OSI Systems Gestion
Gestion contrôle des critères 3/4
Le PDG OSI Systems est Ajay Mehra, nommé en Jan2025, a un mandat de 1.33 ans. La rémunération annuelle totale est $ 7.51M, composée du salaire de 8.3% et des bonus 91.7%, y compris les actions et options de la société. détient directement 0.62% des actions de la société, d'une valeur de $ 21.99M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.8 ans et 10 ans.
Informations clés
Ajay Mehra
Directeur général
US$7.5m
Rémunération totale
| Pourcentage du salaire du PDG | 8.27% |
| Durée du mandat du directeur général | 1.3yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 4.8yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 10yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$152m |
| Dec 31 2025 | n/a | n/a | US$153m |
| Sep 30 2025 | n/a | n/a | US$152m |
| Jun 30 2025 | US$8m | US$621k | US$150m |
| Mar 31 2025 | n/a | n/a | US$142m |
| Dec 31 2024 | n/a | n/a | US$134m |
| Sep 30 2024 | n/a | n/a | US$133m |
| Jun 30 2024 | US$6m | US$492k | US$128m |
| Mar 31 2024 | n/a | n/a | US$126m |
| Dec 31 2023 | n/a | n/a | US$114m |
| Sep 30 2023 | n/a | n/a | US$93m |
| Jun 30 2023 | US$4m | US$478k | US$92m |
| Mar 31 2023 | n/a | n/a | US$83m |
| Dec 31 2022 | n/a | n/a | US$104m |
| Sep 30 2022 | n/a | n/a | US$108m |
| Jun 30 2022 | US$3m | US$464k | US$115m |
| Mar 31 2022 | n/a | n/a | US$107m |
| Dec 31 2021 | n/a | n/a | US$84m |
| Sep 30 2021 | n/a | n/a | US$84m |
| Jun 30 2021 | US$3m | US$417k | US$74m |
| Mar 31 2021 | n/a | n/a | US$62m |
| Dec 31 2020 | n/a | n/a | US$63m |
| Sep 30 2020 | n/a | n/a | US$64m |
| Jun 30 2020 | US$4m | US$440k | US$75m |
| Mar 31 2020 | n/a | n/a | US$78m |
| Dec 31 2019 | n/a | n/a | US$78m |
| Sep 30 2019 | n/a | n/a | US$76m |
| Jun 30 2019 | US$5m | US$450k | US$65m |
Rémunération vs marché: La rémunération totale de Ajay ($USD 7.51M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 7.05M ).
Rémunération et revenus: La rémunération de Ajay a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Ajay Mehra (63 yo)
1.3yrs
Titularisation
US$7,512,141
Compensation
Mr. Ajay Mehra serves as President, CEO & Director of OSI Systems, Inc. since January 01, 2025 and served as an Executive Vice President until January 1, 2025 and served as its President of OSI Security Di...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.3yrs | US$7.51m | 0.62% $ 22.0m | |
| Executive VP & CFO | 19.7yrs | US$3.33m | 1.79% $ 63.8m | |
| Executive VP | 24.2yrs | US$2.55m | 0.56% $ 20.0m | |
| CTO of Optoelectronics & Manufacturing Division | 19.9yrs | US$600.87k | 0.45% $ 15.9m | |
| President of Optoelectronics & Manufacturing Division | 6.6yrs | US$727.20k | 0.052% $ 1.9m | |
| Chief Accounting Officer | 1.8yrs | pas de données | 0.020% $ 715.5k | |
| Senior VP & Chief Information Officer | 3.3yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 6.3yrs | pas de données | 0.056% $ 2.0m | |
| Senior VP & GM of India | no data | pas de données | pas de données | |
| President of Rapiscan | 1.3yrs | pas de données | 0.021% $ 758.2k | |
| President of Spacelabs Healthcare | 1.3yrs | pas de données | 0.0013% $ 47.7k |
4.8yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Gestion expérimentée: L'équipe de direction de OSIS est considérée comme expérimentée (ancienneté moyenne 4.8 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 1.3yrs | US$7.51m | 0.62% $ 22.0m | |
| Independent Director | 10.4yrs | US$370.05k | 0.030% $ 1.1m | |
| Chairman of the Board | 39yrs | US$4.65m | 1.54% $ 54.6m | |
| Independent Director | 9.6yrs | US$347.55k | 0.041% $ 1.5m | |
| Lead Independent Director | 16yrs | US$408.43k | 0.17% $ 6.2m | |
| Independent Director | 6.4yrs | US$310.53k | 0.045% $ 1.6m |
10.0yrs
Durée moyenne de l'emploi
71.5yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la OSIS est chevronné et expérimenté ( 10 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/15 02:42 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/06/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
OSI Systems, Inc. est couverte par 13 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Yi Hsiao Millward | Benchmark Company |
| David Mizrahi | Berenberg |
| Mariana Perez Mora | BofA Global Research |