Ankündigung • May 06
OSI Systems, Inc. Reiterates Earnings Guidance for the Fiscal Year 2026 OSI Systems, Inc. reiterated earnings guidance for the fiscal year 2026. The company is reiterating its fiscal 2026 revenue guidance range of $1.825 billion to $1.867 billion. Ankündigung • Feb 20
Osi Systems, Inc. Receives Ecac/Eu G1 Certification of Trace Detection Solutions for Airport Security OSI Systems, Inc. announced that its Security division's Itemiser 4DX and new Itemiser 5X trace detection systems have achieved ECAC/EU G1 approval, meeting the highest European standards for aviation security. This approval reflects compliance with the European Civil Aviation Conference (ECAC) and European Commission requirements for trace detection systems, supporting enhanced security for airline passengers. The Itemiser 4DX and the Itemiser 5X systems are widely used by aviation security authorities around the world with thousands of systems deployed. In addition to airport passenger and cargo screening, the Company's trace detection solutions can be utilized for prisons, customs and border operations, law enforcement, event security, and critical infrastructure applications. Ankündigung • Oct 31
OSI Systems, Inc. Raises Earnings Guidance for the Fiscal Year 2026 OSI Systems, Inc. raised earnings guidance for the Fiscal Year 2026 . For the year, company expected revenue to be in range of $1.825 billion - $1.867 billion against previous guidance of $1.805 billion - $1.850 billion. Ankündigung • Oct 23
OSI Systems, Inc., Annual General Meeting, Dec 11, 2025 OSI Systems, Inc., Annual General Meeting, Dec 11, 2025. Location: osi systems, inc., 12525 chadron avenue, hawthorne, california 90250, United States Ankündigung • Aug 21
OSI Systems, Inc. Provides Revenue Guidance for the Fiscal Year 2026 OSI Systems, Inc. provided revenue guidance for the fiscal year 2026. For the year, the company expects revenues to be between $1.805 billion - $1.850 billion. Ankündigung • May 01
OSI Systems, Inc. Revises Revenue Guidance for the Fiscal Year 2025 OSI Systems, Inc. revised revenue guidance for the fiscal year 2025. For the year, the company expects revenues to be between $1.690 billion - $1.715 billion compared to previous guidance of
$1.685 billion - $1.710 billion. Ankündigung • Jan 23
OSI Systems, Inc. Increases Earnings Guidance for the Fiscal Year 2025 OSI Systems, Inc. Increases earnings guidance for the Fiscal Year 2025. For the period, the company expects revenue to be in the range of $1.685 billion - $1.710 billion (9.5% - 11.1%) as compared to $1.670 billion - $1.695 billion (8.5% - 10.2%) provided previously. Recent Insider Transactions • Nov 13
Independent Director recently sold €275k worth of stock On the 7th of November, Gerald Chizever sold around 2k shares on-market at roughly €137 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €377k. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €140, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 69% over the past three years. Ankündigung • Oct 28
OSI Systems, Inc., Annual General Meeting, Dec 12, 2024 OSI Systems, Inc., Annual General Meeting, Dec 12, 2024. Location: 12525 chadron avenue, california 90250, hawthorne, United States Reported Earnings • Oct 24
First quarter 2025 earnings released: EPS: US$1.05 (vs US$0.77 in 1Q 2024) First quarter 2025 results: EPS: US$1.05 (up from US$0.77 in 1Q 2024). Revenue: US$344.0m (up 23% from 1Q 2024). Net income: US$17.9m (up 39% from 1Q 2024). Profit margin: 5.2% (up from 4.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year. Ankündigung • Oct 24
OSI Systems, Inc. Updates Earnings Guidance for the Fiscal Year 2025 OSI Systems, Inc. updated earnings guidance for the fiscal year 2025. For the year, the company expects revenue to be $1.670 billion - $1.695 billion against previous guidance of $1.620 billion - $1.650 billion. Ankündigung • Oct 08
