The Q2 beat and raised net income guidance signal accelerating momentum, supported by a record $31M backlog covering ~91% of FY2025 revenue. Monitor H2 delivery of the $20M backlog and any bolt-on acquisitions funded by the $2.9M warrant exercise proceeds, which could further boost EPS.
Price Chart
Executive Summary
BOSC reported Q2 2026 revenue of $14.9M (+29% YoY) and diluted EPS of $0.19, beating the consensus estimate of $0.13. The company raised full-year 2026 net income guidance to exceed $3.6M, while maintaining revenue guidance above $51M. A record backlog of $31M supports near-term visibility, though H1 EPS declined to $0.30 from $0.33 due to share dilution from warrant exercises and FX headwinds.
Key Financial Metrics
Key Facts
- Q2 2026 revenue $14.9M, +29% YoY from $11.5M
- Q2 2026 diluted EPS $0.19 vs consensus $0.13 (beat)
- Raised full-year 2026 net income guidance to exceed $3.6M
- Record backlog of $31M, with ~$20M scheduled for delivery by year-end
- RFID division revenue up 17.5% YoY in H1 2026
- H1 2026 diluted EPS $0.30 vs $0.33 in H1 2025 due to 970K share dilution from warrant/option exercises and $0.6M FX headwind
Financial Impact
Q2 revenue $14.9M (+29% YoY), EPS $0.19 beat consensus $0.13; FY2026 net income guidance raised to >$3.6M
Risk Factors
- Share dilution from 970K shares issued on warrant/option exercises
- FX headwind from USD depreciation vs NIS ($0.6M impact in H1)
- Supply Chain division revenue down 5.8% YoY in H1, though viewed as temporary
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3348258 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 7d ago | 6-K | $4.26 | awaiting T+20 | — | $4.33 (+1.64%) |
Oct 1, 2026 26d ago | Press Release | $4.63 | awaiting T+20 | — | $4.33 (−6.48%) |
Sep 30, 2026 27d ago | 6-K | $4.63 | awaiting T+20 | — | $4.33 (−6.48%) |
Aug 20, 2026 9w ago | 6-K | $4.69 $4.72 | ▲ +0.64% | ▲ +0.64% | $4.33 (−7.68%) |
Aug 20, 2026 9w ago | Press Release | $4.69 $4.72 | ▲ +0.64% | ▲ +0.64% | $4.33 (−7.68%) |
Jul 17, 2026 14w ago | 6-K | $4.24 $4.56 | ▲ +7.55% | ▲ +3.10% | $4.33 (+2.12%) |
Jun 9, 2026 20w ago | Press Release | $4.31 | awaiting T+20 | — | $4.33 (+0.46%) |
May 28, 2026 21w ago | 6-K | $4.29 $4.51 | ▲ +5.13% | ▲ +8.27% | $4.33 (+0.93%) |
May 28, 2026 21w ago | Press Release | $4.29 $4.51 | ▼ −5.13% | ▼ −8.27% | $4.33 (−0.93%) |
Mar 31, 2026 30w ago | Press Release | $4.49 $4.71 | ▲ +4.90% | ▼ −4.52% | $4.33 (−3.56%) |
US Market Status
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