Earnings Releases·Oct 29, 2026, 4:01 PM ET

OSI Systems — Fiscal 2027 First Quarter Earnings Summary

Reported record Q1 revenue of $403.5 million (up 5% YoY) and GAAP diluted EPS of $1.51 (up 28% YoY), while operating cash flow more than doubled to $37.1 million.
Raised fiscal 2027 non-GAAP diluted EPS guidance to $11.28–$11.64 (previously $11.13–$11.49) and reaffirmed revenue guidance of $1.875 billion–$1.930 billion.
Secured a record backlog of $2.1 billion with a 1.4 book-to-bill ratio, driven by strong demand in the Security and Optoelectronics and Manufacturing divisions.
Announced an additional 1 million shares to the share repurchase program; total capital returned to shareholders via repurchases reached approximately $62 million.
Outlook indicates the Security division's operating margin will improve as revenue mix stabilizes, while the Healthcare division is expected to return to growth following a soft quarter.