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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
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Telsys
Telsys (TLSY) investor relations material
Telsys Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary18 Aug, 2026
Executive summary
Revenue for H1 2026 reached $108.4M, up 71% year-over-year, with net income of $28.1M, a 61% increase from H1 2025.
Achieved significant year-over-year growth in both distribution and subsidiary operations, driven by strong demand in the enterprise and industrial segments, and especially from a major customer (Nvidia).
Expanded product offerings, including AI and single board computing solutions, to address evolving market needs.
No material financial impact observed from the 'Operation Harry's Roar' military event as of the report date.
Financial highlights
Distribution revenue for 1H 2026 reached $49.2M, up 107% from $23.7M in 1H 2025.
Distribution segment profit rose to $10.1M in 1H 2026 from $5.2M in 1H 2025.
Variscite subsidiary reported Q2 2026 revenue of $32.6M, up 61% YoY and 23% QoQ.
Gross profit for H1 2026 was $49.9M (46% margin), up from $31.3M in H1 2025.
Cash and equivalents at June 30, 2026, stood at $41.6M, with total liquid assets of $53M.
Outlook and guidance
Focus on accelerating demand creation and diversifying the opportunity funnel to sustain growth.
Management expects continued strong demand in SOM, with stable gross margins despite ongoing global memory shortages.
Continued expansion in enterprise, aerospace & defense, and industrial segments expected.
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Latest events from Telsys
- Q1 2026 saw strong revenue and profit growth, robust liquidity, and major dividend payouts.TLSY
Q1 2026 - Distribution revenue surged 83% as EMEA semiconductors rebounded amid component constraints.TLSYQ4 2025
- Net income reached ₪95.7M on revenue of ₪392.1M, with strong distribution segment growth.TLSYQ3 2025
- Strong H1 2025 profit, high liquidity, and no goodwill impairment for Variscite.TLSYQ2 2025
- Revenue and profit declined sharply in 2024, but Q4 showed early signs of recovery.TLSYQ4 2024
- Net income surged to ₪103.9M in Q1 2025, with robust cash flow and major dividends distributed.TLSYQ1 2025
- Revenue and profit dropped sharply as customers drew down inventories; full Variscite ownership achieved.TLSYQ3 2024
- Revenue and profit fell on lower demand, but liquidity and equity position remain strong.TLSYQ2 2024
Next Telsys earnings date
Q3 202625 Nov, 2026
Telsys
Next Telsys earnings date
Q3 202625 Nov, 2026
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Frequently asked questions
Telsys Ltd is an Israel-based company engaged in the distribution and integration of electronic components and systems. The company provides semiconductors, embedded systems, communication modules, and related technologies to customers in sectors such as defense, telecommunications, medical devices, and industrial automation. Telsys also offers value-added services including technical support, logistics, and engineering solutions. The company operates primarily in Israel through partnerships with global technology manufacturers. Telsys Ltd is headquartered in Petah Tikva, Israel, and its shares are listed on the TASE.