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ONE STOP SYSTEMS, INC. director Mitchell H. Herbets reported both an equity award and a related share sale. He received 11,984 restricted stock units as compensation for his board service, granted under the company’s 2017 Equity Incentive Plan and subject to vesting conditions.
He then sold 5,000 shares of common stock at $17.62 per share, with the footnotes explaining this sale was made to cover tax withholdings after 21,000 vested restricted stock units were converted into shares. Following these transactions, he directly holds 48,984 shares, consisting of 11,984 unvested restricted stock units and 37,000 shares of common stock.
OSS submitted a Rule 144 notice regarding 5,000 shares of Common Stock tied to restricted stock vesting under a registered plan. The securities vested on 05/21/2026 and the Form 144 was filed on 05/26/2026 through Morgan Stanley Smith Barney LLC.
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.
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.