Machine learning predictions based on historical earnings data and price patterns
1-Day Prediction
-3.03%
$274.29
0% positive prob.
5-Day Prediction
-3.10%
$274.11
0% positive prob.
20-Day Prediction
+4.26%
$294.92
0% positive prob.
| Quarter | Signal | 1D Return | 5D Return | 20D Return | Confidence | Actual 5D |
|---|---|---|---|---|---|---|
| Q1 2026 | SELL | -3.03% | -3.10% | +4.26% | 100.0% | Pending |
| Q4 2025 | SELL | -1.67% | -2.70% | +4.03% | 100.0% | -4.29% |
SEC 8-K filings with transcript text
May 4, 2026 · 100% conf.
1D
-3.03%
$274.29
5D
-3.10%
$274.11
20D
+4.26%
$294.92
2 tm2613470d1_ex99-1.htm
Exhibit 99.1
· Record Q3 Revenues of $453 Million
· Q3 Earnings per Diluted Share
oGAAP EPS of $2.33
oRecord Non-GAAP EPS of $2.60
· Record Q3 Backlog of $1.9 Billion
· Q3 Book-to-Bill Ratio of 1.3x
· Company Reiterates its Fiscal 2026 Guidance
HAWTHORNE, Calif. — (BUSINESS WIRE) — May 4, 2026—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 Manufacturing divisions. Our substantial backlog and a robust pipeline position us well as we capitalize on market opportunities and advance key strategic initiatives.”
Financial Summary
Three Months Ended March 31, Nine Months Ended March 31,
(Dollars in thousands, except per-share amounts) 2025 2026 % Growth 2025 2026 % Growth
Revenues $444,354 $453,246 2% $1,208,181 1,301,926 8%
Diluted earnings per share - GAAP
$2.40 $2.33 -3% $5.67 $5.71 1%
Diluted earnings per share - non-GAAP
$2.44 $2.60 7% $6.11 $6.60 8%
Cash flow provided by operating activities $81,642 $14,457
$97,030 $93,794
Capital expenditures $4,518 $7,559
$17,713 $21,272
The Company’s backlog was approximately $1.9 billion as of March 31, 2026, compared to approximately $1.8 billion as of December 31, 2025 reflecting continued strong bookings momentum across the Security and Optoelectronics and Manufacturing divisions.
Mr. Mehra added, “The Security division delivered another solid quarter supported by disciplined execution, strong bookings and operating margin expansion despite a challenging year-over-year comparison due to significant Mexico revenues in the third quarter of fiscal year 2025. Excluding these Mexico contracts, the Security division’s revenues increased by 25% year-over-year across the broader portfolio. In addition, we are pleased with recent notable awards and look forward to capturing other significant global opportunities.”
Mr. Mehra continued, “The Optoelectronics and Manufacturing division also produced solid third quarter results, with 10% revenue growth and a strong book-to-bill ratio. These results continue to reinforce the advantages of our vertically integrated global operating model, which provides efficiency and flexibility to serve our diverse OEM customer base across aerospace, defense, healthcare and consumer technologies.”
Fiscal Year 2026 Outlook
The Company is reiterating its fiscal 2026 revenue guidance range of $1.825 billion to $1.867 billion and its non-GAAP diluted earnings per share guidance range of $10.30 to $10.55. Actual revenues and non-GAAP diluted earnings per share could vary from this guidance due to factors discussed under “Forward-Looking Statements” or other factors, including the impact on near-term bookings and revenues of the recent shutdown of the Department of Homeland Security and current conflicts in the Middle East.