OSI Systems, Inc. Commences Operations in Uruguay for Cargo Turnkey Screening Services OSI Systems, Inc. announced that its Security division has successfully commenced operations in Uruguay in collaboration with its Ministry of Economics and Finance to enhance security and efficiency at Uruguay's ports and borders through advanced customs screening applications. The Company is utilizing the EAGLE T60 high-energy, trailer-mounted vehicle inspection systems, performing security screening and remote image analysis utilizing its proprietary CertScan integration platform, and will also provide ongoing management training and maintenance, service and support. The Company has turnkey border and port inspection programs in operation with multiple international customs, border, and port authorities. These turnkey inspection programs have proven highly successful, improving public safety and security and increasing the accuracy of customs declarations. Under these programs, the Company, through its S2 Global business, typically manages cargo scanning equipment, supervises inspection site construction and network design, and trains local staff to analyze data on the CertScan platform. This platform integrates images and data like cargo manifests, biometrics, container and vehicle numbers, and customs declaration. Recent Insider Transactions • Sep 15
Independent Director recently sold €377k worth of stock On the 11th of September, Gerald Chizever sold around 3k shares on-market at roughly €126 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €16m more than they bought in the last 12 months. Ankündigung • Aug 24
OSI Systems, Inc. Appoints Cary Okawa as Chief Accounting Officer and Principal Accounting Officer On August 21, 2024, the board of directors of OSI Systems, Inc. (company) appointed Cary Okawa as the company’s Chief Accounting Officer and principal accounting officer, effective on such date. Mr. Okawa, 58 years old, has over 30 years of financial management and public accounting experience, most recently serving as Vice President and Corporate Controller from August 2023 until present. Mr. Okawa has served as Chief Accounting Officer for various companies, including Binance.US from September 2022 to August 2023, Acorns Grow, Incorporated from April 2021 through September 2022, and Natural Products Group from October 2016 through March 2019. Mr. Okawa also previously served as Vice President and Corporate Controller from July 2019 through April 2021. Additionally, Mr. Okawa was employed by PricewaterhouseCoopers LLP for 11 years in various positions including Senior Audit Manager. Mr. Okawa holds a Bachelor of Business Administration, Accounting degree from University of Hawaii – College of Business Administration and is a Certified Public Accountant. Reported Earnings • Aug 23
Full year 2024 earnings released: EPS: US$7.39 (vs US$5.45 in FY 2023) Full year 2024 results: EPS: US$7.39 (up from US$5.45 in FY 2023). Revenue: US$1.54b (up 20% from FY 2023). Net income: US$128.2m (up 40% from FY 2023). Profit margin: 8.3% (up from 7.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 18% per year. Ankündigung • Aug 22
OSI Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2025 OSI Systems, Inc. provided earnings guidance for the fiscal year 2025. For the year, the company anticipated revenues in the range of $1.620 billion to $1.650 billion. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €117, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €210 per share. Ankündigung • Jul 17
OSI Systems, Inc. announced that it expects to receive $275 million in funding OSI Systems, Inc. announced a private placement that it will issue convertible senior notes due 2029 for the gross proceeds of $275,000,000 on July 16, 2024. Recent Insider Transactions • Jun 09
Executive VP & CFO recently sold €5.8m worth of stock On the 5th of June, Alan Edrick sold around 44k shares on-market at roughly €132 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Alan has been a net seller over the last 12 months, reducing personal holdings by €6.4m. Recent Insider Transactions • May 20
Chairman recently sold €5.1m worth of stock On the 15th of May, Deepak Chopra sold around 40k shares on-market at roughly €129 per share. This transaction amounted to 8.2% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Deepak's only on-market trade for the last 12 months. Recent Insider Transactions • May 14
Independent Director recently sold €1.2m worth of stock On the 8th of May, James Hawkins sold around 10k shares on-market at roughly €125 per share. This transaction amounted to 56% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.5m. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months. Recent Insider Transactions • May 02
Independent Director recently sold €1.5m worth of stock On the 30th of April, Meyer Luskin sold around 12k shares on-market at roughly €124 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €11m more than they bought in the last 12 months. Ankündigung • Apr 26
