NEW YORK, Sept. 10, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP continues its investigation on behalf of OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws and other unlawful business practices.
[CONTACT THE FIRM IF YOU SUFFERED A LOSS]
What Happened?
On August 20, 2026, OSI reported its fourth quarter 2026 and full-year 2026 financial results, revealing fourth quarter revenue that fell short of analysts’ expectations by 8.5%, with sales falling 4.1% year-on-year to $484.1 million. The Company attributed the revenue shortfall to Security division delivery disruptions caused by conflicts in the Middle East, stating, “these results were affected by the timing of approximately $50 million of planned Security deliveries that moved beyond our June 30th fiscal year-end because of conflict-related delays and site access constraints in the Middle East.” On this news, OSI’s stock price fell $11.36, or 5.21%, to close at $206.73 per share on August 21, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired OSI securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of OSI Systems, Inc. ("OSI" or the "Company") (NASDAQ: OSIS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether OSI and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 20, 2026, OSI reported fiscal fourth-quarter and full-year 2026 financial results, including revenue that fell short of consensus expectations. OSI attributed the revenue miss to deferred product deliveries stemming from site constraints.
On this news, OSI's stock price fell $11.36 per share, or 5.21%, to close at $206.73 per share on August 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
On September 09, 2026, OSI Systems Inc OSIS shares fell 3.4%, bringing the current price to $197.37. Over the past year, the stock has seen a 52-week range between $186.50 and $311.72, reflecting significant volatility.
GF Value™ verdict: Current price of $197.37 is 4.7% below the GF Value of $207.01.GF Score™ of 88/100 indicates a strong overall rating for the company.Notable signal: Insiders have sold $21.5M worth of shares over the past 12 months without any buying activity.Is OSIS Overvalued or Undervalued?The current price of OSI Systems Inc at $197.37 is slightly below its GF Value™ of $207.01, indicating that the stock is 4.7% undervalued. This presents a potential opportunity for investors who believe in the long-term growth prospects of the company. The GF Value™ is a proprietary intrinsic-value estimate that takes into account historical trading multiples, past business growth, and future performance estimates. With OSIS currently trading below this intrinsic value, there is a margin of safety for potential investors, although it is essential to consider the broader market conditions, the company's financial health, and future growth prospects.
The GF Valuation label describes OSIS as fairly valued, suggesting that while there is some potential upside, it is essential to be cautious about the current market dynamics and the recent downturn in stock price, which has been down 22.6% year-to-date and 16.4% in the last month.
How Does OSIS's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)21.9x21.2xForward P/E17.3xN/ACurrently, OSIS is trading at a P/E (TTM) of 21.9x, which is slightly above its 5-year median P/E of 21.2x. The forward P/E of 17.3x indicates that the stock might be more attractively priced for future earnings. This analysis aligns with the GF Value™ verdict, suggesting that while the stock is undervalued based on intrinsic value, it is trading slightly higher than its historical valuation metrics.
What Does OSIS's GF Score™ Tell Us?The GF Score™ evaluates a company's financial strength, profitability, growth potential, valuation, and momentum. OSI Systems Inc has a strong GF Score™ of 88/100, indicating that it is performing well across multiple dimensions, particularly in profitability and valuation.
MetricRatingGF Score™88/100Financial Strength6/10Profitability9/10Growth7/10Valuation9/10Momentum7/10The strongest sub-rank for OSIS is its profitability rank of 9/10, indicating robust earnings performance. However, the financial strength rank of 6/10 suggests there may be some areas for improvement, particularly in terms of balance sheet health and liquidity. Overall, the score reflects a solid business performance, although potential investors should keep an eye on the financial strength dimension.
What Are Gurus and Insiders Doing with OSIS?Currently, there are 3 gurus holding positions in OSI Systems Inc, with 3 of them adding to their stakes and 1 trimming their position in recent quarters. This indicates a generally positive sentiment among professional investors regarding the stock's long-term prospects. The activity from these gurus can be seen as a positive signal, as they often have access to in-depth analysis and insights that may not be available to individual investors.
On the other hand, the insider activity reflects caution, as insiders have sold $21.5 million worth of shares over the past year without any buying activity. This pattern could suggest that those closest to the company may have reservations about its near-term performance. It is essential to weigh this insider selling against the guru activity when assessing overall sentiment toward OSIS.
What This Means for InvestorsBased on the GF Value™ analysis, OSI Systems Inc is currently undervalued at a price of $197.37 compared to its GF Value™ of $207.01. However, potential investors should consider the mixed signals from insider activity and the company's financial strength. While there is an opportunity for growth, caution is warranted given the recent stock performance and the broader market environment. For more detailed insights, visit the OSI Systems Inc OSIS stock page.
Frequently Asked QuestionsWhat is OSIS's GF Score™?
OSI Systems Inc has a GF Score™ of 88/100, which indicates a strong overall rating for the company based on various financial metrics.
Is OSIS overvalued or undervalued?
Based on the GF Value™ verdict, OSIS is currently undervalued, with its price being 4.7% below the estimated fair value.
What is OSIS's P/E ratio?
OSI Systems Inc has a P/E (TTM) ratio of 21.9x, which is slightly above its 5-year median P/E of 21.2x.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
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What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
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Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: OSI Systems (OSIS - Free Report) OSI Systems, Inc. designs and manufactures specialized electronic systems and components for security, defense/aerospace, and healthcare end markets. Headquartered in Hawthorne, CA, the company combines equipment sales with services and software tied to its installed base. OSI maintains global R&D, manufacturing, and service capabilities and serves customers in more than 170 countries. The company reports three segments: Security, Optoelectronics & Manufacturing, and Healthcare.
OSIS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
It also boasts a Value Style Score of B thanks to attractive valuation metrics like a forward P/E ratio of 17.92; value investors should take notice.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.00 to $11.40 per share. OSIS boasts an average earnings surprise of +2.3%.
With a solid Zacks Rank and top-tier Value and VGM Style Scores, OSIS should be on investors' short list.
NEW YORK, Sept. 08, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether OSI and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 20, 2026, OSI reported fiscal fourth-quarter and full-year 2026 financial results, including revenue that fell short of consensus expectations. OSI attributed the revenue miss to deferred product deliveries stemming from site constraints.
On this news, OSI’s stock price fell $11.36 per share, or 5.21%, to close at $206.73 per share on August 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
NEW YORK--(BUSINESS WIRE)---- $OSIS #ClassActionLawsuit--The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS) investors concerning the Company's and/or members of its senior management's possible violation of the federal securities laws or other unlawful business practices.[LEARN MORE ABOUT THE INVESTIGATION]What Happened?On August 20, 2026, OSI reported its fourth quarter 2026 and full-year 2026 financial results, revealing fourth q.
OSIS SHAREHOLDER ALERT: OSI Systems, Inc. Investors Encouraged to Contact Kirby McInerney LLP About Potential Securities Laws Violations The law firm of Kirby McInerney LLP reminds investors of its investigation on behalf of OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS) investors concerning the Company’s and/or members of its senior management’s possible violation of the federal securities laws or other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On August 20, 2026, OSI reported its fourth quarter 2026 and full-year 2026 financial results, revealing fourth quarter revenue that fell short of analysts’ expectations by 8.5%, with sales falling 4.1% year-on-year to $484.1 million. The Company attributed the revenue shortfall to Security division delivery disruptions caused by conflicts in the Middle East, stating, “these results were affected by the timing of approximately $50 million of planned Security deliveries that moved beyond our June 30th fiscal year-end because of conflict-related delays and site access constraints in the Middle East.” On this news, OSI’s stock price fell $11.36, or 5.21%, to close at $206.73 per share on August 21, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired OSI securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260908654634/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.8% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.
As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: OSI Systems (OSIS - Free Report) OSI Systems, Inc. designs and manufactures specialized electronic systems and components for security, defense/aerospace, and healthcare end markets. Headquartered in Hawthorne, CA, the company combines equipment sales with services and software tied to its installed base. OSI maintains global R&D, manufacturing, and service capabilities and serves customers in more than 170 countries. The company reports three segments: Security, Optoelectronics & Manufacturing, and Healthcare.
OSIS is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.
Additionally, the company could be a top pick for growth investors. OSIS has a Growth Style Score of A, forecasting year-over-year earnings growth of 10.1% for the current fiscal year.
Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.00 to $11.40 per share. OSIS boasts an average earnings surprise of +2.3%.
With a solid Zacks Rank and top-tier Growth and VGM Style Scores, OSIS should be on investors' short list.
