secwatch.observer — SEC 8-K summary
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Issuer:     OSI SYSTEMS INC (OSIS)
CIK:        0001039065
Form:       8-K
Filed at:   2026-01-29T23:59:59+00:00
Accession:  0001104659-26-007970
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

OSI Systems Q2 revenue $464M record; raises FY2026 non-GAAP EPS guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1039065/000110465926007970/0001104659-26-007970-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1039065/000110465926007970/tm264404d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-007970

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