One Stop Systems Q1 2026: Record Revenue, Gross Margins, and Bookings

One Stop Systems kicked off 2026 with impressive results, posting a 55% increase in Q1 revenue to $8.1 million. They sold their subsidiary Bressner, streamlining operations and focusing on rugged AI compute for edge apps in defense and commercial markets. Gross margins hit a record 51.6%, and they turned positive adjusted EBITDA for the quarter. Bookings surged to nearly $15 million, with a strong book-to-bill ratio. Defense wins included $10.5 million for the P-8 Poseidon aircraft, and commercial side saw new orders in aerospace, robotics, and autonomous energy nodes. Execs are optimistic about the momentum, with a cash pile of $34.4 million and zero debt. Supply chain issues with memory lead times are the main challenge, but theyre passing costs to customers and sticking to guidance. The company is well-positioned for multi-year ramps, especially in defense, with a lean balance sheet and fresh wins converting to production. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/1e8c74476e818bbc