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- **Revenue Surge**: Year-to-date revenue up 28% to $38 million, with 24% growth in international sales (India-focused). Net income jumps 54% to $2.8 million.
- **Guidance Raised**: Full-year 2025 revenue target set at $45-48 million, reflecting confidence in defense and international expansion.
- **Cash-Driven Growth**: $7.3 million cash on hand supports M&A without equity raises, targeting $10 million acquisitions in Israeli defense sector.
- **Currency Mitigation**: $0.5 million cost impact from USD depreciation addressed via price adjustments and operational efficiency.
- **Defense Resilience**: 90% of business in defense supply chain, growing 7-17% annually, with civil market RFID division poised for Q4 rebound.

**【CEO Summary Section】**
- **Revenue Growth**: Year-to-date revenue reached $38 million, up 28% YoY, driven by 24% growth in international sales (primarily India). Net income rose 54% to $2.8 million.
- **Guidance Update**: Full-year 2025 revenue guidance raised to $45-48 million (high end of previous range), with net income expected at $2.6-3.1 million.
- **Strategic Focus**: Expanding defense supply chain in Israel and international markets (India, Europe), with plans to open a branch in India. Defense segment accounts for 90% of business, growing 7-17% annually.
- **Currency Impact**: 11% USD depreciation vs. ILS in Q2-Q3 caused $0.5 million cost pressure, addressed through price adjustments and efficiency improvements.
- **M&A Strategy**: Targeting $10 million acquisitions in Israeli defense sector, using existing $7.3 million cash and 50% bank financing, with no equity raises planned.

**【CFO Financial Commentary】**
- **Balance Sheet Strength**: Cash and equivalents at $7.3 million (vs. $3.6 million at year-end), shareholders' equity of $25 million (66% of balance sheet), and positive working capital of $18 million.
- **Valuation Advantage**: P/E ratio of 11 vs. Russell 2000's 20, P/B ratio of 1.7 vs. 2.2, offering attractive upside.

**【Q&A Highlights】**
- **India Expansion**: 24% YoY growth in international sales ($3.6 million of $38 million total), with plans to increase market share and potentially shift operations to India to reduce costs.
- **RFID Division**: Civil market slowdown due to Middle East conflict and currency effects, but Q4 rebound expected with geopolitical stabilization.
- **Defense Resilience**: Supply chain division (90% defense) grew despite war, with Israel's defense budget expanding 7-17% annually. Civil market exposure (RFID) is less cyclical but smaller.
- **Geopolitical Outlook**: Long-term defense growth driven by global defense budgets and Israeli inventory replenishment, with potential civil market recovery in stable Middle East.
- **Operational Efficiency**: Proactive measures to offset currency headwinds, including price adjustments and lean operations in India.


B.O.S. Better Online Solutions Ltd. (BOSC) Q3 2025 Earnings Call Transcript

Revenue

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BOSC

BOSC fundamentals

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