TSS, Inc. (TSSI) Revenue, Margins & Financial Statements

Revenue growth, profit margins, cash flow, debt, sourced from SEC 10-K / 10-Q filings
Summary

TSS, Inc. (TSSI) reported $245.72M in revenue over the most recent fiscal year on record, up 65.9% year over year. Growth has been stable, a +40.9% compound annual rate over the last 7 years on record. Profit is growing faster than sales, usually a sign of improving efficiency or pricing power. Operating margin is in the middle of its range of the last 8 years on record. The balance sheet holds $67.50M more in cash & investments than debt. Share count grew 19.4% over the past year, some dilution.

Profitability
Moderate
Operating margin is roughly steady, neither expanding nor compressing sharply.
Cash Generation
Moderate
Cash generation roughly tracks reported profit.
Balance Sheet
Strong
Holds more cash than debt, with healthy short-term liquidity.
Shareholder Returns
Diluting
Share count grew 19.4% year over year.
Is Revenue Growth Accelerating or Slowing?

TSS, Inc.'s revenue for the fiscal year ended Dec 2025 was $245.72M, an increase of +65.9% compared to the prior year. Is growth accelerating, stable, slowing, or contracting? See the quarterly beat/miss history →

Trend (annual)
Stable
7-year CAGR
+40.9%
Fiscal Year EndedRevenue Growth
Dec 2025+65.9%
Dec 2024+172.3%
Dec 2023+77.6%
Dec 2022+11.8%
Dec 2021-39.2%
Dec 2020+37.5%
Dec 2019+46.8%

"Accelerating" / "Slowing" means each of the last 3 years' growth rates moved consistently in that direction, not a subjective call.

Quarterly Revenue Growth

Year-over-year growth by quarter, each quarter compared to the same quarter one year earlier, which avoids the seasonal noise of comparing sequential quarters. TSS, Inc.'s most recent quarter grew -20.7% year-over-year, faster than the quarter before it.

Quarter EndedRevenueYoY Growth
Jun 2026$34.85M-20.7%
Mar 2026$55.35M-44.1%
Dec 2025 (derived)$60.91M+21.8%
Sep 2025$41.88M-40.2%
Jun 2025$43.97M+261.6%
Mar 2025$98.96M+522.7%
Dec 2024 (derived)$50.02M+105.0%
Sep 2024$70.07M+689.1%

Net income grew -3.4% year-over-year in the same quarter.

Profit Margins

Profit is growing faster than sales, usually a sign of improving efficiency or pricing power.

Revenue growth
+65.9%
Net income growth
+153.1%
Free cash flow growth
Gross margin
Compressing, 3yr streak
Lowest of last 8yrs
Operating margin
Compressing, 1yr streak
Mid-range of last 8yrs
Margin change (full window)
-10.3pp
TSSI vs. Its Technology Peers

Compared against 15 other Technology stocks tracked on this site, not the whole market, and small enough that this is directional context, not a definitive benchmark.

Revenue growth vs. sector median
+65.9%
TSSI
+15.2%
sector median (n=15)
Gross margin vs. sector median
+13.2%
TSSI
+39.1%
sector median (n=13)
Why did EPS grow?

EPS +133.3% year over year. A rough breakdown of what drove it (approximate, since EPS is roughly net income divided by share count):

Revenue growth
Margin expansion (profit grew faster than sales)
Share buybacks (fewer shares to divide profit across)
Cash Flow & Free Cash Flow

Accounting profit is not the same as cash in the bank. Here's how TSSI converts revenue into real cash.

For every $100 of revenue
$14
becomes operating cash flow
Cash conversion (OCF / Net Income)
230%
FCF conversion (FCF / Net Income)
Capital intensity (CapEx / OCF)
Balance Sheet & Debt
Net cash
$67.50M
Working capital
$46.06M
Quick ratio
1.41

Total debt has risen for 2 straight years on record.

Share Dilution & Buybacks
Share count, 1yr change
+19.4%
Share count, 3yr change
+28.1%
Spent on buybacks
$4.90M
Dilution warning: share count grew +19.4% year over year.
Capital Allocation

How TSSI deployed cash in the most recent year, across its actual cash-flow-statement uses.

Share Buybacks$4.90M
Debt Repayment$6.58M
Financial Red Flags & Strengths

Objective, rule-based checks against the figures above, not a subjective rating.

