TSS, Inc.

Snapshot

TSS is a small data-center services company shifting away from lower-margin equipment procurement toward higher-margin systems integration and facilities work. That shift pushed latest-quarter revenue down 20% to $35.1M even as gross margin improved to 22.8%.

What's Happening Right Now

• Wed 9th Sep '26 · Earnings: Q2 2026 revenue fell 20% to $35.1M as TSS pulled back from lower-margin procurement work, but gross profit rose 11%, Adjusted EBITDA rose 12% to $4.5M, and full-year EBITDA guidance was maintained at the upper end of $20M-$22M.
• Wed 9th Sep '26 · 10-Q: The 10-Q shows cash fell to $67.7M from $85.5M as six-month operating cash flow swung negative $7.3M, and the company disclosed a single OEM customer accounted for 99% of revenue, with $115M in remaining contracted obligations.
• Mon 17th Aug '26 · Investor Events: TSS management is scheduled to present at the Needham Semiconductor conference (Aug 19-20) and the Jefferies Semiconductor/IT Hardware conference (Aug 25-26).
• Fri 14th Aug '26 · Earnings: TSS posted $0.05 EPS for the quarter, missing the $0.08 Zacks consensus estimate and down from $0.06 a year earlier.
• Fri 14th Aug '26 · Earnings Call: Management said growth in higher-margin systems integration and facilities management offset the procurement-driven revenue decline and expects a stronger second half of 2026.