One Stop Systems, Inc. announced new contracts totaling $10.5 million from the U.S. Navy and a leading U.S.‑based prime defense contractor to supply rugged data‑storage units for the P‑8A Poseidon reconnaissance aircraft. The awards represent the largest aggregate orders tied to the P‑8A platform to date and bring OSS’s total contracted revenue for the platform to more than $65 million, including over $23 million awarded since the beginning of 2025.
The contracts cover hot‑swappable NVMe flash‑storage canisters that support the aircraft’s C5ISR mission capabilities. Revenue from these awards is expected to flow in 2026 and continue into 2027, providing a predictable, multi‑year income stream for the company.
These new awards expand OSS’s presence in the Navy’s high‑performance edge‑computing portfolio and strengthen its sole‑source position on a key maritime patrol platform. The additional revenue will support the company’s planned production ramp and future growth initiatives, reinforcing OSS’s role in enabling advanced airborne C5ISR capabilities.
Prior to this announcement, OSS had secured a $5 million contract in July 2025 and a $6 million renewal in February 2025, including $4 million for radar processing on the P‑8A. In Q3 2025, the company reported consolidated revenue of $18.8 million, a 36.9% year‑over‑year increase, and raised its full‑year 2025 revenue guidance to $63–$65 million. The company had reported a loss in Q4 2024 but maintained a strong liquidity position with a current ratio of 2.8.
"These latest awards represent the largest aggregate orders to date tied to the P‑8A platform and, we believe, further reinforces OSS’s role within this important military program," said Mike Knowles, President and CEO. "With these latest wins, OSS has secured more than $65 million in total contracted revenue associated with this mission‑critical aircraft to‑date, including over $23 million awarded since the beginning of 2025. We believe this continued program investment reflects the reliability and performance of our rugged storage solutions and underscores OSS’s role in enabling C5ISR capabilities across advanced airborne platforms."
The announcement was well received by investors, reflecting confidence in OSS’s continued growth in defense edge computing and its expanding footprint in the U.S. Navy’s high‑performance computing ecosystem.
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