BOS Reports 36 Percent Revenue Jump
B.O.S. Better Online Solutions(NASDAQ:BOSC) reported second quarter 2025 results on August 21, 2025, with revenue up 36% year over year to $11.5 million and net income rising 53% to $765,000. The company raised full-year revenue guidance to $45 million-$48 million and net income guidance to $2.6 million-$3.1 million, reflecting strong supply chain division growth and robust defense sector demand. The following highlights provide insight into customer concentration, backlog strength, and margin dynamics based on management’s commentary.
The supply chain division delivered a 57% year-over-year revenue increase to $8.3 million, with over 60% of consolidated revenue now coming from defense industry customers such as Rafael, Elbit, and Israeli Aircraft Industry. This concentration is expected to increase further in 2026 as geopolitical factors and military investment sustain demand.
This reliance on defense customers provides strong revenue visibility but also exposes the company to fluctuations in Israeli defense spending and contract renewals, increasing both opportunity and risk for future results.
Source Fool.com