OSI Systems, Inc. Reiterates Earnings Guidance for the Year 2024 OSI Systems, Inc. reiterated earnings guidance for the year 2024. The Company is reiterating its fiscal 2024 revenues guidance of anticipated growth in excess of 19% over revenues in fiscal 2023. Reported Earnings • Apr 25
Third quarter 2024 earnings released: EPS: US$1.95 (vs US$1.30 in 3Q 2023) Third quarter 2024 results: EPS: US$1.95 (up from US$1.30 in 3Q 2023). Revenue: US$405.4m (up 34% from 3Q 2023). Net income: US$34.0m (up 56% from 3Q 2023). Profit margin: 8.4% (up from 7.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 15% per year. New Risk • Jan 28
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 18% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. This is currently the only risk that has been identified for the company. Reported Earnings • Jan 26
Second quarter 2024 earnings released: EPS: US$2.11 (vs US$0.97 in 2Q 2023) Second quarter 2024 results: EPS: US$2.11 (up from US$0.97 in 2Q 2023). Revenue: US$373.2m (up 26% from 2Q 2023). Net income: US$36.6m (up 124% from 2Q 2023). Profit margin: 9.8% (up from 5.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year. Ankündigung • Jan 25
OSI Systems, Inc. Provides Earnings Guidance for the Year 2024 OSI Systems, Inc. increases earnings guidance for the year 2024. For the year, the company is increasing its fiscal 2024 revenues guidance from anticipated growth in excess of 18% to anticipated growth in excess of 19% over revenues in fiscal 2023. Ankündigung • Oct 28
OSI Systems, Inc., Annual General Meeting, Dec 12, 2023 OSI Systems, Inc., Annual General Meeting, Dec 12, 2023, at 10:00 Pacific Standard Time. Location: 12525 Chadron Avenue Hawthorne California United States Agenda: To elect six directors to hold office for a one-year term and until their respective successors are elected and qualified; to ratify the appointment of Grant Thornton LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024; to approve an amendment to the Amended and Restated OSI Systems, Inc. 2012 Incentive Award Plan; to conduct an advisory vote to approve the Company’s named executive officer compensation for the fiscal year ended June 30, 2023; to conduct an advisory vote on the determination of the frequency of future advisory votes on the Company’s executive compensation; and to discuss other matters. Ankündigung • Oct 27
OSI Systems, Inc. Reiterates Earnings Guidance for the Year 2024 OSI Systems, Inc. reiterated earnings guidance for the year 2024. The company's revenues guidance with anticipated revenue growth in excess of 18% over revenues in fiscal 2023. Reported Earnings • Oct 27
First quarter 2024 earnings released: EPS: US$0.75 (vs US$0.66 in 1Q 2023) First quarter 2024 results: EPS: US$0.75 (up from US$0.66 in 1Q 2023). Revenue: US$279.2m (up 4.2% from 1Q 2023). Net income: US$12.9m (up 15% from 1Q 2023). Profit margin: 4.6% (up from 4.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year. Recent Insider Transactions • Sep 20
President of Healthcare Division recently sold €354k worth of stock On the 15th of September, Shalabh Chandra sold around 3k shares on-market at roughly €110 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €13m more than they bought in the last 12 months. Ankündigung • Aug 25
OSI Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2024 OSI Systems, Inc. provided earnings guidance for the fiscal year 2024. For the period, Company expects revenue growth in excess of 18% over revenues in fiscal 2023. Ankündigung • Aug 23
OSI Systems, Inc. Achieves TSA Air Cargo Full Qualification With the Itemiser 5X Explosives Trace Detector OSI Systems, Inc. announced that its Rapiscan Itemiser 5X Explosive Trace Detection (ETD) device has met the qualification standards set by the TSA for inclusion on the Air Cargo Screening Technology List (ACSTL). The ACSTL provides a list of approved technologies to be used by the air cargo industry, including carriers, freight forwarders, and shippers, for meeting the U.S. regulatory requirements and enhancing cargo security. Recent Insider Transactions • Jun 07
Executive VP recently sold €1.1m worth of stock On the 2nd of June, Victor Sze sold around 10k shares on-market at roughly €114 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.6m. Insiders have been net sellers, collectively disposing of €7.7m more than they bought in the last 12 months. Recent Insider Transactions • May 21
Chairman recently sold €1.6m worth of stock On the 18th of May, Deepak Chopra sold around 15k shares on-market at roughly €109 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deepak has been a net seller over the last 12 months, reducing personal holdings by €5.8m. Recent Insider Transactions • May 07