NEW YORK, Sept. 03, 2026 (GLOBE NEWSWIRE) -- The law firm of Kirby McInerney LLP is investigating potential claims against OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS). The investigation concerns whether the Company and/or members of its senior management may have violated federal securities laws or engaged in other unlawful business practices. If you purchased or otherwise acquired OSI securities, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to learn more about your rights.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On August 20, 2026, OSI reported its fourth quarter 2026 and full-year 2026 financial results, revealing fourth quarter revenue that fell short of analysts’ expectations by 8.5%, with sales falling 4.1% year-on-year to $484.1 million. The Company attributed the revenue shortfall to Security division delivery disruptions caused by conflicts in the Middle East, stating, “these results were affected by the timing of approximately $50 million of planned Security deliveries that moved beyond our June 30th fiscal year-end because of conflict-related delays and site access constraints in the Middle East.” On this news, OSI’s stock price fell $11.36, or 5.21%, to close at $206.73 per share on August 21, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired OSI securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
, /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of OSI Systems, Inc. ("OSI" or the "Company") (NASDAQ: OSIS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether OSI and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 20, 2026, OSI reported fiscal fourth-quarter and full-year 2026 financial results, including revenue that fell short of consensus expectations. OSI attributed the revenue miss to deferred product deliveries stemming from site constraints.
On this news, OSI's stock price fell $11.36 per share, or 5.21%, to close at $206.73 per share on August 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
NEW YORK, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of OSI Systems, Inc. (“OSI” or the “Company”) (NASDAQ: OSIS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether OSI and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On August 20, 2026, OSI reported fiscal fourth-quarter and full-year 2026 financial results, including revenue that fell short of consensus expectations. OSI attributed the revenue miss to deferred product deliveries stemming from site constraints.
On this news, OSI’s stock price fell $11.36 per share, or 5.21%, to close at $206.73 per share on August 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
OSI Systems posted mixed Q4 results, with revenues down 4% y/y but notable margin expansion and strong cash flow generation. Despite revenue softness, OSIS improved gross margin by 138bps and operating margin by 200bps, driven by healthcare division profitability gains. Backlog increased to $1.9B, with management emphasizing timing issues over structural demand weakness and guiding for 5%-8.1% y/y revenue growth in FY27.
OSI Systems (NASDAQ:OSIS) reported record fiscal 2026 revenue, earnings and operating cash flow, while fourth-quarter sales fell short of expectations after conflict-related delays in the Middle East pushed roughly $50 million of planned Security division deliveries beyond the company’s June 30 fiscal year-end.
Chief Financial Officer Alan Edrick said the delayed revenue represented deferred deliveries rather than lost orders. The affected projects remain in backlog and are expected to be completed on a later schedule, he said.
For the fiscal year ended June 30, OSI reported record revenue of $1.79 billion, up 4% from the prior year, and record non-GAAP earnings per share of $10.35, up 11%. Fourth-quarter revenue was $484 million, down about 4% year over year, while non-GAAP EPS rose 17% to a record $3.78. Backlog reaches record level The company ended fiscal 2026 with approximately $1.9 billion in backlog, its highest level to date. Edrick said full-year book-to-bill was “a little bit north of one,” while fourth-quarter book-to-bill was just below one. He described bookings as particularly strong in Optoelectronics and solid in Security and Healthcare.
President and CEO Ajay Mehra said demand remained strong across the company’s portfolio despite near-term disruptions in the Middle East. He said the Security division faced delivery headwinds during the quarter, while Optoelectronics posted broad-based growth and Healthcare improved.
“The security-related deliveries that were pushed out remain in backlog and are expected to be completed in future quarters,” Mehra said.
Management said the delayed deliveries were primarily to customers in the Middle East. Edrick said that, after the third-quarter report, the company had expected a significant portion of those orders to be delivered in the fourth quarter. OSI now expects a substantial portion, though not all, to be delivered in the second half of fiscal 2027.
Security awards and defense opportunities Since the fiscal year-end, U.S. Customs and Border Protection has awarded OSI two five-year indefinite-delivery, indefinite-quantity contracts. One has a ceiling of approximately $200 million for relocatable Rapiscan passenger vehicle inspection systems, while the other has a ceiling of roughly $85 million for van-mounted mobile X-ray inspection systems.
The company has received delivery orders under both contracts, including a task order valued at about $21 million. Mehra said OSI is the sole awardee under both IDIQ contracts. Management expects a portion of the orders already in hand to contribute to fiscal 2027 revenue, but said the larger contribution is expected in fiscal 2028 and beyond.
Edrick noted that the ceiling values of the IDIQ contracts do not immediately enter backlog. Instead, firm delivery or task orders are added to backlog as they are received.
In the company’s radio-frequency business, OSI previously received an indefinitized contract action with a not-to-exceed value of approximately $235 million for production and integration of homeland defense over-the-horizon radar transmit subsystems. Edrick said roughly 80% of that award entered backlog in the fiscal third quarter and will be delivered over the next couple of years.
Mehra said OSI also participates in the SHIELD IDIQ vehicle supporting Golden Dome-related initiatives. He described customer engagement in the RF portfolio as the highest the company has seen for that product line and said the business is expected to experience strong growth into fiscal 2028.
Margins, cash flow and shareholder returns Fourth-quarter non-GAAP operating margin expanded 200 basis points to 17.7%. Security adjusted operating margin increased to 20.8% from 20.4%, while Optoelectronics margin rose to 14.7% from 13.6%. Healthcare adjusted operating margin increased to 10% from 1% in the prior-year quarter, supported by higher revenue and operating leverage.
Optoelectronics and Manufacturing generated 9% full-year revenue growth to $451 million, according to Mehra. Edrick said the business has been attracting a stronger customer profile and that management intends to pair fiscal 2027 revenue growth with further operating-margin expansion, though quarterly results may vary with product and customer mix.
Service revenue rose 13% for the full year to $441 million. While total service revenue was relatively flat in the fourth quarter, Edrick said Security service revenue increased 9% year over year excluding installation activity tied to Mexico contracts in the prior-year period. OSI expects strong double-digit service revenue growth in fiscal 2027.
Operating cash flow reached a record $182 million in the fourth quarter and $276 million for the year, helped by collections across the business. The company collected $159 million from its largest Mexico customer during the fourth quarter, reducing that customer’s accounts receivable balance to $190 million from $345 million at the end of the third quarter.
OSI ended the year with $360 million in cash, compared with $106 million a year earlier, and no borrowings under its lines of credit. During fiscal 2026, the company repurchased and retired 1.1 million shares. In the fourth quarter alone, it repurchased about 565,000 shares for $123.6 million, or an average of roughly $219 per share. The board authorized an additional 1 million shares for repurchase, leaving about 1.1 million shares available under the program.
Fiscal 2027 outlook OSI forecast fiscal 2027 revenue of $1.875 billion to $1.93 billion, representing growth of 5% to 8.1%, and non-GAAP diluted EPS of $11.13 to $11.49, representing growth of 7.5% to 11%.
Management said the outlook incorporates a conservative approach to Middle East deliveries and future orders amid the conflict. It also includes only a portion of the CBP delivery orders already received rather than the full ceiling value of the agency’s IDIQ awards.
The company expects fiscal 2027 growth to be strongest in the second half. Edrick also said OSI expects strong operating and free cash flow during the year and anticipates free cash flow could exceed 100% of net income.
About OSI Systems (NASDAQ:OSIS) OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.
OSI Systems operates three primary business segments.
X-ray luggage and parcel examiner OSI Systems (OSIS -9.08%) stock tumbled 9.9% through 11:40 a.m. ET Friday morning after reporting mixed earnings on Thursday.
Heading into the company's Q4 report, analysts were looking for $3.77 per share in non-GAAP profit on sales of $529.7 million, as TheFly.com reports. Unfortunately, while OSI beat earnings with $3.78 per share in profit, its sales fell far short of expectations, coming in at just $484.1 million.
Image source: Getty Images.
OSI Systems Q4 earnings That's the good news -- now here's the bad. OSI Systems' Q4 sales declined 4% year over year, and the $3.78 per share it earned were only non-GAAP profits; actual earnings calculated under generally accepted accounting principles (GAAP) were only $3.27 per share, and up only 8% year over year.
For the full year, OSI reported 4% sales growth to $1.8 billion, and only 3% GAAP earnings growth -- $8.95 per share.
