OSI Systems, Inc. (OSIS)

OSI Systems' stock has shown significant growth, increasing by 80.46% between January 13, 2025, and January 9, 2026, and rising by 81.68% over the past year. Recent positive stock events include a $30 million international order for advanced radio frequency communication and surveillance systems, a $20 million order for radiation monitoring solutions, a proposed $500 million convertible senior notes offering, reporting of fiscal 2026 first-quarter financial results, and a $37 million order for radio frequency communication and surveillance systems.

Analysis of OSI Systems, Inc. seasonal charts suggests a historical pattern where a "Buy Date" of April 30 and a "Sell Date" of August 25 has resulted in a geometric average return of 7.1% above the S&P 500 Total Return Index over the past 20 years. This timeframe has shown positive results compared to the benchmark in 16 out of those 20 periods. The company's revenue and margin gains are also expected to rely on government-driven security spending and global infrastructure events, boosting demand for its advanced screening and digital security systems.

OSI Systems, Inc. designs and manufactures specialized electronic systems and components for homeland security, healthcare, defense, and aerospace, operating through Security, Healthcare, and Optoelectronics and Manufacturing divisions. The Security division provides security and inspection systems, including baggage and parcel inspection systems under the Rapiscan name. The Healthcare division focuses on patient monitoring, diagnostic cardiology, and anesthesia delivery systems under the Spacelabs Healthcare brand. The Optoelectronics and Manufacturing division produces specialized electronic components for its divisions and external OEMs.

OSI Systems has a global presence with operations in the Americas, European Union, Middle East, and Asia Pacific, with headquarters in Hawthorne, California. The majority of revenue is generated in the United States, with additional contributions from Mexico, Europe, the Middle East, Africa, and the Asia Pacific regions. Manufacturing facilities are located in the US, Mexico, Canada, Indonesia, Malaysia, Singapore, and India, and security system offices are in the UK, Germany, Hong Kong, and Australia.

OSI Systems maintains a strong reputation as a technology solutions company committed to innovation in homeland security, healthcare, defense, and aerospace. The company's focus on expanding and enhancing its product portfolios and delivering breakthrough technology solutions contributes to its positive image. Its reports have an aggregate usefulness score of 4.8 out of 5.0 based on 217 reviews, indicating a generally positive perception. Recent contract wins, such as the $30 million order for RF-based solutions for naval operations in January 2026 and the $37 million order for security systems in October 2025, underscore the company's ability to secure significant deals and deliver advanced solutions, further bolstering its reputation in critical application markets.

Institutional investors hold a significant portion of OSI Systems, Inc. shares, with 680 institutional owners holding a total of 24,693,185 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Fmr Llc, Janus Henderson Group Plc, iShares Core S&P Small-Cap ETF (IJR), Mawer Investment Management Ltd., Capital International Investors, SMALLCAP WORLD FUND INC Class A (SMCWX), State Street Corp, and Janus Henderson Triton Fund Class T (JATTX). Institutional ownership accounts for approximately 95.3% of the company, while individual insiders hold about 4.65% and state or government entities hold around 0.0218%.