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OSI Systems, Inc.NasdaqGS:OSIS Stock Report

Market Cap US$4.0b
Share Price
US$241.11
US$306.43
21.3% undervalued intrinsic discount
1Y8.5%
7D-16.0%
Portfolio Value
View

OSI Systems, Inc.

NasdaqGS:OSIS Stock Report

Market Cap: US$4.0b

OSIS Community Fair Values

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OSI Systems, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for OSI Systems
Historical stock prices
Current Share PriceUS$241.11
52 Week HighUS$311.72
52 Week LowUS$204.00
Beta1.31
1 Month Change-12.50%
3 Month Change-11.11%
1 Year Change8.53%
3 Year Change101.82%
5 Year Change154.15%
Change since IPO1,494.12%

Recent News & Updates

Narrative Update 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.
Narrative Update 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.

Recent updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Seeking Alpha Feb 03

OSI Systems: Not Passing My Screening

Summary OSI Systems maintains strong sales momentum and recurring revenue, but shares trade at a premium 24x forward earnings. Recent quarters showed solid sales and earnings growth, yet backlog has stagnated and large Mexican orders are winding down. Buybacks and low-cost convertible financing have supported EPS, but cash conversion and net debt remain focus areas. I remain cautious on OSI Systems due to elevated valuation and tougher growth outlook as major order tailwinds fade. Read the full article on Seeking Alpha
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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 Alpha
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
User avatar
New Narrative 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 Alpha
Analysis Article Aug 16

Returns On Capital Are Showing Encouraging Signs At OSI Systems (NASDAQ:OSIS)

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...
Analysis Article Jul 19

Unpleasant Surprises Could Be In Store For OSI Systems, Inc.'s (NASDAQ:OSIS) Shares

OSI Systems, Inc.'s ( NASDAQ:OSIS ) price-to-earnings (or "P/E") ratio of 19.9x might make it look like a sell right...
Analysis Article Jul 05

Is OSI Systems (NASDAQ:OSIS) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jun 20

Is There An Opportunity With OSI Systems, Inc.'s (NASDAQ:OSIS) 27% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, OSI Systems fair value estimate is US$187 Current share price...
Seeking Alpha May 27

OSI Systems: Security Provider Is On Fire

Summary OSI Systems is mostly a security business, with its largest and most profitable segment driving real growth here. The optoelectronics and healthcare divisions have seen declining revenues and margins, highlighting the potential for OSI to become a more focused business. While momentum is strong, I am cautious to chase the shares here at all-time highs, anticipating some kind of normalization here. Read the full article on Seeking Alpha

Shareholder Returns

OSISUS ElectronicUS Market
7D-16.0%6.5%3.2%
1Y8.5%101.8%31.0%

Return vs Industry: OSIS underperformed the US Electronic industry which returned 101.8% over the past year.

Return vs Market: OSIS underperformed the US Market which returned 31% over the past year.

Price Volatility

Is OSIS's price volatile compared to industry and market?
OSIS volatility
OSIS Average Weekly Movement7.2%
Electronic Industry Average Movement9.0%
Market Average Movement7.1%
10% most volatile stocks in US Market16.1%
10% least volatile stocks in US Market3.2%

Stable Share Price: OSIS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: OSIS's weekly volatility (7%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19877,337Ajay Mehrawww.osi-systems.com

OSI Systems, Inc. designs and manufactures electronic systems and components in the United States and internationally. It operates in three segments: Security, Healthcare, and Optoelectronics and Manufacturing. The company offers baggage and parcel inspection, cargo and vehicle inspection, hold baggage and people screening, radiation monitoring, explosive and narcotics trace detection systems, and optical inspection systems, and radio frequency (RF) equipment under the Rapiscan name.

OSI Systems, Inc. Fundamentals Summary

How do OSI Systems's earnings and revenue compare to its market cap?
OSIS fundamental statistics
Market capUS$3.96b
Earnings (TTM)US$152.22m
Revenue (TTM)US$1.81b
26.1x
P/E Ratio
2.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OSIS income statement (TTM)
RevenueUS$1.81b
Cost of RevenueUS$1.21b
Gross ProfitUS$593.38m
Other ExpensesUS$441.16m
EarningsUS$152.22m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)9.23
Gross Margin32.84%
Net Profit Margin8.42%
Debt/Equity Ratio112.1%

How did OSIS perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 14:29
End of Day Share Price 2026/05/07 00:00
Earnings2026/03/31
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

OSI Systems, Inc. is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Yi Hsiao MillwardBenchmark Company
David MizrahiBerenberg
Mariana Perez MoraBofA Global Research