Today's Change
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198.29
What's next for OSI Systems stock At first glance, these aren't great numbers. OSI stock trades close to $200 per share right now, and its $8.95 per share in full-year earnings works out to a 22x price-to-earnings ratio -- a bit expensive for a company growing earnings at only 3%!
The good news is that free cash flow at OSI looks quite a bit better. In 2026, FCF totaled $245.3 million, resulting in a price-to-free cash flow ratio of just 13.3x. The better news is that in 2027, management forecasts accelerated growth, with sales expected to rise as much as 8% and non-GAAP earnings as much as 11%.
That's still not fast enough growth to justify the valuation in my view, but it's closer to the mark. If OSI stock continues to sink in the wake of earnings, it may become cheap enough to buy.
Rich Smith has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
OSI Systems Inc. (NASDAQ:OSIS) shares are dipping on Friday after the company reported mixed fourth-quarter results and issued fiscal 2027 sales guidance below Wall Street’s estimates.
OSI Systems shares are sliding. Why is OSIS stock dropping? OSI Systems Posts Record Adjusted Earnings Despite a Revenue MissOSI Systems reported fourth-quarter adjusted earnings of $3.78 per share, essentially in line with the $3.77 analyst estimate and up nearly 17% from $3.24 a year earlier. Revenue told a weaker story, coming in at almost $484.06 million, well short of the $529.67 million analysts expected and down about 4% from approximately $504.99 million in the same quarter last year.
Despite the quarterly revenue miss, OSI Systems closed out fiscal 2026 with record full-year revenue of $1.79 billion. Full-year adjusted earnings hit a record $10.35 per share, up 11% from the prior year. The company also posted record operating cash flow of $182 million for the quarter and $276 million for the full year, alongside a record backlog of $1.9 billion.
OSI Systems guided fiscal 2027 adjusted earnings to a range of $11.13 to $11.49 per share, versus the $11.44 analyst estimate, and revenue of nearly $1.88 billion to $1.93 billion, below the $1.94 billion analysts had modeled.
OSI Systems Expands its Share Buyback ProgramAlongside its results, OSI Systems authorized the repurchase of an additional 1 million shares, bringing its total remaining buyback authorization to 1,078,731 shares. Management described the larger authorization as a vote of confidence in where the company is headed strategically and in its capacity to keep generating substantial free cash flow.
OSI Systems’ Chart Shows a Stock Deep in Oversold TerritoryThe stock’s decline today comes on top of a chart that was already under pressure. Shares are sitting roughly 11.5% beneath their 20-day moving average of $225.25, about 9.5% under their 50-day average of $220.44, and more than 21% below their 200-day average of $254.50, a spread wide enough that any bounce attempt risks running straight into sellers until price can climb back into the $220 to $225 zone.
Momentum readings tell an even more extreme story. The relative strength index sits at 29.84, deep in oversold territory and a sign that the recent decline has stretched further than usual. Think of RSI as a gauge for how fast and how far a stock has moved. A reading this low typically suggests the drop has become overextended, though that alone doesn’t guarantee shares are about to turn around.
The longer-term backdrop remains unfavorable too. A death cross formed back in June, when the 50-day average slipped below the 200-day average, and the stock is still down 8.48% over the past 12 months. Traders will likely watch whether the stock can hold near its recent low from August, since a decisive break below that zone would keep the broader downtrend intact.
Resistance sits at $225, a round number that lines up closely with the 20-day average and a level where rebounds have tended to run out of steam. Support sits at $197.50, just above the 52-week low near $197.27, a zone that could either draw in bargain hunters or give way to further selling if it breaks.
OSIS Shares Are TumblingOSIS Price Action: OSI Systems shares were down 8.75% at $199.00 at the time of publication on Friday. The stock is trading near its 52-week low of $197.27, according to Benzinga Pro.
Key Takeaways OSI Systems beat Q4 earnings estimates as margins rose, while revenues fell 4.1% on delays.About $50M of Security deliveries shifted past year-end, while backlog hit a record $1.90B.OSI Systems expects fiscal 2027 revenues to grow 5.0%-8.1%, with a stronger second half. OSI Systems (OSIS - Free Report) reported fourth-quarter fiscal 2026 adjusted earnings of $3.78 per share, up 16.7% year over year and surpassing the Zacks Consensus Estimate by 0.53%.
Revenues fell 4.1% to $484.06 million and missed the consensus mark by 8.38%. About $50 million of planned Security deliveries shifted beyond fiscal year-end because of Middle East conflict-related delays and site access constraints. Backlog still ended at a record $1.90 billion.
OSIS Security Faces Middle East Timing PressureSecurity revenues declined 7.4% year over year to $339.73 million. The decrease reflected delayed Middle East deliveries and a difficult comparison with Mexico program revenues. Management said the fiscal fourth quarter included about a $20 million year-over-year revenue headwind from the Mexico security contracts.
The underlying service picture was firmer. Excluding prior-year installation revenues tied to Mexico contracts, Security service revenues increased 9% year over year. Management stressed that the delayed Middle East deliveries were deferred rather than cancelled, while related orders remained in backlog with revised schedules.
OSI Systems Adds U.S. Security AwardsSince the end of fiscal 2026 on June 30, 2026, U.S. Customs and Border Protection (CBP) awarded OSIS two five-year IDIQ contracts. One carries a ceiling of about $200 million for relocatable passenger vehicle inspection systems, while the other has an approximately $85 million ceiling for van-mounted mobile X-ray inspection systems. OSIS has already received delivery orders, including a roughly $21 million task order.
Radio-frequency programs also remain an important growth avenue. During fiscal 2026, OSIS secured an undefinitized contract action with a not-to-exceed value of about $235 million for a homeland defense over-the-horizon radar transmit subsystem. Management said customer engagement across the RF portfolio is at its highest level to date.
OSIS Optoelectronics & Healthcare Add GrowthOptoelectronics and Manufacturing revenues rose 4.6% year over year to $117.81 million. Adjusted operating margin improved to 14.7% from 13.6%, aided by scale benefits and a more favorable revenue mix. Management expects the segment to pair revenue growth with further operating-margin expansion in fiscal 2027.
Healthcare revenues increased 4.8% year over year to $44.75 million. Its adjusted operating margin climbed to 10.0% from 0.9% a year earlier, reflecting operating leverage and improvements implemented during the year. The division continues to focus on installed-base expansion and next-generation patient-monitoring products.
OSIS Expands Profitability on Favorable MixGross profit totaled $167.95 million compared with $168.24 million in the prior-year quarter. Gross margin expanded 140 basis points year over year to 34.7%, as a more favorable product sales mix more than offset the prior-year benefit from higher Mexico-related installation service revenues.
Operating expenses declined 1.2% year over year to $94.07 million. Selling, general and administrative expenses fell 6.6% year over year to $69.75 million, representing 14.4% of revenues, down from 14.8% a year ago. R&D expenses increased to $19.50 million, or 4.0% of revenues, from $18.84 million, or 3.7%, as OSIS continued investing in innovation.
Non-GAAP operating margin reached 17.7%, up 200 basis points from 15.7% in the prior-year quarter. Security, Optoelectronics and Manufacturing, and Healthcare all posted year-over-year adjusted operating margin improvement, with margins rising 40, 110 and 910 basis points, respectively.
OSIS' Balance Sheet & Cash FlowAs of June 30, 2026, cash and cash equivalents were $359.83 million, up from $345.24 million as of March 31, 2026.
As of June 30, 2026, the company had about $998.52 million of long-term debt up from $463.50 million a year earlier.
Net cash provided by operating activities increased to $182.11 million in the fourth quarter of fiscal 2026 from $0.56 million in the year-ago period.a
OSI Systems repurchased 564,880 shares for $123.6 million during the quarter.
OSI Systems Sets Fiscal 2027 Growth OutlookFor fiscal 2027, OSIS expects revenues to be in the range of $1.875 billion to $1.930 billion, implying growth of 5.0% to 8.1%. Adjusted earnings are projected at $11.13 to $11.49 per share, representing growth of 7.5% to 11.0%.
Management expects growth to be strongest in the second half, reflecting conservative assumptions for Middle East deliveries and limited near-term contributions from newer U.S. security awards. OSIS expects strong double-digit growth in service revenues, while larger contributions from recent CBP programs are anticipated in fiscal 2028 and beyond.
OSI Systems NASDAQ: OSIS reported record fiscal 2026 revenue, earnings and operating cash flow, while fourth-quarter sales fell short of expectations after conflict-related delays in the Middle East pushed roughly $50 million of planned Security division deliveries beyond the company’s June 30 fiscal year-end.
