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Sep 30
Osi Systems Q1 2026 Earnings Report
OSI Systems reported its financial results for the first quarter of fiscal 2026, with record revenues and non-GAAP earnings per share.
Key Takeaways
OSI Systems commenced fiscal 2026 with record first-quarter revenues of $384.6 million, marking a 12% year-over-year increase, and record non-GAAP diluted EPS of $1.42, up 14% from the prior year. The growth was broad-based across all divisions, contributing to a record backlog. The company also raised its fiscal 2026 revenue and non-GAAP EPS guidance.
Record Q1 revenues reached $384.6 million, a 12% increase year-over-year.
Non-GAAP diluted EPS hit a record $1.42, growing 14% compared to the previous year.
The company achieved a record backlog for the first fiscal quarter, indicating strong future demand.
Fiscal year 2026 guidance for both revenues and non-GAAP EPS was increased, reflecting confidence in continued growth.
Osi Systems
Osi Systems
Osi Systems Revenue by Segment
Revenue by Segment
Security Division Revenue
CapyFin.comOptoelectronics & Manufacturing Division Revenue
CapyFin.comHealthcare Division Revenue
CapyFin.com Forward Guidance
OSI Systems has increased its fiscal year 2026 guidance for both revenues and non-GAAP diluted earnings per share, reflecting an optimistic outlook for continued growth.
Positive Outlook
- Increased fiscal 2026 revenue guidance to $1.825 billion - $1.867 billion.
- Raised year-over-year revenue growth rate guidance to 6.5% - 9.0%.
- Increased non-GAAP EPS guidance to $10.20 - $10.48.
- Raised year-over-year non-GAAP EPS growth rate guidance to 9.0% - 12.0%.
- Expanding opportunity pipeline positions the company for continued growth.
Challenges Ahead
- Actual revenues and non-GAAP diluted EPS could vary from guidance due to various factors.
- The company does not provide a reconciliation of non-GAAP EPS guidance to GAAP EPS due to inherent difficulties in forecasting.
- Certain information for GAAP EPS reconciliation is not available, making it difficult to assess the significance of unavailable information.
- GAAP diluted EPS could be materially different from projected non-GAAP diluted EPS.
- No specific negative factors were highlighted in the forward guidance beyond the standard disclaimers about variability and non-GAAP reconciliation limitations.
Revenue & Expenses
Visualization of income flow from segment revenue to net income