OSI Systems(US:OSIS) ZACKS·2026-01-29 23:31Core Insights - OSI Systems reported revenue of $464.06 million for the quarter ended December 2025, marking a year-over-year increase of 10.5% and exceeding the Zacks Consensus Estimate by 2.71% [1] - The earnings per share (EPS) for the same period was $2.58, compared to $2.42 a year ago, with an EPS surprise of 2.38% over the consensus estimate of $2.52 [1] Revenue Performance - Healthcare division revenue was $36.53 million, which is 18.6% lower year-over-year and below the average estimate of $44.79 million [4] - Intersegment eliminations reported a revenue of $-19.73 million, a 25.2% year-over-year increase, but worse than the average estimate of $-16.68 million [4] - Optoelectronics and Manufacturing division revenue was $112.55 million, exceeding the average estimate of $107.46 million with an 11.7% year-over-year increase [4] - Security division revenue reached $334.71 million, surpassing the average estimate of $318.69 million and showing a 15.4% year-over-year increase [4] Operating Income Analysis - Non-GAAP operating income for the Security Division was $59.64 million, slightly above the average estimate of $59.53 million [4] - Non-GAAP operating loss for Corporate/Elimination was $-9.52 million, better than the average estimate of $-10.24 million [4] - Non-GAAP operating income for the Healthcare Division was $0.53 million, below the average estimate of $2.34 million [4] - Non-GAAP operating income for the Optoelectronics and Manufacturing Division was $14.49 million, exceeding the average estimate of $13.88 million [4] Stock Performance - OSI shares have returned +6.4% over the past month, outperforming the Zacks S&P 500 composite's +0.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]