earnings
confidence high
sentiment neutral
materiality 0.70
OSI Systems reports Q3 FY2026 record revenue $453M, non-GAAP EPS $2.60; backlog $1.9B
OSI SYSTEMS INC
2026-Q3 EPS reported
$5.71
revenue$1,301,926,000
- Record Q3 revenues of $453M (+2% YoY); GAAP diluted EPS $2.33 (-3% YoY); non-GAAP diluted EPS $2.60 (+7% YoY).
- Backlog reaches record $1.9B, with book-to-bill ratio of 1.3x.
- Security division revenue excluding large Mexico contracts grew 25% YoY; Optoelectronics division revenue up 10%.
- Operating cash flow $14.5M, down from $81.6M in prior year Q3.
- Reiterates FY2026 guidance: revenue $1.825B-$1.867B, non-GAAP EPS $10.30-$10.55.
item 2.02item 9.01