Feed / OSIS

OSI Systems, Inc.

OSIS

Technology · 203.98 +1.3% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:55 GMT-4

Market read

OSI Systems, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company+1.3% todayVolume comparison unavailable
Market group0 of 1 activeElectronic Components · unavailable
Disclosed network0 of 2 confirmingNo filing-linked name is confirming now
What would change this read
  • R&D expenses YTD increased $5.0M driven by higher compensation to support new product development in Security and Healthcare divisions.

Invalidation: The isolated read changes if OSIS's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Technology · Electronic Components

No new filing conclusion is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • R&D expenses YTD increased $5.0M driven by higher compensation to support new product development in Security and Healthcare divisions.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations328
Usable filing statements105
Verified relationships0
Evidence supporting the case
  • Operating cash flow covered net income at 1.78x in the latest annual period.
  • Product pipeline and R&D has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Foreign exchange has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 53% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 68% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

203.98
6m-26.0%12m-13.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-06-30$1.2B+3.2%$6.45-2.8%
2023-06-30$1.3B+8.0%$5.34-3.8%
2024-06-30$1.5B+20.4%$7.38+1.0%
2025-06-30$1.7B+11.3%$8.71-1.0%
2026-06-30$1.8B+4.3%$8.95+0.6%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
This increase was due primarily to proceeds from the 2031 Notes, partially offset by repayment of outstanding revolver borrowings and net reduction in the term loan associated with our credit facility.
10-K · Aug 21, 2026
Foreign exchangemixed · 5 filings
SG&A expense for the fiscal year ended June 30, 2026 decreased $12.5 million compared to the same prior-year period, primarily due to a favorable impact from foreign currency exchange rates and decreased employee compensation, including reduced stock-based co…
10-K · Aug 21, 2026
Input and raw-material costsmixed · 5 filings
Gross profit is impacted by sales volume and changes in overall manufacturing-related costs, such as raw materials and component costs, warranty expense, provision for inventory, freight, tariffs, and logistics.
10-K · Aug 21, 2026
Supply chain and availabilitymixed · 5 filings
Gross profit is impacted by sales volume and changes in overall manufacturing-related costs, such as raw materials and component costs, warranty expense, provision for inventory, freight, tariffs, and logistics.
10-K · Aug 21, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.0× · EV/sales 2.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

203.98+1.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for OSIS. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for OSIS. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind OSIS

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

OSIS is currently a Leader in the organic co-movement group Electronic Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for OSIS; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.