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OSI Systems, Inc.Informe acción NasdaqGS:OSIS

Capitalización bursátil US$3.8b
Precio de las acciones
US$231.92
US$306.43
24.3% infravalorado descuento intrínseco
1Y2.2%
7D-18.0%
Valor de la cartera
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OSI Systems, Inc.

Informe acción NasdaqGS:OSIS

Capitalización de mercado: US$3.8b

OSIS Community Fair Values

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Competidores de OSI Systems, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del OSI Systems
Precios históricos de las acciones
Precio actual de la acciónUS$231.92
Máximo en las últimas 52 semanasUS$311.72
Mínimo de 52 semanasUS$204.00
Beta1.31
Cambio en 1 mes-20.95%
Variación en 3 meses-15.39%
Cambio de 1 año2.17%
Variación en 3 años94.89%
Variación en 5 años142.67%
Variación desde la OPV1,433.36%

Noticias y actualizaciones recientes

Actualización del análisis Apr 29

OSIS: Order Pacing And Security Contracts Will Shape Balanced Future Setup

Analysts have lifted their average price target on OSI Systems by about $6 to approximately $306, citing updated assumptions around slightly higher revenue growth expectations, a modestly higher future P/E multiple, and recent supportive Street research from firms initiating or raising targets on the name. Analyst Commentary Recent Street research on OSI Systems points to generally constructive sentiment, with several firms lifting price targets and one large bank initiating coverage with a bullish view.
Actualización del análisis Apr 12

OSIS: Order Pacing And Security Wins Will Shape Balanced Future Setup

Analysts have raised their price targets for OSI Systems by up to $20, citing steady mid year pacing and updated valuation work that reflects a slightly higher assumed future P/E and discount rate. Analyst Commentary Recent Street research on OSI Systems has focused on refreshed valuation work and the pacing of orders through mid year, leading to several price target increases and mixed views on the near term order backdrop.

Recent updates

Actualización del análisis Apr 29

OSIS: Order Pacing And Security Contracts Will Shape Balanced Future Setup

Analysts have lifted their average price target on OSI Systems by about $6 to approximately $306, citing updated assumptions around slightly higher revenue growth expectations, a modestly higher future P/E multiple, and recent supportive Street research from firms initiating or raising targets on the name. Analyst Commentary Recent Street research on OSI Systems points to generally constructive sentiment, with several firms lifting price targets and one large bank initiating coverage with a bullish view.
Actualización del análisis Apr 12

OSIS: Order Pacing And Security Wins Will Shape Balanced Future Setup

Analysts have raised their price targets for OSI Systems by up to $20, citing steady mid year pacing and updated valuation work that reflects a slightly higher assumed future P/E and discount rate. Analyst Commentary Recent Street research on OSI Systems has focused on refreshed valuation work and the pacing of orders through mid year, leading to several price target increases and mixed views on the near term order backdrop.
Actualización del análisis Mar 29

OSIS: Order Pacing And Security Contract Wins Will Guide Measured Future Upside

Narrative Update Analysts have lifted their blended price target on OSI Systems by $7, supported by recent research highlighting steady mid year progress and refreshed views on valuation and order pacing. Analyst Commentary Recent Street research on OSI Systems centers on refreshed price targets, views on mid year execution, and how current order activity feeds into valuation assumptions.
Actualización del análisis Mar 11

OSIS: Order Pacing And Security Wins Will Shape Measured Future Upside

Analysts have slightly raised their blended price target for OSI Systems by a low single-digit amount, supported by recent target increases from several firms that cite steady mid-year progress and updated views on the stock's P/E and risk profile. Analyst Commentary Recent research comments cluster around modestly higher targets and updated views on OSI Systems' P/E and risk profile, with analysts weighing solid mid-year execution against a softer order backdrop in the most recent quarter.
Actualización del análisis Feb 24

OSIS: Order Pacing And Security Wins Will Guide Measured Upside

Analysts have nudged their average price target on OSI Systems higher by a low double digit dollar amount to reflect recent target increases from several firms, citing steady mid year order pacing and reaffirmed valuation assumptions. These include an updated discount rate of 8.96% and a future P/E of about 25.6x.
Actualización del análisis Feb 09

