OSI Systems (NASDAQ:OSIS) Releases FY 2026 Earnings Guidance

OSI Systems (NASDAQ:OSIS) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 10.300-10.55 for the period, compared to the consensus earnings per share estimate of 10.420. The company issued revenue guidance of $1.8 billion-$1.9 billion, compared to the consensus revenue estimate of $1.8 billion.

Wall Street Analyst Weigh In

Several research firms have recently commented on OSIS. Roth Mkm boosted their price target on shares of OSI Systems from $280.00 to $292.00 and gave the company a “buy” rating in a report on Monday, December 1st. Bank of America raised their price objective on OSI Systems from $265.00 to $315.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Oppenheimer boosted their price objective on shares of OSI Systems from $270.00 to $280.00 and gave the stock an “outperform” rating in a research report on Friday, October 3rd. UBS Group set a $292.00 price target on OSI Systems in a report on Monday, December 1st. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of OSI Systems in a research note on Thursday, January 22nd. Six research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $272.00.

OSI Systems Price Performance

NASDAQ OSIS opened at $269.74 on Friday. OSI Systems has a twelve month low of $153.40 and a twelve month high of $294.93. The stock has a market capitalization of $4.58 billion, a PE ratio of 30.55, a P/E/G ratio of 2.25 and a beta of 1.35. The stock has a 50-day simple moving average of $270.81 and a 200 day simple moving average of $250.72. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.29 and a current ratio of 1.87.

OSI Systems (NASDAQ:OSIS) last issued its quarterly earnings results on Thursday, January 29th. The technology company reported $2.58 earnings per share for the quarter, beating analysts’ consensus estimates of $2.52 by $0.06. The business had revenue of $464.06 million during the quarter, compared to analyst estimates of $449.51 million. OSI Systems had a net margin of 8.68% and a return on equity of 18.25%. OSI Systems’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same quarter last year, the business posted $2.42 earnings per share. Research analysts anticipate that OSI Systems will post 9.22 EPS for the current year.

Insider Buying and Selling

In other news, Chairman Deepak Chopra sold 20,000 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $285.74, for a total value of $5,714,800.00. Following the completion of the transaction, the chairman directly owned 292,969 shares in the company, valued at approximately $83,712,962.06. The trade was a 6.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Paul Keith Morben sold 416 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $279.10, for a total transaction of $116,105.60. Following the transaction, the insider owned 8,540 shares of the company’s stock, valued at approximately $2,383,514. The trade was a 4.64% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 21,916 shares of company stock valued at $6,255,631. 4.30% of the stock is owned by company insiders.

Trending Headlines about OSI Systems

Here are the key news stories impacting OSI Systems this week:

• Positive Sentiment: Q2 beats and record revenue — OSI reported fiscal Q2 revenue of ~$464.1M (up 10.5% YoY) and non?GAAP EPS of $2.58, above consensus, driven by strength in Security and Optoelectronics/Manufacturing divisions. Business Wire: Q2 Results
• Positive Sentiment: Guidance raise — Management raised FY2026 earnings outlook and provided updated EPS guidance of $10.30–$10.55 (consensus ~$10.42) and revenue guidance of roughly $1.8B–$1.9B, signaling confidence in forward demand. Investing.com: Guidance Raise
• Positive Sentiment: Operational cash/strength — Company reported healthy operating cash flow and called out record quarterly revenues, which supports the raised outlook and valuation narratives from recent analyst buy ratings. Zacks: Beat Summary
• Neutral Sentiment: Earnings call/transcripts available — Management commentary in the Q2 call and published transcripts provide more color on backlog, segment trends and timing of contracts for investors to review before taking a view. Yahoo Finance: Call Transcript
• Neutral Sentiment: Analyst view and targets — Recent analyst coverage remains mostly positive (several buy/outperform ratings) with median targets near ~$280, so the stock’s reaction will depend on whether guidance and margin commentary sustain upgrades. QuiverQuant: Analyst/Targets Summary
• Negative Sentiment: Mixed GAAP vs. non?GAAP reporting — Some feeds flag a GAAP EPS/metric discrepancy or lower diluted EPS on certain measures, which can create short?term uncertainty as investors reconcile numbers. QuiverQuant: GAAP/non?GAAP Details
• Negative Sentiment: Margin and cost pressure — Reports note gross?margin compression and rising cost of sales and liabilities year?over?year, which could cap upside if margins don’t recover. CT Post: Earnings Snapshot
• Negative Sentiment: Insider selling and headline misses — Data show insider sales and at least one outlet reporting a revenue miss on a calendar?quarter basis; such headlines can amplify downside even when core results beat consensus. MSN: Calendar?quarter Revenue Note

Institutional Investors Weigh In On OSI Systems

Several large investors have recently added to or reduced their stakes in the business. Royal Bank of Canada grew its holdings in shares of OSI Systems by 519.8% in the first quarter. Royal Bank of Canada now owns 10,257 shares of the technology company’s stock valued at $1,993,000 after purchasing an additional 8,602 shares in the last quarter. AQR Capital Management LLC lifted its position in OSI Systems by 64.2% during the first quarter. AQR Capital Management LLC now owns 11,656 shares of the technology company’s stock valued at $2,265,000 after acquiring an additional 4,558 shares during the last quarter. Strs Ohio acquired a new stake in OSI Systems in the first quarter worth about $97,000. Amundi lifted its position in OSI Systems by 76,360.0% during the 2nd quarter. Amundi now owns 3,823 shares of the technology company’s stock worth $874,000 after acquiring an additional 3,818 shares during the period. Finally, Gamco Investors INC. ET AL purchased a new stake in shares of OSI Systems in the 2nd quarter valued at $801,000. Institutional investors own 89.21% of the company’s stock.

OSI Systems Company Profile

OSI Systems, Inc (NASDAQ: OSIS) is a publicly traded technology company founded in 1987 and headquartered in Hawthorne, California. The company designs, develops and manufactures advanced security and inspection systems, optoelectronic devices and medical imaging equipment. Over its history, OSI Systems has grown its product offerings through internal research and development as well as strategic acquisitions, expanding its capabilities in mission-critical sensing and inspection technologies.

OSI Systems operates three primary business segments.