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OSI Systems (OSIS)
NASDAQ:OSIS
US Market
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OSI Systems (OSIS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Jan 22, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
2.55
Last Year’s EPS
2.42
Same Quarter Last Year
Based on 5 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflects significant achievements, including record revenues, strong service revenue growth, and increased fiscal year guidance. However, there are challenges such as reduced revenue from Mexico security contracts and margin pressures. Overall, the positive aspects outweigh the negative trends.
Company Guidance
During the OSI Systems, Inc. First Quarter 2026 Conference Call, the company provided optimistic guidance based on several key financial metrics. The first quarter revenues reached a record $385 million, representing a 12% year-over-year increase. The Security division led the growth with a 13% rise in revenues, despite a significant reduction in revenues from Mexico security contracts. Excluding these contracts and fiscal 2025 acquisitions, the underlying consolidated revenues grew by approximately 26%, showcasing strong organic demand. The company also reported a record Q1 backlog nearing $1.9 billion, supported by a book-to-bill ratio of 1.1. Non-GAAP adjusted earnings per share (EPS) set a record at $1.42 for Q1. OSI Systems raised its fiscal 2026 guidance, expecting revenues between $1.825 billion and $1.867 billion, reflecting a 6.5% to 9.0% growth rate, and adjusted EPS guidance increased to a range of $10.20 to $10.48, indicating 9% to 12% growth. The company anticipates strong cash flow, with significant contributions expected from Mexico, and emphasized its robust position for ongoing strategic investments.
Record-Breaking Revenue and Growth
Revenues increased 12% year-over-year to a Q1 record of $385 million. All three divisions achieved double-digit top line growth with the Security division increasing revenues by 13%.
Strong Service Revenue Growth
Service revenues grew 23% during the quarter, driven by recurring revenue from ongoing service and support.
Significant Backlog and Book-to-Bill Ratio
Q1 bookings were strong with a book-to-bill ratio of approximately 1.1, finishing with a record Q1 backlog approaching $1.9 billion.
Increased Fiscal Year Guidance
Guidance for fiscal '26 was raised for both revenues and adjusted earnings per share, with expected revenue growth of 6.5% to 9.0% and EPS growth of 9% to 12%.
Robust Security Division Performance
The Security division achieved 13% year-over-year growth with strong bookings, including approximately $75 million in nonintrusive inspection product and integration orders and more than $60 million in RF product orders.
Optoelectronics and Manufacturing Division Strength
Opto delivered record Q1 revenues, including intercompany sales, with a 12% year-over-year increase to $110 million.
Healthcare Division Recovery
Q1 sales in the Healthcare division rose 10% year-over-year, indicating progress in executing improvement plans.

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

OSIS Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 22, 2026
2026 (Q2)
2.54 / -
2.42
Oct 30, 2025
2026 (Q1)
1.38 / 1.42
1.2513.60% (+0.17)
Aug 21, 2025
2025 (Q4)
3.19 / 3.24
2.8414.08% (+0.40)
May 01, 2025
2025 (Q3)
2.40 / 2.44
2.1612.96% (+0.28)
Jan 23, 2025
2025 (Q2)
2.33 / 2.42
2.219.50% (+0.21)
Oct 24, 2024
2025 (Q1)
1.07 / 1.25
0.9137.36% (+0.34)
Aug 22, 2024
2024 (Q4)
2.79 / 2.84
2.666.77% (+0.18)
Apr 25, 2024
2024 (Q3)
2.10 / 2.16
1.4944.97% (+0.67)
Jan 25, 2024
2024 (Q2)
1.75 / 2.21
1.1985.71% (+1.02)
Oct 26, 2023
2024 (Q1)
0.86 / 0.91
0.874.60% (+0.04)
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
Oct 30, 2025
$243.82
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%
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 Jan 22, 2026, After Close (Confirmed).
    What is OSI Systems (OSIS) earnings time?
    OSI Systems (OSIS) earnings time is at Jan 22, 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 (Q2) is 2.55.
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