earnings
confidence high
sentiment positive
materiality 0.80
OSI Systems Q2 FY2025: Record rev $420M (+12% YoY), EPS $2.22; raises full-year guidance
OSI SYSTEMS INC
2025-Q2 EPS
reported $3.27
vs consensus $3.25
▲ beat
(+0.5%)
- Record Q2 revenues $419.8M (+12% YoY); GAAP EPS $2.22, Non-GAAP EPS $2.42.
- Book-to-bill ratio 1.2; backlog exceeds $1.8B as of Dec 31, 2024.
- Security division revenue up 16% YoY; adjusted op margin 19.9% – second highest ever.
- Cash from operations $52.5M vs $(23.5)M in prior year; capex $5.5M.
- Company raises FY2025 guidance: revenue $1.685-1.710B, Non-GAAP EPS $9.10-9.40.