Chief Financial Officer Alan Edrick said the delayed revenue represented deferred deliveries rather than lost orders. The affected projects remain in backlog and are expected to be completed on a later schedule, he said.
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For the fiscal year ended June 30, OSI reported record revenue of $1.79 billion, up 4% from the prior year, and record non-GAAP earnings per share of $10.35, up 11%. Fourth-quarter revenue was $484 million, down about 4% year over year, while non-GAAP EPS rose 17% to a record $3.78.
Backlog reaches record level The company ended fiscal 2026 with approximately $1.9 billion in backlog, its highest level to date. Edrick said full-year book-to-bill was “a little bit north of one,” while fourth-quarter book-to-bill was just below one. He described bookings as particularly strong in Optoelectronics and solid in Security and Healthcare.
President and CEO Ajay Mehra said demand remained strong across the company’s portfolio despite near-term disruptions in the Middle East. He said the Security division faced delivery headwinds during the quarter, while Optoelectronics posted broad-based growth and Healthcare improved.
“The security-related deliveries that were pushed out remain in backlog and are expected to be completed in future quarters,” Mehra said.
Management said the delayed deliveries were primarily to customers in the Middle East. Edrick said that, after the third-quarter report, the company had expected a significant portion of those orders to be delivered in the fourth quarter. OSI now expects a substantial portion, though not all, to be delivered in the second half of fiscal 2027.
Security awards and defense opportunities Since the fiscal year-end, U.S. Customs and Border Protection has awarded OSI two five-year indefinite-delivery, indefinite-quantity contracts. One has a ceiling of approximately $200 million for relocatable Rapiscan passenger vehicle inspection systems, while the other has a ceiling of roughly $85 million for van-mounted mobile X-ray inspection systems.
The company has received delivery orders under both contracts, including a task order valued at about $21 million. Mehra said OSI is the sole awardee under both IDIQ contracts. Management expects a portion of the orders already in hand to contribute to fiscal 2027 revenue, but said the larger contribution is expected in fiscal 2028 and beyond.
Edrick noted that the ceiling values of the IDIQ contracts do not immediately enter backlog. Instead, firm delivery or task orders are added to backlog as they are received.
In the company’s radio-frequency business, OSI previously received an indefinitized contract action with a not-to-exceed value of approximately $235 million for production and integration of homeland defense over-the-horizon radar transmit subsystems. Edrick said roughly 80% of that award entered backlog in the fiscal third quarter and will be delivered over the next couple of years.
Mehra said OSI also participates in the SHIELD IDIQ vehicle supporting Golden Dome-related initiatives. He described customer engagement in the RF portfolio as the highest the company has seen for that product line and said the business is expected to experience strong growth into fiscal 2028.
Margins, cash flow and shareholder returns Fourth-quarter non-GAAP operating margin expanded 200 basis points to 17.7%. Security adjusted operating margin increased to 20.8% from 20.4%, while Optoelectronics margin rose to 14.7% from 13.6%. Healthcare adjusted operating margin increased to 10% from 1% in the prior-year quarter, supported by higher revenue and operating leverage.
Optoelectronics and Manufacturing generated 9% full-year revenue growth to $451 million, according to Mehra. Edrick said the business has been attracting a stronger customer profile and that management intends to pair fiscal 2027 revenue growth with further operating-margin expansion, though quarterly results may vary with product and customer mix.
Service revenue rose 13% for the full year to $441 million. While total service revenue was relatively flat in the fourth quarter, Edrick said Security service revenue increased 9% year over year excluding installation activity tied to Mexico contracts in the prior-year period. OSI expects strong double-digit service revenue growth in fiscal 2027.
Operating cash flow reached a record $182 million in the fourth quarter and $276 million for the year, helped by collections across the business. The company collected $159 million from its largest Mexico customer during the fourth quarter, reducing that customer’s accounts receivable balance to $190 million from $345 million at the end of the third quarter.
OSI ended the year with $360 million in cash, compared with $106 million a year earlier, and no borrowings under its lines of credit. During fiscal 2026, the company repurchased and retired 1.1 million shares. In the fourth quarter alone, it repurchased about 565,000 shares for $123.6 million, or an average of roughly $219 per share. The board authorized an additional 1 million shares for repurchase, leaving about 1.1 million shares available under the program.
Fiscal 2027 outlook OSI forecast fiscal 2027 revenue of $1.875 billion to $1.93 billion, representing growth of 5% to 8.1%, and non-GAAP diluted EPS of $11.13 to $11.49, representing growth of 7.5% to 11%.
Management said the outlook incorporates a conservative approach to Middle East deliveries and future orders amid the conflict. It also includes only a portion of the CBP delivery orders already received rather than the full ceiling value of the agency’s IDIQ awards.
The company expects fiscal 2027 growth to be strongest in the second half. Edrick also said OSI expects strong operating and free cash flow during the year and anticipates free cash flow could exceed 100% of net income.
About OSI Systems (NASDAQ:OSIS)OSI Systems, Inc NASDAQ: OSIS is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.
OSI Systems operates three primary business segments.
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OSI Systems (OSIS - Free Report) came out with quarterly earnings of $3.78 per share, beating the Zacks Consensus Estimate of $3.76 per share. This compares to earnings of $3.24 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +0.53%. A quarter ago, it was expected that this airport security and full-body scanner manufacturer would post earnings of $2.53 per share when it actually produced earnings of $2.6, delivering a surprise of +2.77%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
OSI, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $484.06 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 8.38%. This compares to year-ago revenues of $504.98 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
OSI shares have lost about 13.4% since the beginning of the year versus the S&P 500's gain of 12.6%.
What's Next for OSI?While OSI has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for OSI was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.56 on $404.25 million in revenues for the coming quarter and $11.42 on $1.93 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 20% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the broader Zacks Computer and Technology sector, UiPath (PATH - Free Report) , is yet to report results for the quarter ended July 2026. The results are expected to be released on September 3.
This enterprise automation software developer is expected to post quarterly earnings of $0.15 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
UiPath's revenues are expected to be $397.59 million, up 9.9% from the year-ago quarter.
For the quarter ended June 2026, OSI Systems (OSIS - Free Report) reported revenue of $484.06 million, down 4.1% over the same period last year. EPS came in at $3.78, compared to $3.24 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $528.34 million, representing a surprise of -8.38%. The company delivered an EPS surprise of +0.53%, with the consensus EPS estimate being $3.76.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how OSI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Healthcare division: $44.75 million versus $43.6 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.8% change.Revenues- Intersegment eliminations: $-18.23 million versus the three-analyst average estimate of $-19.14 million. The reported number represents a year-over-year change of +5.2%.Revenues- Optoelectronics and Manufacturing division, including intersegment revenues: $117.81 million versus the three-analyst average estimate of $117.33 million. The reported number represents a year-over-year change of +4.6%.Revenues- Security division: $339.73 million compared to the $388 million average estimate based on three analysts. The reported number represents a change of -7.4% year over year.Non-GAAP basis Operating Income (loss)- Security Division: $70.65 million compared to the $81.4 million average estimate based on two analysts.Non-GAAP basis Operating Income (loss)- Corporate/Elimination: $-6.9 million versus $-10.5 million estimated by two analysts on average.Non-GAAP basis Operating Income (loss)- Healthcare Division: $4.48 million compared to the $2.18 million average estimate based on two analysts.Non-GAAP basis Operating Income (loss)- Optoelectronics and Manufacturing Division: $17.27 million compared to the $16.18 million average estimate based on two analysts.View all Key Company Metrics for OSI here>>>
Shares of OSI have returned +5.3% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced its financial results for the three months and fiscal year ended June 30, 2026. Ajay Mehra, OSI Systems' President and Chief Executive Officer, stated, “Fiscal 2026 was a strong year for the Company, capped by record fourth quarter non-GAAP earnings per share and record operating cash flow, despite the impact of revenue headwinds from the Middle East conflicts which shifted the.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (NASDAQ: OSIS) today announced that its Board of Directors has approved an increase to the Company’s existing stock repurchase authorization.
The Board has authorized an additional 1,000,000 shares for repurchase under the Company’s stock repurchase program, increasing the total remaining authorization to 1,078,731. The expanded authorization reflects the Company’s continued confidence in its long-term strategy and strong free cash flow generation.
During the quarter ended June 30, 2026, the Company repurchased 564,880 shares of its common stock.