Watch items
Gross margin has declined for 3 straight years on record.
Total debt has risen for 2 straight years on record.
Share count grew 19.4% year over year, meaningful dilution.
Strengths
Holds more cash & investments than debt (net cash position).
Year in Review
Fiscal Year EndedRevenue GrowthMargin ChangeFCF Growth
Dec 2025+65.9%-1.3pp
Dec 2024+172.3%+4.3pp
Dec 2023+77.6%-3.4pp
Dec 2022+11.8%+6.0pp
Dec 2021-39.2%-2.1pp
Dec 2020+37.5%-2.4pp
Dec 2019+46.8%-11.4pp
Frequently asked questions
Is TSSI's revenue growing?

TSS, Inc.'s revenue growth has been stable, at +65.9% in the most recent year on record. Over the last 7 years, revenue has compounded at roughly +40.9% annually.

Is TSSI's profit growing faster than its revenue?

Profit is growing faster than sales, usually a sign of improving efficiency or pricing power.

Are TSSI's profit margins improving or declining?

Operating margin has compressed for 1 straight years on record. It is currently in the middle of the last 8 years.

Does TSSI have more cash than debt?

Yes, TSSI holds $67.50M more in cash & short-term investments than its total debt.

Is TSSI diluting shareholders or buying back stock?

TSSI's share count grew +19.4% over the past year, existing shareholders were diluted.

What are the biggest financial red flags for TSSI right now?

Gross margin has declined for 3 straight years on record. Total debt has risen for 2 straight years on record. Share count grew 19.4% year over year, meaningful dilution.

Full statements

Every line item as reported, with the annual/quarterly toggle and ratio table.

Line itemDec 31, 2025Dec 31, 2024Dec 31, 2023Dec 31, 2022Dec 31, 2021
Revenue$245.72M$148.14M$54.40M$30.64M$27.41M
Cost of Revenue$213.34M$125.79M$43.40M$21.66M$21.05M
Gross Profit$32.38M$22.35M$11.00M$8.98M$6.36M
Selling, General & Administrative$20.65M$13.24M$8.93M$7.68M$6.66M
Total Operating Expenses$26.06M$16.59M$11.22M
Operating Income$6.32M$5.77M-$221.0K$914.0K-$831.0K
Nonoperating Income (Expense)$194.0K$0.00$33.0K$29.0K
Interest Expense$2.74M$1.97M$931.0K$430.0K
Pretax Income$7.53M$6.13M$134.0K-$17.0K-$1.23M
Income Tax Expense-$7.59M$158.0K$60.0K$56.0K$65.0K
Net Income$15.13M$5.98M$74.0K-$73.0K-$1.30M
EPS (Basic)$0.61$0.27$0.00$0.00$-0.07
EPS (Diluted)$0.56$0.24$0.00$0.00$-0.07
Weighted Avg Shares (Basic)21.60M20.06M18.36M
Weighted Avg Shares (Diluted)27.22M25.07M22.02M20.06M18.36M

Sourced from SEC filings (10-K / 10-Q). Figures not separately reported by the company are shown as —, not estimated. Quarterly "derived Q4" values are calculated as the full fiscal year total minus the three reported quarters.

Key ratios

Computed from the annual figures above, most recent first.

RatioDec 31, 2025Dec 31, 2024Dec 31, 2023Dec 31, 2022Dec 31, 2021Dec 31, 2020Dec 31, 2019Dec 31, 2018
Gross Margin13.2%15.1%20.2%29.3%23.2%15.1%20.1%38.0%
Operating Margin2.6%3.9%-0.4%3.0%-3.0%-0.9%1.5%12.8%
Net Margin6.2%4.0%0.1%-0.2%-4.7%0.2%0.4%10.9%
Return on Equity19.7%83.7%2.1%-2.5%-58.9%2.5%4.4%98.2%
Current Ratio1.631.021.051.010.971.161.221.63
Debt / Equity0.241.150.000.000.920.700.710.74
Free Cash Flow
Figures are sourced directly from TSSI's SEC filings (10-K annual reports and 10-Q quarterly reports) via XBRL data. Classifications above (trend labels, snapshot categories, red flags) use fixed, stated rules applied to these figures, not a subjective or predictive score. This is historical financial data, not investment advice. Read disclaimer →