OSI Systems (OSIS) Q4 FY26 earnings call

OSI Systems closed fiscal 2026 with record backlog and strong cash generation, despite revenue shortfalls in Q4 due to deferred security deliveries in the Middle East. The company delivered record non-GAAP EPS and operating cash flow, while strategically investing in R&D and returning capital to shareholders. Management provided a conservative FY27 outlook, anticipating stronger growth in the second half as delayed orders convert and new contract awards begin to contribute.