online Solutions Ltd. has secured a $540,000 order from a major Israeli retail chain for its RFID division, with delivery scheduled for the first quarter of 2026 [1][2]. Group 1: Company Developments - The RFID division's order marks an expansion of the partnership with one of Israel's largest retail chains, evolving from inventory control services to automation packing equipment and now to automatic data capture equipment [2]. - The CEO of BOS noted a recovery in the commercial segment in Israel positively impacting the RFID division, with growth opportunities identified across various end markets including aerospace, defense, industrial manufacturing, and retail [2]. Group 2: Business Strategy - The comprehensive offering and ability to adapt to clients' needs were highlighted as key competitive advantages in securing the recent order [2]. - The company plans to provide its initial outlook for 2026 in the first quarter, aiming to continue its growth trajectory while globalizing and diversifying its business [2]. Group 3: Company Overview - BOS integrates advanced technologies to enhance supply chain operations for global customers across aerospace, defense, industrial, and retail sectors [3]. - The company operates three specialized divisions: Intelligent Robotics Division, RFID Division, and Supply Chain Division, each focusing on different aspects of supply chain optimization [4].

Core Insights - BOS Better Online Solutions Ltd. has secured a $2.2 million order for electromechanical connectors from an existing Indian customer, expected to be delivered over the first three quarters of 2026 [1][2]. Company Overview - BOS integrates advanced technologies to enhance supply chain operations across various sectors, including aerospace, defense, industrial, and retail [3]. - The company operates three specialized divisions: Intelligent Robotics Division, RFID Division, and Supply Chain Division, each focusing on different aspects of supply chain management [4]. Market Position - The company has increased its focus on the Indian market, which has led to expanded business with existing clients and the attraction of new clients [2]. - India is viewed as a potential global hub for electronics assembly, particularly in the defense and aerospace sectors, indicating significant growth potential for BOS [2].

Company Overview - B.O.S. is a leading integrator of supply chain technologies, particularly in the defense and aerospace industries, and is traded on NASDAQ under the symbol BOSC [1][2] - The company operates through three specialized divisions: robotic, RFID, and supply chain [3] Division Insights - The robotic division focuses on automating inventory processes by replacing manual labor with robotic solutions [3] - The RFID division specializes in inventory tracking and end-of-line automation, including automated sorting and packing systems [3][4] - The supply chain division integrates franchise electromechanical components into clients' products, primarily serving defense and high-tech companies [4] Growth Strategy - The engineering team collaborates closely with customers' R&D departments to ensure seamless integration of components, which generates long-term OEM revenues as products move into production [5] - The primary growth driver for the company is the number of components embedded into clients' products, making the expansion of integration capabilities a central strategy [5]

