Electronic equipment maker OSI Systems Q4 revenue, adj EPS beats estimates driven by security division growth

OSI Systems

21/08/2025 13:39

Overview

OSI Systems fiscal Q4 revenue of $505 mln beats analyst expectations, per LSEG data

Adjusted EPS for fiscal Q4 beats estimates, driven by Security division growth

Company projects fiscal 2026 revenue growth of 5.4%-8.0%

Outlook

OSI Systems projects fiscal 2026 revenue of $1.805 bln to $1.850 bln

Company expects fiscal 2026 non-GAAP EPS of $10.11 to $10.39

OSI Systems cites robust bookings and solid backlog for positive outlook

Company anticipates strong cash flow generation in fiscal 2026

Result Drivers

SECURITY DIVISION - Strong growth in service revenues from an expanding installed base drove Q4 performance

CREDIT FACILITY - Expanded credit facility to $825 mln enhances borrowing capacity for strategic investments, per CFO Alan Edrick

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$504.98 mln
$496.40 mln (6 Analysts)
Q4 Adjusted EPS
Beat
$3.24
$3.19 (6 Analysts)
Q4 EPS
$3.03
Q4 Net Income
$52.75 mln
Q4 Gross Profit
$168.24 mln
Q4 Operating Income
$73.02 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the electronic equipment & parts peer group is "buy"

Wall Street's median 12-month price target for OSI Systems Inc is $247.50, about 9.7% above its August 20 closing price of $223.39

Press Release: ID:nBw9msgT8a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)