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Discussing the “One Big Beautiful Bill,” the CFO said it includes funding for non-intrusive inspection (NII) scanning equipment—OSI’s core offering. He cited approximately $1.0 billion to $1.1 billion allocated for NII and said the company is seeing momentum to move quickly. He also referenced additional funding areas including Border Patrol, biometrics (where OSI believes it is well-positioned), and security for major events such as the Los Angeles Olympics and the World Cup, noting OSI’s work at the Paris ...

Core Insights - OSI Systems, Inc. (OSIS) is recognized as a leading stock in the video surveillance sector [1] - Analysts have increased the price target for OSIS to $262 from $255 while maintaining a Neutral rating [2] - The company’s Itemiser 4DX and Itemiser 5X trace detection systems have received approval from ECAC/EU G1, meeting stringent European airline security regulations [2][3] Company Developments - The certification of the Itemiser systems confirms compliance with European Civil Aviation Conference (ECAC) standards for effective identification of explosives and narcotics [3] - These technologies are utilized by international aviation security agencies to enhance traveler safety and support law enforcement, border control, and event security [4] - OSI Systems focuses on advanced technologies in video surveillance, access control, and security solutions for both public and private sectors [5]

Industry Overview - The global video surveillance market is projected to grow from approximately $73.75 billion in 2024 to $147.66 billion by 2030, with a compound annual growth rate (CAGR) of 12.1% from 2025 to 2030 [2] - The U.S. physical security market is expected to reach $56.81 billion by 2030, growing at a CAGR of 5.5% from 2025 to 2030 [3] - By 2025, over 85 million security cameras are expected to be installed across various settings in the U.S., with Atlanta having the highest camera density at approximately 124.14 cameras per 1,000 persons [4] Company Insights MSA Safety Incorporated (NYSE:MSA) - MSA Safety reported Q4 net sales of $511 million, a 2% increase on a GAAP basis but a 3% decrease organically, attributed to delays in the fire service business [13] - For the full year 2025, MSA recorded net sales of $1.9 billion, with 1% organic growth and 4% GAAP growth; GAAP EPS was $7.09, while adjusted EPS was $7.93 [14] - The company is recognized for its safety, detection, and security solutions, including video surveillance and protective equipment, serving industrial and security markets [15] OSI Systems, Inc. (NASDAQ:OSIS) - OSI Systems reported that its Itemiser 4DX and Itemiser 5X trace detection systems received approval from ECAC/EU G1, meeting stringent European airline security regulations [17][18] - These technologies are utilized by international aviation security agencies to enhance traveler safety and assist with law enforcement and border control [19] - OSI Systems focuses on advanced technologies for video surveillance, access control, and security solutions across public and private sectors [20]

Core Viewpoint - Investors in the Electronics - Miscellaneous Components sector should consider CTS and OSI Systems as potential undervalued stocks, with CTS currently appearing to be the superior option based on various valuation metrics and earnings estimate revisions [1]. Valuation Metrics - CTS has a forward P/E ratio of 23.24, while OSI Systems has a forward P/E of 25.30, indicating that CTS may be more attractively priced relative to its earnings [5]. - The PEG ratio for CTS is 1.45, compared to OSI Systems' PEG ratio of 2.16, suggesting that CTS offers better value when considering expected earnings growth [5]. - CTS has a P/B ratio of 2.95, while OSI Systems has a P/B of 5.15, further supporting the notion that CTS is undervalued relative to its book value [6]. Analyst Outlook - CTS holds a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision trend compared to OSI Systems, which has a Zacks Rank of 3 (Hold) [3]. - The stronger estimate revision activity for CTS suggests an improving analyst outlook, making it a more attractive option for value investors [7].

Core Viewpoint - Investors are evaluating TDK Corp. (TTDKY) and OSI Systems (OSIS) for potential value opportunities, with TDKY currently appearing as the superior option based on valuation metrics [1][6]. Valuation Metrics - Both TDKY and OSIS hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions and an improving earnings outlook for both companies [3]. - TDKY has a forward P/E ratio of 18.79, while OSIS has a higher forward P/E of 27.52, suggesting TDKY may be undervalued compared to OSIS [5]. - The PEG ratio for TDKY is 1.07, indicating a favorable valuation when considering expected earnings growth, whereas OSIS has a PEG ratio of 2.38, which is less favorable [5]. - TDKY's P/B ratio stands at 1.9, significantly lower than OSIS's P/B ratio of 5.14, further supporting TDKY's position as a better value option [6]. - TDKY has a Value grade of A, while OSIS has a Value grade of C, highlighting the relative undervaluation of TDKY [6].

