B.O.S. Better Online Solutions Ltd.
- Open
- 4.24
- Day high
- 4.25
- Day low
- 4.22
- Prev close
- 4.24
- Volume
- 8K
- Mkt cap
- $30M
- P/E (TTM)
- 8.8
- EPS (TTM)
- $0.48
- P/B
- 1.0
- P/S
- 0.6
- Yield
- —
- Per share
- —
- ▲Insiders net buying $4K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions mixed (13F)
B.O.S. Better Online Solutions Ltd. (BOSC) is a Technology company listed on NASDAQ. The stock is down 15% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4).
B.O.S. Better Online Solutions Ltd. (BOSC) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BOSC earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 28, 2026 | $0.14 | $0.11 | -21.4% | $11M | -10.5% |
| Mar 31, 2026 | — | $0.28 | — | $13M | — |
| Nov 25, 2025 | — | $0.10 | — | $11M | — |
| Aug 21, 2025 | — | $0.23 | — | $12M | — |
| May 29, 2025 | — | $0.22 | — | $15M | — |
| Mar 31, 2025 | — | $0.28 | — | $10M | — |
| Nov 27, 2024 | — | $0.10 | — | $10M | — |
| Aug 22, 2024 | — | $0.09 | — | $8M | — |
| May 30, 2024 | — | $0.13 | — | $11M | — |
| Nov 30, 2023 | — | $0.05 | — | $10M | — |
| Aug 22, 2023 | — | $0.11 | — | $11M | — |
| May 30, 2023 | — | $0.11 | — | $12M | — |
BOSC insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 12, 2026 | Cohen Eyaldirector, officer: CEO | Buy | 1,000 | $4.29 |
Source: BOSC SEC Form 4 filings, latest Jun 12, 2026. For informational purposes only — not investment advice.
See the full BOSC insider & 13F page →B.O.S. Better Online Solutions Ltd. company profile
Overview
B.O.S. Better Online Solutions Ltd. (NASDAQ:BOSC) is an Israeli technology company founded in 1990 and publicly traded since 1996. Headquartered in Rishon LeZion, Israel, the company has evolved from its early focus on supply chain solutions to become a diversified provider of intelligent robotics, RFID technology, and electronic component distribution services. Over its three-decade history, BOSC has positioned itself as a specialized technology solutions provider primarily serving the Israeli defense sector and high-tech industries, with growing international presence in Europe and North America.
Business
B.O.S. Better Online Solutions operates three distinct business divisions that collectively provide technology solutions for supply chain optimization, automation, and inventory management. The Supply Chain Division represents the largest segment, generating approximately 70-75% of total revenues. This division distributes electro-mechanical components, electronics components, and communications products primarily to Israel's defense and aerospace industries. The division acts as a distributor and consolidator, sourcing electronic components from global manufacturers and supplying them to Israeli defense contractors like Elbit Systems. Beyond simple distribution, they provide inventory management services, quality control, and components consolidation services for ongoing defense projects. The RFID Division contributes roughly 20-25% of revenues and focuses on radio frequency identification technology solutions. RFID technology uses electromagnetic fields to automatically identify and track tags attached to objects, enabling real-time inventory tracking without line-of-sight scanning. This division provides hardware products including thermal and barcode printers, RFID scanners and readers, wireless terminals, and active/passive RFID tags. They also develop software solutions like Warehouse Management Systems for logistics centers and specialized RFID systems for libraries and produce packing houses. The division serves logistics centers, retail operations, and industrial facilities across Israel. The Intelligent Robotics Division is the smallest segment by revenue but shows the highest growth potential. This division creates custom-made industrial automation machines for product assembly and packaging. These robotic systems are designed to address specific manufacturing challenges, particularly in defense applications where precision and reliability are critical. The division has transitioned from serving civilian markets to focusing 90% of its efforts on defense sector projects, developing automated systems for production lines, vehicle tracking, and specialized manufacturing processes.
Revenue model
B.O.S. Better Online Solutions generates revenue through multiple business models across its three divisions. The Supply Chain Division operates on a traditional distribution model, purchasing electronic components from global manufacturers and reselling them to Israeli defense contractors and high-tech companies with markup margins. This division also provides value-added services including inventory management, quality control, and on-site component consolidation, generating additional service fees. The RFID Division combines product sales with service revenues. They sell hardware products like scanners, printers, and RFID tags while also providing software licensing for their Warehouse Management Systems. Additionally, they generate recurring revenue through maintenance contracts, on-site inventory counting services, and asset tagging services for corporate and governmental clients. The Robotics Division operates on a project-based model, designing and manufacturing custom automation solutions for specific client requirements. Revenue is generated through one-time equipment sales and ongoing maintenance contracts. Several factors influence the company's margins and profitability. Positive margin drivers include the specialized nature of defense contracts, which typically command premium pricing due to stringent quality requirements and limited competition. The company's focus on the Israeli defense market, which has seen budget increases of 73% between 2023-2024, provides pricing power. Additionally, their transition from being purely a distributor to providing value-added services and custom solutions improves margins. Conversely, margin pressures arise from global electronic component price volatility, particularly during supply chain disruptions. Competition from larger international distributors and the cyclical nature of defense spending can compress margins. Currency fluctuations between the Israeli shekel and US dollar also impact profitability, as many components are sourced internationally while revenues are primarily in shekels.