“We continue to execute on our capital allocation priorities by returning capital to shareholders through share repurchases,” said Alan Edrick, Executive Vice President and Chief Financial Officer. “The increase in our share repurchase authorization underscores our confidence in the strength of our business and our ability to generate robust cash flow, while maintaining flexibility to invest in growth opportunities.”
Purchases may be made from time to time in the open market or in privately negotiated transactions and block trades, in accordance with federal securities laws, including Rule 10b-18 promulgated under the Securities Exchange Act of 1934, as amended. This program does not have an expiration date. The share repurchase program may be modified, terminated or expanded by the Company at any time without prior notice. There is no guarantee as to the exact number of shares, if any, that will be purchased by the Company. The amount and timing of any purchases will depend on a number of factors, including price, trading volume, general market conditions, legal requirements, and other factors.
About OSI Systems
OSI Systems designs and manufactures specialized electronic systems and components for critical applications. The Company operates through three business segments: Security, Optoelectronics and Manufacturing, and Healthcare. Its Security division delivers advanced inspection systems, turnkey screening solutions, and comprehensive support services to protect people and infrastructure. The Optoelectronics and Manufacturing segment serves as a global supplier of high-performance optoelectronic solutions and precision manufacturing services for leading OEMs. The Healthcare segment focuses on patient monitoring, diagnostic cardiology, and related services with the goal of enhancing clinical care and patient outcomes. Serving customers in over 170 countries, OSI Systems strategically positions its sales, service, R&D, and manufacturing capabilities worldwide to provide fast and efficient delivery and support. For more information on OSI Systems or any of its subsidiary companies, visit www.osi-systems.com. News Filter: OSIS-G
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements relate to OSI Systems’ current expectations, beliefs, and projections concerning matters that are not historical facts. Forward-looking statements are not guarantees of future performance and involve uncertainties, risks, assumptions, and contingencies, many of which are outside OSI Systems’ control and which may cause actual results to differ materially from those described in or implied by any forward-looking statements. Undue reliance should not be placed on forward-looking statements, which are based on currently available information and speak only as of the date on which they are made. OSI Systems assumes no obligation to update any forward-looking statement made in this press release that becomes untrue because of subsequent events, new information, or otherwise, except to the extent it is required to do so in connection with its ongoing requirements under Federal securities laws. For a further discussion of factors that could cause OSI Systems’ future results to differ materially from any forward-looking statements, see the section entitled "Risk Factors" in OSI Systems’ most recently filed Annual Report on Form 10-K and other risks described therein and in documents subsequently filed by OSI Systems from time to time with the Securities and Exchange Commission.
OSI Systems, Inc. (NASDAQ:OSIS) will release its fourth earnings report after the closing bell on Thursday, Aug. 20.
Analysts expect the Hawthorne, California-based company to report quarterly earnings of $3.77 per share, up from $3.24 per share in the year-ago period. The consensus estimate for OSI Systems’ quarterly revenue is $529.67 million. It reported $504.99 million last year, according to Benzinga Pro.
On May 4, OSI Systems posted better-than-expected third-quarter earnings and affirmed FY2026 guidance.
OSI Systems shares rose 1% to close at $220.92 on Wednesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
B of A Securities analyst Mariana Perez Mora maintained a Buy rating and cut the price target from $315 to $300 on July 20, 2026. This analyst has an accuracy rate of 52%. Citigroup analyst John Godyn maintained a Buy rating and slashed the price target from $345 to $279 on May 18, 2026. This analyst has an accuracy rate of 63%. JP Morgan analyst Seth Seifman maintained a Neutral rating and raised the price target from $255 to $262 on Feb. 2, 2026. This analyst has an accuracy rate of 84%. Roth Capital analyst Jeff Martin maintained a Buy rating and raised the price target from $292 to $295 on Jan. 30, 2026. This analyst has an accuracy rate of 70%. B. Riley Securities analyst Josh Nichols maintained a Buy rating and increased the price target from $300 to $320 on Jan. 30, 2026. This analyst has an accuracy rate of 56%. Latest Private Market Opportunities
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OSI Systems (NASDAQ:OSIS – Get Free Report) and Photon Control (OTCMKTS:POCEF – Get Free Report) are both technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, earnings, profitability, dividends, risk, analyst recommendations and institutional ownership.
Profitability This table compares OSI Systems and Photon Control’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets OSI Systems 8.42% 18.84% 7.13% Photon Control N/A N/A N/A Analyst Recommendations This is a summary of current recommendations and price targets for OSI Systems and Photon Control, as provided by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score OSI Systems 0 2 5 0 2.71 Photon Control 0 0 0 0 0.00 OSI Systems currently has a consensus target price of $291.86, suggesting a potential upside of 33.43%. Given OSI Systems’ stronger consensus rating and higher possible upside, analysts plainly believe OSI Systems is more favorable than Photon Control. Institutional and Insider Ownership 89.2% of OSI Systems shares are owned by institutional investors. 4.3% of OSI Systems shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Valuation and Earnings This table compares OSI Systems and Photon Control”s revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio OSI Systems $1.81 billion 2.00 $149.64 million $8.76 24.97 Photon Control N/A N/A N/A N/A N/A OSI Systems has higher revenue and earnings than Photon Control.
Summary OSI Systems beats Photon Control on 9 of the 9 factors compared between the two stocks.
About OSI Systems (Get Free Report)
OSI Systems, Inc. designs and manufactures electronic systems and components. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation monitoring, explosive and narcotics trace detection systems, and optical inspection systems under the Rapiscan name. It also provides site design, installation, training, and technical support services; and turnkey security screening solutions under the S2 name. The Healthcare segment offers patient monitoring, cardiology and remote monitoring, and connected care systems and accessories under the Spacelabs name for use in critical care, emergency, and perioperative areas within hospitals, physicians' offices, medical clinics, and ambulatory surgery centers. The Optoelectronics and Manufacturing segment provides optoelectronic devices under the OSI Optoelectronics, OSI LaserDiode, OSI Laserscan, and Advanced Photonix names for the aerospace and defense, avionics, medical imaging and diagnostics, biochemistry analysis, pharmaceutical, nanotechnology, telecommunications, construction, and homeland security markets. It also offers electronics manufacturing services to original equipment manufacturers and end users for medical, automotive, defense, aerospace, industrial, and consumer applications under the OSI Electronics, APlus Products, Altaflex, and PFC Flexible Circuits names; LCD displays for medical, industrial, and consumer electronics applications; and flex circuits for OEM customers. This segment offers laser-based remote sensing devices to detect and classify vehicles in toll and traffic management systems under the OSI Laserscan and Autosense names; and solid-state laser products for aerospace, defense, telecommunication, and medical applications under the OSI LaserDiode name. The company was incorporated in 1987 and is headquartered in Hawthorne, California.
About Photon Control (Get Free Report)
Photon Control Inc. designs, manufactures, and distributes a range of optical sensors and systems to measure temperature and position. The company offers temperature probes, such as photon fiber optic temperature sensor probes, single channel converters, and multichannel temperature converters; GaAs fiber optic temperature sensors; and multipoint temperature sensors. It also provides fiber optic absolute encoders; and fiber optic incremental encoders, as well as fiber optic signaling devices. In addition, the company offers custom design, installation, training, and support services. It serves semiconductor, flat panel display, medical, energy, and research and development industries. The company was formerly known as Coldswitch Technologies Inc. and changed its name to Photon Control Inc. in 2002. Photon Control Inc. was incorporated in 1988 and is headquartered in Richmond, Canada.
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HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division was awarded a five-year indefinite-delivery, indefinite-quantity (IDIQ) contract with a ceiling of approximately $85 million from U.S. Customs and Border Protection (CBP) to supply van-mounted, mobile Rapiscan® X-ray inspection systems used for baggage and parcel screening. Under an initial task order valued at approximately $21 million, the Company is.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division was awarded a five-year indefinite-delivery, indefinite-quantity (IDIQ) contract with a ceiling of approximately $200 million from U.S. Customs and Border Protection (CBP) to provide its relocatable Rapiscan® passenger vehicle inspection systems. An initial task order under the contract covers the first systems along with associated service and trainin.
Analysts on Wall Street project that OSI Systems (OSIS - Free Report) will announce quarterly earnings of $3.76 per share in its forthcoming report, representing an increase of 16.1% year over year. Revenues are projected to reach $528.34 million, increasing 4.6% from the same quarter last year.
The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight.
Given this perspective, it's time to examine the average forecasts of specific OSI metrics that are routinely monitored and predicted by Wall Street analysts.
