OSS Announces $10.5 Million in New Awards to Support U.S. Navy P-8A Poseidon Aircraft Program
Rhea-AI Summary
One Stop Systems (Nasdaq: OSS) announced $10.5 million in new awards from the U.S. Navy and a leading U.S. prime contractor to support the P-8A Poseidon aircraft program.
OSS said these awards bring lifetime contracted P-8A revenue to more than $65 million, including over $23 million awarded since the start of 2025, and are expected to contribute to revenue in 2026 and continue into 2027. OSS will deliver rugged NVMe flash storage units with hot-swappable canisters to support onboard C5ISR mission capabilities.
Positive
- $10.5M in new P-8A awards
- Lifetime P-8A contracted revenue > $65M
- $23M+ awarded since early 2025
- Products feature hot-swappable NVMe canisters for rapid secure data offload
Negative
- Revenue recognition spans 2026–2027, delaying full near-term revenue realization
- Sales concentrated on the P-8A program and government prime contractor relationships
News Market Reaction – OSS
On the day this news was published, OSS gained 16.00%, reflecting a significant positive market reaction. Argus tracked a peak move of +26.3% during that session. Our momentum scanner triggered 59 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $36M to the company's valuation, bringing the market cap to $259M at that time. Trading volume was elevated at 2.2x the daily average, suggesting notable buying interest.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
With OSS up and 3 peers (e.g., YIBO +22.99%, UAVS +1.96%, CAN +2.02%) also moving higher, today’s action fits into a broader positive move in related hardware/edge-compute names, though some peers like QMCO -2.19% and ZSPC -4.19% diverged.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 11 | Commercial robotics win | Positive | -0.7% | Initial order and multi-year pipeline from autonomous construction/mining customer. |
| Feb 09 | Product showcase | Positive | +4.4% | HSB Sensor Bridge demo for tactical edge AI at AFCEA West conference. |
| Jan 27 | Aerospace platform award | Positive | +3.9% | New multi-year platform win with top-tier aerospace prime and revenue pipeline. |
| Jan 07 | Defense partnership | Positive | +22.2% | Pre-production order to develop rugged compute and visualization for U.S. Army vehicles. |
| Dec 30 | Business divestiture | Positive | +0.4% | Sale of Bressner unit for cash, supporting refocus on AI and rugged edge markets. |
Recent contract and partnership wins have generally seen positive price reactions, with one notable divergence where a new commercial robotics customer announcement coincided with a small decline.
Over the last few months, OSS reported several contract and platform wins, including a $1.1M aerospace order with a $6.5M+ pipeline on Jan 27, 2026 and a U.S. Army vision-system partnership around $1.2M on Jan 7, 2026. These often aligned with positive price moves. The sale of Bressner for $22.4M on Dec 30, 2025 supported a strategic refocus on AI/ML and rugged edge markets. Today’s Navy P-8A awards add to this trend of defense and aerospace program traction.
Market Pulse Summary
The stock surged +16.0% in the session following this news. A strong positive reaction aligns with OSS’s pattern of favorable responses to defense and aerospace wins, where prior program awards often coincided with gains of up to 22.2%. However, investors have also seen at least one divergence after positive commercial news. Large contract headlines can overextend moves if follow-on orders or margins disappoint, and prior equity offerings underline capital-raising risk even as recent awards, like today’s $10.5M, expand the backlog.
Key Terms
c5isr technical
nvme technical
AI-generated analysis. Not financial advice.
Latest orders bring OSS's lifetime contracted revenue on the P-8A platform to over an aggregate
ESCONDIDO, Calif., Feb. 19, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced aggregate new awards of
Under the terms of the contract, OSS will deliver rugged data storage units to support the C5ISR mission capabilities onboard the P-8A Poseidon. These units are designed and manufactured by OSS and incorporate hot-swappable canisters of high-capacity NVMe flash storage. The design enables rapid removal and replacement for secure data offload and analysis in demanding airborne environments.
