TSSI
TSS, Inc.
Price as of Jul 20, 2026
TSSI earnings
TSS, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| 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 | — |
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.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-05.