Is OSI Systems (OSIS) Built to Be a Long-Term Compounding Powerhouse in Defense and Security?
OSI Systems (OSIS) reported $1.79B revenue and $276M operating cash flow for fiscal 2026, with $359.8M in cash. It secured $90M in US government contracts and plans to expand capacity. Revenue grew 5% in Optoelectronics and margins improved in Healthcare. Non-GAAP EPS grew 11% to $10.35, while GAAP EPS was $8.95. Fiscal 2027 guidance projects 5-8.1% revenue growth and 7.5-11% EPS growth.



