OSI Systems Q3 Earnings: A Slowdown In Operations Spooked Investors; Patience Is Advised
OSI Systems (OSIS) experienced a significant share drop after its Q3 earnings, which showed a revenue growth of only 2% year-over-year and a 100bps decline in operating margins. Despite these challenges, the company posted a record backlog of $1.9B and secured a $235M defense contract, indicating strong underlying demand. The author suggests caution, awaiting reaccelerated growth and sustained service revenue momentum before taking a more constructive stance on the stock.
Osi Systems stock hits 52-week low at 203.95 USD By Investing.com
OSI Systems Inc. (OSIS) stock has fallen to a 52-week low of $203.83, marking a 17% year-to-date decline and resulting in a market capitalization of $3.38 billion. Despite this, InvestingPro analysis suggests the stock is slightly undervalued and in oversold territory. Recent positive developments for the company include record fiscal Q3 2026 financial results, exceeding analyst expectations, and a $15 million task order for its Security division.
OSI Systems Positioned for Earnings Growth After Solid Q3, Oppenheimer Says
Oppenheimer maintained an Outperform rating on OSI Systems (OSIS) and raised its price target to $180, following the company's strong fiscal third-quarter results and upward revision of its outlook. The company is expected to benefit from several tailwinds including strong order flow in security, continued growth in healthcare, and improved supply chain conditions, positioning it for continued earnings growth in 2024 and beyond.
OSIS Maintained by Citigroup -- Price Target Lowered to $279
Citigroup has maintained a 'Buy' rating for OSI Systems (OSIS) but lowered its price target to $279 from $345, indicating a more cautious outlook. Despite being 9.6% overvalued according to GuruFocus's GF Value™ and experiencing $5.6 million in insider selling, OSIS holds a strong GF Score™ of 95/100, driven by excellent growth and profitability scores. Investors are advised to consider the strong growth potential against the current overvaluation and insider selling activity.
Osi Systems Inc. buy Citigroup Inc.
This article reports on a prediction made by Citigroup Inc. regarding Osi Systems Inc. Citigroup Inc. has a "buy" rating on OSIS but recently lowered its price target from $345.00 to $279.00. The prediction notes a minimal price change of -0.03% for Osi Systems Inc. since the prediction started, with an end date set for May 18, 2027.
OSI Systems (NASDAQ:OSIS) Price Target Cut to $279.00 by Analysts at Citigroup
Citigroup has reduced its price target for OSI Systems (NASDAQ:OSIS) to $279.00 from $345.00, while maintaining a "buy" rating, implying a potential upside of 34.7% from its current price. This follows OSI Systems' better-than-expected quarterly results, with EPS of $2.60 and revenue of $453.25 million. Despite the target cut, the stock holds a consensus "Moderate Buy" rating from analysts with an average price target of $294.00.
OSI Systems Inc stock (US6710421033): earnings momentum and security demand in focus
OSI Systems Inc (OSIS) recently reported strong fiscal third-quarter 2026 results, driven by significant demand in its security division and growth in optoelectronics and healthcare segments. The company's core business model focuses on security screening systems for government and commercial sectors, complemented by specialized electronic components and patient monitoring equipment. Investors are closely monitoring new orders, margins, and guidance to assess the stock’s future performance in the US technology and defense-related security market.
Jabil, OSI Systems, and Brink's Shares Are Falling, What You Need To Know
Shares of Jabil, OSI Systems, and Brink's experienced declines after investors reacted to negative macroeconomic news, including surging oil prices and rising Treasury yields, alongside a lack of major agreements from a recent U.S.-China summit. OSI Systems, in particular, saw its shares drop following a hotter-than-expected Producer Price Index report, indicating persistent inflationary pressures. The article suggests that such significant price drops could present buying opportunities for high-quality stocks.
