OSI Systems reports record Q1 FY2027 revenue and raises full‑year EPS outlook

OSI Systems posted Q1 FY2027 revenue of $403.5 million, up 4.9% year‑on‑year, and adjusted earnings of $1.66 per share. Management raised its full‑year adjusted EPS guidance to $11.46 at the midpoint while keeping revenue guidance unchanged. Bookings reached $583 million and the backlog grew to a record $2.1 billion. Segment results showed security revenue of $264 million, optoelectronics revenue of $120 million, and a 14% decline in healthcare revenue.

The higher EPS guidance signals stronger profitability for FY2027, which could support OSIS share price. A record backlog and solid cash balance of $236 million give the company visibility and liquidity to fund future growth.

  • Full‑year revenue guidance differs: $1.90 billion (midpoint) in material 3 versus $1.88 billion‑$1.93 billion in material 4 and $1.875 billion‑$1.930 billion in material 7.
  • Full‑year EPS guidance differs: $11.46 (midpoint) in material 3 versus $11.28‑$11.64 in material 4 and material 7.

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