
• Reported GAAP EPS of $2.33 down -4.90% YoY • Reported revenue of $453.25M up 2.00% YoY • OSI Systems is reiterating its fiscal 2026 revenue guidance range of $1.825 billion to $1.867 billion and non-GAAP diluted earnings per share guidance of $10.30 to $10.55.
Bullish
OSI Systems achieved record Q3 revenues and non-GAAP EPS, alongside a record backlog of $1.9 billion. Strong bookings and revenue growth in the Security and Optoelectronics and Manufacturing divisions drove performance.
Bearish
OSI Systems faced a significant decline in operating cash flow and a decrease in Healthcare segment operating income. The company's outlook also warns of potential impacts from government shutdowns and global conflicts.