OSIS: Border Security Orders And Margin Outlook Will Shape Measured Upside

The updated analyst price target for OSI Systems has increased to US$300, up from US$295. Analysts cite a slightly higher profit margin outlook and a lower assumed future P/E multiple as the key drivers of this change.
Seeking Alpha Feb 03

OSI Systems: Not Passing My Screening

Summary OSI Systems maintains strong sales momentum and recurring revenue, but shares trade at a premium 24x forward earnings. Recent quarters showed solid sales and earnings growth, yet backlog has stagnated and large Mexican orders are winding down. Buybacks and low-cost convertible financing have supported EPS, but cash conversion and net debt remain focus areas. I remain cautious on OSI Systems due to elevated valuation and tougher growth outlook as major order tailwinds fade. Read the full article on Seeking Alpha
Actualización del análisis Jan 25

OSIS: Border Security Exposure And New Orders Will Frame Measured Future Upside

Analysts have raised their price expectations for OSI Systems to a new range of approximately $255 to $315 per share. They cite the company’s role in border security spending and updated earnings forecasts as factors that, in their view, support a higher long-term valuation multiple.
Actualización del análisis Jan 10

OSIS: Border Security Demand And New Defense Orders Will Shape Future Upside

Analysts have lifted their price expectations for OSI Systems, with recent Street targets moving from a prior range around $242 to as high as $315 per share. They cite steady earnings views, higher outyear estimates and ongoing interest in the company as a play on increased U.S. border security spending.
Artículo de análisis Dec 30

These 4 Measures Indicate That OSI Systems (NASDAQ:OSIS) Is Using Debt Reasonably Well

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Actualización del análisis Dec 16

OSIS: Future Upside Will Depend On Sustained U.S. Border Security Spending

Analysts have nudged their price target on OSI Systems higher toward the low to mid $300s, citing raised long term earnings estimates and strengthening demand tied to increased U.S. border security spending. Analyst Commentary Recent Street research on OSI Systems reflects a predominantly constructive stance, with rising price targets framed around upward revisions to long term earnings power and a robust demand outlook tied to U.S. border security initiatives.
Actualización del análisis Dec 02

OSIS: Future Will Rely On Border Security Spending And Fiscal Policy Risks

Analysts have raised their price target for OSI Systems from $286 to $295, citing anticipated growth due to increased border security spending and strong demand outlooks. Analyst Commentary Recent analyst actions reflect ongoing optimism about OSI Systems' strategic positioning and growth prospects.
Artículo de análisis Nov 21

With EPS Growth And More, OSI Systems (NASDAQ:OSIS) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Actualización del análisis Nov 18

OSIS: Future Growth Will Depend On Sustained US Border Security Demand

Analysts have raised their price target for OSI Systems from $282.50 to $286.00 per share, citing strong thematic drivers such as higher border security spending and upward adjustments to the company’s long-term growth assumptions. Analyst Commentary Recent street research activity reflects a predominantly optimistic view on OSI Systems, as multiple analysts have revised their price targets upward and highlighted strong performance drivers.
Actualización del análisis Nov 03

OSIS: Future Revenue And Margin Gains Will Rely On Border Security Demand

The analyst consensus price target for OSI Systems has increased by $22.17 to $282.50. Analysts point to robust earnings, an improved outlook for profit margins and revenue growth, and sustained demand from border security initiatives as the key drivers for the revision.
Actualización del análisis Oct 20

US Legislation And Global Security Trends Will Expand Market Opportunity

Analysts have raised their price target for OSI Systems from approximately $249.50 to $260.33 per share. This change reflects stronger-than-expected growth projections and sustained demand for security systems, which is being driven by increased border security investments.
Artículo de análisis Aug 28

OSI Systems, Inc. (NASDAQ:OSIS) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Investors in OSI Systems, Inc. ( NASDAQ:OSIS ) had a good week, as its shares rose 5.7% to close at US$230 following...
Actualización del análisis Aug 27

