Build an Inve Case for OSIS → Read the full call → US$ mn · quarterly
OSI Systems (OSIS) earnings
OSI Systems earnings: last reported Thu, 20 Aug 2026, for the quarter ended Jun 2026.
OSI Systems earnings callsOSI Systems earnings calls (OSIS)
Latest concall · Q2 2026 · call held call held 20 Aug 2026
OSI Systems Q4 FY26 — Record Backlog and Strong Cash Generation Despite Revenue Delays
What went well
- Record fourth quarter operating cash flow of $182 million.
- Non-GAAP earnings per share grew 17% to a record $3.78 in Q4 FY26.
- Ended the year with a record backlog of approximately $1.9 billion.
What to watch
- Fourth quarter revenues of $484 million were down approximately 4% year-over-year.
- Full-year revenues of $1.79 billion finished below guidance range due to $50 million of security deliveries delayed by Middle East conflicts.
Performance −18.3% 1Y
1Y: $237.99 on 29 Sept 2025 → $194.37. High $309.68 (17 Apr 2026), low $192.3 (29 Sept 2026).
Quarterly results
Q2 FY26: revenue down 4.1%, net profit up 4.7% against the same quarter last year.
| Line item | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 344 | 420 | 444 | 505 | 385 +12% | 464 +11% | 453 +2% | 484 −4% |
| EBITDA | 30 | 58 | 56 | 73 | 33 +9% | 59 +1% | 53 −5% | 74 +1% |
| Net profit | 18 | 38 | 41 | 53 | 21 +15% | 39 +2% | 40 −2% | 55 +5% |
How to read this
US$ million, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Balance sheet
| Year ending | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|
| Equity capital | $105.72M | $17.0K | $9.84M | $24.29M | $29.76M | $17.0K |
| Reserves | $548.84M | $663.87M | $735.96M | $861.23M | $942.25M | $852.12M |
| Total liabilities | $744.55M | $804.73M | $829.52M | $1.07B | $1.29B | $1.67B |
| Fixed assets | $118.00M | $109.68M | $108.93M | $113.97M | $126.75M | $129.94M |
| Total assets | $1.38B | $1.44B | $1.56B | $1.94B | $2.24B | $2.50B |
How to read this
As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Insider filings
74 filings between Oct 1, 2025 and Aug 24, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$21.83M
6 sales by 3 insiders
67% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 39
- Award — granted as compensation
- 25
- Tax withheld — shares kept back by the company to cover tax
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| CHOPRA DEEPAK | — | $21.29M | May 4, 2026 |
| HAWKINS JAMES B | — | $424.7K | Nov 7, 2025 |
| Morben Paul Keith | — | $116.1K | Nov 7, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 24, 2026 | Morben Paul Keith PRES., OPTOELECTRONICS DIV | Award | 1,083 | $223.9K |
| Aug 24, 2026 | Okawa Cary M. CHIEF ACCOUNTING OFFICER | Award | 908 | $187.7K |
| Aug 24, 2026 | SZE VICTOR S GENERAL COUNSEL | Tax withheld | 14,999 | $3.10M |
| Aug 24, 2026 | Morben Paul Keith PRES., OPTOELECTRONICS DIV | Tax withheld | 1,331 | $275.2K |
| Aug 24, 2026 | Tropeano Michael PRESIDENT, RAPISCAN SYSTEMS | Award | 287 | $59.3K |
| Aug 24, 2026 | SZE VICTOR S GENERAL COUNSEL | Award | 16,845 | $3.48M |
| Aug 24, 2026 | Okawa Cary M. CHIEF ACCOUNTING OFFICER | Tax withheld | 460 | $95.1K |
| Aug 24, 2026 | Tropeano Michael PRESIDENT, RAPISCAN SYSTEMS | Tax withheld | 99 | $20.5K |
| Aug 24, 2026 | EDRICK ALAN I EVP & CFO | Tax withheld | 19,377 | $4.01M |
