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

OSI Systems (NASDAQ:OSIS) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 10.300-10.55 for the period, compared to the consensus 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.

Analyst Ratings Changes

OSIS has been the subject of several recent research reports. Oppenheimer raised their price objective on shares of OSI Systems from $270.00 to $280.00 and gave the company an “outperform” rating in a research note on Friday, October 3rd. JPMorgan Chase & Co. boosted their price target on shares of OSI Systems from $242.00 to $255.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Roth Mkm upped their price target on OSI Systems from $280.00 to $292.00 and gave the stock a “buy” rating in a report on Monday, December 1st. Bank of America raised their price target on OSI Systems from $265.00 to $315.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of OSI Systems in a report on Thursday, January 22nd. Six equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $272.00.

OSI Systems Stock Performance

OSIS stock opened at $269.74 on Friday. The stock has a market cap of $4.58 billion, a P/E ratio of 30.55, a P/E/G ratio of 2.25 and a beta of 1.35. The firm has a 50 day simple moving average of $270.81 and a 200 day simple moving average of $250.72. OSI Systems has a 52 week low of $153.40 and a 52 week high of $294.93. 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 posted its quarterly earnings data on Thursday, January 29th. The technology company reported $2.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.52 by $0.06. OSI Systems had a net margin of 8.68% and a return on equity of 18.25%. The business had revenue of $464.06 million during the quarter, compared to the consensus estimate of $449.51 million. During the same period in the prior year, the firm earned $2.42 EPS. OSI Systems’s quarterly revenue was up 10.5% compared to the same quarter last year. Research analysts anticipate that OSI Systems will post 9.22 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Chairman Deepak Chopra sold 20,000 shares of the firm’s stock in a transaction 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 of the company’s stock, valued at approximately $83,712,962.06. This trade represents a 6.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director James B. Hawkins sold 1,500 shares of the firm’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $283.15, for a total transaction of $424,725.00. Following the sale, the director owned 5,036 shares of the company’s stock, valued at approximately $1,425,943.40. This represents a 22.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 21,916 shares of company stock worth $6,255,631. Insiders own 4.30% of the company’s stock.

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

Hedge Funds Weigh In On OSI Systems

Hedge funds have recently made changes to their positions in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new stake in shares of OSI Systems in the 3rd quarter worth approximately $40,222,000. UBS Group AG increased its position in shares of OSI Systems by 63.8% in the third quarter. UBS Group AG now owns 316,334 shares of the technology company’s stock worth $78,843,000 after acquiring an additional 123,212 shares in the last quarter. Cubist Systematic Strategies LLC purchased a new stake in shares of OSI Systems during the second quarter valued at approximately $13,576,000. Two Sigma Investments LP lifted its stake in shares of OSI Systems by 107.6% in the third quarter. Two Sigma Investments LP now owns 59,065 shares of the technology company’s stock worth $14,721,000 after acquiring an additional 30,617 shares in the last quarter. Finally, Engineers Gate Manager LP increased its position in shares of OSI Systems by 1,702.7% in the 2nd quarter. Engineers Gate Manager LP now owns 19,559 shares of the technology company’s stock worth $4,398,000 after purchasing an additional 18,474 shares during the last quarter. 89.21% of the stock is currently owned by institutional investors.

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.