B.O.S. Better Online Solutions (BOSC) IAccess Alpha Virtual Best Ideas Summer Investment Conference 2026 summary

Strategic direction and business overview

• Focuses on integrating supply chain technologies for defense and retail, with three divisions: robotics, RFID, and supply chain.

• Delivered 21 consecutive profitable quarters, $51M revenue, $3.6M net income, and $4.6M EBITDA in 2025.

• Operates with a strong balance sheet: $30M equity, $10M cash, and less than $1M in loans.

• Executive team includes two CTOs and a board with defense sector expertise.

• Headquarters in Israel, with sales offices in India and the USA.

Division highlights and client integration

• Robotics division automates production lines, focusing on defense clients like Elbit Systems.

• RFID division provides end-to-end supply chain automation, serving major retailers and aiming to expand into defense.

• Supply chain division embeds components in defense and high-tech products, driving recurring OEM revenue.

• 65% of business is defense-related; RFID mainly serves retailers but is expanding into defense.

• Engineering team doubled and manufacturer representation tripled in two years, fueling growth.

Growth drivers and market trends

• Revenue grew from $33.6M in 2021 to $51M in 2025, driven by more manufacturers, expanded engineering, and resilient defense demand.

• Global defense budget increases and IDF inventory replenishment are major tailwinds.

• India is a rapidly growing market, with $3.3M in Q1 2026 orders versus $172K prior year.

• 80%+ of revenues are predictable, mainly from consumables for defense clients.

• Backlog of $31M as of March 2026, with $42.4M in secured revenue already for the year.