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Jeffrey Michael Martin

Co-Director of Research and Senior Research Analyst at Roth MKM

Jeff Martin is a Co-Director of Research and Senior Research Analyst at Roth MKM, specializing in the Business Services sector with coverage of companies including NVEE, OSIS, NSP, Perion Network (PERI), and others in technology and industrials. He has delivered a strong performance track record, ranked #478 out of 9,421 Wall Street analysts on TipRanks with a 56% success rate (142 out of 255 profitable ratings) and average return of +15.30% per rating over one year, including a standout +239.60% return on his Buy recommendation for PERI. Martin began his career analyzing technology and business services stocks for a small-cap equity research publication in Portland, Oregon, prior to joining Roth Capital Partners, where he earned recognition as a top analyst including Wall Street Journal 'Best on the Street' in 2004, #1 in the casino sector, and Forbes/StarMine top earnings estimator in hotels, restaurants, and leisure. He holds a CFA charter, MBA cum laude, and BA with departmental honors in Business Economics from Willamette University.

Jeffrey Michael Martin's questions to OSI SYSTEMS (OSIS) leadership

Question · Q2 2026

Jeffrey Michael Martin asked about the security division's orders activity, questioning if 'not as strong as expected' was a better description than 'soft' given the unchanged backlog. He also inquired about the IDIQ contract with Golden Dome, potential orders in fiscal 2026, future quarterly interest expense, and the potential for additional share repurchases given anticipated strong free cash flow.

Answer

Ajay Mehra, EVP and CEO of OSI Systems, clarified that orders were pushed due to government shutdowns and international delays, but high-probability opportunities remain in the pipeline for the next six months. He noted substantial funding for Golden Dome and OSI's strong position, expecting orders in the foreseeable future, supported by facility expansion in Texas. Alan Edrick, EVP and CFO, stated interest expense would decrease from Q2 to Q3 due to revolver paydown, with Q3 and Q4 being comparable. He confirmed a strong balance sheet and free cash flow, indicating that stock buybacks remain a viable capital allocation option, following a sizable buyback in Q2.

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Question · Q2 2026

Jeffrey Michael Martin inquired about the potential for additional share purchases, considering the anticipated strong free cash flow and growing excess cash on the balance sheet over the next 12 months.

Answer

Alan Edrick, EVP and CFO, affirmed the strong balance sheet and expected increase in cash, stating that stock buyback remains a capital allocation option, referencing the sizable buyback of 546,000 shares in Q2.

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