Summary of B.O.S. Better Online Solutions Conference Call Company Overview - **Company Name**: B.O.S. Better Online Solutions (NASDAQ: BOSC) - **Industry**: Supply Chain Technologies, specifically in Defense and Aerospace sectors - **Key Executives**: Eyal Cohen (CEO) Core Points and Arguments Business Segments - **Robotic Division**: Automates inventory processes, replacing manual labor with robotic solutions [2][5] - **RFID Division**: Focuses on inventory tracking and end-of-line automation, providing comprehensive supply chain automation technologies [3][4] - **Supply Chain Division**: Integrates electromechanical components into clients' products, generating long-term OEM revenues [2][3] Growth Strategy - **Component Integration**: Growth driven by the number of components embedded in client products; engineering team doubled and manufacturers tripled over two years [3][10] - **Defense Sector Focus**: 90% of backlog in defense; major clients include Elbit Systems and Israel Aerospace Industries [7][19] - **International Expansion**: Targeting markets like India for wire and connector assembly, with international revenue growing by 24% year-over-year [10][24] Financial Performance - **Revenue Growth**: Revenue increased by 28% year-over-year to $38 million; net income grew by 54% to $2.8 million [10][11] - **Strong Balance Sheet**: Cash and equivalents rose to $7.3 million; shareholders' equity at $25 million, representing 66% of the balance sheet [10][11] - **Backlog**: $24 million backlog covering approximately 50% of annual revenues [11] Market Dynamics - **Defense Budget Increase**: Global defense budget growth expected to positively impact B.O.S.'s growth [12][19] - **Geopolitical Conditions**: Stabilization in the Middle East may benefit the Israeli civil market and RFID division [12][21] Competitive Advantages - **Integrated Solutions**: Synergy between robotics and RFID divisions enhances competitive positioning [8][9] - **Specialization**: Focus on electromechanical components and partnerships with global industry leaders [8] Challenges and Mitigation - **Foreign Exchange Impact**: U.S. dollar depreciation against the Israeli shekel created $500,000 in additional costs; strategic price adjustments and operational efficiencies being implemented [22][23] - **Margin Management**: Gross margins reached nearly 25%; expected to stabilize between 25% to 30% due to product mix [23] Future Outlook - **Revenue Guidance**: Upgraded financial outlook for 2025, expecting revenue between $45-$48 million and net income between $2.6-$3.1 million [11] - **M&A Strategy**: Targeting acquisitions valued up to $10 million, focusing on companies with strategic fit and strong management [14][18] Additional Important Points - **Investor Relations**: Increased market exposure through improved investor relations strategy; average daily trading volume increased to 130,000 shares [15][16] - **Operational Efficiency**: Ongoing digitization and AI integration to enhance operational activities [23] - **Market Opportunities**: Growth potential identified in U.S. and European markets through existing client relationships [24]

Core Insights - BOS Better Online Solutions Ltd. will have its CEO Eyal Cohen present at two investor conferences in December 2025, specifically the Q4 Investor Summit Virtual and the iAccess Alpha Virtual Best Ideas Winter Investment Conference [1][6] Company Overview - BOS specializes in integrating supply chain technologies for the defense and space sectors, enhancing operations for global customers across aerospace, defense, industrial, and retail sectors [4] - The company operates three specialized divisions: Intelligent Robotics Division, RFID Division, and Supply Chain Division, each focusing on improving efficiency, inventory management, and integrating components into customer products [4][7] Event Details - The Q4 Investor Summit will take place on December 9, 2025, at 9:00 AM ET, while the iAccess Alpha Virtual Best Ideas Winter Investment Conference will occur on the same day at 1:30 PM ET [6] - BOS will be available for one-on-one meetings with investors on December 10, 2025, and interested parties can contact the conference sponsor or BOS investor relations for arrangements [3]

Financial Data and Key Metrics Changes - Revenue grew year over year by 28% to $38 million, continuing record performance [3][4] - Net income increased by 54% to $2.8 million, demonstrating effective revenue conversion into profit [4] - Cash and equivalents rose to $7.3 million from $3.6 million at year-end [7] Business Line Data and Key Metrics Changes - International revenues grew by 24% year over year, primarily driven by the Indian market [3][4] - The RFID Division faced challenges due to geopolitical tensions and currency fluctuations, but a rebound is expected [14][15] Market Data and Key Metrics Changes - The company is strategically expanding overseas, particularly targeting India as a major market for wire and connector assembly [3][5] - The defense sector's growth is supported by increasing global defense budgets and replenishment of Israeli defense forces' inventory [5] Company Strategy and Development Direction - The company aims to enhance organic growth through strategic actions and international expansion [5][32] - Plans to open a branch office in India to facilitate sales and reduce costs [25][30] - Targeting profitable acquisitions in the Israeli defense sector to complement existing products [22][34] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to profitability in the RFID Division due to operational adjustments and improved geopolitical conditions [14] - The defense segment is expected to continue growing, with historical growth rates around 7% annually, and even higher during recent years [18][32] Other Important Information - The company has a strong balance sheet with positive working capital of $18 million and no bank debt [7] - The company is raising its full-year 2025 financial guidance, expecting revenue between $45-$48 million and net income between $2.6-$3.1 million [4] Q&A Session Summary Question: Can you highlight a couple of expanding opportunities with new customers? - The main new customers are overseas clients from India, with significant recent engagement [11][12] Question: When would you expect revenues from the new Indian customer to impact your P&L? - Revenues from international markets have already impacted the P&L, with a 24% increase noted [12] Question: Can you expand on the loss in the RFID Division and the logistics center slowdown in Israel? - The RFID Division faced challenges due to geopolitical issues and currency devaluation, but a rebound is anticipated [13][14] Question: How much did currency fluctuations impact your P&L? - The US dollar devalued against the Israeli shekel by about 11%, creating approximately $500,000 in additional cost pressure [15][16] Question: What is the impact of the end of the war in Gaza on your business? - The defense segment is expected to grow despite geopolitical tensions, while the civil market may not benefit from the war [17][18] Question: How do you intend to make the company less cyclical and more sustainable? - By increasing international sales and diversifying the product portfolio, the company aims to reduce cyclical exposure [31][32] Question: Are you looking at any specific M&A opportunities? - The company plans to close an M&A deal within the next year, targeting profitable companies in the defense sector [34][40]

