OSI Systems demonstrated strong performance in fiscal '25, with record revenues and growth across key divisions. Despite challenges in the Healthcare division and reduced revenues from Mexico contracts, the company achieved impressive backlog and bookings, improved margins, and strong financial positioning. The outlook for fiscal '26 is positive with significant opportunities anticipated from new legislation and continued global demand.

Company Guidance

During the OSI Systems Fourth Quarter 2025 Conference Call, the company highlighted its strong financial performance, with Q4 revenues rising 5% year-over-year to a record $505 million, driven by a 28% increase in Security division service revenues and a 10% increase in Optoelectronics division revenues. Excluding Mexico-related revenues and fiscal '25 acquisitions, revenues grew approximately 30%, indicating strong organic demand. The company achieved a record non-GAAP adjusted EPS of $3.24, the highest in its history, and ended the year with a backlog exceeding $1.8 billion. For fiscal year 2026, OSI Systems projects revenues between $1.805 billion and $1.85 billion, reflecting a 5.4% to 8% growth, and non-GAAP adjusted EPS in the range of $10.11 to $10.39, representing an 8% to 11% increase. The company attributes this optimistic outlook to robust demand across its Security and Optoelectronics divisions, significant service revenue growth, and substantial opportunities arising from recent U.S. legislation, such as the Big Beautiful Bill Act, which is expected to fund significant security projects.

Record-Breaking Revenue and Growth

Q4 revenues increased by 5% year-over-year, reaching a new record despite a tough comparison. Excluding Mexico contracts and fiscal '25 acquisitions, OSI revenues grew roughly 30% in Q4, demonstrating strong organic demand.

Security Division Success

Security division revenues grew 7.1% year-over-year in Q4, and 14.7% for the full fiscal year, driven by broad-based demand and significant contracts worldwide.

Optoelectronics Division Performance

Optoelectronics division set a new Q4 record with $113 million in revenue, indicating strong demand and stabilization in OEM customer inventories.

Strong Bookings and Backlog

Record year-end backlog of over $1.8 billion with a book-to-bill ratio of approximately 1.0 in Q4, providing excellent visibility into the new fiscal year.

Improved Margins and Cost Management

Gross margin increased to 33.3%, up 120 basis points from the previous year, due to favorable revenue mix and operational efficiencies. SG&A and R&D expenses as a percentage of sales have decreased annually for the past 8 years.

OSI Systems (OSIS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OSIS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2026 (Q1)	1.41 / -	1.25	―	―	―
Aug 21, 2025	2025 (Q4)	3.19 / 3.24	2.84	14.08% (+0.40)	―
May 01, 2025	2025 (Q3)	2.40 / 2.44	2.16	12.96% (+0.28)	―
Jan 23, 2025	2025 (Q2)	2.33 / 2.42	2.21	9.50% (+0.21)	―
Oct 24, 2024	2025 (Q1)	1.07 / 1.25	0.91	37.36% (+0.34)	―
Aug 22, 2024	2024 (Q4)	2.79 / 2.84	2.66	6.77% (+0.18)	―
Apr 25, 2024	2024 (Q3)	2.10 / 2.16	1.49	44.97% (+0.67)	―
Jan 25, 2024	2024 (Q2)	1.75 / 2.21	1.19	85.71% (+1.02)	―
Oct 26, 2023	2024 (Q1)	0.86 / 0.91	0.87	4.60% (+0.04)	―
Aug 24, 2023	2023 (Q4)	2.54 / 2.66	1.96	35.71% (+0.70)	―

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
Aug 21, 2025	$223.39	$217.89	-2.46%
May 01, 2025	$204.74	$224.33	+9.57%
Jan 23, 2025	$169.01	$193.05	+14.22%
Oct 24, 2024	$142.15	$137.65	-3.17%

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 Oct 23, 2025, After Close (Confirmed).

What is OSI Systems (OSIS) earnings time?

OSI Systems (OSIS) earnings time is at Oct 23, 2025, 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 (Q1) is 1.41.

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