President of OSI Electronics recently sold €61k worth of stock On the 3rd of May, Paul Morben sold around 565 shares on-market at roughly €107 per share. This transaction amounted to 7.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €172k. Insiders have been net sellers, collectively disposing of €4.7m more than they bought in the last 12 months. Reported Earnings • Apr 28
Third quarter 2023 earnings released: EPS: US$1.27 (vs US$2.45 in 3Q 2022) Third quarter 2023 results: EPS: US$1.27 (down from US$2.45 in 3Q 2022). Revenue: US$302.9m (up 4.3% from 3Q 2022). Net income: US$21.8m (down 49% from 3Q 2022). Profit margin: 7.2% (down from 15% in 3Q 2022). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Mar 14
Insider recently sold €172k worth of stock On the 10th of March, Aliabadi Mansouri sold around 2k shares on-market at roughly €85.75 per share. This transaction amounted to 2.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.7m. Insiders have been net sellers, collectively disposing of €4.7m more than they bought in the last 12 months. Recent Insider Transactions • Feb 02
Chairman recently sold €1.7m worth of stock On the 31st of January, Deepak Chopra sold around 20k shares on-market at roughly €85.52 per share. This transaction amounted to 3.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Deepak has been a net seller over the last 12 months, reducing personal holdings by €4.1m. Ankündigung • Jan 27
OSI Systems, Inc. Revises Earnings Guidance for the Fiscal Year 2023 OSI Systems, Inc. revised earnings guidance for the fiscal year 2023. The company narrowed the range of its fiscal 2023 revenues guidance from $1.240 billion - $1.275 billion to $1.240 billion - $1.265 billion. Reported Earnings • Jan 27
Second quarter 2023 earnings released: EPS: US$0.96 (vs US$1.11 in 2Q 2022) Second quarter 2023 results: EPS: US$0.96 (down from US$1.11 in 2Q 2022). Revenue: US$295.6m (up 6.8% from 2Q 2022). Net income: US$16.4m (down 17% from 2Q 2022). Profit margin: 5.5% (down from 7.2% in 2Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Jan 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Kelli Bernard was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Board Change • Nov 16
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Kelli Bernard was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 09
Chairman recently sold €855k worth of stock On the 7th of November, Deepak Chopra sold around 10k shares on-market at roughly €85.50 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.6m. Deepak has been a net seller over the last 12 months, reducing personal holdings by €2.4m. Reported Earnings • Oct 28
First quarter 2023 earnings released: EPS: US$0.65 (vs US$1.06 in 1Q 2022) First quarter 2023 results: EPS: US$0.65 (down from US$1.06 in 1Q 2022). Revenue: US$268.1m (down 4.0% from 1Q 2022). Net income: US$11.2m (down 41% from 1Q 2022). Profit margin: 4.2% (down from 6.8% in 1Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Ankündigung • Oct 28
OSI Systems, Inc. Reiterates Earnings Guidance for the Fiscal Year 2023 OSI Systems, Inc. reiterated earnings guidance for the fiscal year 2023. For the year, the company expected revenue of $1.240 billion to $1.275 billion. Ankündigung • Oct 27
OSI Systems, Inc., Annual General Meeting, Dec 13, 2022 OSI Systems, Inc., Annual General Meeting, Dec 13, 2022, at 10:00 Pacific Standard Time. Location: 12525 Chadron Avenue, Hawthorne California United States Agenda: To elect six directors to hold office for a one-year term and until their respective successors are elected and qualified; ?to ratify the appointment of Moss Adams LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2023; to conduct an advisory vote to approve the Company’s named executive officer compensation for the fiscal year ended June 30, 2022; and to transact such other business as may properly come before the Annual Meeting or any adjournment thereof. Recent Insider Transactions • Sep 10
Chairman recently sold €1.6m worth of stock On the 8th of September, Deepak Chopra sold around 20k shares on-market at roughly €78.03 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Deepak's only on-market trade for the last 12 months. Recent Insider Transactions • Aug 30
President of Rapiscan Detection recently sold €143k worth of stock On the 26th of August, Malcolm Maginnis sold around 2k shares on-market at roughly €87.85 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €797k more than they bought in the last 12 months. Reported Earnings • Aug 23
Full year 2022 earnings released: EPS: US$6.57 (vs US$4.12 in FY 2021) Full year 2022 results: EPS: US$6.57 (up from US$4.12 in FY 2021). Revenue: US$1.18b (up 3.2% from FY 2021). Net income: US$115.3m (up 56% from FY 2021). Profit margin: 9.7% (up from 6.5% in FY 2021). Over the next year, revenue is forecast to grow 6.1%, compared to a 16% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Ankündigung • Aug 19
Osi Systems, Inc. Provides Revenue Guidance for the Fiscal Year 2023 OSI Systems, Inc. provided revenue guidance for the fiscal year 2023. For the year, the company expects revenues in the range of $1.240 billion to $1.275 billion. This guidance reflects significantly higher expected interest expense due to the rising interest rate environment coupled with the maturity of the Company’s 1.25% convertible notes. Ankündigung • Jul 14
OSI Systems, Inc. Announces Retirement of Malcolm Maginnis as President of Rapiscan Detection Business On July 7, 2022, Mr. Malcolm Maginnis (age 63), President of the Rapiscan Detection business of OSI Systems, Inc. (the “Company”), notified the Company that he intends to retire from his position effective September 30, 2022. Reported Earnings • Apr 30
Third quarter 2022 earnings released: EPS: US$2.41 (vs US$1.05 in 3Q 2021) Third quarter 2022 results: EPS: US$2.41 (up from US$1.05 in 3Q 2021). Revenue: US$290.5m (up 2.4% from 3Q 2021). Net income: US$42.7m (up 128% from 3Q 2021). Profit margin: 15% (up from 6.6% in 3Q 2021). The increase in margin was primarily driven by lower expenses. Over the next year, revenue is forecast to grow 4.9%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Kelli Bernard was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Ankündigung • Jan 28
OSI Systems, Inc. Revises Revenue Guidance for the Fiscal Year 2022 OSI Systems, Inc. revised revenue guidance for the fiscal year 2022. For the period, the company revised revenue from $1.190 billion - $1.225 billion to $1.160 billion - $1.195 billion. Reported Earnings • Jan 28
Second quarter 2022 earnings: Revenues and EPS in line with analyst expectations Second quarter 2022 results: EPS: US$1.09 (down from US$1.12 in 2Q 2021). Revenue: US$276.7m (flat on 2Q 2021). Net income: US$19.8m (down 1.2% from 2Q 2021). Profit margin: 7.2% (down from 7.3% in 2Q 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.9%, compared to a 23% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Ankündigung • Jan 25
Kessler Topaz Meltzer & Check, LLP Announces Pendency of Class Action and Proposed Settlement Involving Purchasers of OSI Systems, Inc. Securities Kessler Topaz Meltzer & Check, LLP announced that pursuant to Rule 23 of the Federal Rules of Civil Procedure and an Order of the United States District Court for the Central District of California ("Court"), that the above-captioned action ("Action") has been provisionally certified as a class action for purposes of settlement, except for certain persons and entities who are excluded from the Settlement Class by definition as set in the full printed Notice of (I) Pendency of Class Action and Proposed Settlement; (II) Final Approval Hearing; and (III) Motion for Attorneys' Fees and Litigation Expenses. Court-appointed Lead Plaintiff Arkansas Teacher Retirement System and Defendants OSI, Deepak Chopra, Alan Edrick, and Ajay Mehra have reached a proposed settlement of the Action on behalf of the Settlement Class for $12,500,000 in cash ("Settlement"). If approved by the Court, the Settlement will resolve all claims in the Action. A hearing ("Final Approval Hearing") will be held on May 12, 2022 at 10:00 a.m., before the Honorable Fernando M. Olguin, United States District Judge for the Central District of California, either in person at the United States Courthouse, 350 W. 1st Street, 6th Floor, Courtroom 6D, Los Angeles, CA 90012, or by video or telephonic conference as the Court may order, to determine, among other things: (i) whether, for purposes of settlement, the Action should be certified as a class action on behalf of the Settlement Class, Lead Plaintiff should be appointed as class representative for the Settlement Class, and Lead Counsel should be appointed as class counsel for the Settlement Class; (ii) whether the Settlement on the terms and conditions provided for in the Stipulation and Agreement of Settlement dated as of October 22, 2021 ("Stipulation") is fair, reasonable, and adequate to the Settlement Class, and should be finally approved by the Court; (iii) whether the Action should be dismissed with prejudice against Defendants and the releases specified and described in the Stipulation (and in the Notice) should be granted; and (iv) whether Lead Counsel's motion for an award of attorneys' fees in an amount not to exceed 25% of the Settlement Fund and payment of expenses in an amount not to exceed $200,000 should be approved. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Kelli Bernard was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Oct 29
