Electronic equipment maker OSI Systems Q4 revenue, adj EPS beats estimates driven by security division growth

Overview

• OSI Systems fiscal Q4 revenue of $505 mln beats analyst expectations, per LSEG data

• Adjusted EPS for fiscal Q4 beats estimates, driven by Security division growth

• Company projects fiscal 2026 revenue growth of 5.4%-8.0%

Outlook

• OSI Systems projects fiscal 2026 revenue of $1.805 bln to $1.850 bln

• Company expects fiscal 2026 non-GAAP EPS of $10.11 to $10.39

• OSI Systems cites robust bookings and solid backlog for positive outlook

• Company anticipates strong cash flow generation in fiscal 2026

Result Drivers

• SECURITY DIVISION - Strong growth in service revenues from an expanding installed base drove Q4 performance

• CREDIT FACILITY - Expanded credit facility to $825 mln enhances borrowing capacity for strategic investments, per CFO Alan Edrick

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the electronic equipment & parts peer group is "buy"

• Wall Street's median 12-month price target for OSI Systems Inc is $247.50, about 9.7% above its August 20 closing price of $223.39

Press Release: ID:nBw9msgT8a