One Stop Systems, Inc. filings document the company’s rugged edge-computing business, governance, capital structure and material-event disclosures. Its regulatory record includes 8-K reports covering Regulation FD communications, shareholder letters, operating and financial results, material agreements and securities transactions.
OSS proxy materials disclose annual meeting matters, board governance, executive compensation and stockholder voting items. Capital-markets filings and related 8-K disclosures describe common stock offerings, prospectus supplement use under a shelf registration statement, placement-agent arrangements, lock-up agreements and the effect of equity issuances on the company’s capitalization.
Jane Street Group, LLC and affiliates report beneficial ownership of 1,388,714 shares of One Stop Systems, Inc. Common Stock, representing 5.6% of the class. The filing shows shared voting and dispositive power over those shares, reported on 05/07/2026.
One Stop Systems, Inc. reported strong Q1 2026 results, with revenue from continuing operations rising 55.0% to $8.1 million, driven by higher defense and medical imaging sales and new combat vehicle programs. Gross margin improved to 51.6% from 45.5% on a more profitable mix, engineering efficiencies and better manufacturing absorption.
Operating expenses from continuing operations increased modestly by 2.5% to $4.8 million. The company narrowed its net loss from continuing operations to $0.4 million, or $(0.01) per diluted share, versus a $2.3 million loss a year earlier, and generated non-GAAP net income of $0.3 million, or $0.01 per diluted share.
Adjusted EBITDA from continuing operations turned positive at $0.2 million compared to a $1.6 million loss, while net cash provided by continuing operating activities was $4.0 million versus $1.5 million used previously. Nearly $15 million of Q1 bookings produced a 1.8x book-to-bill ratio. As of March 31, 2026, the company held $34.4 million in cash, cash equivalents and short-term investments and $44.7 million in working capital, and it reaffirmed a 2026 outlook for 20% to 25% revenue growth, gross margin of approximately 40%, and positive EBITDA and adjusted EBITDA.
One Stop Systems reported sharply improved first‑quarter results from continuing operations. Revenue rose to $8.1 million, up 55% year over year, driven by defense and medical imaging programs and customer‑funded development. Gross margin expanded to 51.6%, lifting gross profit to $4.2 million.
The company cut its operating loss to $671,187 and narrowed net loss to $519,862, or $0.02 per share. Adjusted EBITDA from continuing operations turned positive at $175,346. Cash, cash equivalents and restricted cash were $26.5 million, with another $10.0 million in short‑term investments and working capital of $44.7 million, and no debt. Results exclude the divested European subsidiary, now reported as discontinued operations.
One Stop Systems, Inc. released a shareholder letter highlighting a major business transformation and strong 2025 results from continuing operations. Annual revenue from continuing operations grew 31.2% to $32.2 million, with gross margin of 49.6% and a book-to-bill ratio of about 1.2x. The company reported Q4 2025 net income from continuing operations of $2.0 million, or $0.08 per diluted share, with record quarterly earnings per share and gross margin.
OSS completed the sale of its Bressner subsidiary in December 2025 for $22.4 million, sharpening its focus on rugged Enterprise Class AI compute at the edge and strengthening its balance sheet. Defense programs such as the P-8 Poseidon, with more than $65 million in total contracted revenue to date, and new commercial wins in robotics, aerospace (about $6 million) and medical imaging (potential to exceed $25 million over five years) are driving growth.
For 2026, OSS expects revenue growth of 20%–25%, gross margins of about 40%, and positive EBITDA and adjusted EBITDA, supported by expanding defense and commercial pipelines and a strategy focused on large, multi-year programs.
One Stop Systems, Inc. is asking stockholders to approve five proposals at its 2026 virtual annual meeting on May 13, 2026. Holders of 24,769,017 shares of common stock outstanding as of March 20, 2026 may vote, one vote per share.
Key items include electing five directors, ratifying Haskell & White LLP as independent auditor, and a major change to the 2017 Equity Incentive Plan that would raise the share reserve from 5,000,000 to 7,000,000 shares, or about 28% of current shares outstanding. Stockholders will also cast a non-binding “say‑on‑pay” vote on executive compensation and decide whether to permit adjournment of the meeting to solicit additional proxies if needed.
KNOWLES MICHAEL reported acquisition or exercise transactions in this Form 4 filing.
ONE STOP SYSTEMS, INC. Chief Executive Officer Michael Knowles filed an amended insider ownership report to correct a prior clerical error. A previous Form 4 had incorrectly shown a grant of 21,000 restricted stock units on May 21, 2025. The amendment reduces the number of shares reported as beneficially owned following that transaction by 21,000 shares. According to the corrected disclosure, Knowles beneficially owns 627,058 shares as of March 16, 2026, and the amendment does not reflect any change in beneficial ownership other than this reporting adjustment.
One Stop Systems, Inc. (OSS) designs and manufactures rugged, high-performance edge computing systems for AI, machine learning, sensor processing and autonomy. Its platforms combine GPUs, CPUs, PCIe switch fabrics and high-density flash storage to bring datacenter-class performance to mobile and harsh environments on land, sea and in the air.
OSS focuses on military and commercial applications such as autonomous trucks, mining and agricultural equipment, medical devices and defense platforms. In 2025 it sold its Bressner German distribution business to prioritize core deployable edge systems and reports a five-year pipeline of target opportunities exceeding one billion dollars.
The company emphasizes first-to-market technology leadership in PCIe Gen 5 and Gen 6, rugged servers like Torrey Break and SDS, and proprietary software including U-BMC management and Ion Accelerator storage. Key risks include customer concentration, supply chain disruptions, macroeconomic and geopolitical uncertainty, and sensitivity to changes in U.S. defense spending.
ONE STOP SYSTEMS, INC. chief product officer James Ison reported a mix of equity awards, tax withholdings, and gifts involving company common stock. On February 7, 2026, he received a grant of 34,313 restricted stock units under the 2017 Equity Incentive Plan, tied to his ongoing executive service.
That same day, he forfeited 6,546 shares at $9.24 per share to cover tax withholdings upon conversion of vested restricted stock units, and made bona fide gifts of 8,213 shares directly and 8,213 shares to a revocable family trust where he serves as trustee. On February 15, 2026, he forfeited an additional 3,120 shares at $8.70 per share for tax withholdings and gifted 4,263 shares directly and 4,263 shares to the same trust.
After these transactions, he continued to hold OSS common stock both directly and indirectly through the trust, and footnotes state that 125,934 unvested restricted stock units remain subject to vesting conditions.
ONE STOP SYSTEMS, INC. Chief Financial Officer Daniel G. Gabel disposed of 7,799 shares of common stock through a tax-withholding forfeiture. The shares were surrendered when 23,761 vested restricted stock units converted into common shares, with the forfeited amount used to cover tax obligations at the market price.
After this tax-withholding disposition, Gabel directly held 155,509 common shares. He also holds 132,762 unvested restricted stock units that remain subject to vesting conditions, meaning additional shares could be delivered to him over time as those units vest.
KNOWLES MICHAEL reported disposition transactions in this Form 4 filing.
ONE STOP SYSTEMS, INC. Chief Executive Officer Michael Knowles reported tax-related share forfeitures linked to vesting restricted stock units. On February 7, 2026, he forfeited 13,298 shares of common stock, and on February 15, 2026, he forfeited an additional 6,650 shares, both to cover tax withholdings when vested restricted stock units converted into shares. After these transactions, he directly owned 648,058 shares of common stock and also held 404,311 unvested restricted stock units that remain subject to vesting conditions.