OSI Systems(US:OSIS)2021-05-07 18:22Company Overview - OSI Systems is a leading provider of advanced, high-reliability electronics solutions for critical applications in diversified essential markets[5] - The company operates through three divisions: Security (64% of FY2020 revenue), Optoelectronics (20% of FY2020 revenue), and Healthcare (16% of FY2020 revenue)[7] - The company has a diverse and essential markets providing continued opportunities for growth[8] Financial Performance and Growth - The company's revenue for FY2020 was $1.166 billion[9] - The company's FY21 revenue guidance is $1.123 - $1.148 billion[9] - The company's Non-GAAP EPS for FY20 was $4.60, with FY21 guidance of $5.15 - $5.40[9] - The company has strong operating cash flow, with ~$575 million in operating cash flow over the last 5 years[13] Strategic Advantages - The company has technology leadership, portfolio breadth, turnkey solutions experience, and vertically-integrated, low-cost manufacturing[8] - The company has a large and growing global marquee customer base[8] - The company has a diversified revenue model including systems, service, and components[8] - The company is targeting attractive markets that provide considerable growth opportunities[14]