Expansion In Security And Healthcare Expected To Strengthen Future Performance

Buoyed by better-than-expected fiscal Q4 results, strong 2026 guidance, and anticipated long-term catalysts from the One Big Beautiful Bill initiative, analyst confidence in OSI Systems has increased, resulting in the consensus price target rising from $243.33 to $249.50. Analyst Commentary Bullish analysts cited better than expected fiscal Q4 results as a primary driver for higher price targets.
Artículo de análisis Aug 11

Here's Why We Think OSI Systems (NASDAQ:OSIS) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Jun 30

Returns On Capital At OSI Systems (NASDAQ:OSIS) Have Stalled

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Artículo de análisis Jun 17

Calculating The Intrinsic Value Of OSI Systems, Inc. (NASDAQ:OSIS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, OSI Systems fair value estimate is US$204 With US$235 share...
Artículo de análisis May 04

Subdued Growth No Barrier To OSI Systems, Inc. (NASDAQ:OSIS) With Shares Advancing 29%

OSI Systems, Inc. ( NASDAQ:OSIS ) shareholders would be excited to see that the share price has had a great month...
Artículo de análisis Apr 24

Is There Now An Opportunity In OSI Systems, Inc. (NASDAQ:OSIS)?

OSI Systems, Inc. ( NASDAQ:OSIS ), might not be a large cap stock, but it saw a significant share price rise of 25% in...
Artículo de análisis Mar 31

Do OSI Systems' (NASDAQ:OSIS) Earnings Warrant Your Attention?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Mar 18

Risks To Shareholder Returns Are Elevated At These Prices For OSI Systems, Inc. (NASDAQ:OSIS)

OSI Systems, Inc.'s ( NASDAQ:OSIS ) price-to-earnings (or "P/E") ratio of 23.6x might make it look like a sell right...
Artículo de análisis Mar 06

Estimating The Intrinsic Value Of OSI Systems, Inc. (NASDAQ:OSIS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, OSI Systems fair value estimate is US$159 With US$181 share...
Artículo de análisis Feb 22

OSI Systems' (NASDAQ:OSIS) Returns Have Hit A Wall

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Feb 06

Is OSI Systems (NASDAQ:OSIS) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Seeking Alpha Jan 26

OSI Systems: Security Play Showing Continued Momentum

Summary OSI Systems has shown strong growth, driven by its security business, with a 30% year-to-date return following a modest increase in the full-year guidance. The company’s backlog and recurring revenue streams support higher margins, as execution has returned in a strong way. Following a 30% stock price increase, shares now trade at 21-22 times earnings, suggesting an overreaction to a modest hike in the outlook. Read the full article on Seeking Alpha
Artículo de análisis Jan 16

Is Now An Opportune Moment To Examine OSI Systems, Inc. (NASDAQ:OSIS)?

OSI Systems, Inc. ( NASDAQ:OSIS ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis Dec 06

OSI Systems, Inc.'s (NASDAQ:OSIS) 32% Price Boost Is Out Of Tune With Earnings

The OSI Systems, Inc. ( NASDAQ:OSIS ) share price has done very well over the last month, posting an excellent gain of...
Artículo de análisis Nov 27

Should You Be Adding OSI Systems (NASDAQ:OSIS) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Nov 01

There May Be Underlying Issues With The Quality Of OSI Systems' (NASDAQ:OSIS) Earnings

Despite announcing strong earnings, OSI Systems, Inc.'s ( NASDAQ:OSIS ) stock was sluggish. Our analysis uncovered some...
Artículo de análisis Oct 15

Is Now An Opportune Moment To Examine OSI Systems, Inc. (NASDAQ:OSIS)?