Jabil, OSI Systems, and Brink's Shares Are Falling, What You Need To Know
Shares of Jabil, OSI Systems, and Brink's experienced declines following a mix of negative macroeconomic news, including surging oil prices, rising Treasury yields, and disappointment over the lack of major agreements from a recent summit. The market's reaction was influenced by concerns about inflation, potential interest rate hikes, and geopolitical tensions. OSI Systems, in particular, has shown volatility, with a recent drop linked to hotter-than-expected producer price index data, highlighting persistent inflationary pressures.
U.S. agency awards $15M to OSI Systems for cargo and vehicle checks
OSI Systems' Security division has been awarded a $15 million task order by a U.S. government customer for cargo and vehicle inspection systems and associated services. The award highlights continued confidence in OSI Systems' inspection solutions and their ability to execute complex programs from deployment through sustained operations, supporting critical mission requirements. OSI Systems specializes in designing and manufacturing specialized electronic systems for critical applications across security, optoelectronics and manufacturing, and healthcare sectors.
OSI Systems Security Division Awarded $15 Million US Government Task Order
OSI Systems' Security division has been awarded a $15 million task order by the U.S. government. This contract involves providing various Rapiscan Systems security inspection products, X-ray and trace detection systems, and follow-on service and support. The award underscores the company's commitment to delivering advanced security solutions.
Transcript : OSI Systems, Inc. Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference, May-14-2026 10
OSI Systems, Inc. presented at the Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference on May 14, 2026, at 10:20 AM. The company's representative, Alan Edrick, addressed attendees. The full transcript of this presentation is reserved for subscribers of S&P Capital IQ.
OSI Systems stock (US6710421033): Participation in BofA conference signals investor outreach
OSI Systems Inc. is participating in the BofA Securities Industrials Conference, signaling its commitment to investor outreach despite recent stock volatility. The company, which specializes in security, healthcare, and optics, maintains a strong GF Score of 95/100, reflecting robust growth and profitability. This engagement highlights its position in critical security applications and its importance to US investors through federal contracts and innovation in defense technology.
OSI Systems secures $15M U.S. government contract
OSI Systems' Security division has been awarded a $15 million task order from a U.S. government customer to provide cargo and vehicle inspection systems, including follow-on service and support. The company, which recently reported strong Q3 2026 financial results, highlighted continued confidence in its inspection solutions. Despite a recent stock decline, management has been actively buying back shares.
OSI Systems Receives $15 Million Order for Cargo and Vehicle Inspection Systems and Services
OSI Systems, Inc. (NASDAQ: OSIS) announced its Security division received a $15 million task order from a U.S. government customer for cargo and vehicle inspection systems, including follow-on service and support. This award highlights confidence in OSI Systems' inspection solutions and their ability to execute complex programs from deployment to sustained operations. The company specializes in designing and manufacturing specialized electronic systems for critical applications across Security, Optoelectronics and Manufacturing, and Healthcare segments, serving customers in over 170 countries.
OSI Systems to Participate in BofA Securities Industrials, Transportation & Airlines Conference
OSI Systems, Inc. announced its participation in the BofA Securities 33rd Annual Industrials, Transportation & Airlines Key Leaders Conference on May 14, 2026. Management will present at 10:20 a.m. EDT, with a live webcast and replay available on the company's investor relations website. OSI Systems specializes in designing and manufacturing specialized electronic systems and components across security, optoelectronics and manufacturing, and healthcare sectors.
CRA, SAIC, OSI Systems, EPAM, and Kyndryl Stocks Trade Down, What You Need To Know
A number of stocks, including CRA, SAIC, OSI Systems, EPAM, and Kyndryl, saw declines following a higher-than-expected Producer Price Index (PPI) report for April, which jumped 1.4%, suggesting persistent inflationary pressures. This market reaction creates uncertainty for investors, though significant price drops can offer buying opportunities for quality stocks. Specifically, Kyndryl's shares, despite recent volatility, showed a substantial drop and are trading significantly below their 52-week high, with a prior gain linked to easing geopolitical tensions and improved IT spending outlooks.
