Pulling SEC filings + quote and writing the call…

OSI SYSTEMS INC
Next earnings Aug 19, 2026 (after close) · consensus $3.85 EPS, $540M rev
Last earnings +0.1% on 2026-05-04
Diversified security/healthcare compounder hitting record growth at a reasonable 24x P/E — quality earnings, manageable leverage.
Sources: SEC EDGAR (CIK 0001039065, latest 10-Q filed 2026-05-04) · EODHD · analysis by claude-code · as of 6/25/2026, 1:29:05 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Quality fundamentals and an attractive price line up (~18% below fair value) — the rarer case where both the business and the entry look good.
OSIS is mislabeled by SIC as a semiconductor name but the 10-K MD&A makes clear it is a vertically integrated specialty systems business with three segments: Security (70% of FY2025 revenue), Optoelectronics & Manufacturing (20%), and Healthcare (10%). That mix — homeland security screening, defense/aerospace electronics, and hospital patient monitoring — is structurally less cyclical than the semis bucket implies, and FY2025 delivered $1.71B revenue (+11.3% YoY), operating income of $217.5M (+15% per MD&A), and diluted EPS of $8.71 (+18%). Growth is accelerating off a multi-year base ($1.15B → $1.18B → $1.28B → $1.54B → $1.71B), with net income compounding from $91.8M in FY2023 to $150M in FY2025 — operating leverage is real and net margin is expanding even as R&D rose 12.5% to $73.4M, signaling reinvestment rather than cost cuts driving the beat.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.15B | $1.18B | $1.28B | $1.54B | $1.71B |
| Gross profit | $420M | $424M | $431M | $530M | $587M |
| Operating income | $115M | $122M | $135M | $189M | $218M |
| Net income | — | — | $91.8M | $128M | $150M |
| Diluted EPS | $4.03 | $6.45 | $5.34 | $7.38 | $8.71 |
| Net margin | — | — | 7.2% | 8.3% | 8.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Q3 FY26 10-Q filed; supports growth narrative behind 11% rev / 17% NI FY25 base.
Q3 FY26 10-Q filed; supports growth narrative behind 11% rev / 17% NI FY25 base.
Q2 FY26 10-Q filed alongside earnings; routine interim results.
Q2 FY26 10-Q filed alongside earnings; routine interim results.
Annual meeting vote results disclosed (Item 5.07); no material strategic change.
New material agreement + debt issuance and share sale; explains LT debt +258% YoY.
Other-event disclosure with exhibits; likely tied to financing/offering announcement.
Other-event disclosure with exhibits; preceded the 11-20 financing transaction.
Q1 FY26 10-Q filed; first quarter after strong FY25 operating cash flow rebound.
1049 tracked peers · median
Last 90 days: 0 open-market buys · 1 sale
| 2026-05-04 | CHOPRA DEEPAK Director | Sell | 20.0K @ $281.84 | $5.64M |
| 2026-04-23 | Constantine W Paul PRES., SPACELABS HEALTHCARE | Tax | 65.00 @ $292.52 | $19.0K |
| 2026-02-02 | CHOPRA DEEPAK Director | Sell | 20.0K @ $250.91 | $5.02M |
| 2025-12-31 | Constantine W Paul PRES., SPACELABS HEALTHCARE | Award | 55.00 @ $192.73 | $10.6K |
| 2025-12-31 | SZE VICTOR S GENERAL COUNSEL | Award | 75.00 @ $140.61 | $10.5K |
| 2025-12-31 | Morben Paul Keith PRES., OPTOELECTRONICS DIV | Award | 75.00 @ $140.61 | $10.5K |
| 2025-12-31 | Tropeano Michael PRESIDENT, RAPISCAN SYSTEMS | Award | 75.00 @ $140.61 | $10.5K |
| 2025-12-31 | CHOPRA DEEPAK Director | Award | 75.00 @ $140.61 | $10.5K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.