Tim Spindle

The tier-1 defense giants just delivered an absolute masterclass this morning, and the implications for $OSS are massive. Both $RTX and $LMT severely beat Q2 expectations and simultaneously raised their full-year guidance across the board. Let’s look at the staggering numbers from these key OSS partners: 🔹 $RTX: Revenue surged 14% YoY to $24.7B (vs. $22.6B est.), with adjusted EPS up 21% YoY to $1.89. Backlog grew an incredible 22% YoY, driven by double-digit defense growth and margin expansion. 🔹 $LMT: Revenue jumped 11% YoY to $20.06B (vs. $19.37B est.), with EPS smashing estimates at $7.94. They pulled in $65B in new orders, blasting their record backlog to $230B (+38% YoY). The macro defense reality is loud and clear: "Demand remains robust." When your primary customer base is aggressively scaling its order books, raising cash flow guidance, and expanding manufacturing capacity to record-breaking backlogs, the pure-play hardware suppliers sitting down-chain are positioned beautifully.

🚨 BREAKING NEWS 🚨 $OSS just announced a major transition from prototype to production deployment, securing an initial $2.2 million production order from a leading manufacturer of autonomous construction and mining equipment!

🚨 BREAKING NEWS 🚨 $OSS has secured $10.5 million in new awards to support the U.S. Navy P-8A Poseidon reconnaissance aircraft. Key highlights from the announcement: 🔹Mission Critical Hardware: One Stop Systems will deliver rugged data storage units featuring hot-swappable NVMe flash storage to support C5ISR capabilities. 🔹Major Milestone: These represent the largest aggregate orders to date for the P-8A platform, bringing OSS’s total lifetime revenue for this program to over $65 million. 🔹Growth Momentum: More than $23 million of that total has been awarded just since the beginning of 2025. 🔹Future Outlook: Revenue from these new awards is expected to contribute throughout 2026 and into 2027. "This continued program investment reflects the reliability and performance of our rugged storage solutions," stated OSS President and CEO Mike Knowles.