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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
TSS
TSS (TSSI) investor relations material
TSS Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 revenue rose 20% YoY to $50.1M; record Systems Integration revenue increased 75% to $16.1M, lifting gross profit 86% to $8.632M.
Net income was $1.1M versus a $1.5M loss; Adjusted EBITDA rose 225% to $4.745M.
Nine-month revenue declined 24% to $140.5M as lower Procurement revenue outweighed growth in Systems Integration and Facilities Management; net income rose to $4.9M from $3.0M.
Financial highlights
Q3 operating income was $1.2M versus an operating loss of $1.8M; diluted EPS was $0.04 versus a loss of $0.06.
Q3 gross margin expanded 610 bps YoY to 17.2%; gross profit was $8.632M versus $4.635M.
Nine-month operating income was $5.0M versus $2.3M; diluted EPS was $0.16 versus $0.11, and Adjusted EBITDA rose 35% to $14.503M.
Nine-month operating cash flow used $10.3M, investing used $14.3M, and financing used $5.2M; cash, cash equivalents and restricted cash totaled $55.8M.
Outlook and guidance
FY2026 Adjusted EBITDA outlook was raised to $21M-$23M; further Q4 growth is expected from Systems Integration momentum and pipeline visibility.
Elevated AI rack integration is expected for several quarters, with revenue anticipated to ramp faster than SG&A; incremental revenue from next-generation rack capacity is expected from Q4 2026.
Q4 Systems Integration revenue is expected to exceed Q3, supported by higher AI and mainstream rack volumes and warehousing services.
Q4 effective tax rate is expected at ~25.5%, implying a FY2026 rate of ~22%, subject to large discrete items.
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Latest events from TSS
- AI infrastructure demand, expanding capacity and an FY2026 EBITDA outlook of $21M–$23M.TSSI
Investor presentation - Rapid revenue and EBITDA growth fueled by AI-driven demand and strategic expansion.TSSIInvestor presentation
- Shift to higher-margin segments and AI investments drive improved profitability and outlook.TSSIQ2 2026
- AI-fueled growth, facility expansion, and M&A drive high-margin rack integration strategy.TSSIPlanet MicroCap Las Vegas 2026
- AI-driven data center integration and strategic investments fuel growth and revenue stability.TSSISingular Research’s Las Vegas Invitational Conference
- AI-driven demand and expanded capacity fuel strong growth in high-margin integration services.TSSI21st Annual Needham Technology, Media, & Consumer Conference
- Systems integration revenue soared 88% and margin gains offset a 44% revenue decline in Q1 2026.TSSIQ1 2026
- Revenue up 88% YTD; Q3 dip from procurement, strong Q4 and 50–75% EBITDA growth expected.TSSIQ3 2025
- Q2 net income rose 345% to $1.4M as AI integration and margin gains offset procurement volatility.TSSIQ2 2024
Next TSS earnings date
Q4 202625 Mar, 2027
TSS
Next TSS earnings date
Q4 202625 Mar, 2027
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Frequently asked questions
TSS Inc. is a technology services company that provides infrastructure and data center solutions. The company specializes in the design, deployment, and management of data centers, as well as offering consulting services related to IT infrastructure, energy efficiency, and system integration. TSS serves clients across various industries, including telecommunications, financial services, and government, helping them optimize their data center operations and IT environments for enhanced performance and reliability. The company is headquartered in Round Rock, Texas, USA, and its shares are listed on the OTCQB.