Every 8-K that One Stop Systems, Inc. (OSS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OSS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OSS filings page.
One Stop Systems, Inc. entered into an amended and restated employment agreement with VP of Sales Robert Kalebaugh in connection with his retirement effective July 31, 2026. The agreement confirms his eligibility for a prorated annual bonus under the Variable Compensation Plan, sets the treatment of his outstanding equity awards at retirement, and allows a qualifying retirement to include continued service as a consultant.
On the same date, the company and Mr. Kalebaugh signed a consulting agreement under which he becomes an independent contractor providing part-time strategic counsel from July 31, 2026 through July 31, 2027, automatically renewing annually. Either party may terminate on 30 days’ written notice, or immediately for uncured breach after 10 business days. He may receive discretionary performance-based equity awards under the 2017 Equity Incentive Plan, and his existing unvested restricted stock awards continue to vest while he provides consulting services.
One Stop Systems, Inc. held its 2026 annual stockholder meeting and obtained approval to expand its equity compensation capacity. Stockholders approved an amendment to the 2017 Equity Incentive Plan increasing the shares of common stock authorized for issuance from 5,000,000 to 7,000,000. The amendment had been previously approved by the Board, subject to stockholder approval, and became effective on May 13, 2026.
At a record date of March 20, 2026, the company had 24,741,191 shares outstanding, and 13,450,598 shares, or about 54.37%, were represented at the meeting, establishing a quorum. Stockholders elected five directors, ratified Haskell & White LLP as independent auditor for 2026, approved the equity plan amendment, and supported executive compensation on a non-binding advisory basis. An adjournment proposal was also approved but ultimately not used.
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, 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. entered into a Securities Purchase Agreement with institutional investors for a registered direct offering of 2,500,000 shares of its common stock. The shares were issued off an existing Form S‑3 shelf registration, with no pre-funded warrants sold in this transaction.
The company received aggregate gross proceeds of $12,500,000 from the offering before placement agent fees and other expenses. A.G.P./Alliance Global Partners acted as lead placement agent and Roth Capital Partners as joint placement agent, with the company agreeing to pay a 6.00% cash fee on the aggregate purchase price and reimburse certain expenses.
The offering closed on October 1, 2025. Company directors and officers agreed to 90‑day lock‑ups from September 29, 2025, restricting sales of common stock and related securities, while the company itself agreed to a 45‑day lock‑up following closing on issuing or agreeing to issue additional equity, subject to specified exceptions.