OSI Systems (OSIS)
Builds security-screening systems, optoelectronic components, and hospital patient-monitoring equipment.
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Sells security-screening equipment and turnkey inspection services, optoelectronic components and contract manufacturing, and Spacelabs patient-monitoring and cardiology systems. Security generates most revenue, while vertical integration links component production with finished systems and services.
Designs and manufactures security-inspection systems, optoelectronic components, electronics assemblies, and hospital monitoring products across three divisions. Rapiscan equipment screens baggage, people, cargo, and vehicles, while S2 supplies software and turnkey checkpoint operations.
Produces sensors, laser devices, flex circuits, and other assemblies for internal divisions and OEMs through Optoelectronics and Manufacturing. Spacelabs Healthcare provides bedside and telemetry monitoring, diagnostic cardiology, remote monitoring, and connected-care systems.
Combines in-house component production with final systems, software, maintenance, and staffed screening services for customers across the Americas, Europe, the Middle East, and Asia-Pacific. Security generates most revenue, leaving results tied to government procurement, customer acceptance, export controls, medical-device regulation, and certain single-source components.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 21, 2026 | Roth Capital | Reiterate | Rating: —Target: $310 | Target: $274 |
| Aug 21, 2026 | Oppenheimer | Reiterate | Rating: —Target: $280 | Target: $300 |
| May 5, 2026 | Roth Capital | Target | Target: $295 | Target: $310 |
| Jan 30, 2026 | Roth Capital | Reiterate | Rating: —Target: $292 | Target: $295 |
| Dec 1, 2025 | UBS | Target | Target: — | Target: $292 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $359.8M · Total debt $1.00B · Total assets $2.50B · Shareholders' equity $833.0M
- Revenue
- $484.1M
- Operating income
- $69.8M
- Net income
- $55.2M
No dividends on record.
| Institutions | 119.97% | 19.13M shares | |
|---|---|---|---|
| 375 holders · as of Jun 30, 2026 | |||
| Insiders | 6.01% | 957.4K shares | |
| 16 holders · as of Aug 26, 2026 | |||
| Strategic holders | 8.10% | 1.29M shares | |
| 2 holders · as of Aug 13, 2026 | |||
| Adds to | 134.08% | ||
15.94M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 134.08%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 16.01% | 2.55M | as of Jun 30, 2026 |
FMR LLCInstitution | 10.90% | 1.74M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.98% | 1.27M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 5.68% | 905,925 | filed Aug 13, 2026 |
Jupiter Topco LLCInstitution | 5.68% | 905,925 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 4, 2026 | Deepak Chopra | director | −20,000 | $281.84 |
| Feb 2, 2026 | Deepak Chopra | director | −20,000 | $250.91 |
| Nov 10, 2025 | Deepak Chopra | director, officer: EXECUTIVE CHAIRMAN | −20,000 | $285.74 |
| Nov 7, 2025 | James B. Hawkins | director | −1,500 | $283.15 |
| Nov 7, 2025 | Paul Keith Morben | officer: PRES., OPTOELECTRONICS DIV | −416 | $279.10 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| OSI Systems | $202.34 | +0.97% | $3.30B | 22.4 | 17.8 | 1.8 | −4.1% |
| iShares MSCI India Small-Cap ETF | $70.80 | −0.37% | $696.3M | — | — | — | — |
| Leidos | $123.93 | −3.36% | $16.13B | 12.0 | 10.3 | 0.9 | +7.2% |
| Philips (ADR) | $24.92 | +0.06% | $24.34B | 18.7 | 12.9 | 1.2 | −2.8% |
| GE HealthCare | $66.27 | +2.25% | $29.27B | 18.8 | 12.7 | 1.4 | +5.8% |
| Median | 18.7 | 12.7 | 1.2 | +5.8% |