STOCKWATCH
·
Semiconductors
Quarterly ResultMay 4, 2026, 04:07 PM

OSI Systems Reports Record Q3 Revenue $453M; Non-GAAP EPS $2.60

AI Summary

OSI Systems announced its financial results for the third quarter of fiscal 2026, reporting record Q3 revenues of $453 million and record non-GAAP diluted earnings per share of $2.60. The company also achieved a record Q3 backlog of $1.9 billion and a book-to-bill ratio of 1.3x. Despite a GAAP EPS decrease and lower operating cash flow, the company reiterated its fiscal 2026 guidance, reflecting confidence in its diversified portfolio and strategic initiatives.

Key Highlights

  • Record Q3 Revenues reached $453 million, a 2% increase year-over-year.
  • Record Non-GAAP Diluted EPS was $2.60, up 7% from $2.44 in Q3 2025.
  • GAAP Diluted EPS was $2.33, a 3% decrease from $2.40 in Q3 2025.
  • Record Q3 Backlog stood at approximately $1.9 billion as of March 31, 2026.
  • Q3 Book-to-Bill Ratio was strong at 1.3x.
  • Fiscal 2026 revenue guidance reiterated at $1.825 billion to $1.867 billion.
  • Fiscal 2026 non-GAAP diluted EPS guidance reiterated at $10.30 to $10.55.
  • Security division revenues increased 25% YoY (excluding Mexico contracts from Q3 FY25).
OSIS
Semiconductors
OSI SYSTEMS INC

Price Impact