“These latest awards represent the largest aggregate orders to date tied to the P-8A platform and, we believe, further reinforces OSS’s role within this important military program,” stated OSS President and CEO, Mike Knowles. “With these latest wins, OSS has secured more than
The P-8A Poseidon is a long-range, multi-mission maritime patrol aircraft used for anti-submarine warfare, surveillance, and reconnaissance operations. OSS’s storage solutions play a key role in enabling secure, high-speed data capture and transfer necessary for the aircraft’s advanced sensor suite.
About One Stop Systems
One Stop Systems, Inc. (Nasdaq: OSS) is a leader in AI enabled solutions for the demanding 'edge'. OSS designs and manufactures Enterprise Class compute and storage products that enable rugged AI, sensor fusion and autonomous capabilities without compromise. These hardware and software platforms bring the latest data center performance to harsh and challenging applications, whether they are on land, sea or in the air.
OSS products include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software. These specialized compact products are used across multiple industries and applications, including autonomous trucking and farming, as well as aircraft, drones, ships and vehicles within the defense industry.
OSS solutions address the entire AI workflow, from high-speed data acquisition to deep learning, training and large-scale inference, and have delivered many innovative solutions for industrial OEM and government customers.
As the fastest growing segment of the multi-billion-dollar edge computing market, AI enabled solutions require-and OSS delivers-the highest level of performance in the most challenging environments without compromise.
OSS products are available directly or through global distributors. For more information, go to www.onestopsystems.com. You can also follow OSS on X, YouTube, and LinkedIn.
Forward-Looking Statements
One Stop Systems cautions you that statements in this press release that are not a description of historical facts are forward-looking statements. Words such as, but not limited to, "anticipate," "aim," "believe," "contemplate," "continue," "could," "design," "estimate," "expect," "intend," "may," "might," "plan," "possible," "potential," "predict," "project," "seek," "should," "suggest," "strategy," "target," "will," "would," and similar expressions or phrases, or the negative of those expressions or phrases, are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are based on the Company's current beliefs and expectations. The inclusion of forward-looking statements should not be regarded as a representation by One Stop Systems or its partners that any of its plans or expectations will be achieved, including but not limited to the potential and/or the results of program awards and renewals with the U.S. Department of Defense and defense contractors, the availability of appropriated funds, the exercise of contract options, government shutdowns or continuing resolutions, termination for convenience by the U.S. government, modifications to contract scope, and delays in procurement cycles any actual revenue derived from the awards, the future adoption of technologies or applications that may compete with the Company’s the expansion of its offerings and/or relationship with different branches of the U.S. Armed Forces and/or other geopolitical or economic instabilities. Actual results may differ from those set forth in this press release due to the risk and uncertainties inherent in our business, including risks described in our prior press releases and in our filings with the Securities and Exchange Commission (SEC), including under the heading "Risk Factors" in our latest Annual Report on Form 10-K and any subsequent filings with the SEC. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, and the company undertakes no obligation to revise or update this press release to reflect events or circumstances after the date hereof. All forward-looking statements are qualified in their entirety by this cautionary statement, which is made under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.
Media Contacts:
Robert Kalebaugh
One Stop Systems, Inc.
Tel (858) 518-6154
Email contact
Investor Relations:
Andrew Berger
Managing Director
SM Berger & Company, Inc.
Tel (216) 464-6400
Email contact
FAQ
What did OSS (NASDAQ: OSS) announce on February 19, 2026 about the P-8A program?
How will the $10.5 million in OSS (OSS) awards affect 2026 revenue timing?
What products will OSS deliver for the P-8A Poseidon under the new OSS contracts?
How much total P-8A contracted revenue has OSS (OSS) secured to date?
Who are the customers for OSS's new P-8A awards announced February 19, 2026?
What operational capability do OSS storage units provide for the P-8A (OSS)?
