OSI Systems Inc
XMUN:OS2
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OSI Systems Inc
XMUN:OS2
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OSI Systems Inc
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OSI Systems Inc
OSI Systems makes specialized equipment for security screening, medical monitoring, and optoelectronic components. Its best-known products are the scanners and inspection systems used at airports, borders, cargo facilities, and other places that need to detect concealed threats or contraband. It also sells patient monitoring and diagnostic equipment used in hospitals and other clinical settings, along with components that go into a range of industrial and defense products. The company mainly sells to government agencies, transportation operators, hospitals, and equipment manufacturers. It makes money by selling these systems and devices, plus spare parts, service contracts, and ongoing support for installed equipment. That mix matters because many customers need long-term maintenance, software updates, and replacement parts after the original sale. OSI Systems sits in a useful spot in the value chain: it builds mission-critical equipment that customers rely on for safety, security, and patient care. Its business is different from a simple one-time product seller because the installed base can keep generating service and upgrade revenue for years. In security and medical equipment, trust, reliability, and regulatory approval are often as important as the hardware itself.
OSI Systems makes specialized equipment for security screening, medical monitoring, and optoelectronic components. Its best-known products are the scanners and inspection systems used at airports, borders, cargo facilities, and other places that need to detect concealed threats or contraband. It also sells patient monitoring and diagnostic equipment used in hospitals and other clinical settings, along with components that go into a range of industrial and defense products.
The company mainly sells to government agencies, transportation operators, hospitals, and equipment manufacturers. It makes money by selling these systems and devices, plus spare parts, service contracts, and ongoing support for installed equipment. That mix matters because many customers need long-term maintenance, software updates, and replacement parts after the original sale.
OSI Systems sits in a useful spot in the value chain: it builds mission-critical equipment that customers rely on for safety, security, and patient care. Its business is different from a simple one-time product seller because the installed base can keep generating service and upgrade revenue for years. In security and medical equipment, trust, reliability, and regulatory approval are often as important as the hardware itself.
Record quarter: OSI reported fiscal Q3 revenue of $453 million and non-GAAP EPS of $2.60, both Q3 records, despite a tough comparison from Mexico contracts.
Backlog strength: Bookings remained strong, the company posted a 1.3x book-to-bill, and backlog reached about $1.9 billion, the highest in company history.
Mexico headwind: Mexico contract revenue fell sharply year over year, but excluding Mexico, Security revenue grew 25%, showing underlying demand remained healthy.
Big award: OSI booked a roughly $235 million homeland defense UCA tied to over-the-horizon radar work, and management sees further potential from Golden Dome and SHIELD.
Cash flow: Operating cash flow was $14 million in Q3, then OSI collected about $74 million from its largest Mexico receivable just after quarter end, which should boost Q4 and fiscal 2027 cash generation.
Guidance held: Management maintained fiscal 2026 revenue and non-GAAP EPS guidance, even as the DHS shutdown and Middle East conflict created timing-related booking and revenue pressure.
