NASDAQ$TSSI
TSS Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close
Briefing
TSS Inc reported strong Q2 2025 results driven by significant growth in procurement and systems integration revenues.
TSS Inc achieved total revenues of $44.0 million in Q2 2025, a 262% increase year-over-year, primarily from procurement services and AI-enabled rack integration. Net income rose to $1.5 million with operating income of $2.2 million. The company continued its facility expansion to support higher production volumes under a multi-year customer agreement.
- Procurement revenues surged 572% to $33.0 million, reflecting higher federal and enterprise demand.
- Systems integration revenues grew 91% to $9.5 million due to expanded AI rack production.
- Gross profit increased 72% to $7.8 million despite lower blended margins from procurement mix.
- Cash and cash equivalents reached $36.8 million at quarter end, supported by strong operating cash flows.
Headline financials
Revenue & EPS history
TSS Inc · Revenue · Quarterly
$44M
Revenue by segment
TSS Inc · $44M total across 3 segments · Q2 2025
- Procurement$33M—75.1%
- System integration$9.49M—21.6%
- Facilities management$1.48M—3.4%
Forward guidance
The company expects continued elevated systems integration activity under its multi-year AI rack agreement.
Tailwinds
- Minimum volume commitments provide revenue visibility.
- New facility supports higher production capacity.
Headwinds
- Customer termination rights could impact facility cost coverage.
- Supply chain issues may affect quarterly volumes.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-1.3%
Avg return
Earnings day
+7.0%
Avg return
5 days after
+14.7%
Avg return
30 days after
23%
7 / 30 earnings
Positive
+50.5%
Q1 2024
Best reaction
-43.3%
Q3 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | -7.4% | -32.0% | -21.8% | |
| Q4 2025 | +6.6% | -1.8% | +4.0% | |
| Q3 2025 | -43.3% | -50.4% | -50.3% | |
| Q1 2025 | -2.0% | +29.3% | +103.2% | |
| Q3 2024 | +5.8% | -29.1% | -21.3% | |
| Q2 2024 | +7.4% | +69.9% | +101.6% | |
| Q1 2024 | +50.5% | +50.5% | +120.4% | |
| Q3 2023 | +0.0% | +5.6% | -22.2% | |
| Q2 2023 | +5.4% | -16.2% | -16.2% | |
| Q1 2023 | +0.0% | +46.7% | +36.7% | |
| Q3 2022 | +0.0% | -7.6% | -9.1% | |
| Q2 2022 | -8.7% | +47.8% | +32.6% | |
| Q1 2022 | +0.0% | -4.8% | +7.1% | |
| Q3 2021 | -6.2% | -7.8% | -18.8% | |
| Q2 2021 | +0.0% | +29.3% | +34.1% | |
| Q1 2021 | +0.0% | -25.0% | -10.7% | |
| Q3 2020 | -7.1% | -14.3% | -24.3% | |
| Q2 2020 | +0.0% | +4.4% | -17.6% | |
| Q1 2020 | -2.9% | -9.7% | -10.7% | |
| Q3 2019 | -4.7% | +18.8% | +55.3% | |
| Q2 2019 | +0.0% | +5.6% | +26.4% | |
| Q1 2019 | -1.1% | -3.4% | -15.9% | |
| Q3 2018 | +1.5% | +31.8% | +27.3% | |
| Q2 2018 | +0.0% | +24.0% | +52.0% | |
| Q1 2018 | +0.0% | -4.0% | -16.0% | |
| Q3 2017 | +0.0% | +57.7% | +76.9% | |
| Q2 2017 | +5.9% | +17.6% | +17.6% | |
| Q1 2017 | -4.3% | -21.7% | -21.7% | |
| Q3 2016 | +0.0% | +0.0% | +22.2% | |
| Q2 2016 | -33.3% | +0.0% | +0.0% |
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