First quarter 2022 earnings released: EPS US$1.04 (vs US$0.52 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$279.3m (up 9.6% from 1Q 2021). Net income: US$19.1m (up 104% from 1Q 2021). Profit margin: 6.8% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Sep 04
President of Rapiscan Detection recently sold €621k worth of stock On the 1st of September, Mal Maginnis sold around 7k shares on-market at roughly €82.95 per share. In the last 3 months, there was an even bigger sale from another insider worth €2.0m. Insiders have been net sellers, collectively disposing of €8.2m more than they bought in the last 12 months. Reported Earnings • Aug 22
Full year 2021 earnings released: EPS US$4.03 (vs US$4.14 in FY 2020) The company reported a poor full year result with weaker earnings and revenues, although profit margins were flat. Full year 2021 results: Revenue: US$1.15b (down 1.6% from FY 2020). Net income: US$74.0m (down 1.6% from FY 2020). Profit margin: 6.5% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Ankündigung • Aug 19
OSI Systems, Inc. Provides Earnings Guidance for the Fiscal Year 2022 OSI Systems, Inc. provided earnings guidance for the fiscal year 2022. For the fiscal year 2022, the Company anticipates revenues in the range of $1.190 billion to $1.225 billion. Recent Insider Transactions • Jun 10
Executive VP recently sold €2.0m worth of stock On the 7th of June, Victor Sze sold around 25k shares on-market at roughly €78.73 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €7.8m more than they bought in the last 12 months. Ankündigung • May 01
OSI Systems, Inc. Raises Earnings Guidance for the Fiscal Year 2021 OSI Systems, Inc. raised earnings guidance for the fiscal year 2021. For the period, the company raises revenue guidance to a range of $1.123 billion to $1.148 billion against previously announced guidance of $1.110 billion - $1.145 billion. Reported Earnings • Apr 30
Third quarter 2021 earnings released: EPS US$1.03 (vs US$1.08 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$283.8m (down 3.1% from 3Q 2020). Net income: US$18.8m (down 4.0% from 3Q 2020). Profit margin: 6.6% (down from 6.7% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth. Ankündigung • Mar 05
OSI Systems Receives Order of $15 Million for Airport Security Inspection Systems OSI Systems, Inc. announced that its Security division received an order for approximately $15 million for upgrading a key international airport. Under the terms of the contract, the Company is expected to provide its RTT®110 hold baggage screening systems along with a range of checkpoint security systems, including the Rapiscan 920CT and Orion baggage scanners, Itemiser x trace detection units and Metor walk-through metal detectors. Recent Insider Transactions • Mar 05
Executive VP recently sold €2.3m worth of stock On the 3rd of March, Victor Sze sold around 30k shares on-market at roughly €77.27 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €4.9m more than they bought in the last 12 months. Is New 90 Day High Low • Mar 01
New 90-day high: €80.00 The company is up 10.0% from its price of €73.00 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €96.31 per share. Ankündigung • Feb 23
OSI Systems, Inc. Receives $4 Million Order for Patient Monitoring and Diagnostic Cardiology Solutions OSI Systems, Inc. announced that its Healthcare division, Spacelabs Healthcare®, received an order valued at approximately $4 million to provide a suite of healthcare products and related accessories to a U.S. based hospital. The Company will provide Xhibit® Central Stations with XTR Telemetry, Qube® Patient Monitors, Spacelabs SafeNSoundTM patient management software, and Xprezzon® Central Stations including the Sentinel® Cardiology Information Management System. Reported Earnings • Jan 30
