# OSS Q3 2026 Earnings Report Highlights Growth

> OSS boosts 2026 revenue outlook to 40% with expanded multiyear programs and healthcare defense contracts.
- Title: OSS Q3 2026 Earnings Report Highlights Growth | Shortify
- Summary: OSS boosts 2026 revenue outlook to 40% with expanded multiyear programs and healthcare defense contracts. OSS raised full-year 2026 revenue growth guidance…
- Keywords: oss, revenue, 2026, healthcare, defense, aerospace, multiyear programs, book-to-bill ratio, gross margin, finance, money, Earnings
- Source: The Motley Fool — https://fool.com/earnings/call-transcripts/2026/10/28/oss-oss-q3-2026-earnings-call-transcript
- Author: Motley Fool Transcribing
- Published: 2026-10-28T21:23:38+00:00
- Read time: 1 min
- Topics: oss, revenue, q3, 2026, healthcare, defense, aerospace, multiyear programs, book-to-bill ratio, gross margin, finance, money
## Q3 Revenue Growth
Revenue from continuing operations increased 35.9% year over year to $12.6 million.
## Nine-Month Revenue
Nine-month revenue reached $30 million, a 48% increase compared to prior year.
## Full Year Revenue Guidance
Raised full-year 2026 revenue growth outlook to 40% from previous range of 25% to 30%.
## Book-to-Bill Ratio
Year-to-date book-to-bill ratio reached 1.46, indicating strong demand.
## Average Order Size
Average order size nearly tripled since 2023, reflecting shift to larger platform engagements.
## Multiyear Programs
Multiyear programs increased from one three years ago to 14 currently supported.
## Gross Margin
Q3 gross margin at 42.6%, down from 45.6% in prior year quarter.
## Adjusted EBITDA
Q3 adjusted EBITDA at $300,000 including $544,000 bad debt and $394,000 legal costs.
## Cash and Investments
Cash and investments totaled $18.9 million as of Sept. 30, 2026 with zero debt.
## Inventory Investment
Inventory at $13.7 million reflecting $7.8 million investment for supply chain constraints.
## Bressner Divestiture
Received $22.4 million from sale of subsidiary Bressner in Dec. 2025.
## Commercial Robotics Program
Secured $2.2 million initial production order with projected $10 million to $15 million over five years.
## Intelligence Platform Award
Awarded $8.4 million for compute platform with estimated $44 million potential over four years.
## Operating Expenses
Operating expenses increased 33.7% year over year to $6.2 million.
## Stock-Based Compensation
Stock-based compensation increased $470,000 due to higher grant date fair value.
## P-8A Poseidon Program
Continued to provide revenue through production and sustainment cycles for Navy aircraft.
## Key takeaway

OSS raised full-year 2026 revenue growth guidance to 40% from 25% to 30% after 35.9% Q3 revenue increase driven by healthcare, aerospace and defense contracts.