The collective assessment of analysts points to an estimated 'Revenues- Healthcare division' of $43.60 million. The estimate points to a change of +2.2% from the year-ago quarter.
The consensus estimate for 'Revenues- Optoelectronics and Manufacturing division, including intersegment revenues' stands at $117.33 million. The estimate indicates a change of +4.1% from the prior-year quarter.
The consensus among analysts is that 'Revenues- Security division' will reach $388.00 million. The estimate points to a change of +5.7% from the year-ago quarter.
It is projected by analysts that the 'Non-GAAP basis Operating Income (loss)- Security Division' will reach $81.40 million. The estimate compares to the year-ago value of $74.71 million.
Analysts expect 'Non-GAAP basis Operating Income (loss)- Optoelectronics and Manufacturing Division' to come in at $16.18 million. The estimate is in contrast to the year-ago figure of $15.33 million.
View all Key Company Metrics for OSI here>>>
Over the past month, OSI shares have recorded returns of +7.3% versus the Zacks S&P 500 composite's +3.3% change. Based on its Zacks Rank #3 (Hold), OSIS will likely exhibit a performance that aligns with the overall market in the upcoming period. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
OSI Systems (OSIS - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 20. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis airport security and full-body scanner manufacturer is expected to post quarterly earnings of $3.76 per share in its upcoming report, which represents a year-over-year change of +16.1%.
Revenues are expected to be $528.34 million, up 4.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for OSI?For OSI, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.86%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that OSI will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that OSI would post earnings of $2.53 per share when it actually produced earnings of $2.60, delivering a surprise of +2.77%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
OSI appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerAnother stock from the Zacks Electronics - Miscellaneous Components industry, Fabrinet (FN - Free Report) , is soon expected to post earnings of $3.85 per share for the quarter ended June 2026. This estimate indicates a year-over-year change of +45.3%. Revenues for the quarter are expected to be $1.28 billion, up 40.9% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Fabrinet has been revised 0.4% down to the current level. Nevertheless, the company now has an Earnings ESP of +1.39%, reflecting a higher Most Accurate Estimate.
When combined with a Zacks Rank of #4 (Sell), this Earnings ESP makes it difficult to conclusively predict that Fabrinet will beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division received an order for approximately $11 million from a North American customer to supply additional Rapiscan® inspection systems and provide ongoing maintenance and support services under a multi-year agreement. OSI Systems' President and CEO, Ajay Mehra, commented, “This latest order reflects the confidence our customer continues to place in the relia.
OSI Systems, Inc. (Nasdaq: [url="]OSIS[/url]) today announced that it will hold its quarterly conference call on Thursday, August 20, 2026 at 1:30 pm PT to disc
Shares of OSI Systems (OSIS - Free Report) have gained 9.1% over the past four weeks to close the last trading session at $232.61, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $291 indicates a potential upside of 25.1%.
The mean estimate comprises eight short-term price targets with a standard deviation of $26.41. While the lowest estimate of $249.00 indicates a 7.1% increase from the current price level, the most optimistic analyst expects the stock to surge 37.6% to reach $320.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts.
While the consensus price target is a much-coveted metric for investors, solely banking on this metric to make an investment decision may not be wise at all. That's because the ability and unbiasedness of analysts in setting price targets have long been questionable.
But, for OSIS, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside.
Price, Consensus and EPS Surprise
Here's What You Should Know About Analysts' Price TargetsAccording to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading.
While Wall Street analysts have deep knowledge of a company's fundamentals and the sensitivity of its business to economic and industry issues, many of them tend to set overly optimistic price targets. Are you wondering why?
They usually do that to drum up interest in shares of companies that their firms either have existing business relationships with or are looking to be associated with. In other words, business incentives of firms covering a stock often result in inflated price targets set by analysts.
However, a tight clustering of price targets, which is represented by a low standard deviation, indicates that analysts have a high degree of agreement about the direction and magnitude of a stock's price movement. While that doesn't necessarily mean the stock will hit the average price target, it could be a good starting point for further research aimed at identifying the potential fundamental driving forces.
That said, while investors should not entirely ignore price targets, making an investment decision solely based on them could lead to disappointing ROI. So, price targets should always be treated with a high degree of skepticism.
Why OSIS Could Witness a Solid UpsideThere has been increasing optimism among analysts lately about the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher. And that could be a legitimate reason to expect an upside in the stock. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current year, one estimate has moved higher over the last 30 days compared to no negative revision. As a result, the Zacks Consensus Estimate has increased 0.2%.
Moreover, OSIS currently has a Zacks Rank #2 (Buy), which means it is in the top 20% of more than 4,000 stocks that we rank based on four factors related to earnings estimates. Given an impressive externally-audited track record, this is a more conclusive indication of the stock's potential upside in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Therefore, while the consensus price target may not be a reliable indicator of how much OSIS could gain, the direction of price movement it implies does appear to be a good guide.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the "Company" or "OSI Systems") (NASDAQ: OSIS) today announced that its Optoelectronics and Manufacturing division ("Opto") has received orders valued at more than $10 million in aggregate from a leading IT provider for critical electronic sub-assemblies to be utilized in remote networking hardware. OSI Systems' President and Chief Executive Officer, Ajay Mehra, commented, "Demand for resilient, remotely managed network infrastructure conti.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division received an order for approximately $11 million from an international customer to supply Rapiscan's® Eagle® M60 mobile cargo and vehicle inspection systems, together with related operator and maintenance training support. OSI Systems' President and CEO, Ajay Mehra, commented, “We are pleased that this international customer has selected the Eagle M60 t.
Dimensional Fund Advisors LP lowered its stake in shares of OSI Systems, Inc. (NASDAQ:OSIS – Free Report) by 2.8% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 395,428 shares of the technology company’s stock after selling 11,464 shares during the period. Dimensional Fund Advisors LP owned approximately 2.40% of OSI Systems worth $104,992,000 as of its most recent filing with the SEC.
A number of other hedge funds also recently made changes to their positions in OSIS. Geode Capital Management LLC boosted its holdings in OSI Systems by 4.2% during the fourth quarter. Geode Capital Management LLC now owns 410,963 shares of the technology company’s stock valued at $104,836,000 after purchasing an additional 16,692 shares in the last quarter. UBS Group AG boosted its stake in shares of OSI Systems by 63.8% in the 3rd quarter. UBS Group AG now owns 316,334 shares of the technology company’s stock valued at $78,843,000 after purchasing an additional 123,212 shares during the last quarter. Clark Capital Management Group Inc. boosted its position in shares of OSI Systems by 2.6% in the 4th quarter. Clark Capital Management Group Inc. now owns 266,114 shares of the technology company’s stock worth $67,875,000 after purchasing an additional 6,663 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in OSI Systems by 4.1% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 255,062 shares of the technology company’s stock worth $65,057,000 after buying an additional 10,144 shares during the last quarter. Finally, Van ECK Associates Corp increased its stake in OSI Systems by 10.5% in the fourth quarter. Van ECK Associates Corp now owns 227,095 shares of the technology company’s stock valued at $57,923,000 after purchasing an additional 21,589 shares in the last quarter. Institutional investors and hedge funds own 89.21% of the company’s stock.
Insider Activity at OSI Systems In other OSI Systems news, Director Deepak Chopra sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $281.84, for a total transaction of $5,636,800.00. Following the completion of the transaction, the director owned 253,044 shares in the company, valued at approximately $71,317,920.96. This trade represents a 7.32% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 4.30% of the company’s stock.
Wall Street Analyst Weigh In Several analysts have issued reports on OSIS shares. Weiss Ratings downgraded OSI Systems from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, June 8th. Roth Capital restated a “buy” rating and set a $310.00 price objective on shares of OSI Systems in a research note on Tuesday, May 5th. Bank of America dropped their price target on OSI Systems from $315.00 to $300.00 and set a “buy” rating on the stock in a research note on Monday, July 20th. Finally, Citigroup lowered their price target on shares of OSI Systems from $345.00 to $279.00 and set a “buy” rating on the stock in a report on Monday, May 18th. Six equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $291.86.
Read Our Latest Report on OSIS
OSI Systems Price Performance Shares of OSIS stock opened at $220.64 on Wednesday. The company has a market cap of $3.64 billion, a P/E ratio of 25.19, a P/E/G ratio of 1.63 and a beta of 1.20. The company has a quick ratio of 2.42, a current ratio of 3.25 and a debt-to-equity ratio of 1.12. The business has a fifty day simple moving average of $216.64 and a 200 day simple moving average of $253.49. OSI Systems, Inc. has a twelve month low of $197.27 and a twelve month high of $311.72.