OSI Systems BofA conference talk to stream live from New York
OSI Systems, Inc. announced that its management will participate in the BofA Securities 33rd Annual Industrials, Transportation & Airlines Key Leaders Conference on May 14, 2026, in New York. The presentation is scheduled for 10:20 a.m. EDT and will be streamed live on the company's investor relations website, with a replay available afterward. OSI Systems designs and manufactures specialized electronic systems focusing on Security, Optoelectronics and Manufacturing, and Healthcare segments.
Are OSI Systems' (OSIS) Margin Pressures Undermining Its Steady Revenue Guidance?
Despite reporting modest Q3 revenue growth and reiterating its fiscal 2026 revenue guidance, OSI Systems (OSIS) is facing increased scrutiny due to compressed margins and slightly lower quarterly earnings. This situation, along with insider share sales, shifts investor focus from top-line growth to the company's ability to manage costs and convert its growing backlog into profitable growth. While revenue visibility remains strong, the emerging profitability pressures could impact its investment narrative.
Wesbanco Bank Inc. Sells 5,100 Shares of OSI Systems, Inc. $OSIS
Wesbanco Bank Inc. reduced its stake in OSI Systems, Inc. by 38% in the fourth quarter of 2025, selling 5,100 shares and retaining 8,327 shares valued at approximately $2.1 million. This comes as OSI Systems reported strong quarterly results, exceeding EPS and revenue estimates, and provided robust FY2026 guidance. Despite a director's sale of shares, analysts generally maintain a "Moderate Buy" rating with an average price target of $303.43.
OSI Systems (OSIS) Margin Improvement Supports Bullish Earnings Narrative In Q3 2026
OSI Systems (OSIS) reported strong Q3 2026 results with revenue of US$464.1 million and EPS of US$2.31, leading to an improved trailing twelve-month net margin of 8.5%. This margin improvement, coupled with earnings growth outpacing revenue, supports a bullish outlook, although risks such as debt coverage and reliance on government contracts are noted. The company's P/E ratio is attractive compared to peers, and it trades below its DCF fair value, but cash flow remains a concern.
Robeco Schweiz AG Acquires Shares of 30,547 OSI Systems, Inc. $OSIS
Robeco Schweiz AG has recently acquired a new stake in OSI Systems, Inc. (NASDAQ:OSIS), purchasing 30,547 shares valued at approximately $7.79 million. This acquisition makes Robeco Schweiz AG the owner of about 0.19% of OSI Systems' stock. Other institutional investors have also adjusted their holdings, and analysts currently rate OSI Systems with a "Moderate Buy" consensus.
OSI Systems (OSIS) tops Q3 earnings and revenue estimates
This article reports that OSI Systems (OSIS) has exceeded both its earnings and revenue estimates for the third quarter. This positive financial performance indicates a strong quarter for the company.
FMR LLC holds 2.08M OSI Systems shares (OSIS) — 12.6% stake
FMR LLC has reported a beneficial ownership of 2,084,414.84 shares of OSI Systems (OSIS) common stock, which represents a 12.6% stake in the company. This update was disclosed in an amended Schedule 13G/A filing (Amendment No. 3), indicating sole dispositive power over all these shares and sole voting power over 2,076,716.82 shares. The filing confirms Abigail P. Johnson's related role and was signed on May 5, 2026.
OSI Systems (OSIS) Margin Improvement Supports Bullish Earnings Narrative In Q3 2026
OSI Systems (OSIS) reported strong Q3 2026 results with quarterly revenue of US$464.1 million and basic EPS of US$2.31, contributing to improved trailing twelve-month margins of 8.5%. The company's earnings growth of 13.9% year-over-year outpaced revenue growth, driven by a shift towards service-based and software platforms and government security demand, although analysts expect even higher margins in the future. Despite an attractive P/E ratio, concerns remain regarding the company's debt coverage by operating cash flow and its reliance on large government contracts.
OSI Systems Stock To $164?
OSI Systems (OSIS) stock has fallen by 24.2% in under a month, from $309.68 to $234.74. Trefis analysts believe the stock could drop further to $164, citing its "Unattractive" opinion and historical data. Despite a potential further dip, historical analysis of similar sharp drops in OSIS stock suggests a median 12-month return of 49%.
