earnings
confidence high
sentiment positive
materiality 0.80
TSS reports Q4 rev $60.9M, FY rev $245.7M (+66% YoY); guides FY26 Adj EBITDA $20-22M
TSS, Inc.
- FY 2025 revenue $245.7M (+66% YoY); diluted EPS $0.56 vs $0.24 in 2024.
- Q4 revenue $60.9M (+22% YoY); Systems Integration revenue $14.2M (+79%).
- Net income $15.1M for FY, up 153%; Adjusted EBITDA $18.6M (+83%).
- Extended AI rack integration agreement with largest customer; term extended by 2 years.
- 2026 outlook: Adj EBITDA $20-22M; expects to double SI rack volumes.