Core Viewpoint - OSI Systems, Inc. has received a repeat order worth approximately $12 million from a leading healthcare OEM for optical sensors used in medical devices [1] Group 1: Company Developments - The order is from the Optoelectronics and Manufacturing division of OSI Systems [1] - Ajay Mehra, President and CEO of OSI Systems, expressed satisfaction with the repeat order from a long-standing customer [1]

Core Insights - Universal Display Corporation has entered into new long-term OLED material supply and license agreements with Tianma, reinforcing their partnership and commitment to advancing OLED innovation globally [2][3][4] Group 1: Agreements and Collaboration - The agreements allow Universal Display to supply its proprietary UniversalPHOLED phosphorescent OLED materials and advanced technologies to Tianma, supporting the development of next-generation OLED displays [3][4] - Management emphasized the successful collaboration with Tianma, highlighting a shared vision for sustainable and energy-efficient display solutions [4][9] Group 2: Market Position and Technology - Universal Display is a leading provider of OLED technology, which is expected to replace LED and LCD technologies due to its energy efficiency and superior display characteristics [5][6] - The company's UniversalPHOLED technology is four times more efficient than fluorescent OLEDs, providing a competitive edge in the market [6] Group 3: Financial Outlook - Universal Display anticipates revenues between $650 million and $700 million for 2025, an increase from previous forecasts, with a gross margin projected at 76-77% [7] - Despite geopolitical uncertainties, management remains optimistic about long-term growth driven by increasing OLED adoption in various consumer electronics [7][9] Group 4: Stock Performance - Universal Display currently holds a Zacks Rank of 3 (Hold), with shares declining 19% over the past year, contrasting with the 49.4% growth of the Zacks Electronics - Miscellaneous Components industry [8]

Core Insights - nVent Electric's shares have increased by 14.5% over the past three months, outperforming the Zacks Electronics - Miscellaneous Components industry's growth of 9% [1][7] - The company is experiencing strong demand from data centers and power utilities, which is driving significant sales growth and a positive outlook for future performance [3][12] Financial Performance - In Q3 2025, nVent Electric reported net sales of $1.05 billion, a 35% year-over-year increase, exceeding the Zacks Consensus Estimate by 4.8% [4] - Adjusted earnings per share (EPS) rose by 44.4% to 91 cents, beating the consensus mark by 3.4% [4] - The company has raised its full-year 2025 revenue growth guidance to 31-33%, up from 29-33%, and adjusted EPS guidance to $3.31-$3.33, up from $3.21-$3.30 [5] Market Demand - Demand from data centers is particularly strong, with organic orders increasing by approximately 65% in Q3, primarily driven by large liquid cooling orders for hyperscaler programs [6] - The backlog for nVent Electric grew double digits sequentially in Q3, indicating a solid base for future revenues [8] - Liquid cooling is a key growth driver, with less than 10% of data centers currently utilizing this technology, suggesting long-term demand potential [9] Strategic Acquisitions - nVent Electric's acquisitions of Trachte and Electrical Products Group (EPG) are performing better than expected, with EPG projected to contribute about 15 percentage points to Q4 sales growth [13] - The company is investing in expanding capacity and improving efficiency in these acquired businesses to meet growing demand from power utilities [14] Valuation and Growth Outlook - nVent Electric is trading at a higher price-to-sales (P/S) multiple of 3.92X compared to the industry average of 2.22X, reflecting high growth expectations [15][17] - The company is well-positioned to benefit from strong long-term demand in AI-related data center projects, supporting its premium valuation [18]

Company Overview - Turning Point Brands is a leading consumer products company focused on tobacco and alternative smoking products, with a diversified portfolio of well-established brands [6] - The company leverages a multi-segment strategy, targeting both traditional tobacco consumers and those seeking alternative products [6] - Turning Point Brands holds a No. 1 market share in rolling papers and cigar wraps with its Zig Zag brand and the top spot in loose-leaf chew [11] Financial Performance - As of December 1, 2025, Turning Point Brands' shares were priced at $97.61, reflecting a 58% increase over the past year, outperforming the S&P 500 by 45 percentage points [3] - The company has a market capitalization of $1.86 billion, with revenue for the trailing twelve months (TTM) reported at $435.72 million and net income at $52.37 million [4] - In its latest quarter, Turning Point Brands reported a 31% increase in sales and an 18% increase in adjusted net income [10] Investment Activity - Prospect Capital Advisors, LLC disclosed a third-quarter purchase of 59,250 shares of Turning Point Brands, increasing its position by an estimated $6.65 million [1][2] - The increased stake was valued at $9.25 million at quarter-end, representing 4.8% of Prospect Capital's reportable assets under management [2] Growth Potential - Turning Point Brands is expanding into the modern oral nicotine industry, which has seen can volume grow by 58% annually since 2020, indicating potential for future growth [11] - The company's distribution network and brand recognition provide a competitive edge in the consumer defensive sector [6] Valuation Considerations - Turning Point Brands trades at 34 times earnings, necessitating steady growth from its new growth areas to support this valuation [12]