OSS Receives Follow-On Production Order from Safran Federal Systems
Rhea-AI Summary
One Stop Systems (Nasdaq: OSS) announced a $1.2 million follow-on production order from Safran Federal Systems, bringing current aggregate orders with Safran to approximately $1.9 million to date.
OSS will supply 4U short-depth servers engineered for naval and aircraft military applications using its PCIe/Switch Fabric and rugged enterprise-class designs. The company said it expects cumulative follow-on production sales to exceed $7.0 million over the next five years, up from a prior expectation of $3.0 million.
Positive
- $1.2M new follow-on production order
- Aggregate Safran orders of approximately $1.9M to date
- Company now projects >$7.0M cumulative Safran sales over five years (was $3.0M)
Negative
- Current confirmed aggregate orders remain relatively small at $1.9M
- Projected >$7.0M is company expectation and not a firm guaranteed backlog
News Market Reaction 6 Alerts
On the day this news was published, OSS gained 2.07%, reflecting a moderate positive market reaction. Argus tracked a peak move of +2.8% during that session. Argus tracked a trough of -7.1% from its starting point during tracking. Our momentum scanner triggered 6 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $4M to the company's valuation, bringing the market cap to $190M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves pre-news: QMCO up 0.68% and YIBO up 0.24%, while ALOT fell 2.32%, UAVS dropped 0.93%, and DDD declined 1.08%. With OSS down 1.22%, there was no clear, unified sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 18 | Product launch | Positive | +0.6% | Launch of PCIe Gen 6 product line expanding high-performance compute offerings. |
| Nov 11 | Conference showcase | Positive | +3.3% | Announcement of SC25 exhibition featuring high-performance AI and edge systems. |
| Nov 05 | Earnings results | Positive | +22.0% | Strong Q3 revenue growth, improved margins, raised 2025 guidance, and positive EBITDA. |
| Oct 22 | Earnings preview | Neutral | -5.7% | Scheduling of Q3 2025 results release and webcast with call-in details. |
| Oct 09 | Platform award | Positive | +3.1% | New multi-year commercial cabin systems award with sizable initial order and pipeline. |
Recent positive product, contract, and earnings news has generally aligned with favorable price reactions, suggesting the stock has tended to respond constructively to growth and commercialization updates.
Over the last few months, OSS has combined product innovation with commercial wins. On Oct 9, 2025, it announced a multi‑year commercial aerospace platform award with an initial order of about $1.5M and an expected $6.0M three‑year pipeline. Q3 2025 results on Nov 5 showed revenue of $18.8M, up 36.9% YoY, and a return to profitability, prompting a strong positive reaction. Subsequent SC25 product launch and demo news also saw modest gains, indicating investors have rewarded execution on growth initiatives.
Market Pulse Summary
This announcement highlights a growing defense relationship, with OSS securing a $1.2 million Safran Federal Systems production order and current aggregate orders of about $1.9 million. The company now expects this contract to exceed $7.0 million in cumulative sales over five years, up from an original $3.0 million outlook. In context of recent revenue growth and new platform awards, investors may watch how consistently these orders convert into backlog, margins, and diversified end‑market exposure.
Key Terms
pcie/switch fabric technical
AI-generated analysis. Not financial advice.
Current aggregate orders valued at approximately $1.9 million to date
OSS now expects cumulative follow-on production orders of more than $7.0 million over time
ESCONDIDO, Calif., Dec. 23, 2025 (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 a
OSS is providing 4U, short-depth-servers (SDS) engineered for military applications onboard naval vessels and aircraft. The order leverages the Company’s expertise in PCIe/Switch Fabric technology, rugged enterprise class system design, military program management, and comprehensive technical approach.
Based on expanding production requirements and platform momentum, OSS believes this contract could contribute in excess of
“We are excited to deepen our relationship with Safran and support the continued expansion of this production program,” stated OSS President and CEO, Mike Knowles. “Our ability to deliver reliable, Enterprise Class compute platforms for mission-critical environments is enabling us to win follow-on production orders, expand existing programs, and win new platforms. Safran exemplifies the type of long-term customer relationship we aim to build as we scale our presence across defense and commercial markets globally.”
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 PCIe Switch Fabric technology from the data center 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 industry firsts 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. Forward looking statements include but are not limited to statements regarding expected future revenues, cumulative follow-on production orders, program duration, customer demand, production volumes, timing of orders, expansion of existing programs, development or deployment of platforms, and the Company’s expectations regarding its relationships with Safran Federal Systems, other defense contractors, and government customers. These statements are based on the Company's current beliefs and expectations and do not guarantee future performance. 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, revenue and sales as a result of this contract, current program or future programs with defense contractors and the U.S. Department of Defense, any potential or actual revenue derived from the agreements, the future adoption of technologies or applications, and the expansion of the Company's offerings and/or relationship with different branches of the U.S. Armed Forces. 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. Defense and government-related programs are subject to appropriations, budget priorities, program modifications, and termination for convenience, any of which could reduce or eliminate anticipated orders.
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 announce on December 23, 2025 regarding Safran Federal Systems?
How much cumulative revenue does OSS expect from the Safran program and over what timeline?
What product will OSS deliver to Safran Federal Systems under the December 2025 order?
How did OSS describe the change from its prior expectation for the Safran program?
What technology strengths did OSS cite as reasons for the Safran order?
