OSI Systems (OSIS) Panoramica del titolo
OSI Systems, Inc. progetta e produce sistemi e componenti elettronici specializzati per applicazioni critiche negli Stati Uniti, in Messico, nel resto delle Americhe, nel Regno Unito, in Europa, in Medio Oriente, in Africa e nella regione Asia-Pacifico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
OSIS Community Fair Values
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Analyst Price Targets
Concorrenti di OSI Systems, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$201.25 |
| Massimo di 52 settimane | US$311.72 |
| Minimo di 52 settimane | US$186.50 |
| Beta | 1.2 |
| Variazione di 1 mese | -13.70% |
| Variazione a 3 mesi | -10.77% |
| Variazione di 1 anno | -15.99% |
| Variazione a 3 anni | 66.29% |
| Variazione a 5 anni | 116.75% |
| Variazione dall'IPO | 1,230.58% |
Notizie e aggiornamenti recenti
Seeking Alpha • Aug 24
OSI Systems Q4: Slightly Soft, But Cash Flow Generation Was Fantastic
Summary OSI Systems posted mixed Q4 results, with revenues down 4% y/y but notable margin expansion and strong cash flow generation. Despite revenue softness, OSIS improved gross margin by 138bps and operating margin by 200bps, driven by healthcare division profitability gains. Backlog increased to $1.9B, with management emphasizing timing issues over structural demand weakness and guiding for 5%-8.1% y/y revenue growth in FY27. I maintain a hold/neutral rating, preferring to monitor upcoming quarters for backlog conversion and potential catalysts before considering a position. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 21
OSIS: Record Backlog And Border Security Wins Will Support Future Upside
Analysts have trimmed the consolidated fair value estimate for OSI Systems from about $300 to about $281, reflecting lower published price targets after recent Q4 revenue timing issues and cautious guidance, while also highlighting a record backlog, resilient operations, and improving free cash flow as ongoing supports for the stock’s outlook. Analyst Commentary Street research on OSI Systems points to a more cautious tone on valuation after the recent Q4 revenue timing issues, but also underlines several supports for the long term story.Recent updates
Seeking Alpha • Aug 24
OSI Systems Q4: Slightly Soft, But Cash Flow Generation Was Fantastic
Summary OSI Systems posted mixed Q4 results, with revenues down 4% y/y but notable margin expansion and strong cash flow generation. Despite revenue softness, OSIS improved gross margin by 138bps and operating margin by 200bps, driven by healthcare division profitability gains. Backlog increased to $1.9B, with management emphasizing timing issues over structural demand weakness and guiding for 5%-8.1% y/y revenue growth in FY27. I maintain a hold/neutral rating, preferring to monitor upcoming quarters for backlog conversion and potential catalysts before considering a position. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 21
OSIS: Record Backlog And Border Security Wins Will Support Future Upside
Analysts have trimmed the consolidated fair value estimate for OSI Systems from about $300 to about $281, reflecting lower published price targets after recent Q4 revenue timing issues and cautious guidance, while also highlighting a record backlog, resilient operations, and improving free cash flow as ongoing supports for the stock’s outlook. Analyst Commentary Street research on OSI Systems points to a more cautious tone on valuation after the recent Q4 revenue timing issues, but also underlines several supports for the long term story.Aggiornamento narrativa • Jun 23
OSIS: Security Contract Momentum Will Drive Future Upside Despite Sector Caution
Analysts have adjusted their stance on OSI Systems with a reduced consensus price target to $279, reflecting updated sector models and a view that any recovery in aerospace and defense stocks may be more gradual. They also highlight potential buying opportunities following recent selloffs.Articolo di analisi • Jun 20
OSI Systems (OSIS) Stock Could Be 25.8% Undervalued After $50 Million Maintenance Order