The Company’s fiscal 2026 diluted earnings per share guidance is provided on a non-GAAP basis only. The Company does not provide a reconciliation of guidance for non-GAAP diluted EPS to GAAP diluted EPS (the most directly comparable GAAP measure) on a forward-looking basis because the Company is unable to provide a meaningful or accurate compilation of reconciling items and certain information is not available. This is due to the inherent difficulty and complexity in accurately forecasting the timing and amounts of various items included in the calculation of GAAP diluted EPS but excluded in the calculation of non-GAAP diluted EPS, such as acquisition costs and other non-recurring items that have not yet occurred, are out of the Company’s control or cannot otherwise reasonably be predicted. For the same reasons, the Company is unable to address the significance of unavailable information which may be material and therefore could result in GAAP diluted EPS being materially different from projected non-GAAP diluted EPS.
Conference Call Information
The Company will host a conference call and simultaneous webcast beginning at 1:30 pm PT (4:30 pm ET) today to discuss its financial results for the 2026 third fiscal quarter. To listen, please visit the Investor Relations section of the OSI Systems website at http://investors.osi-systems.com/index.cfm and follow the link that will be posted on the front page. A replay of the webcast will be available beginning shortly after the conclusion of the conference call for approximately three months thereafter. The replay can be accessed through the Company’s website at www.osi-systems.com.
About OSI Systems
OSI Systems designs and manufactures specialized electroni
Jan 29, 2026 · 100% conf.
1D
-1.67%
$265.25
Act: -7.13%
5D
-2.70%
$262.46
Act: -4.29%
20D
+4.03%
$280.60
Act: +4.96%
false 0001039065
0001039065
2026-01-29 2026-01-29
iso4217:USD
xbrli:shares
iso4217:USD
xbrli:shares
8-K
OF REPORT (DATE OF EARLIEST EVENT REPORTED): January 29, 2026
OSI
Delaware 000-23125 33-0238801
(310) 978-0516
N/A
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading symbol(s)
Name of each exchange on which
registered
Common Stock, $0.001 par value
The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ¨
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
Item 2.02 Results of Operations and Financial Condition.
On January 29, 2026, we issued a press release announcing our financial results for the quarter ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by this reference.
We are furnishing the information contained in this Item 2.02 (including Exhibit 99.1). It shall not be deemed to be “filed” for any purpose, including for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, regardless of any general incorporation language in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
Exhibit 99.1: Press Release of OSI Systems, Inc. dated January 29, 2026.
Exhibit 104: Cover Page Interactive Data File (embedded within the Inline XBRL document)
Exhibit Number
Description
99.1
Press Release of OSI Systems, Inc. dated January 29, 2026.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: January 29, 2026
By: /s/ Alan Edrick
Alan Edrick
Executive Vice President and Chief Financial Officer
Oct 30, 2025
false 0001039065
0001039065
2025-10-30 2025-10-30
iso4217:USD
xbrli:shares
iso4217:USD
xbrli:shares
8-K
OF REPORT (DATE OF EARLIEST EVENT REPORTED): October 30, 2025
OSI
Delaware 000-23125 33-0238801
(310) 978-0516
N/A
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
¨Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
¨Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
¨Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
¨Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading symbol(s)
Name of each exchange on which
registered
Common Stock, $0.001 par value
The Nasdaq Global Select Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ¨
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ¨
Item 2.02 Results of Operations and Financial Condition.
On October 30, 2025, we issued a press release announcing our financial results for the quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by this reference.
We are furnishing the information contained in this Item 2.02 (including Exhibit 99.1). It shall not be deemed to be “filed” for any purpose, including for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, regardless of any general incorporation language in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
Exhibit 99.1: Press Release of OSI Systems, Inc. dated October 30, 2025.
Exhibit 104: Cover Page Interactive Data File (embedded within the Inline XBRL document)
Exhibit Number
Description
99.1
Press Release of OSI Systems, Inc. dated October 30, 2025.
104
Cover Page Interactive Data File (embedded within the Inline XBRL document)
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Date: October 30, 2025
By: /s/ Alan Edrick
Alan Edrick
Executive Vice President and Chief Financial Officer
This page provides OSI Systems Inc. (DE) (OSIS) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.
Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on OSIS's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.