Financial Data and Key Metrics Changes - Revenue grew year over year by 28% to $38 million, continuing record performance [3][4] - Net income increased by 54% to $2.8 million, demonstrating effective revenue conversion into profit [4] - Cash and equivalents rose to $7.3 million from $3.6 million at year-end [7] - Shareholders' equity amounts to $25 million, representing 66% of the balance sheet [7] - The company raised its full-year 2025 financial guidance, expecting revenue between $45-$48 million and net income between $2.6-$3.1 million [4] Business Line Data and Key Metrics Changes - International revenues grew by 24% year over year, primarily driven by the Indian market [3][4] - The RFID Division faced challenges due to geopolitical issues and currency fluctuations, but a rebound is expected in the fourth quarter [14][15] Market Data and Key Metrics Changes - The company is strategically expanding overseas, particularly targeting India as a major market for wire and connector assembly [3][5] - The defense sector's growth is supported by increased global defense budgets and replenishment of Israeli defense forces' inventory [5] Company Strategy and Development Direction - The company aims to enhance organic growth through strategic actions and international expansion [5] - Plans to open a branch office in India to facilitate sales and reduce costs [25][30] - The company is targeting profitable acquisitions in the Israeli defense sector to complement its offerings [22][34] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the geopolitical stabilization in the Middle East positively impacting growth [5] - The company believes that the defense segment will continue to grow, even in times of peace, due to consistent defense budget increases [18][32] - Management is focused on reducing cyclicality by increasing international sales and diversifying the product portfolio [32] Other Important Information - The company has a positive working capital of $18 million and minimal long-term debt [7] - The price-to-earnings ratio for B.O.S. is 11, compared to 20 for the Russell 2000 index, indicating attractive valuation [7] Q&A Session Summary Question: Can you highlight a couple of expanding opportunities with new customers? - Management mentioned new overseas clients, particularly from India, as a significant focus [11][12] Question: When do you expect revenues from the new Indian customer to impact your P&L? - Revenues from international markets have already impacted the P&L, with a 24% increase noted [12] Question: Can you expand on the loss in the RFID Division? - The RFID Division faced challenges due to geopolitical issues and currency fluctuations, but a rebound is expected [14] Question: How much did currency fluctuations impact your P&L? - The US dollar's devaluation against the shekel created approximately $500,000 in additional cost pressure [15] Question: What is the impact of the end of the war in Gaza on your business? - The defense segment is expected to grow due to ongoing demand, while the civil market may not benefit from the war [17] Question: How do you intend to make the company less cyclical? - Increasing international sales and diversifying the product portfolio are key strategies to reduce cyclicality [32] Question: Are you looking at any specific M&A opportunities? - The company plans to close an M&A deal within the next year, targeting profitable companies in the defense sector [34][40]