OSI Systems (OSIS) Investor presentation summary

Strategic positioning and market overview

• Leading provider of high-reliability electronics for security, optoelectronics, and healthcare markets, with 70% of FY26 revenues from security, 21% from optoelectronics, and 9% from healthcare.

• Record FY26 backlog of ~$1.9B and FY27 revenue guidance of $1.875–$1.930B, representing 5.0%–8.1% YoY growth.

• Global reach with 50% of FY26 revenues from the Americas, 32% EMEA, and 18% APAC.

• Competitive advantages include technology leadership, vertically integrated manufacturing, and a broad portfolio.

• Strong balance sheet, cash flow, and available credit support continued expansion and investment.

Financial performance and guidance

• FY27 non-GAAP EPS guidance of $11.13–$11.49, up 7.5%–11.0% YoY.

• Revenues have grown from $1.09B in FY17 to $1.79B in FY26, with consistent EPS growth.

• Operating cash flow exceeded $700M from FY20–FY26, with record FY26 cash flow.

• Low net leverage position (1.3x in FY26) provides financial flexibility.

• Diversified revenue model with significant recurring and repeat service revenues, especially in security and healthcare divisions.

Security division highlights

• Global leader in threat detection screening for aviation, borders, ports, and critical infrastructure.

• Major contract wins in 2026: $200M and $85M multi-year IDIQs from CBP, $235M OTHR contract for Homeland Defense.

• Recurring revenue streams from field service, security-as-a-service, and SaaS (CertScan®).

• Over 100,000 systems installed in 170+ countries, serving top U.S. agencies and global customers.

• Positioned for growth with regulatory-driven replacement cycles and expanding service models.