OSI Systems dips on concerns around hike in accounts receivable

OSI Systems

21/08/2025 16:23

** Electronic equipment maker OSI Systems' OSIS.O shares fall 2.25% at $218.36

** Co reports Q4 accounts receivable net - money that a firm is owed by its clients for goods or services -  of $837.74 mln, up sequentially from $672.18 mln in Q3 of 2025

** "Weakness in the shares reflects excessive concern over a 25% sequential jump in Accounts Receivable" - Lawrence Solow, chartered financial analyst, CJS Securities

** "This increase in AR appears related to timing of revenue recognition (w/ skewed to latter part of Q4)" - Solow

** However, expects FY26 adj. EPS between $10.11 and $10.39, compared to estimates of $10.04 per share, according to data compiled by LSEG

** Co posts Q4 adj. EPS of $3.24, beating estimates of $3.19 per share, according to data compiled by LSEG

** Including session's move, stock up ~31% YTD

 (Reporting by Krisha Bhatt)

 ((Krisha.Bhatt@thomsonreuters.com;))