Why OSI Systems Stock Is Back on Investors’ Radar OSI Systems (OSIS) is drawing fresh attention after its Security division reported a roughly $50 million order from a North American customer for ongoing maintenance of Rapiscan inspection systems and support for the CertScan platform. See our latest analysis for OSI Systems. The maintenance award comes shortly after a separate roughly $12 million secure communications order for the Optoelectronics and Manufacturing division. Together these...Aggiornamento narrativa • Jun 05
OSIS: Security Contract Wins Will Drive Upside Potential Despite Sector Volatility
Analysts have trimmed their average price target on OSI Systems by $6.14 to around $300, reflecting updated sector models that factor in a higher discount rate, along with slightly stronger revenue growth and profit margin assumptions, while still highlighting potential buying opportunities after recent aerospace and defense selloffs. Analyst Commentary Recent research updates on OSI Systems point to a more cautious pricing framework, but still flagging interest in the stock for investors who can tolerate sector volatility.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrativa • 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 AlphaRendimenti per gli azionisti
| OSIS | US Electronic | US Mercato | |
|---|---|---|---|
| 7D | -2.6% | 4.9% | -0.2% |
| 1Y | -16.0% | 47.7% | 14.8% |
Ritorno vs Industria: OSIS ha avuto una performance inferiore rispetto al US Electronic che ha registrato un rendimento 47.7 % nell'ultimo anno.
Rendimento vs Mercato: OSIS ha avuto una performance inferiore al mercato US che ha registrato un rendimento 14.8 % nell'ultimo anno.
Volatilità dei prezzi
| OSIS volatility | |
|---|---|
| OSIS Average Weekly Movement | 4.6% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: OSIS non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di OSIS è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1987 | 7,806 | Ajay Mehra | www.osi-systems.com |
OSI Systems, Inc. progetta e produce sistemi e componenti elettronici specializzati per applicazioni critiche negli Stati Uniti, in Messico, nel resto delle Americhe, nel Regno Unito, in Europa, in Medio Oriente, in Africa e nella regione Asia-Pacifico. L’azienda offre prodotti per la sicurezza, quali sistemi di ispezione di bagagli e pacchi, ispezione di merci e veicoli, controllo dei bagagli da stiva, controllo delle persone, monitoraggio delle radiazioni, rilevamento di tracce di esplosivi e stupefacenti e sistemi di ispezione ottica; servizi chiavi in mano per l’integrazione dei processi di ispezione aziendale, la formazione degli operatori, nonché la gestione del personale e il funzionamento dei posti di controllo di sicurezza con il marchio S2. Fornisce inoltre sistemi di rilevamento di tracce di esplosivi e sostanze stupefacenti e prodotti per il controllo delle persone, tra cui metal detector a passaggio da utilizzare presso i controlli di sicurezza di aeroporti, edifici governativi, impianti sportivi e altre strutture; sistemi RF digitali e analogici ad alta potenza; e componenti attivi per il rilevamento di luce di diverse lunghezze d’onda e per la conversione della luce in segnali elettrici.
OSI Systems, Inc. Riepilogo dei fondamenti
| OSIS statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$3.15b |
| Utili (TTM) | US$154.71m |
| Ricavi(TTM) | US$1.79b |
20.7x
Rapporto P/E1.8x
Rapporto P/SOSIS è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| OSIS Conto economico (TTM) | |
|---|---|
| Ricavi | US$1.79b |
| Costo del fatturato | US$1.19b |
| Profitto lordo | US$593.09m |
| Altre spese | US$438.38m |
| Utili | US$154.71m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 9.70 |
| Margine lordo | 33.21% |
| Margine di profitto netto | 8.66% |
| Rapporto debito/patrimonio netto | 120.2% |
Come si è comportato OSIS nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/10 23:27 |
| Prezzo dell'azione a fine giornata | 2026/09/10 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2026/06/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
OSI Systems, Inc. è coperta da 13 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Mizrahi | Berenberg |
| Mariana Perez Mora | BofA Global Research |
| Michael Nichols | B. Riley Securities, Inc. |