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Israel's BOS 2025 revenue jumps 27%, net income up 57%

Overview

Israel-based supply chain tech provider's 2025 revenue grew 27% yr/yr to record $50.6 mln

Net income for 2025 rose 57% yr/yr to $3.6 mln

Company projects 2026 revenue and net income in line with 2025 amid geopolitical tensions

Outlook

BOS projects 2026 revenue at $51 mln, in line with 2025 levels

Company expects 2026 net income of $3.6 mln

Company says ongoing geopolitical tensions in Israel are impacting its outlook

Result Drivers

SUPPLY CHAIN GROWTH - Co said supply chain division revenue grew 40% in 2025, benefiting from global diversification and increased demand in defense-related business lines

DEFENSE DEMAND - Co cited robust demand for supply chain and robotics solutions in defense markets as a key driver of results

RFID IMPAIRMENT - RFID division posted an operating loss of $665,000 due to a $1.2 mln goodwill impairment, with ongoing geopolitical tension in Israel impacting commercial market

Company press release: ID:nGNX41dGf5

Key Details

MetricBeat/MissActualConsensus Estimate
FY Revenue$50.57 mln
FY EPS$0.57
FY Net Income$3.61 mln
FY Gross Profit$12.08 mln
FY Operating Income$2.91 mln
FY Pretax Profit$3.50 mln
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com. (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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