earnings
confidence high
sentiment positive
materiality 0.75
OSI Systems Q2 revenue $464M record; raises FY2026 non-GAAP EPS guidance
OSI SYSTEMS INC
2026-Q2 EPS reported
$3.39
revenue$848,680,000
- Q2 revenue $464M (+11% YoY); GAAP EPS $2.22 flat; record non-GAAP EPS $2.58 (+7% YoY).
- Raises FY2026 non-GAAP EPS guidance to $10.30-$10.55 (10-13% YoY growth).
- Issued $575M 0.50% convertible notes due 2031; used to repay revolver and repurchase $146M stock.
- Security division revenue +15% YoY; Optoelectronics +12% with strong book-to-bill ratio.
- Backlog steady at $1.8B; operating cash flow $62M in the quarter.
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