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Lawrence Scott Solow

Managing Director at CJS Securities

Lawrence Scott Solow is a Managing Director at CJS Securities, specializing in healthcare and multimedia stock research. He has been with CJS since 2006, providing equity analysis on small-cap companies in these sectors, though specific company names and quantitative performance metrics such as success rates or returns are not publicly detailed. Previously, he worked as a healthcare analyst at BioPharma Fund and spent five years at Smith Barney covering multimedia and healthcare stocks. Solow holds a CFA charter and a BS in Economics from the University of Maryland, with 23 years of experience, FINRA registration, and licenses in 21 states across three firms with no disclosures.

Lawrence Scott Solow's questions to OSI SYSTEMS (OSIS) leadership

Question · Q2 2026

Lawrence Scott Solow asked for clarification on the security division's bookings, specifically if the book-to-bill was close to flat or below one. He also questioned if the less-than-expected orders impacted back-half sales and if revenue guidance would have been raised otherwise. He sought insight into whether Mexico contracts were the primary driver of margin fluctuations, inquired about the Opto division's drivers, and asked if full-year cash flow could approach or exceed net income.

Answer

Alan Edrick, EVP and CFO of OSI Systems, confirmed the security division's book-to-bill was a bit below 1.0 this quarter. He stated that while revenue guidance might have been raised if bookings matched expectations, it was prudent to maintain the range given timing shifts and potential shutdowns. He explained that Mexico contracts played a significant role in margin fluctuations due to inherent operational efficiencies, and this margin headwind is expected to subside after Q3, leading to margin expansion in Q4 and beyond. For Opto, he confirmed similar drivers like a diverse customer base and strong demand from customers diversifying supply chains. He also stated it's entirely possible for full-year cash flow to come close to or exceed net income if DSOs normalize as expected.

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Question · Q2 2026

Lawrence Scott Solow asked if the company's full-year cash flow could come close to or even exceed net income, given the strong Q2 performance and expectations for even stronger cash flow in the back half.

Answer

Alan Edrick, EVP and CFO, stated that it is entirely possible for full-year cash flow to come close to or exceed net income, particularly if DSOs decrease as anticipated, indicating every opportunity for this to occur.

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