Deepak Chopra Sells 20,000 Shares of OSI Systems (NASDAQ:OSIS) Stock
Deepak Chopra, a director at OSI Systems, sold 20,000 shares of the company's stock for approximately $5.64 million under a pre-arranged Rule 10b5-1 plan, reducing his stake by 7.32%. This sale occurred on May 4th, shortly before the company's stock dropped 17% despite beating Q3 earnings estimates and providing strong FY2026 guidance. Institutional investors hold a significant portion of the stock, and analysts maintain a "Moderate Buy" consensus rating with a target price of $303.43.
Director Deepak Chopra sells 20,000 OSI Systems (OSIS) shares under 10b5-1 plan
OSI Systems director Deepak Chopra sold 20,000 shares of common stock at a weighted average price of $281.84 per share on May 4, 2026. This transaction was executed under a Rule 10b5-1 Plan adopted on March 12, 2025. Following the sale, Chopra directly holds 253,044 shares of OSI Systems common stock.
OSI Systems Reports Fiscal 2026 Third Quarter Financial Results
Quantisnow reported that OSI Systems released its financial results for the fiscal 2026 third quarter. The report also highlighted insider trading activity, with Director Chopra Deepak selling a significant number of shares. This announcement was distributed via the Quantisnow platform, which provides real-time market data to retail investors.
OSI Systems (NasdaqGS:OSIS) Stock Forecast & Analyst Predictions
This report provides a comprehensive overview of OSI Systems (OSIS) stock forecast and analyst predictions, highlighting future growth projections, recent earnings, price target changes, and insider transactions. Analysts forecast earnings to grow by 14.9% and revenue by 6.2% per annum, with a return on equity of 21.4% in three years. The company recently reiterated its fiscal year 2026 revenue guidance and reported strong Q3 results with a record backlog, driven by security and optoelectronics segments.
Why OSI Systems (OSIS) Stock Is Falling Today
Shares of OSI Systems (OSIS) fell over 16% after its Q1 2026 earnings report, despite beating revenue and EPS estimates. Investors reacted negatively to a significant contraction in the adjusted operating margin and the company's decision to reiterate, rather than raise, its full-year EPS guidance, signaling potential caution for the future. The stock's volatility and the strong market reaction indicate significant concerns about declining profitability.
A Look At OSI Systems (OSIS) Valuation After Record Q3 Results Backlog Strength And New Radar Contract
OSI Systems (OSIS) is gaining investor attention following record fiscal Q3 results, a reported backlog of approximately US$1.9 billion, reaffirmed full-year guidance, and a new homeland defense radar contract worth up to US$235 million. While Simply Wall St's narrative suggests the stock is modestly undervalued by 7.7%, their DCF model indicates it might be overvalued. Investors are encouraged to consider the mixed signals on valuation and the blend of risks and rewards before making investment decisions.
OSI Systems, Inc. (NASDAQ:OSIS) Q3 2026 Earnings Call Transcript
OSI Systems, Inc. (NASDAQ:OSIS) reported strong Q3 2026 financial results, with record revenues of $453 million and non-GAAP EPS of $2.60, exceeding expectations. The company achieved a record backlog of $1.9 billion, driven by robust bookings in its Security and Optoelectronics divisions, including a significant $235 million Homeland Defense award. Despite challenges like difficult year-over-year comparisons due to Mexico contracts and impacts from the Middle East conflict and DHS shutdown, the company maintains its fiscal 2026 guidance and anticipates strong future growth and cash flow.
OSIS Q1 Deep Dive: Security and Optoelectronics Growth Offset Healthcare Weakness, Backlog Reaches New High
OSI Systems (OSIS) reported Q1 CY2026 results that exceeded revenue expectations, driven by strong performance in its Security and Optoelectronics divisions, offsetting weakness in healthcare. The company's backlog reached a new high of $1.9 billion, providing significant visibility for future revenue growth, and management reiterated its full-year Adjusted EPS guidance. Growth was attributed to increasing international demand, higher-margin service revenues, and key government contract wins.
