Q2 FY2026 EarningsQ2 FY26 missed revenue expectations significantly ($35.1M vs. $44.7M consensus), yet exceeded earnings estimates with Diluted EPS of $0.05 vs. $0.03 expected. The revenue miss reflects a strategic shift from low-margin Procurement (down 45% YoY) to high-margin Systems Integration (+46% YoY) and Facilities Management (+84% YoY). Gross margin surged to 22.79% (vs. 17.75% expected) due to this mix shift. Management reaffirmed full-year Adjusted EBITDA guidance at the upper end of $20M–$22M, signaling strong second-half demand driven by AI infrastructure.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: TSS(TSSI) the Revenue is 35.14 M (--%), Miss estimate;the EBIT is 1.619 M (--%), Miss estimate;the EPS is 0.05 (--%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.04B--
0.04B--
-0.01B--%
EBITMiss expectations
0.00B--
0.00B--
-0.00B--%
EPSExceed expectations
0.05--
0.03--
+0.0200--%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf