Earnings summaries and quarterly performance for OSI SYSTEMS.
Executive leadership at OSI SYSTEMS.
Ajay Mehra
Detailed
President and Chief Executive Officer
CEO
AE
Alan Edrick
Detailed
Executive Vice President and Chief Financial Officer
CO
Cary Okawa
Detailed
Chief Accounting Officer
DC
Deepak Chopra
Detailed
Executive Chairman of the Board
GG
Glenn Grindstaff
Detailed
Senior Vice President and Chief Human Resources Officer
MM
Manoocher Mansouri
Detailed
Chief Technology Officer, Optoelectronics and Manufacturing Division
MT
Michael Tropeano
Detailed
President, Rapiscan
PM
Paul Morben
Detailed
President, Optoelectronics and Manufacturing Division
VS
Victor Sze
Detailed
Executive Vice President, General Counsel and Secretary
WC
Wilson Constantine
Detailed
President, Spacelabs Healthcare
Board of directors at OSI SYSTEMS.
Research analysts who have asked questions during OSI SYSTEMS earnings calls.
MP
Mariana Perez Mora
Bank of America
6 questions for OSIS
Also covers: AMTM, BAH, CACI +8 more
Christopher Glynn
Oppenheimer & Co. Inc.
5 questions for OSIS
Also covers: AIT, AME, AYI +16 more
JM
Jeff Martin
ROTH Capital Partners
4 questions for OSIS
Also covers: BBSI, BGSF, BWMN +6 more
JN
Josh Nichols
B. Riley Financial
4 questions for OSIS
Also covers: CTLP, DDI, DGII +11 more
SS
Seth Seifman
JPMorgan Chase & Co.
4 questions for OSIS
Also covers: ATI, BA, BAH +22 more
LS
Lawrence Solow
CJS Securities, Inc.
3 questions for OSIS
Also covers: BTSG, CDRE, CLH +13 more
MA
Matthew Akers
Wells Fargo & Company
3 questions for OSIS
Also covers: BAH, CACI, GD +9 more
JM
Jeffrey Michael Martin
Roth MKM
2 questions for OSIS
LS
Lawrence Scott Solow
CJS Securities
2 questions for OSIS
MJ
Michael Joshua Nichols
B. Riley Securities
2 questions for OSIS
LS
Larry Solow
CJS Securities
1 question for OSIS
Also covers: ARCB, BTSG, CDRE +14 more
Recent press releases and 8-K filings for OSIS.
OSI Systems Reports Record Q2 2026 Results and Raises Fiscal 2026 EPS Guidance
OSIS
Earnings
Guidance Update
Share Buyback
- OSI Systems reported strong Q2 fiscal 2026 financial results, with revenues increasing 11% year-over-year to a record $464 million and non-GAAP adjusted EPS reaching a record $2.58.
- The company raised its fiscal 2026 non-GAAP EPS guidance to a range of $10.30-$10.55, representing 10%-13% year-over-year growth, while maintaining revenue guidance.
- Revenue growth was driven by double-digit increases in the Security and Optoelectronics divisions, although revenue from large Mexico security contracts decreased 50% in Q2, creating an expected $50 million headwind for Q3.
- OSI Systems generated $62 million in operating cash flow and enhanced financial flexibility through a $575 million convertible notes transaction, which also facilitated the buyback of approximately 547,000 shares at an average price of $267 per share.
- Strategic wins for the Security division include a $20 million international award for radiological threat detection and selection for the U.S. Missile Defense Agency's $151 billion Shield IDIQ contract, prompting an expansion of the RF operational footprint.
6 days ago
OSI Systems Reports Record Q2 Fiscal 2026 Results and Raises FY26 EPS Guidance
OSIS
Earnings
Guidance Update
Share Buyback
- OSI Systems reported record Q2 fiscal 2026 revenues of $464 million, an 11% year-over-year increase, and record non-GAAP adjusted EPS of $2.58.
- The company raised its fiscal 2026 non-GAAP EPS guidance to a range of $10.30-$10.55, representing 10%-13% year-over-year growth, while maintaining its revenue guidance.
- The Security division grew 15% year-over-year to $335 million, and the Optoelectronics and Manufacturing division grew 12% to $113 million. Security bookings were softer than expected due to timing delays, but the company secured a $30 million international naval order and was selected for the $151 billion Shield contract.
- OSI Systems generated $62 million in operating cash flow and expects stronger cash flow in the second half of fiscal 2026 from Mexico receivables, alongside a $575 million convertible notes transaction and a buyback of approximately 547,000 shares.
6 days ago
OSI Systems Reports Record Q2 2026 Results and Raises Fiscal 2026 EPS Guidance
OSIS
Earnings
Guidance Update
Share Buyback
- OSI Systems reported strong second quarter fiscal 2026 financial results, with revenues increasing 11% year-over-year to a record $464 million and non-GAAP adjusted EPS reaching a record $2.58.
- The company raised its fiscal 2026 non-GAAP earnings per diluted share guidance to a range of $10.30-$10.55, representing 10%-13% year-over-year growth.
- Both the Security and Optoelectronics and Manufacturing divisions achieved double-digit top-line growth, with Security revenues up 15% to $335 million and Opto revenues up 12% to $113 million, even as revenues from large Mexico security contracts decreased 50%.
- The company generated $62 million in operating cash flow and completed a $575 million convertible notes transaction, which included buying back approximately 547,000 shares at an average price of $267 per share.
- The RF business was selected to participate in the $151 billion Shield IDIQ contract for the U.S. Missile Defense Agency's Golden Dome initiative, leading to an expansion of its operational footprint in Texas.
6 days ago
OSI Systems Reports Fiscal Q2 2026 Financial Results and Raises EPS Guidance
OSIS
Earnings
Guidance Update
Debt Issuance
- OSI Systems reported record Q2 fiscal 2026 revenues of $464 million, an 11% year-over-year increase, and record non-GAAP diluted earnings per share of $2.58.
- The company generated $62 million in operating cash flow during the quarter and maintained a backlog of $1.8 billion as of December 31, 2025.
- OSI Systems raised its fiscal 2026 non-GAAP diluted earnings per share guidance to a range of $10.30 - $10.55, indicating 10% - 13% year-over-year growth.
- In November 2025, the company issued $575 million of convertible senior notes and used a portion of the proceeds to repurchase $146 million of common stock.
6 days ago
OSI Systems Reports Record Fiscal 2026 Second Quarter Financial Results and Raises Guidance
OSIS
Earnings
Guidance Update
Debt Issuance
- OSI Systems reported record second quarter fiscal 2026 revenues of $464 million, an 11% year-over-year growth, with non-GAAP diluted earnings per share of $2.58 and GAAP diluted earnings per share of $2.22 for the period ended December 31, 2025.
- The company generated $62 million in operating cash flow during the second quarter of fiscal 2026.
- OSI Systems increased its fiscal 2026 non-GAAP diluted earnings per share guidance to a range of $10.30 - $10.55, representing 10% - 13% year-over-year growth.
- The company's backlog was $1.8 billion as of December 31, 2025.
- In November 2025, OSI Systems issued $575 million of convertible senior notes and used part of the net proceeds to repurchase $146 million of its common stock.
6 days ago
OSI Systems' Security Division Awarded Contract for Major Sporting Event
OSIS
New Projects/Investments
- OSI Systems' Security division has been awarded a contract to deliver multiple screening technologies for an upcoming major global sporting event in Europe this winter.
- These systems will be utilized to screen people, baggage, and cargo to support a safe experience for attendees.
- Ajay Mehra, President and CEO of OSI Systems, stated that the company's security solutions are designed to meet the unique challenges of large-scale venues.
Jan 26, 2026, 1:30 PM
OSI Systems Receives International Order
OSIS
New Projects/Investments
- OSI Systems' Security division announced an international order for approximately $30 million.
- The order is for the deployment of advanced radio frequency (RF)-based communication and surveillance systems for naval operations.
- The project will occur over a multi-year period and includes supporting the integration of transmission systems and related technologies to upgrade existing operations.
Jan 8, 2026, 1:01 PM
OSI Systems Issues Convertible Senior Notes
OSIS
Debt Issuance
- OSI Systems, Inc. issued $500,000,000 aggregate principal amount of its 0.50% Convertible Senior Notes due 2031 on November 20, 2025.
- The company granted the initial purchasers an option to purchase up to an additional $75,000,000 aggregate principal amount of Notes.
- These Notes are senior, unsecured obligations, ranking equally in right of payment with the company's existing and future senior, unsecured indebtedness, and mature on February 1, 2031.
- The initial conversion rate is 2.8263 shares of Common Stock per $1,000 principal amount of Notes.
Nov 20, 2025, 9:48 PM
OSI Systems prices upsized convertible senior notes offering
OSIS
Debt Issuance
Share Buyback
Convertible Preferred Issuance
- OSI Systems, Inc. (OSIS) priced an upsized offering of $500 million aggregate principal amount of 0.50% convertible senior notes due February 1, 2031.
- The notes have an initial conversion price of approximately $353.82 per share, representing a 32.5% premium over the common stock's last reported sale price of $267.03 on November 17, 2025.
- The company expects net proceeds of approximately $489.4 million, with $146.1 million allocated to repurchase 546,945 shares of its common stock.
- The remaining net proceeds will be used to repay a portion of the revolving credit facility and for general corporate purposes.
Nov 18, 2025, 2:08 PM
OSI Systems Announces Proposed Convertible Senior Notes Offering
OSIS
Debt Issuance
Share Buyback
- OSI Systems, Inc. announced a proposed private offering of $400 million aggregate principal amount of convertible senior notes due February 1, 2031.
- The company expects to grant initial purchasers an option to buy up to an additional $60.0 million principal amount of notes.
- Approximately $175 million of the net proceeds are intended for share repurchases, with the remainder allocated to repaying a portion of the revolving credit facility, covering fees, and for general corporate purposes.
Nov 17, 2025, 12:45 PM
Quarterly earnings call transcripts for OSI SYSTEMS.
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