Second quarter 2021 earnings released: EPS US$1.10 (vs US$1.15 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and revenues, although profit margins were improved. Second quarter 2021 results: Revenue: US$276.0m (down 9.6% from 2Q 2020). Net income: US$20.0m (down 4.5% from 2Q 2020). Profit margin: 7.3% (up from 6.9% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Analyst Estimate Surprise Post Earnings • Jan 30
Revenue beats expectations Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 5.7%, compared to a 22% growth forecast for the Electronic industry in Germany. Ankündigung • Jan 29
OSI Systems, Inc. Provides Revenue Guidance for Fiscal Year 2021 OSI Systems, Inc. provided revenue guidance for fiscal year 2021. For the year, the Company raised revenue guidance to a range of $1.110 billion to $1.145 billion. Is New 90 Day High Low • Jan 07
New 90-day high: €78.00 The company is up 15% from its price of €68.00 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €77.61 per share. Ankündigung • Dec 30
OSI Systems Receives $10 Million Contract for Mobile Cargo and Vehicle Inspection Systems OSI Systems, Inc. announced that its Security division was awarded a contract for approximately $10 million to provide its Z Backscatter® Van (ZBV®) cargo and vehicle inspection systems, including multi-year follow on maintenance and support. Ankündigung • Dec 18
OSI Systems Receives $12 Million Order for Cargo and Vehicle Inspection Systems OSI Systems, Inc. announced that its Security division received an order for approximately $12 million from an international customer to provide multiple units of its X-ray cargo and vehicle inspection systems, including the Z Portal, a high-throughput, drive-through inspection system to inspect trucks and cargo, and the ZBV mobile inspection system, which can be rapidly deployed to provide flexibility in relocating security checkpoints. The Company will also provide follow-on maintenance service and support for these products. Ankündigung • Dec 17
OSI Systems Receives $6 Million Order for Smart Lighting Controllers OSI Systems, Inc. announced that its Optoelectronics and Manufacturing division has received an order for approximately $6 million to provide smart grow light controllers for a leading OEM. Is New 90 Day High Low • Dec 10
New 90-day high: €76.00 The company is up 17% from its price of €65.00 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €70.27 per share. Is New 90 Day High Low • Nov 16
New 90-day high: €73.00 The company is up 14% from its price of €64.00 on 18 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €73.76 per share. Reported Earnings • Oct 30
First quarter earnings released Over the last 12 months the company has reported total profits of US$63.9m, down 16% from the prior year. Total revenue was US$1.13b over the last 12 months, down 6.4% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 30
First-quarter earnings released: Revenue beats expectations First-quarter revenue exceeded analyst estimates by 0.9% at US$254.9m. Revenue is forecast to stay flat over the next year, compared to a 23% growth forecast for the Electronic industry in Germany. Is New 90 Day High Low • Oct 30
New 90-day high: €69.00 The company is up 18% from its price of €58.50 on 31 July 2020. The German market is down 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €69.53 per share. Ankündigung • Oct 29
OSI Systems, Inc. Wins $93 Million to Provide Security Inspection Systems OSI Systems, Inc. announced that its Security division was awarded multiple contracts for approximately $93 million from an international government customer to provide various Rapiscan® X-ray cargo and vehicle inspection systems, baggage and parcel inspection systems, trace detection systems, and follow on maintenance and support. Is New 90 Day High Low • Oct 13
New 90-day high: €68.50 The company is up 11% from its price of €61.50 on 15 July 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €71.24 per share. Ankündigung • Oct 04
OSI Systems Receives Orders for $5 Million for Electronic Components OSI Systems, Inc. announced that its Optoelectronics and Manufacturing division has received orders for approximately $5 million to provide electronic sub-assemblies for an innovative water solutions provider. Ankündigung • Oct 03
OSI Systems, Inc. Receives $6 Million Order to Enhance Airport Checkpoint Inspection Systems OSI Systems, Inc. announced that its Security division received an order for approximately $6 million to upgrade aviation checkpoint inspection systems. 