| Aug 24, 2026 | EDRICK ALAN I EVP & CFO | Award | 21,871 | $4.52M |
| Aug 24, 2026 | CHOPRA DEEPAK Director | Award | 20,403 | $4.22M |
| Aug 24, 2026 | CHOPRA DEEPAK Director | Tax withheld | 23,540 | $4.87M |
| Aug 24, 2026 | MEHRA AJAY PRESIDENT AND CEO | Tax withheld | 19,986 | $4.13M |
| Aug 24, 2026 | Grindstaff Glenn CHIEF HUMAN RESOURCES OFFICER | Award | 1,969 | $407.1K |
| Aug 24, 2026 | MEHRA AJAY PRESIDENT AND CEO | Award | 20,073 | $4.15M |
| Aug 24, 2026 | Grindstaff Glenn CHIEF HUMAN RESOURCES OFFICER | Tax withheld | 1,708 | $353.1K |
| Aug 22, 2026 | Okawa Cary M. CHIEF ACCOUNTING OFFICER | Tax withheld | 118 | $24.4K |
| Aug 20, 2026 | CHIZEVER GERALD M Director | Tax withheld | 88 | $19.4K |
| Aug 20, 2026 | CHOPRA DEEPAK Director | Tax withheld | 153 | $33.8K |
| Aug 20, 2026 | HAWKINS JAMES B Director | Tax withheld | 90 | $19.9K |
| Aug 20, 2026 | Bernard Kelli Director | Tax withheld | 78 | $17.2K |
| Aug 14, 2026 | Bernard Kelli Director | Tax withheld | 126 | $28.8K |
| Aug 14, 2026 | HAWKINS JAMES B Director | Tax withheld | 144 | $32.9K |
| Aug 14, 2026 | CHIZEVER GERALD M Director | Tax withheld | 141 | $32.2K |
| Jul 31, 2026 | Okawa Cary M. CHIEF ACCOUNTING OFFICER | Award | 632 | $139.9K |
| Jul 31, 2026 | Tropeano Michael PRESIDENT, RAPISCAN SYSTEMS | Award | 1,694 | $375.0K |
| Jul 31, 2026 | MEHRA AJAY PRESIDENT AND CEO | Award | 13,551 | $3.00M |
| Jul 31, 2026 | SZE VICTOR S GENERAL COUNSEL | Award | 6,437 | $1.43M |
| Jul 31, 2026 | Constantine W Paul PRES., SPACELABS HEALTHCARE | Award | 610 | $135.0K |
| Jul 31, 2026 | Morben Paul Keith PRES., OPTOELECTRONICS DIV | Award | 1,491 | $330.1K |
| Jul 31, 2026 | Grindstaff Glenn CHIEF HUMAN RESOURCES OFFICER | Award | 610 | $135.0K |
| Jul 31, 2026 | EDRICK ALAN I EVP & CFO | Award | 8,514 | $1.88M |
| Jul 28, 2026 | CHIZEVER GERALD M Director | Tax withheld | 166 | $36.1K |
| Jul 28, 2026 | HAWKINS JAMES B Director | Tax withheld | 170 | $36.9K |
| Jul 28, 2026 | Bernard Kelli Director | Tax withheld | 149 | $32.4K |
| Jul 20, 2026 | CHOPRA DEEPAK Director | Award | 924 | $200.2K |
| Jul 20, 2026 | HAWKINS JAMES B Director | Award | 924 | $200.2K |
| Jul 20, 2026 | Bernard Kelli Director | Award | 924 | $200.2K |
| Jul 20, 2026 | Ballhaus William Francis JR Director | Award | 924 | $200.2K |
| Jul 20, 2026 | CHIZEVER GERALD M Director | Award | 924 | $200.2K |
| Jul 6, 2026 | CHIZEVER GERALD M Director | Tax withheld | 231 | $51.2K |
| Jul 6, 2026 | HAWKINS JAMES B Director | Tax withheld | 231 | $51.2K |
| Jul 6, 2026 | Bernard Kelli Director | Tax withheld | 202 | $44.8K |
| Jun 30, 2026 | Morben Paul Keith PRES., OPTOELECTRONICS DIV | Award | 75 | $10.5K |
| Jun 30, 2026 | Okawa Cary M. CHIEF ACCOUNTING OFFICER | Award | 28 | $5.2K |
| Jun 30, 2026 | Tropeano Michael PRESIDENT, RAPISCAN SYSTEMS | Award | 75 | $10.5K |
| Jun 30, 2026 | Constantine W Paul PRES., SPACELABS HEALTHCARE | Award | 55 | $10.2K |
| Jun 30, 2026 | SZE VICTOR S GENERAL COUNSEL | Award | 75 | $10.5K |
| Jun 30, 2026 | EDRICK ALAN I EVP & CFO | Award | 75 | $10.5K |
| Jun 30, 2026 | MEHRA AJAY PRESIDENT AND CEO | Award | 75 | $10.5K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.