OSI Systems (OSIS)
NASDAQ:OSIS
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Earnings Data
Report Date
Aug 20, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
3.77Last Year’s EPS
3.24Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial achievements — record revenue and non-GAAP EPS, a record backlog (~$1.9B), robust bookings (1.3 book-to-bill), pronounced growth in Security excluding Mexico (+25%) and Opto (+10%), RF business momentum, and a meaningful post-quarter Mexico receivable collection (~$74M). Challenges were primarily timing-related and regional: a sharp decline in Mexico product revenue (shift to service), Healthcare softness and negligible margins, temporary disruptions from the Middle East conflict and the DHS shutdown, modest margin and mix pressure, and elevated DSO. Because the positive developments are material (records across revenue, EPS, backlog, bookings, and strategic awards) and management expects many headwinds to be timing-related and to abate, the overall tone is constructive.Company Guidance
Record Quarterly Revenue and EPS
Total revenues reached a fiscal Q3 record of $453 million and non-GAAP diluted EPS set a fiscal Q3 record of $2.60.
Record Backlog and Strong Bookings
Backlog ended the quarter at approximately $1.9 billion (highest in company history) with a 1.3 book-to-bill ratio, driven by Security and Optoelectronics bookings.
Security Revenue Growth (Excluding Mexico)
Security revenues were $319 million in Q3; excluding large Mexico contracts, Security revenues grew 25% year over year.
Optoelectronics Strength
Optoelectronics and Manufacturing revenues increased 10% year over year to $111 million (a Q3 record); Opto received a $40 million award from a medical OEM and book-to-bill remained well above 1.
RF Business Momentum and Homeland Award
RF business revenue reached a quarterly record of about $38 million. The company won an undefinitized Homeland Defense award (UCA) with a not-to-exceed value of approximately $235 million and is a participant on the $151 billion Shield IDIQ.
Improved Cash and Balance Sheet Metrics
Generated $14 million in Q3 operating cash flow despite limited quarter collections; shortly after quarter end received approx. $74 million from largest Mexico receivable. Ended quarter with $345 million in cash and net leverage of ~2.2x.
Operating Expense and Interest Improvements
SG&A decreased 2% year over year to $71.5 million (15.8% of sales vs 16.5% prior year). Interest and other expense, net fell to $4.0 million from $8.2 million year over year, reducing borrowing costs.
Sustained Investment in R&D
R&D increased to $19.5 million (4.3% of revenues) from $18.6 million (4.2%), reflecting continued investment in product innovation to support future growth.
OSIS Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OSIS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $282.87 | $234.74 | -17.01% |
Jan 29, 2026 | $269.74 | $250.14 | -7.27% |
Oct 30, 2025 | $243.82 | $278.46 | +14.21% |
Aug 21, 2025 | $223.39 | $217.89 | -2.46% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does OSI Systems (OSIS) report earnings?
OSI Systems (OSIS) is schdueled to report earning on Aug 20, 2026, After Close (Confirmed).
What is OSI Systems (OSIS) earnings time?
OSI Systems (OSIS) earnings time is at Aug 20, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OSIS EPS forecast?
OSIS EPS forecast for the fiscal quarter 2026 (Q4) is 3.77.