OSI Systems Q1 profit beats estimates on global demand, raises FY guidance

OSI Systems

30/10/2025 20:26

Overview

OSI Systems fiscal Q1 rev grows 12% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q1 rises 14%, exceeding analyst estimates

Company raises fiscal 2026 revenue and non-GAAP EPS guidance

Outlook

Company raises fiscal 2026 revenue guidance to $1.825 bln - $1.867 bln

Company increases fiscal 2026 non-GAAP EPS guidance to $10.20 - $10.48

Company cites expanding opportunity pipeline for continued growth

Result Drivers

SECURITY DIVISION - Revenues increased 13% yr/yr, supported by a healthy backlog and expanding global demand

OPTOELECTRONICS & MANUFACTURING - Achieved 12% revenue growth, benefiting from operational efficiency and innovation

HEALTHCARE DIVISION - Sales grew 10% yr/yr, driven by strategic initiatives and heightened customer engagement

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$384.62 mln
$376.80 mln (4 Analysts)
Q1 Adjusted EPS
Beat
$1.42
$1.40 (5 Analysts)
Q1 EPS
$1.18
Q1 Net Income
$20.55 mln
Q1 Gross Profit
$123.18 mln
Q1 Operating Income
$33.07 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 $280.00, about 10.9% above its October 29 closing price of $249.37

Press Release: ID:nBw81lPZVa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)