OSI Systems, Inc. ( NASDAQ:OSIS ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Artículo de análisis Oct 01

Calculating The Fair Value Of OSI Systems, Inc. (NASDAQ:OSIS)

Key Insights OSI Systems' estimated fair value is US$160 based on 2 Stage Free Cash Flow to Equity OSI Systems' US$152...
User avatar
Nuevo análisis Sep 10

Tactical Expansions And Diverse Projects Propel Robust Revenue Growth And Margins

Security division's strong revenue growth from major programs and significant contracts indicates potential for continued top-line growth.
Seeking Alpha Aug 27

OSI Systems: Fairly Valued, But Only Moderate Growth Prospects

Summary OSI Systems shows robust growth in security, healthcare, and optoelectronics sectors but lacks a margin of safety and strong future growth, warranting a Hold rating. Q4 results show a 17% YoY revenue increase and record non-GAAP EPS of $2.84, with 5.2%-7.1% FY25 revenue growth expected. The valuation suggests OSIS stock is fairly priced with moderate growth, predicting a potential 13.5% upside within 12 months but limited potential for significant long-term alpha. Read the full article on Seeking Alpha
Artículo de análisis Aug 16

Returns On Capital Are Showing Encouraging Signs At OSI Systems (NASDAQ:OSIS)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Jul 19

Unpleasant Surprises Could Be In Store For OSI Systems, Inc.'s (NASDAQ:OSIS) Shares

OSI Systems, Inc.'s ( NASDAQ:OSIS ) price-to-earnings (or "P/E") ratio of 19.9x might make it look like a sell right...
Artículo de análisis Jul 05

Is OSI Systems (NASDAQ:OSIS) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jun 20

Is There An Opportunity With OSI Systems, Inc.'s (NASDAQ:OSIS) 27% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, OSI Systems fair value estimate is US$187 Current share price...
Seeking Alpha May 27

OSI Systems: Security Provider Is On Fire

Summary OSI Systems is mostly a security business, with its largest and most profitable segment driving real growth here. The optoelectronics and healthcare divisions have seen declining revenues and margins, highlighting the potential for OSI to become a more focused business. While momentum is strong, I am cautious to chase the shares here at all-time highs, anticipating some kind of normalization here. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

OSISUS ElectronicMercado US
7D-18.0%5.5%2.6%
1Y2.2%91.8%26.2%

Rentabilidad vs. Industria: Los resultados de OSIS fueron inferiores a los de la industria US Electronic, que obtuvo un rendimiento del 91.8% el año pasado.

Rentabilidad vs. Mercado: OSIS obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.2% el año pasado.

Volatilidad de los precios

Is OSIS's price volatile compared to industry and market?
OSIS volatility
OSIS Average Weekly Movement7.3%
Electronic Industry Average Movement8.9%
Market Average Movement7.2%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: OSIS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de OSIS (7%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19877,337Ajay Mehrawww.osi-systems.com

OSI Systems, Inc. diseña y fabrica sistemas y componentes electrónicos en Estados Unidos y a escala internacional. Opera en tres segmentos: Seguridad, Sanidad y Optoelectrónica y Fabricación. La empresa ofrece inspección de equipajes y paquetes, inspección de cargas y vehículos, inspección de equipajes facturados y personas, control de radiaciones, sistemas de detección de rastros de explosivos y narcóticos, y sistemas de inspección óptica, así como equipos de radiofrecuencia (RF) bajo el nombre de Rapiscan.

Resumen de fundamentos de OSI Systems, Inc.

¿Cómo se comparan los beneficios e ingresos de OSI Systems con su capitalización de mercado?
Estadísticas fundamentales de OSIS
Capitalización bursátilUS$3.80b
Beneficios(TTM)US$152.22m
Ingresos (TTM)US$1.81b
25.1x
Ratio precio-beneficio (PE)
2.1x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de OSIS
IngresosUS$1.81b
Coste de los ingresosUS$1.21b
Beneficio brutoUS$593.38m
Otros gastosUS$441.16m
BeneficiosUS$152.22m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)9.23
Margen bruto32.84%
Margen de beneficio neto8.42%
Ratio deuda/patrimonio112.1%

¿Cómo se ha desempeñado OSIS a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 19:53
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/06/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

OSI Systems, Inc. está cubierta por 13 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Yi Hsiao MillwardBenchmark Company
David MizrahiBerenberg
Mariana Perez MoraBofA Global Research