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OSI Systems, Inc. OSIS Q4 2026 Annual earnings

Reported August 20, 2026 · After market close

Revenue$484.1MMiss by $45.7M
EPS$3.78Beat by $0.01
Revenue estimate$529.7M
EPS estimate$3.77
Fiscal 2026 was a strong year for the Company, capped by record fourth quarter non-GAAP earnings per share and record operating cash flow, despite the impact of revenue headwinds from the Middle East conflicts which shifted the timing of certain planned deliveries. Our teams performed well across our three divisions, delivering solid bookings which led to substantial backlog. As we enter fiscal 2027, our opportunity pipeline, disciplined operating execution and continued focus on cash generation position us well to advance key strategic initiatives and drive long-term value.
Ajay Mehra

Next report

Oct 29, 2026 (in a month)
Revenue estimate$397.0M
EPS estimate$1.64

Financials

Q4 2026

Income statement

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Revenue$484.1M-4.1%
Gross profit$168.0M-0.2%
Operating income$73.9M+1.2%
Net income$55.2M+4.7%
EPS (diluted)$3.27+7.9%

Balance sheet

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Cash & equivalents$359.8M+238%
Total debt$1.0B+108%
Total equity$833.0M-12.4%
Total assets$2.5B+11.7%

Cash flow

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Operating cash flow$182.1M+32,304%
CapEx$9.3M+52.0%
Free cash flow$172.8M

Valuation & ratios

Valuation

as of 09/17/26
See full
Market cap$3.23B-19.5%
Enterprise value$3.92B-11.1%
P/E20.9×-5.9×
P/S1.8×-0.5×

Profitability

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Gross margin33.2%-1.1pp
Operating margin12.3%-0.4pp
Net margin8.7%-0.1pp
FCF margin13.7%+9.1pp

Returns & leverage

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Return on equity17.3%+0.9pp
Debt / equity1.3×+0.7×
Current ratio3.2×+1.1×

Segments

By segment

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Security Division$339.7M-7.4%
Optoelectronics And Manufacturing Division$117.8M+4.6%
Healthcare Division$44.8M+4.8%

By product

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Service$110.8M-1.4%

FAQ

When did OSI Systems, Inc. report Q4 2026 earnings?
OSI Systems, Inc. (OSIS) reported Q4 2026 earnings on August 20, 2026 after market close.
What were OSI Systems, Inc.'s Q4 2026 revenue and EPS?
OSI Systems, Inc. reported revenue of $484.1M and eps of $3.78 for Q4 2026.
Did OSI Systems, Inc. beat estimates in Q4 2026?
Revenue missed the consensus estimate of $529.7M by $45.7M. EPS beat the consensus estimate of $3.77 by $0.01.
How did OSI Systems, Inc.'s Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 4.1% from $505.0M a year earlier and eps grew 16.7% from $3.24.
Where can I find OSI Systems, Inc.'s Q4 2026 SEC filings?
You can read the 8-K earnings release (0001104659-26-099215) and the 10-K periodic report (0001104659-26-099752) directly on SEC EDGAR. The filing index links above go to sec.gov.