OSI Systems outlines $235M homeland defense UCA while maintaining fiscal 2026 revenue and EPS guidance
OSI Systems (OSIS) announced a $235 million indefinite-delivery/indefinite-quantity (IDIQ) uncontested contract action (UCA) with the U.S. Department of Homeland Security. This contract will support the agency's mission to enhance border and national security. The company reiterated its fiscal 2026 revenue and EPS guidance.
OSI Systems (NASDAQ: OSIS) grows revenue and boosts cash with new convertibles
OSI Systems (NASDAQ: OSIS) reported strong year-to-date growth, with net revenues reaching $1.3 billion and net income of $99.471 million for the nine months ended March 31, 2026. The company significantly increased its cash and cash equivalents to $345.2 million, largely influenced by new long-term financing, including 2.25% convertible notes due 2029 and 0.50% convertible notes due 2031. This expansion in financing led to an increase in total liabilities and a decrease in stockholders' equity, reflecting a more leveraged capital structure.
OSI Systems Q3 2026 Earnings Call Transcript
OSI Systems reported a record fiscal Q3 2026 with $453 million in revenues and non-GAAP earnings of $2.60 per diluted share, despite difficult year-over-year comparisons due to Mexican contracts. The company highlighted strong security revenue growth outside of Mexico (25%) and a 10% increase in its optoelectronics and manufacturing division, contributing to a record $1.9 billion backlog. OSI Systems maintained its fiscal 2026 guidance, expecting significant Q4 cash flow after collecting $74 million from Mexico post-quarter, while addressing impacts from the DHS shutdown and Middle East conflicts.
OSI Systems Inc 3Q 2026: Revenue $453.25M, EPS $2.33— 10-Q Summary
OSI Systems Inc (OSIS) reported its third-quarter 2026 results, with revenue reaching $453.25 million, a 2% increase year-over-year, and diluted EPS of $2.33, a slight decrease from $2.4 in the prior-year quarter. Net income for the quarter was $40.22 million. The company's growth was driven by its Security and Optoelectronics businesses, while facing softness in healthcare patient monitoring.
OSI Systems builds $1.9B backlog as quarterly sales hit a record
OSI Systems (OSIS) reported record Q3 fiscal 2026 revenues of $453 million and a record non-GAAP EPS of $2.60, driven by strong performance in its Security and Optoelectronics and Manufacturing divisions. The company's backlog grew to $1.9 billion, and it reiterated its fiscal year 2026 revenue guidance of $1.825 billion to $1.867 billion and non-GAAP diluted EPS guidance of $10.30 to $10.55. These results highlight the strength and diversification of its portfolio and its ability to capitalize on market opportunities despite challenging comparisons.
OSI Systems earnings up next as Healthcare segment recovery awaited By Investing.com
OSI Systems is preparing to release its fiscal third-quarter results, with analysts anticipating earnings of $2.53 per share and revenue of $450.46 million. Investors will be focused on the continued strong performance of its Security division and any indications of recovery or stabilization within the Healthcare segment, which management previously noted needed increased sales efforts and investment. The company's significant $1.8 billion backlog and forward P/E ratio of 25.6 suggest cautious optimism regarding its future growth trajectory.
OSI: Fiscal Q3 Earnings Snapshot
OSI Systems Inc. (OSIS) reported strong fiscal third-quarter earnings, with net income of $40.2 million and adjusted earnings of $2.60 per share, surpassing Wall Street expectations. The airport security and full-body scanner manufacturer also exceeded revenue forecasts, posting $453.2 million for the period. The company projects full-year earnings between $10.30 to $10.55 per share and revenue from $1.83 billion to $1.87 billion.
(OSIS) Volatility Zones as Tactical Triggers
Osi Systems Inc. (NASDAQ: OSIS) is showing weak near and mid-term sentiment, potentially challenging its long-term positive outlook. An exceptional short setup is identified with a significant risk-reward ratio, targeting an 8.2% downside. The article details institutional trading strategies, including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis.
