OSI Systems, Inc.

OSI Systems, Inc.

OSISยทNASDAQ

$213.48

+0.34%
TechnologyHardware, Equipment & Parts

OSI Systems, Inc. designs and manufactures electronic systems and components worldwide. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The Security segment offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation detection, and explosive and narcotics trace detection systems under the Rapiscan Systems, AS&E, and Gatekeeper names. It also provides site design, installation, training, and technical support services; and security screening solutions under the S2 name. The Healthcare segment offers patient monitoring and diagnostic cardiology systems, and related supplies and accessories under the Spacelabs name for use in critical care, emergency, and perioperative areas within hospitals, physicians' offices, medical clinics, and ambulatory surgery centers. The Optoelectronics and Manufacturing segment provides optoelectronic devices under the OSI Optoelectronics, OSI LaserDiode, OSI Laserscan, Semicoa, and Advanced Photonix names for the aerospace and defense, avionics, medical imaging and diagnostics, biochemistry analysis, pharmaceutical, nanotechnology, telecommunications, construction, and homeland security markets. It also offers electronics manufacturing services to original equipment manufacturers and end users for medical, automotive, defense, aerospace, industrial, and consumer applications under the OSI Electronics, APlus Products, Altaflex, and PFC names; and LCD displays for medical, industrial, and consumer electronics applications, as well as flex circuits for OEM customers. This segment offers laser-based remote sensing devices to detect and classify vehicles in toll and traffic management systems under the OSI Laserscan and Autosense names; and solid-state laser products for aerospace, defense, telecommunication, and medical applications under the OSI LaserDiode name. The company was incorporated in 1987 and is headquartered in Hawthorne, California.

At a Glance

Live Snapshot
Market Cap$3.52B
EPS8.9100
P/E Ratio23.96
Earnings Date08/20/2026
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OSI Systems, Inc. Street Expectations Map

OSIS ยท NASDAQ

Wall Street analysts project that OSIS stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 310.00, with estimates ranging from a low of 310.00 to a high of 310.00.

Lowest Target
310.00
45.21%
Consensus Target
310.00
45.21%
Highest Target
310.00
45.21%

The consensus 1-year price target stands at 310.00, with estimates ranging from a low of 310.00 to a high of 310.00.

Analyst Consensus Analysis

Upside Potential

+45.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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OSI Systems, Inc. Forward Estimates of Revenue

OSIS ยท NASDAQ
Latest Revenue
1.71B
FY 2025
Avg Estimate
1.84B
FY 2026
Estimate Range
1.83B - 1.86B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.5%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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OSI Systems, Inc. Forward Estimates of Net Income

OSIS ยท NASDAQ
Latest Net Income
149.64M
FY 2025
Avg Estimate
178.85M
FY 2026
Estimate Range
176.70M - 181.01M
Analyst Spread

Forward Growth Analysis

Projected Growth+19.5%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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OSI Systems, Inc. Forward Estimates of EPS

OSIS ยท NASDAQ
Latest EPS
8.91
FY 2025
Avg Estimate
$10.42
FY 2026
Estimate Range
$10.29 - $10.54
Analyst Spread

Forward Growth Analysis

Projected Growth+16.9%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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OSI Systems, Inc. Forward Estimates of EBIT

OSIS ยท NASDAQ
Latest EBIT
216.35M
FY 2025
Avg Estimate
208.07M
FY 2026
Estimate Range
206.94M - 210.33M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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OSI Systems, Inc. Forward Estimates of EBITDA

OSIS ยท NASDAQ
Latest EBITDA
261.10M
FY 2025
Avg Estimate
264.74M
FY 2026
Estimate Range
263.30M - 267.62M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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OSI Systems, Inc. Forward Estimates of SG&A Expense

OSIS ยท NASDAQ
Latest SG&A Expense
290.88M
FY 2025
Avg Estimate
343.37M
FY 2026
Estimate Range
341.51M - 347.11M
Analyst Spread

Forward Growth Analysis

Projected Growth+18.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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OSI Systems, Inc. Insider Positioning

OSIS ยท NASDAQ

During the last 12 months, insiders have sold $22.59M worth of OSIS shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

20.0K

5.64M

Net Activity

-5.6M

-$5.64M

3-6 Months

Bought

0

0.00

Sold

20.0K

5.02M

Net Activity

-5.0M

-$5.02M

6-9 Months

Bought

0

0.00

Sold

42.5K

11.31M

Net Activity

-11.3M

-$11.31M

9-12 Months

Bought

0

0.00

Sold

2.7K

632.77K

Net Activity

-633K

-$633K

Top Buyers

No buying activity

Top Sellers

1
CD

Chopra Deepak

Director

80.0K sharesโ€ข4 transactions

$21.29M

2
MPK

Morben Paul Keith

Officer: Pres., Optoelectronics Div

2.1K sharesโ€ข2 transactions

$512K

3
HJB

Hawkins James B

Director

1.5K sharesโ€ข1 transactions

$425K

4
LM

Luskin Meyer/

Director

1.0K sharesโ€ข1 transactions

$237K

5
BWFJ

Ballhaus William Francis Jr

Director

562 sharesโ€ข1 transactions

$134K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $22.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.64M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.