B.O.S. Better Online Solutions (BOSC) Small-Cap Virtual Conference summary

Business overview and strategy

• Integrates supply chain technologies for defense manufacturers and retailers, operating through robotics, RFID, and supply chain divisions.

• Focuses on automation, supply chain modernization, and defense sector growth, with 60% of business serving defense clients.

• Serves global defense leaders and major enterprises, expanding internationally, especially in India and Europe.

• Growth driven by organic expansion and strategic M&A, targeting profitable companies with recurring revenues and strong management.

• Plans to increase investor exposure by participating in more investor events and leveraging recent research coverage.

Financial performance and outlook

• Achieved 22 consecutive profitable quarters, with $51 million in 2025 revenue, $3.6 million net income, and $4.6 million EBITDA.

• Backlog at a record $31 million as of Q2 2026, with $20 million scheduled for delivery by year-end.

• Expects 2026 revenue to exceed $51 million and net income to surpass 2025 levels, despite increased operating expenses.

• Balance sheet includes $30.9 million equity and $10 million cash, supporting both organic and acquisition-driven growth.

• Trades at 1x book value and 9x earnings, below Russell Microcap Index multiples.

Market trends and growth drivers

• Benefiting from global increases in defense budgets and automation demand, with long-term structural tailwinds.

• Israeli defense sector expansion and ongoing conflict since October 2023 drive significant demand.

• India emerging as a key market, with $4.4 million in orders in H1 2026 and a new local representative appointed.

• International sales grew 140% year-over-year in H1 2026, mainly in Europe, India, and the U.S.

• 80% of revenues are predictable and recurring, primarily from consumables embedded in defense products.