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OSIS

OSI Systems, Inc.

OSIS

NASDAQ·Technology·Hardware, Equipment & Parts·Mkt cap $3.5B

$221.76

+3.19%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$197.27 - $311.72

P/E

25.11

Fwd P/E

19.45

Beta

1.20

Div Yield

0.00%

Avg Vol

304.0K

Shares Out

16.5M

Mkt Cap

$3.5B

Price action

Price chart

Down 6.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Established market leadership in airport and border security screening with Rapiscan Systems brand recognition
  • Diversified revenue streams across government, healthcare, and commercial sectors reducing customer concentration risk
  • Proprietary technology in radiation detection, laser-based sensing, and advanced diagnostics with high barriers to entry
  • Long-term government contracts and relationships providing stable, recurring revenue
  • Integrated manufacturing capabilities enabling end-to-end solutions from component to system level

Bear Case

1 risk

  • Average volatility.

Growth

Stable outlook

Increasing global security spending and airport modernization driving demand for advanced screening systems

Value

Undervalued - trading well below Defense Electronics peers

Momentum

Weak

-19.9% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 29, 2026

Q2 26 RECAP

MAY 4, 2026

Reported EPS of $2.60 vs $2.53 consensus (+2.8% surprise). Revenue of $453.2M vs $449.2M expected (+0.9%). Beat on both top and bottom lines.

EPS beat +2.8%
Rev beat +0.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+2.8%

Next: Apr 29, 2026

Revenue trend · last 8Q

-13%

+29%

+5%

+12%

+11%

Q3 24

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

$344.0M

$480.9M

$344.0M

$419.8M

$444.4M

$505.0M

$384.6M

$464.1M

Margins · last 8Q

Gross

32.7%

Operating

12.7%

Profit

8.3%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

$310.00

+39.8% vs $221.76

Low $310.00
Median $310.00
High $310.00

Latest: Citi · May 18, 2026

1 analyst covering

vs Industry

How OSIS stacks vs Hardware, Equipment & Parts

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.