SECURITY, OPTOELECTRONICS AND HEALTHCARE SOLUTIONS FOR A SAFER & HEALTHIER WORLD Investor Presentation December 2021 1 Safe Harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements relate to the Company's current expectations, beliefs, and projections concerning matters that are no ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q Table of Contents (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-23125 For the quarterly period ended September 30, 2021 OSI SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 33-0238801 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 1 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-23125 OSI SYSTEMS, INC. Securities registered pursuant to Section 12(g) of the Act: None Indicate by check mark if the ...

SECURITY, OPTOELECTRONICS AND HEALTHCARE SOLUTIONS FOR A SAFER & HEALTHIER WORLD Investor Presentation May 2021 1 Safe Harbor This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements relate to the Company's current expectations, beliefs, and projections concerning matters that are not his ...

Financial Performance - The company achieved record non-GAAP fiscal Q3 earnings per share of $1.38, up 15% from Q3 of fiscal 2020 [8] - Q3 adjusted operating margin was 12.6%, a 170-basis point increase from 10.9% in the same period last year [8] - Operating cash flow for Q3 was $42 million, with a record total of $131 million for the first nine months of fiscal 2021 [8][38] - Revenues in Q3 were $284 million compared to $293 million in the prior year Q3, with strong sales growth in Healthcare and Opto divisions offset by a 19% decline in Security division revenues [28][29] Business Line Performance - **Security Division**: Revenues decreased by 19% year-over-year due to pandemic impacts, but adjusted operating margins improved to 17.9% [29][36] - **Healthcare Division**: Revenues increased by 18% year-over-year, with significant operating margin expansion to 13.9% [21][37] - **Optoelectronics and Manufacturing Division**: Revenues were $19 million, a 29% increase year-over-year, with record operating income and backlog [23] Market Performance - The Security division's bookings were solid with a book-to-bill ratio of 1.1 for Q3, indicating a strong backlog of $1.1 billion [11][30] - The Healthcare division saw strength across multiple geographic channels, particularly in North America [29] - Opto division experienced growth in defense, space communication, and automotive sectors, indicating a broad customer base [24][71] Company Strategy and Industry Competition - The company is focused on executing its strategy for a safer and healthier world, with investments in product development and potential strategic acquisitions [42] - The company aims to maintain leadership in providing innovative products and solutions, leveraging a broad portfolio to capture large customers [66] - The company is well-positioned in the market with a strong product offering, particularly in cargo and border security [78] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in the recovery of the Security division as pandemic-related challenges begin to ease, with a strong backlog expected to drive revenue growth in Q4 [50][64] - The Healthcare division is expected to face some headwinds from COVID-related purchases but is investing in R&D for future growth [51] - Overall, management is optimistic about fiscal 2022, anticipating a return to normalcy and continued growth across divisions [55] Other Important Information - The company reported a decrease in SG&A expenses by 12% year-over-year, contributing to improved operating margins [33] - R&D expenses were $13.9 million, reflecting a commitment to innovation despite a slight decrease from the previous year [34] - The company has a strong balance sheet with net leverage of approximately 1.0, allowing for continued investment in growth [38] Q&A Session Summary Question: Outlook for Security division growth - Management noted that visibility for Q4 is strong, with a solid backlog and expectations for revenue growth as pandemic restrictions ease [49][50] Question: Healthcare segment growth and COVID impact - Management indicated that while there may be some downward pressure from COVID-related purchases, other product lines like cardiology are expected to pick up [51] Question: Visibility into next fiscal year and growth expectations - Management expressed optimism about returning to mid-to-high single-digit growth in fiscal 2022, supported by a strong backlog and order flow [55] Question: Timing of IDIQ orders - Management stated that while timing is difficult to predict, they expect activity to increase before the government fiscal year ends in September [56][57] Question: Operating leverage and margin expansion - Management aims to expand margins while balancing investments in R&D and sales, indicating a focus on both top-line growth and margin improvement [59] Question: Component and freight headwinds - Management acknowledged concerns but emphasized their strong vertical integration, which helps manage supply chain challenges effectively [69] Question: Security margins for fiscal 2022 - Management indicated that while there will be opportunities for margin expansion, some temporary cost reductions seen during the pandemic may revert [72]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-23125 OSI SYSTEMS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-23125 OSI SYSTEMS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction ...

OSI Systems, Inc. (NASDAQ:OSIS) Q2 2021 Earnings Conference Call January 28, 2021 12:00 PM ET Company Participants Alan Edrick - Executive VP & CFO Deepak Chopra - Chairman, CEO & President Conference Call Participants Jeff Martin - ROTH Capital Partner Larry Solow - CJS Securities Christopher Glynn - Oppenheimer Josh Nichols - B. Riley Greg Konrad - Jefferies David Mizrahi - Berenberg Operator Ladies and gentlemen, thank you standing by, and welcome to the OSI Systems Inc Second Quarter 2021 Conference Cal ...

OSI Systems, Inc. (NASDAQ:OSIS) Q1 2021 Earnings Conference Call October 29, 2020 12:00 PM ET Company Participants Deepak Chopra - President and Chief Executive Officer Alan Edrick - Chief Financial Officer Conference Call Participants Jeff Martin - ROTH Capital Larry Solow - CJS Sheila Kahyaoglu - Jefferies Josh Nichols - B. Riley Operator Ladies and gentlemen, thank you for standing by and welcome to the OSI Systems Inc. First Quarter 2021 Conference Call. At this time, all participants are in a listen-on ...

OSI Systems, Inc. (NASDAQ:OSIS) Q4 2020 Results Earnings Conference Call August 20, 2020 4:30 PM ET Company Participants Alan Edrick - Executive Vice President and Chief Financial Officer Deepak Chopra - Chairman, President and Chief Executive Officer Conference Call Participants Jeffrey Martin - ROTH Capital Partners, LLC Lawrence Solow - CJS Securities Sheila Kahyaoglu - Jefferies Aman Gulani - B. Riley & Co. Operator Ladies and gentlemen, thank you for standing by and welcome to the OSI Systems, Inc. Fou ...