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OSOSIS

OSI Systems, Inc.

$OSIS·$3.2B·Hardware, Equipment & Parts·Technology
$196.21+1.8%YTD-24.5%1Y-23.6%
Price updated 9h ago·X counts updated 4d ago
OSOSIS
$OSISOSI Systems, Inc.
$196.21+1.83%7 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OSIS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

7X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OSIS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

OSI Systems at 8% of range with $23M North American cargo-inspection order — security-tech setup into Oct 29.

OSI Systems is a specialty-security-and-healthcare-technology company — Rapiscan cargo-inspection systems are a specific product category benefiting from border-security spending. The 2026 drawdown reflects both specific operational issues and the Pomerantz legal investigation.

  • The P&L is modest and uneven: Q4 revenue was down 4.1% YoY to $484M at a 14.4% operating margin and $2.98 EPS, with trailing EPS prints essentially inline — these are flat surprises typical of a stock in a specific drawdown waiting for an operational-catalyst inflection.
  • The specific operational signal is substantive: OSI Systems receiving $23M in orders from a North America customer for cargo-inspection programs — this is a tangible operational signal that cargo-inspection demand continues to drive the Security segment.

At 8% of its 52-week range and 20% below the 200-day going into Oct 29 earnings, the setup is a classic security-tech-at-drawdown turnaround coil. A clean Security segment revenue print plus continued cargo-inspection order flow is the trigger for a reclaim; another EPS miss or Pomerantz-related adverse disclosure is the invalidation.

What to watch: Oct 29 Q1 earnings — Security segment revenue growth, cargo-inspection order flow, Healthcare segment, legal-process updates, and FY27 guide. Clean Security plus order flow is the trigger; adverse legal signal is the invalidation.

On the calendar: 2026-10-29 — Q1 earnings

event ahead 30dsecurity tech

Read the AI verdict on $OSIS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

OSI Systems makes security screening systems (airport X-ray), optoelectronics, and patient monitoring equipment for governments and hospitals.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $OSIS.

Hardware, Equipment & Parts · Technology

No material change from last week — AI data-center optical interconnect demand sustains order momentum.

What this means for $OSIS

Neutral — OSI Systems makes security screening systems (airport X-ray), optoelectronics, and patient monitoring equipment for governments and hospitals.

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+78.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
12.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 20, 2026$3.78$3.77+0.3%
Q1 2026May 4, 2026$2.60$2.53+2.8%
Q4 2025Jan 29, 2026$2.58$2.52+2.4%
Q3 2025Oct 30, 2025$1.42$1.38+2.9%
Next earningsThu, Oct 29·consensus EPS $1.65

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$484.1M-4.1%36.7%14.4%$2.98—
Q3 FY26$453.2M+2.0%31.1%12.7%$2.44$6.9M
Q2 FY26$464.1M+10.5%32.7%12.7%$2.31$59.9M
Q1 FY26$384.6M+11.8%32.0%8.6%$1.22$5.7M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.8B$1.8B – $1.8B$10.42$10.36 – $10.466
FY27$1.9B$1.9B – $1.9B$11.37$11.27 – $11.526
FY28$2.0B$2.0B – $2.1B$12.81$12.40 – $13.104
FY29$2.2B$2.2B – $2.2B$14.07$13.95 – $14.311

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.8%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 15.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.215-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 4Deepak ChopraDirector20.0K sh$5.6M
+ 52 other (29 awards · 23 inkinds) in window

See when $OSIS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 10 other (6 13Gs · 1 10-K · 1 8-K · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of OSI Systems, Inc. - OSISglobenewswire.com·10d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of OSI Systems, Inc. - OSISprnewswire.com·15d agoOSI Systems Receives $23 Million in Orders from North America Customer for Cargo Inspection Programsbusinesswire.com·16d agoINVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of OSI Systems, Inc. - OSISglobenewswire.com·17d agoOSI Systems Receives Orders of $7 Million for Electronic Sub-Assembliesbusinesswire.com·18d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $OSIS on X in the last 7 days.

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