Competitive moat
B.O.S. Better Online Solutions possesses a modest but meaningful competitive moat primarily derived from its deep relationships within Israel's defense ecosystem and specialized market knowledge. The company's strongest defensive position lies in its Supply Chain Division, where decades of relationships with Israeli defense contractors like Elbit Systems create switching costs and trust barriers that are difficult for competitors to overcome. Defense contractors value reliability and security of supply over pure cost considerations, giving established players like BOSC an advantage. The company's technical expertise in RFID implementation and custom robotics solutions provides some differentiation, but this moat is relatively narrow. While their Warehouse Management System and specialized RFID applications demonstrate technical competence, these technologies are not proprietary enough to create substantial barriers to entry. Larger technology companies or specialized automation firms could potentially replicate these capabilities. The primary competitive threats come from several directions. Large international distributors like Arrow Electronics or Avnet could potentially enter the Israeli market with greater scale and purchasing power. In robotics, established automation companies like ABB or KUKA possess superior technological capabilities and resources. For RFID solutions, companies like Zebra Technologies or Honeywell offer more comprehensive product portfolios. However, BOSC's geographic focus on Israel provides some protection, as international competitors may find the market too small to justify significant investment. The company's understanding of local regulatory requirements, Hebrew language capabilities, and cultural familiarity with Israeli business practices create modest barriers. The defense sector's emphasis on security and local sourcing also provides some insulation from foreign competition, particularly given recent geopolitical tensions that have highlighted supply chain vulnerabilities.
Risks & safety
B.O.S. Better Online Solutions demonstrates a moderate margin of safety with solid financial fundamentals but limited scale. • **Solvency and Liquidity**: Strong balance sheet with current ratio of 2.28, indicating comfortable short-term liquidity. Cash and short-term investments of $3.4 million against minimal debt (debt-to-equity ratio of 0.10) provides financial flexibility. • **Profitability**: Consistent profitability with net income of $2.3 million on $40 million revenues (5.8% net margin). EBITDA of $2.1 million provides reasonable cash generation capability. • **Valuation Metrics**: Trading at attractive valuation multiples - P/E ratio of 8.3x and EV/EBITDA of 8.7x, both below broader market averages. Price-to-book ratio of 0.89x suggests trading near tangible book value. • **Working Capital**: Strong working capital position with $24.4 million in current assets versus $10.7 million in current liabilities, indicating operational cash flow stability. • **Other Considerations**: Small market capitalization of $27 million creates liquidity constraints and limits institutional investor interest. Concentration in Israeli defense market creates geographic and sector-specific risks. Limited international diversification increases vulnerability to local economic conditions.
Recent development
Over the past several years, B.O.S. Better Online Solutions has undergone significant strategic transformation, shifting from a diversified technology solutions provider to a defense-focused specialist. The most notable pivot has been the company's increased concentration in Israel's defense sector, growing from 60% of revenues in early 2023 to approximately 75% by 2024, with the Supply Chain Division now deriving 95% of its revenues from defense clients. The Robotics Division has experienced the most dramatic transformation, transitioning from serving civilian markets to focusing 90% of its efforts on defense applications. This strategic shift has driven the division from consistent losses to profitability, achieving its first profitable quarter in Q4 2023. The division is targeting annual revenues of $4-5 million, representing significant growth from its current low base. Geographically, the company has begun expanding its international footprint, establishing sales relationships in three European countries, the United States, and India. Management plans to install a production line in Europe during the first half of 2025, marking the company's first significant international manufacturing presence. This expansion leverages relationships with Israeli defense customers who are increasingly operating globally. The company has also pursued strategic acquisitions, including the purchase of Dagesh to strengthen its RFID division capabilities. Management continues to actively evaluate M&A opportunities, particularly targeting companies with complementary technologies in inventory management and automation. Additionally, BOSC has invested in expanding its sales force and engineering capabilities while purchasing part of its facilities to reduce operational expenses and improve long-term cost structure.
BOSC company profile · for informational purposes only — not investment advice.
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