Highlights

• B.O.S. Better Online Solutions, an Israeli supply-chain and radio-frequency identification (RFID) specialist listed on Nasdaq.

• The latest results, for the second quarter of 2026, were published on 20 August.

• First-half revenue was US$26.2 million, roughly flat on US$26.6 million in the first half of 2025, so the second quarter's strong growth followed a weaker first quarter.

• Backlog stood at a record US$31 million at the end of the quarter, unchanged from the previous quarter.

B.O.S. Better Online Solutions (NASDAQ:BOSC), an Israeli supply-chain and radio-frequency identification (RFID) specialist listed on Nasdaq, has continued to announce modest defence orders. which cites GlobeNewswire, on 1 October 2026 the company announced a US$380,000 follow-on order for its Intelligent Robotics Division from an existing Israeli defence customer. On 16 September it announced a US$1.2 million order from a European defence customer. The orders are small relative to the company's backlog, but they show demand for defence-related products. The original releases were not reviewed.

Second-Quarter Results

The latest results, for the second quarter of 2026, were published on 20 August. Revenue was US$14.9 million, up 29% from US$11.5 million a year earlier and about 30% above the first quarter. Gross profit was US$3.4 million, a 23.0% margin compared with 22.8%. Operating income was US$1.1 million, against US$0.1 million a year earlier, when it was reduced by a US$0.7 million goodwill impairment. Net income was US$1.4 million, or US$0.19 per diluted share, compared with US$0.8 million, or US$0.12. The sources reviewed do not itemise why net income exceeded operating income.

First-half revenue was US$26.2 million, roughly flat on US$26.6 million in the first half of 2025, so the second quarter's strong growth followed a weaker first quarter. Pulse 2.0 reported that RFID revenue rose 17.5% in the first half, while supply-chain revenue fell 5.8%, which management attributed to temporary softness based on backlog trends.

Backlog And Guidance

Backlog stood at a record US$31 million at the end of the quarter, unchanged from the previous quarter, with about US$20 million scheduled for delivery by the end of 2026. Chief executive Eyal Cohen said the backlog remained at a record. The company guided to full-year 2026 revenue above US$51 million and raised its net income guidance to above US$3.6 million. These are management forecasts, not reported results. Given first-half revenue of US$26.2 million, the revenue guidance implies a stronger second half, which depends on delivering the backlog. Net income guidance of above US$3.6 million compares with US$1.4 million in the second quarter alone.

Balance Sheet And Acquisitions

Pulse 2.0 says US$2.9 million of proceeds from warrant and option exercises is available to support potential bolt-on acquisitions, and that management is evaluating such deals. The article does not give a cash balance, and none was verified here. Acquisitions can add revenue but also integration risk, and the company has previously recorded a goodwill impairment, as the year-earlier operating figure shows.

What To Watch

BOS announced on 10 September that it will release third-quarter 2026 results on 30 November 2026, . Readers may follow whether second-half revenue accelerates towards the above-US$51 million guidance, how much of the US$20 million of scheduled backlog is delivered, whether supply-chain revenue recovers, any acquisition announcements, and further defence orders. Order values announced so far are small relative to total backlog, so cumulative delivery matters more than individual headlines. Management calls the supply-chain softness temporary, and later results will show whether that view holds true.

Finviz (company press release) | BOS Reports Second Quarter and First Half 2026 Financial Results | published 2026-08-20 | https://finviz.com/news/384037/bos-reports-second-quarter-and-first-half-2026-financial-results

Pulse 2.0 | BOS: Backlog Holds At Record $31 Million Despite 30% Sequential Revenue Growth | published 2026-08-25 | https://pulse2.com/bos-backlog-holds-at-record-31-million-despite-30-sequential-revenue-growth/

StockAnalysis | B.O.S. Better Online Solutions (BOSC) company page and news feed | published 2026-10-15 | https://stockanalysis.com/stocks/bosc/