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BOS Better Online Solutions (BOSC): Defense Supply Chain Integrator


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In this Business Breakdown, David Barbato and Scott Weis, CIO of Semco Capital, sit down with Better Online Solutions’ (BOSC) CEO Eyal Cohen.

This discussion took place live on May 4th, 2026, on the MicroCapClub Community. Join MicroCapClub and unlock the ability to listen and participate live in these discussions - https://microcapclub.com/#join 

Eyal Cohen is the CEO of Better Online Solutions, an Israeli integrator listed on NASDAQ. He joined the company 25 years ago, served in financial roles before being appointed CEO in 2020, and is a certified public accountant in both Israel and the United States.

In this Business Breakdown, Eyal walks through the three divisions behind BOS, supply chain integration of electromechanical connectors and wires, RFID, and robotic cells, and the company's defense customer base, anchored by Israel Aerospace Industries, Elbit Systems, and Rafael. He addresses the flat 2026 guidance that followed a record 2025, the operating leverage that drove EPS growth six times faster than revenue, the India expansion, and an M&A roadmap targeting an acquisition of up to $20 million on the path to $100 million in revenue.

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Chapters

00:00 Introduction to the CEO

14:31 Understanding Better Online Solutions

20:12 Business Model and Revenue Streams

26:42 Market Dynamics and Revenue Projections

32:24 Operational Efficiency and Growth

42:28 International Expansion and Challenges

48:23 Financial Health and Future Outlook

Disclaimer: All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Ian Cassel and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. All views expressed are personal opinions as of the date of recording and are subject to change without the responsibility to update views. No guarantee is given regarding the accuracy of the information on this channel. Releasees undertake no obligation to provide accurate or sound investment statements. You waive any and all duties that may exist flowing from you to any Releasee. You agree not to hold any Releasee liable for any possible claim for damages arising from any decision you make based on information or other content on the Channel.

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