OSI Systems(OSIS) ZACKS·2025-05-01 15:00Core Insights - OSI Systems reported revenue of $444.35 million for the quarter ended March 2025, marking a year-over-year increase of 9.6% and an EPS of $2.44 compared to $2.16 a year ago, exceeding Zacks Consensus Estimates [1] - The company achieved a revenue surprise of +2.03% and an EPS surprise of +2.52% compared to analyst expectations [1] Revenue Breakdown - Healthcare division revenue was $43.72 million, exceeding the estimated $43.38 million, reflecting a year-over-year increase of +5.4% [4] - Intersegment eliminations reported a revenue of -$15.14 million, slightly worse than the estimated -$15.08 million, but showing a significant year-over-year change of +51% [4] - Optoelectronics and Manufacturing division revenue, including intersegment revenues, was $100.86 million, surpassing the estimated $99.90 million, with a year-over-year change of +14.7% [4] - Security division revenue reached $314.91 million, exceeding the estimated $308.89 million, representing a year-over-year increase of +10.1% [4] Operating Income Analysis - Non-GAAP operating income for the Security Division was $56.91 million, above the average estimate of $55.79 million [4] - Non-GAAP operating loss for Corporate/Elimination was -$10.09 million, worse than the average estimate of -$9.85 million [4] - Non-GAAP operating income for the Healthcare Division was $2.23 million, slightly above the average estimate of $2.07 million [4] - Non-GAAP operating income for the Optoelectronics and Manufacturing Division was $14.09 million, exceeding the average estimate of $13.29 million [4] Stock Performance - OSI shares have returned +3.3% over the past month, contrasting with a -0.7% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]