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OSI Systems, Inc. Stock Price

NasdaqGS:OSIS Community·US$3.1b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author
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OSIS Share Price Performance

US$197.71
-39.81 (-16.76%)
​
US$281.14
Fair Value
US$197.71
-39.81 (-16.76%)
29.7% undervalued intrinsic discount
US$281.14
Fair Value
Price US$197.71
AnalystConsensusTarget US$281.14
Fri, 21 Aug 26
Fair ValueUS$281.14
Share Pricen/a

OSIS Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
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Fair Value US$281.14 29.7% undervalued intrinsic discount

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

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OSI Systems
29.7% undervalued intrinsic discount

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

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AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
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OSIS: Record Backlog And Border Security Wins Will Support Future Upside

Fair Value: US$281.14 29.7% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
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Snowflake Analysis

Good value with adequate balance sheet.

1 Risk
5 Rewards
View Full Analysis

OSI Systems, Inc. Key Details

US$1.8b

Revenue

US$1.2b

Cost of Revenue

US$593.1m

Gross Profit

US$438.4m

Other Expenses

US$154.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
9.70
33.21%
8.66%
120.2%
View Full Analysis

About OSIS

Founded
1987
Employees
7806
CEO
Ajay Mehra
WebsiteView website
www.osi-systems.com

OSI Systems, Inc. designs and manufactures specialized electronic systems and components for critical applications in the United States, Mexico, the rest of Americas, the United Kingdom, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers security products, such as baggage and parcel inspection, cargo and vehicle inspection, hold baggage screening, people screening, radiation monitoring, explosive and narcotics trace detection, and optical inspection systems; turnkey security screening services for enterprise inspection process integration, operator training, and the staffing and operation of security screening checkpoints under the S2 brand. It also provides trace detection systems for trace amounts of explosives and narcotics and people screening products, including walk-through metal detectors for use at security checkpoints at airports, government buildings, sports arenas, and other venues; digital and analog high-power RF systems; and active components for detection of lights of different wavelengths and converts light into electrical signals. In addition, the company offers devices for emitting light in the form of lasers; passive components for amplifying, separating, and reflecting light under the OSI Optoelectronics brand; and printed circuit board assemblies, cable and harness assemblies, and complete systems. Further, it provides bedside monitors, such as the Xprezzon and Qube, as well as telemetry solutions; Spacelabs SafeNSound for assisting hospitals; predictive analytics clinical decision support solutions; Pathfinder SL and Lifescreen Pro analysis tools; and Eclipse Pro Holter recorders. Additionally, the company offers Eclipse Mini Ambulatory ECG recorders; ambulatory blood pressure monitors; Spacelabs OnTrak ambulatory blood pressure systems; Sentinel, a cardiology information management system; and multivendor compatible accessories. OSI Systems, Inc. was incorporated in 1987 and is headquartered in Hawthorne, California.

Recent OSIS News & 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 Alpha
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Narrative Update • 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

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