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

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

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