TSS, Inc. (TSSI) Earnings
TSS, Inc. is expected to report next earnings on August 5, 2026 (in NaN days), with a consensus EPS estimate of $0.08. TSSI has beaten EPS estimates in 1 of its last 1 reported quarters (average surprise +100.0% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $0.04 | $0.08 | +100.0% | $55M | +28.1% |
| Nov 13, 2025 | — | $-0.06 | — | $42M | +7.6% |
| Aug 6, 2025 | — | $0.06 | — | $44M | — |
| May 15, 2025 | — | $0.12 | — | $99M | — |
| Mar 27, 2025 | — | $0.08 | — | $50M | — |
| Nov 14, 2024 | — | $0.10 | — | $70M | — |
| Aug 14, 2024 | — | $0.06 | — | $12M | — |
| May 14, 2024 | — | $0.00 | — | $16M | — |
| Nov 13, 2023 | — | $0.01 | — | $9M | — |
| Aug 14, 2023 | — | $0.01 | — | $15M | — |
| Apr 3, 2023 | — | $-0.05 | — | $7M | — |
| Nov 14, 2022 | — | $0.03 | — | $8M | — |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
- 2026 started strong with first quarter results reinforcing growth plan and momentum in systems integration business. - Demand for AI infrastructure is at an all-time high. - Reconsidering markets served with three primary offerings: systems integration, facilities management (including modular data center services), and procurement. - Systems integration seeing rapid growth in higher margin offerings. - Georgetown, Texas facility expanded capacity, with more rack integrations completed in 2026 than all of last year. - Round Rock facility dedicated to warehousing AI rack material for largest OEM customer. - Strengthened leadership team with Matt Wallace as Chief Strategy Officer and David Hull as Chief Technology Officer.
Guidance
- Outlook for adjusted EBITDA in the range of 20 to 22 million for the full year, supported by multi-year agreement, revenue visibility, downside protection, expanding capacity/capabilities, and strengthened leadership team. - Expect full year results to be at the high end of the previously set range. - Systems integration continues to be primary driver of growth and margin expansion.
Segment performance
In the first quarter, total revenue was $55.3 million. Systems integration revenue increased 88% year-over-year to $14.1 million, representing 25% of total revenue. Procurement revenue was $40 million, down 56% year-over-year. Facilities management revenue was $1.3 million, in line with the prior year. Systems integration gross margins increased from 22.1% in Q1 2025 to 37.5% in Q1 2026. Procurement gross margin was 6.7%. Facilities management gross margin was 64.7%.
Risks & headwinds
- Refer to company's periodic filings with the SEC for risks and uncertainties affecting future performance.
Analyst Q&A
Q: Matt Colitri from Needham & Company asked about $17 million CapEx investment, timeline, capacity in Georgetown.
A: Not a new facility, related to Vera Rubin technology, anticipated completed in third quarter, excess capacity in Georgetown with potential to scale by reducing validation test time.
Q: Alex Furman from Lucid Capital Markets asked about integration demand exceeding outlook, component availability.
A: Guidance is conservative to avoid disappointment, key customer manages component supply chain.
Q: Mac First from Singular Research asked about federal tax increase.
A: Full valuation allowance on deferred tax asset removed in Q4 2025, now recording federal income tax in income statement.