OSI Systems, Inc. Q2 2026 Earnings Recap

OSIS Q2 2026 January 30, 2026

Get alerts when OSIS reports next quarter

OSI Systems delivered a record second quarter for fiscal 2026, achieving an 11% year-over-year revenue growth of $464 million, accompanied by a robust non-GAAP adjusted EPS of $2.58.

Earnings Per Share Beat

$2.58 vs $2.52 est.

+2.4% surprise

Revenue Beat

464057000 vs 449510900 est.

+3.2% surprise

Market Reaction

1-Day -7.27%

5-Day -5.1%

30-Day +8.86%

See OSIS alongside your other holdings

Add to your portfolio — free

Key Takeaways

Security division reported a 15% revenue increase, driven by innovation despite some booking delays due to external factors.
Optoelectronics division achieved double-digit growth and strong demand across various industries, underpinned by strategic investments in capacity.
Strong operating cash flow of $62 million, with expectations for even better cash flow in the upcoming period.
Healthy backlog and strategic wins in security, including a $20 million international order, positions the company for a strong second half of the fiscal year.
Ongoing development in the RF sector highlighted by participation in a significant U.S. missile defense contract with a potential ceiling of $151 billion over 10 years.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit OSIS on AllInvestView.