OSI Systems (NASDAQ:OSIS – Get Free Report) last posted its earnings results on Monday, May 4th. The technology company reported $2.60 earnings per share for the quarter, topping analysts’ consensus estimates of $2.53 by $0.07. OSI Systems had a net margin of 8.42% and a return on equity of 18.84%. The firm had revenue of $453.25 million for the quarter, compared to analysts’ expectations of $449.23 million. During the same quarter in the previous year, the firm posted $2.44 earnings per share. The company’s revenue was up 2.0% on a year-over-year basis. OSI Systems has set its FY 2026 guidance at 10.300-10.550 EPS. On average, sell-side analysts forecast that OSI Systems, Inc. will post 10.4 EPS for the current fiscal year.
OSI Systems Profile (Free Report)
OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.
OSI Systems operates three primary business segments.
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Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering OSI Systems (OSIS - Free Report) , which belongs to the Zacks Electronics - Miscellaneous Components industry.
This airport security and full-body scanner manufacturer has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 2.57%.
For the most recent quarter, OSI was expected to post earnings of $2.53 per share, but it reported $2.6 per share instead, representing a surprise of 2.77%. For the previous quarter, the consensus estimate was $2.52 per share, while it actually produced $2.58 per share, a surprise of 2.38%.
Price and EPS Surprise
For OSI, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
OSI currently has an Earnings ESP of +1.47%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner.
Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
OSI Systems (NASDAQ:OSIS – Get Free Report) and CPS Technologies (NASDAQ:CPSH – Get Free Report) are both computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, risk, institutional ownership, valuation, dividends, earnings and analyst recommendations.
Earnings & Valuation This table compares OSI Systems and CPS Technologies”s revenue, earnings per share and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio OSI Systems $1.71 billion 2.02 $149.64 million $8.76 24.00 CPS Technologies $32.60 million 2.62 $420,000.00 N/A N/A OSI Systems has higher revenue and earnings than CPS Technologies.
Analyst Recommendations This is a breakdown of current recommendations and price targets for OSI Systems and CPS Technologies, as reported by MarketBeat.com.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score OSI Systems 0 1 6 0 2.86 CPS Technologies 1 1 1 0 2.00 OSI Systems presently has a consensus price target of $291.86, indicating a potential upside of 38.81%. CPS Technologies has a consensus price target of $6.00, indicating a potential upside of 26.85%. Given OSI Systems’ stronger consensus rating and higher probable upside, equities research analysts plainly believe OSI Systems is more favorable than CPS Technologies.
Risk & Volatility OSI Systems has a beta of 1.2, suggesting that its share price is 20% more volatile than the S&P 500. Comparatively, CPS Technologies has a beta of 2.03, suggesting that its share price is 103% more volatile than the S&P 500.
Institutional & Insider Ownership 89.2% of OSI Systems shares are held by institutional investors. Comparatively, 11.2% of CPS Technologies shares are held by institutional investors. 4.3% of OSI Systems shares are held by insiders. Comparatively, 13.2% of CPS Technologies shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Profitability This table compares OSI Systems and CPS Technologies’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets OSI Systems 8.42% 18.84% 7.13% CPS Technologies 0.10% 0.16% 0.13% Summary OSI Systems beats CPS Technologies on 9 of the 12 factors compared between the two stocks.
About OSI Systems (Get Free Report)
OSI Systems, Inc. designs and manufactures electronic systems and components. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation monitoring, explosive and narcotics trace detection systems, and optical inspection systems under the Rapiscan name. It also provides site design, installation, training, and technical support services; and turnkey security screening solutions under the S2 name. The Healthcare segment offers patient monitoring, cardiology and remote monitoring, and connected care systems and accessories under the Spacelabs name for use in critical care, emergency, and perioperative areas within hospitals, physicians' offices, medical clinics, and ambulatory surgery centers. The Optoelectronics and Manufacturing segment provides optoelectronic devices under the OSI Optoelectronics, OSI LaserDiode, OSI Laserscan, and Advanced Photonix names for the aerospace and defense, avionics, medical imaging and diagnostics, biochemistry analysis, pharmaceutical, nanotechnology, telecommunications, construction, and homeland security markets. It also offers electronics manufacturing services to original equipment manufacturers and end users for medical, automotive, defense, aerospace, industrial, and consumer applications under the OSI Electronics, APlus Products, Altaflex, and PFC Flexible Circuits names; LCD displays for medical, industrial, and consumer electronics applications; and flex circuits for OEM customers. This segment offers laser-based remote sensing devices to detect and classify vehicles in toll and traffic management systems under the OSI Laserscan and Autosense names; and solid-state laser products for aerospace, defense, telecommunication, and medical applications under the OSI LaserDiode name. The company was incorporated in 1987 and is headquartered in Hawthorne, California.
About CPS Technologies (Get Free Report)
CPS Technologies Corporation provides advanced material solutions to the transportation, automotive, energy, computing/internet, telecommunication, aerospace, defense, and oil and gas markets in the United States, Europe, and Asia. The company offers metal matrix composites such as baseplates for various applications, including motor controllers used in electric trains, subway cars, wind turbines, and hybrid and electric vehicles; hermetic packages for use in radar, satellite, and avionics applications; baseplates and housings used in modules built with wide band gap semiconductors; and lids and heat spreaders for use in internet switches and routers. It also assembles housings and packages that includes metal matrix composite components for hybrid circuits; and produces armor for naval and military applications. The company sells its products to microelectronics systems companies. The company was formerly known as Ceramics Process Systems Corporation and changed its name to CPS Technologies Corporation in March 2007. CPS Technologies Corporation was incorporated in 1984 and is based in Norton, Massachusetts.
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HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division received an order for approximately $50 million from a North American customer to provide ongoing maintenance service for its installed base of Rapiscan® inspection systems that are utilized for screening baggage, cargo and vehicles. As part of the award, the Company is also expected to provide continued support for its CertScan® Platform.
OSI Systems’ President and CEO, Ajay Mehra, commented, "We are pleased to extend our long-standing support for this customer’s security operations. Our focus remains on delivering dependable service while enhancing performance and visibility across the installed base through CertScan."
About OSI Systems
OSI Systems designs and manufactures specialized electronic systems and components for critical applications. The Company operates through three business segments: Security, Optoelectronics and Manufacturing, and Healthcare. Its Security division delivers advanced inspection systems, turnkey screening solutions, and comprehensive support services to protect people and infrastructure. The Optoelectronics and Manufacturing segment serves as a global supplier of high-performance optoelectronic solutions and precision manufacturing services for leading OEMs. The Healthcare segment focuses on patient monitoring, diagnostic cardiology, and related services with the goal of enhancing clinical care and patient outcomes. Serving customers in over 170 countries, OSI Systems strategically positions its sales, service, R&D, and manufacturing capabilities worldwide to provide fast and efficient delivery and support. For more information on OSI Systems or any of its subsidiary companies, visit www.osi-systems.com. News Filter: OSIS-G
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements relate to OSI Systems’ current expectations, beliefs, and projections concerning matters that are not historical facts. Forward-looking statements are not guarantees of future performance and involve uncertainties, risks, assumptions, and contingencies, many of which are outside OSI Systems’ control and which may cause actual results to differ materially from those described in or implied by any forward-looking statements. Undue reliance should not be placed on forward-looking statements, which are based on currently available information and speak only as of the date on which they are made. OSI Systems assumes no obligation to update any forward-looking statement made in this press release that becomes untrue because of subsequent events, new information, or otherwise, except to the extent it is required to do so in connection with its ongoing requirements under Federal securities laws. For a further discussion of factors that could cause OSI Systems’ future results to differ materially from any forward-looking statements, see the section entitled "Risk Factors" in OSI Systems’ most recently filed Annual Report on Form 10-K and other risks described therein and in documents subsequently filed by OSI Systems from time to time with the Securities and Exchange Commission.
Shares of OSI Systems, Inc. (NASDAQ:OSIS – Get Free Report) have earned an average recommendation of “Buy” from the seven analysts that are presently covering the company, MarketBeat reports. One equities research analyst has rated the stock with a hold recommendation, five have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1 year target price among brokerages that have issued a report on the stock in the last year is $282.00.
