BOS Reports 29% Revenue Growth in Q2 2026, Raises Full-Year Net Income Guidance — B.O.S. Better Online Solutions Ltd.

Event summary

Q2 2026 revenue grew 29% year-over-year to $14.9 million.
Full-year 2026 net income guidance raised to exceed $3.6 million.
Backlog remained at a record $31 million, with $20 million scheduled for delivery by year-end.
RFID division revenue up 17.5% year-over-year, while Supply Chain revenue softened by 5.8%.
Depreciation of the U.S. dollar against the New Israeli Shekel increased operating expenses by $0.6 million in the first half of 2026.

The big picture

BOS's strong Q2 2026 performance, driven by its RFID division, highlights the growing demand for inventory management solutions. The company's ability to navigate currency headwinds and maintain a record backlog will be crucial in sustaining its growth trajectory. The strategic focus on both organic growth and selective acquisitions positions BOS to capitalize on broader industry trends in supply chain optimization and automation.

What we're watching

Revenue Growth Sustainability: Whether BOS can maintain its 29% year-over-year revenue growth in the second half of 2026, particularly in the Supply Chain division which saw a temporary softening.
Currency Impact Mitigation: The pace at which BOS can accelerate revenue growth and improve gross profit margins to offset the depreciation of the U.S. dollar against the New Israeli Shekel.
Acquisition Strategy: How BOS plans to deploy the $2.9 million proceeds from warrant and option exercises toward selective bolt-on acquisitions to increase earnings.