OSI Systems (OSIS) Q3 2026 Preview: EPS Est. $2.54, Reports May 4
OSI Systems (OSIS) is expected to report Q3 2026 earnings on May 4th, with analysts forecasting an EPS of $2.54 and revenue of $449.3M. Analyst confidence has declined, with EPS consensus falling by 1.6% over the past month and 11.2% over 90 days, despite a projected 16.8% revenue growth. Investors will be scrutinizing net margin trajectory, segment revenue composition, and management commentary on the EPS revisions and future guidance.
OSI Systems (OSIS) Q3 2026 Preview: EPS Est. $2.54, Reports May 4
Wall Street anticipates OSI Systems (OSIS) to report Q3 2026 earnings of $2.54 per share on May 4th, with revenue expected to reach $449.3 million. Despite projected revenue growth, analyst consensus for EPS has seen a significant downward revision over the past 90 days, raising concerns about potential margin pressures or operational challenges. Investors will be closely watching the net margin trajectory, segment performance, and management commentary on various headwinds and future guidance.
Concurrent Investment Advisors LLC Makes New Investment in OSI Systems, Inc. $OSIS
Concurrent Investment Advisors LLC has invested over $1 million in OSI Systems, Inc. by acquiring 4,292 shares. Other institutional investors like Royal Bank of Canada and AQR Capital Management LLC have also increased their stakes in OSI Systems. The company maintains a "Moderate Buy" consensus rating from analysts with an average target price of $301.29.
Vanguard Portfolio Management (OSIS) reports 1.26M shares (7.66%) ownership
Vanguard Portfolio Management has reported a 7.66% ownership stake in OSI Systems (OSIS), holding 1,263,421 shares as of March 31, 2026. This significant passive stake is disclosed in a Schedule 13G filing, indicating Vanguard's role as an institutional investor primarily for index and asset-management activities. The filing details Vanguard's sole dispositive power over all shares and sole voting power over a portion of them.
OSI Systems (Nasdaq:OSIS) - Stock Analysis
OSI Systems (Nasdaq:OSIS) is currently trading at US$286.92, with analysts targeting US$306.43, indicating it is 6.4% undervalued. The company's earnings are forecast to grow by 13.1% per year, driven by increasing demand for advanced security systems due to government-driven spending and global infrastructure events. Recent analyst price target increases reflect positive sentiment around revenue growth expectations and strategic market positioning in border security.
OSI Systems, Inc. $OSIS Shares Sold by Moody Aldrich Partners LLC
Moody Aldrich Partners LLC significantly reduced its stake in OSI Systems, Inc. (OSIS) by 20.9% in the fourth quarter, selling 4,959 shares. Despite this, other hedge funds and institutional investors have either acquired new positions or increased their holdings in the technology company. Wall Street analysts maintain a "Moderate Buy" rating for OSIS with an average price target of $301.29.
OSI Systems, Inc. (NASDAQ:OSIS) Receives Consensus Rating of "Moderate Buy" from Brokerages
OSI Systems, Inc. (NASDAQ:OSIS) has received a "Moderate Buy" consensus rating from seven brokerages, with an average 12-month target price of $301.29. The company recently surpassed earnings expectations, reporting $2.58 EPS against a $2.52 consensus and a 10.5% year-over-year revenue increase to $464.06 million. Several analysts have adjusted their price targets, and key insider selling and institutional investment activities have been noted.
Is OSI Systems' (OSIS) New Radar Award Quietly Reframing Its Defense-Tech Investment Story?
OSI Systems' Security division recently secured an Undefinitized Contract Action worth up to US$235 million for a homeland defense over-the-horizon radar transmit subsystem. This award, coupled with other recent contract wins, reinforces OSI Systems' role in advanced security and surveillance and its exposure to large, government-funded projects. However, investors should consider the risks associated with heavy reliance on government funding cycles and potentially lumpy cash flows.
