TSS (NASDAQ:TSSI), a prominent data center services provider specializing in high-performance computing, delivered record-breaking financial results for the fiscal year ended December 31, 2025.
Fueled by the rapid global rollout of generative AI, the company’s annual revenue jumped 66% to $245.7 million, while diluted earnings per share (EPS) more than doubled to $0.56.
The company’s fourth quarter demonstrated sustained momentum, with revenue climbing 22% to $60.9 million.
Performance was particularly robust in the systems integration segment—the core of the company’s AI strategy—which saw revenue soar 79% year-over-year.
This growth reflects the increasing complexity and volume of AI-enabled server racks being deployed by major technology partners.
A key highlight of the report was the amendment of a long-term AI rack integration agreement with the company's largest customer, which extends the partnership by an additional two years.
To support this heightened demand, TSS is aggressively ramping up operations at its 213,000-square-foot facility in Georgetown, Texas.
The site, which more than doubles the company’s previous footprint, is specifically designed to handle the power and thermal requirements of next-generation GPU clusters.
Looking ahead, TSS provided 2026 guidance for adjusted EBITDA in the range of $20 million to $22 million.