OSI Systems Posts Record Q4 EPS, Boosts Buyback, and Sets FY2027 Guidance
OSIS is trading near its 52-week low of $197.27 (6.4% above the low).
Summary
OSI Systems reported record Q4 non-GAAP EPS of $3.78, expanded its buyback authorization by 1 million shares, and introduced fiscal 2027 guidance for 5-8% revenue growth and 7.5-11% EPS growth.
Key Events · Earnings and Guidance · OSIS
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Record Q4 Non-GAAP EPS
Q4 non-GAAP EPS of $3.78, up 17% year-over-year, beating the prior-year quarter's $3.24. GAAP EPS was $3.27.
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Record Operating Cash Flow
Q4 operating cash flow of $182 million, bringing fiscal 2026 total to $276 million, up from $97.6 million in fiscal 2025.
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Share Repurchase Expansion
Board approved an additional 1,000,000 shares for repurchase, increasing total remaining authorization to 1,078,731 shares. Company repurchased 564,880 shares for $123.6 million in Q4.
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Fiscal 2027 Guidance Introduced
Revenue guidance of $1.875B-$1.930B (5.0%-8.1% growth) and non-GAAP diluted EPS of $11.13-$11.49 (7.5%-11.0% growth).
Analysis · OSIS · Manufacturing
Record fiscal Q4 non-GAAP EPS of $3.78, up 17% year-over-year, and record operating cash flow of $182 million underscore OSI Systems' strong operational performance. The company also expanded its share repurchase authorization by 1 million shares and introduced fiscal 2027 guidance calling for 5-8% revenue growth and 7.5-11% non-GAAP EPS growth. The robust cash generation and increased buyback signal management confidence, while the guidance provides a clear growth trajectory for the coming year.
At the time of this filing, OSIS was trading at $209.98 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $3.6B. The 52-week trading range was $197.27 to $311.72. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.