A number of analysts recently commented on OSIS shares. Roth Mkm increased their price objective on OSI Systems from $292.00 to $295.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Weiss Ratings raised OSI Systems from a “buy (b)” rating to a “buy (a-)” rating in a research note on Wednesday, March 11th. B. Riley Financial increased their price objective on OSI Systems from $300.00 to $320.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, JPMorgan Chase & Co. increased their price objective on OSI Systems from $255.00 to $262.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd.
Read Our Latest Analysis on OSIS
Insider Activity at OSI Systems In related news, Director Deepak Chopra sold 20,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $250.91, for a total transaction of $5,018,200.00. Following the sale, the director owned 273,044 shares of the company’s stock, valued at $68,509,470.04. This trade represents a 6.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 4.30% of the stock is currently owned by insiders.
Hedge Funds Weigh In On OSI Systems Large investors have recently added to or reduced their stakes in the business. Danske Bank A S purchased a new position in OSI Systems during the third quarter worth about $25,000. Private Trust Co. NA lifted its position in OSI Systems by 179.5% during the fourth quarter. Private Trust Co. NA now owns 123 shares of the technology company’s stock worth $31,000 after buying an additional 79 shares during the period. Mcguire Capital Advisors Inc. purchased a new position in OSI Systems during the fourth quarter worth about $32,000. Salomon & Ludwin LLC purchased a new position in OSI Systems during the third quarter worth about $32,000. Finally, Richardson Financial Services Inc. lifted its position in OSI Systems by 58.2% during the third quarter. Richardson Financial Services Inc. now owns 144 shares of the technology company’s stock worth $36,000 after buying an additional 53 shares during the period. 89.21% of the stock is currently owned by hedge funds and other institutional investors.
OSI Systems Stock Up 2.3% OSI Systems stock opened at $274.33 on Friday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 2.31 and a current ratio of 3.15. The firm has a market capitalization of $4.52 billion, a price-to-earnings ratio of 31.07, a price-to-earnings-growth ratio of 2.19 and a beta of 1.34. OSI Systems has a fifty-two week low of $164.18 and a fifty-two week high of $306.12. The stock’s fifty day moving average is $274.69 and its two-hundred day moving average is $266.93.
OSI Systems (NASDAQ:OSIS – Get Free Report) last posted its earnings results on Thursday, January 29th. The technology company reported $2.58 earnings per share for the quarter, beating the consensus estimate of $2.52 by $0.06. The company had revenue of $464.06 million for the quarter, compared to analyst estimates of $449.51 million. OSI Systems had a return on equity of 18.58% and a net margin of 8.52%.OSI Systems’s revenue was up 10.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.42 earnings per share. Analysts predict that OSI Systems will post 9.22 EPS for the current fiscal year.
About OSI Systems (Get Free Report)
OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.
OSI Systems operates three primary business segments.
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Investors looking for stocks in the Electronics - Miscellaneous Components sector might want to consider either CTS (CTS) or OSI Systems (OSIS). But which of these two companies is the best option for those looking for undervalued stocks?
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (Nasdaq: OSIS) will host its quarterly conference call on Monday, May 4, 2026, at 1:30 p.m. PT to discuss its financial results for the quarter ended March 31, 2026. The live webcast will be available in the Investor Relations section of the Company's website at www.osi-systems.com. A replay of the conference call will be available shortly afterward and can also be accessed in the Investor Relations section of the Company's website at www.os.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced that its Security division has been awarded an Undefinitized Contract Action (UCA) with a not-to-exceed value of approximately $235 million for the production and integration of a homeland defense over the horizon radar (OTHR) transmit subsystem. The system is designed to enable long‑range tracking of various target types beyond conventional line‑of‑sight limitations. OSI System.
The market expects OSI Systems (OSIS - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on May 4, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus EstimateThis airport security and full-body scanner manufacturer is expected to post quarterly earnings of $2.53 per share in its upcoming report, which represents a year-over-year change of +3.7%.
Revenues are expected to be $451.45 million, up 1.6% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.2% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for OSI?For OSI, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -4.81%.
On the other hand, the stock currently carries a Zacks Rank of #4.
So, this combination makes it difficult to conclusively predict that OSI will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that OSI would post earnings of $2.52 per share when it actually produced earnings of $2.58, delivering a surprise of +2.38%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
OSI doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Expected Results of an Industry PlayerUniversal Display Corp. (OLED - Free Report) , another stock in the Zacks Electronics - Miscellaneous Components industry, is expected to report earnings per share of $1.13 for the quarter ended March 2026. This estimate points to a year-over-year change of -16.3%. Revenues for the quarter are expected to be $155.62 million, down 6.4% from the year-ago quarter.
Over the last 30 days, the consensus EPS estimate for Universal Display has been revised 4.8% down to the current level. Nevertheless, the company now has an Earnings ESP of -7.76%, reflecting a lower Most Accurate Estimate.
This Earnings ESP, combined with its Zacks Rank #4 (Sell), makes it difficult to conclusively predict that Universal Display will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates three times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (the “Company” or “OSI Systems”) (NASDAQ: OSIS) today announced its financial results for the third quarter of fiscal 2026. Ajay Mehra, OSI Systems' President and Chief Executive Officer, stated, “Our third quarter results demonstrate the strength and durability of our diversified portfolio highlighted by record Q3 non‑GAAP earnings per share and strong bookings, reflecting sound execution in our Security and Optoelectronics and Manufacturin.
OSI Systems (OSIS - Free Report) came out with quarterly earnings of $2.6 per share, beating the Zacks Consensus Estimate of $2.53 per share. This compares to earnings of $2.44 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.70%. A quarter ago, it was expected that this airport security and full-body scanner manufacturer would post earnings of $2.52 per share when it actually produced earnings of $2.58, delivering a surprise of +2.38%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
OSI, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $453.25 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.40%. This compares to year-ago revenues of $444.35 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
OSI shares have added about 10.8% since the beginning of the year versus the S&P 500's gain of 5.6%.
What's Next for OSI?While OSI has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for OSI was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $3.94 on $544.19 million in revenues for the coming quarter and $10.46 on $1.84 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 39% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Ouster, Inc. (OUST - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 5.
This company is expected to post quarterly loss of $0.31 per share in its upcoming report, which represents a year-over-year change of +26.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Ouster, Inc.'s revenues are expected to be $45.8 million, up 40.4% from the year-ago quarter.
OSI Systems (OSIS - Free Report) reported $453.25 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 2%. EPS of $2.60 for the same period compares to $2.44 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $451.45 million, representing a surprise of +0.4%. The company delivered an EPS surprise of +2.7%, with the consensus EPS estimate being $2.53.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how OSI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Healthcare division: $40.7 million versus the three-analyst average estimate of $41.91 million. The reported number represents a year-over-year change of -6.9%.Revenues- Intersegment eliminations: $-17.72 million versus $-17 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.1% change.Revenues- Optoelectronics and Manufacturing division, including intersegment revenues: $111 million versus the three-analyst average estimate of $110.29 million. The reported number represents a year-over-year change of +10.1%.Revenues- Security division: $319.26 million versus the three-analyst average estimate of $317.02 million. The reported number represents a year-over-year change of +1.4%.Non-GAAP basis Operating Income (loss)- Security Division: $58.29 million versus the two-analyst average estimate of $56.33 million.Non-GAAP basis Operating Income (loss)- Corporate/Elimination: $-10.91 million compared to the $-10.35 million average estimate based on two analysts.Non-GAAP basis Operating Income (loss)- Healthcare Division: $0.54 million versus $1.7 million estimated by two analysts on average.Non-GAAP basis Operating Income (loss)- Optoelectronics and Manufacturing Division: $14.96 million versus $14.85 million estimated by two analysts on average.View all Key Company Metrics for OSI here>>>
Shares of OSI have returned +5.4% over the past month versus the Zacks S&P 500 composite's +10% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (NASDAQ: OSIS) today announced that management will participate in the BofA Securities 33rd Annual Industrials, Transportation & Airlines Key Leaders Conference on Thursday, May 14, 2026, in New York, NY. The presentation is scheduled for 10:20 a.m. EDT. A live webcast of the presentation will be available in the Investor Relations section of the Company's website at www.osi-systems.com. A replay will be accessible following the event. A.
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (NASDAQ: OSIS) today announced that its Security division received a task order for approximately $15 million from a U.S. government customer. OSI Systems is expected to provide its cargo and vehicle inspection systems. The scope of work is also expected to include follow‑on service and support. OSI Systems' President and CEO, Ajay Mehra, commented, “This award underscores continued confidence in our inspection solutions and our ability to e.
