OSI Systems Q4 revenue misses estimates as Middle East conflict delays deliveries

OSI Systems

20/08/2026 21:16

Overview
US electronic systems maker's fiscal Q4 revenue fell 4% yr/yr and missed analyst expectations
Adjusted EPS for fiscal Q4 rose 17% yr/yr and beat analyst expectations
Company says Q4 revenue was impacted by Middle East conflict-related delivery delays

Outlook
OSI Systems sees fiscal 2027 revenue at $1.875 bln to $1.930 bln
Company expects fiscal 2027 non-GAAP diluted EPS of $11.13 to $11.49
OSI Systems says substantial backlog and opportunity pipeline position it well for fiscal 2027

Result Drivers
MIDDLE EAST DELIVERY DELAYS - Co said Q4 revenue was impacted by delivery delays related to Middle East conflicts
OPTOELECTRONICS DEMAND - Optoelectronics and Manufacturing division delivered strong results with Q4 revenue up about 5% year-over-year on broad-based demand
HEALTHCARE IMPROVEMENT - Healthcare division Q4 revenue rose about 5% and margin improved due to operational improvements

Company press release: ID:nBw2dnqWla

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$484.06 mln
$529.67 mln (7 Analysts)
Q4 Adjusted EPS
Beat
$3.78
$3.77 (7 Analysts)
Q4 EPS
 
$3.27
 
Q4 Net Income
 
$55.24 mln
 
Q4 Gross Profit
 
$167.95 mln
 
Q4 Operating Income
 
$73.89 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "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 $300.00, about 35.8% above its August 19 closing price of $220.92
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 26 three months ago

Reuters Recommended Reads
Aug 18 - Mercury Systems Q4 revenue beats estimates as bookings hit record high
Aug 18 - Taylor Devices Q4 sales fall sharply on order delays; aerospace drives backlog to record
Aug 19 - Accuray Q4 revenue falls as tariff concerns, geopolitical tensions weigh on demand

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