OSI Systems, Inc. (OSIS)

OSI Systems' stock has experienced significant upward movement, with a 54.82% return over the last 12 months. In October 2025, the company reported third-quarter calendar year 2025 revenue and non-GAAP profit per share that exceeded Wall Street's expectations. In November 2025, OSI Systems issued $575 million of convertible senior notes due in 2031 at an interest rate of 0.50%. In January 2026, the company announced record second-quarter fiscal year 2026 revenues and non-GAAP earnings per share and increased its fiscal year 2026 non-GAAP EPS guidance; the Security division also received an international order of approximately $30 million. In February 2026, OSI Systems received ECAC/EU G1 Certification for its trace detection solutions, and Director Deepak Chopra sold 20,000 shares of the company's stock. In April 2026, the Optoelectronics and Manufacturing division received a multi-year award valued at more than $40 million. While the Security division experienced softer bookings due to a U.S. government shutdown, analysts have given OSI Systems a consensus "Buy" rating, with an average 12-month price target of $282.00.

Demand for OSI Systems' advanced screening and digital security systems is boosted by government-driven security spending and global infrastructure events. The Security segment has demonstrated strong year-over-year growth, and the Optoelectronics and Manufacturing division is also experiencing increasing customer demand. The company's significant backlog and opportunity pipeline are expected to position it for continued growth, capitalizing on increasing industry demand.

OSI Systems, Inc. designs and manufactures specialized electronic systems and components for critical applications across various sectors, operating globally with a significant presence in homeland security, healthcare, defense, and aerospace markets. The company operates through three primary segments: Security, Healthcare, and Optoelectronics and Manufacturing. The company is categorized within the Information Technology sector, specifically in Electronic Equipment, Instruments, and Components, and also has a presence in the Semiconductors industry. Under the Rapiscan name, the company offers a range of security and inspection systems and provides turnkey security screening solutions under the S2 name. Through its Spacelabs brand, OSI Systems provides patient monitoring, diagnostic cardiology, remote monitoring, and connected care systems and accessories. The Optoelectronics and Manufacturing segment develops and manufactures optoelectronic devices and flex circuits and offers electronics manufacturing services to original equipment manufacturers (OEMs) and end-users.

OSI Systems serves a worldwide customer base through an extensive distributor network and global operations spanning the Americas, the European Union, the Middle East, and Asia Pacific. The company has headquarters in Hawthorne, California, U.S., with subsidiaries and operations in various cities across the United States, Mexico, Canada, the United Kingdom, Germany, Singapore, Malaysia, and India.

OSI Systems' brand reputation is largely tied to its critical role in security and healthcare infrastructure. The company's security and inspection systems are utilized at sensitive locations such as U.S. border checkpoints and Israeli military checkpoints, which has been a point of discussion. Rapiscan metal detectors have also been installed in Israeli prisons, airports, and courthouses. The company's Security division was awarded a contract to provide screening technologies for a major global sporting event in Europe, and the company also received ECAC/EU G1 Certification for its airport security trace detection solutions.

The ownership structure of OSI Systems Inc. is predominantly held by institutional investors, who own between 77.36% and 89.90% of the company's stock as of 2025. Key institutional shareholders include BlackRock, Inc., Vanguard Group Inc., Fmr Llc, Mawer Investment Management Ltd., Janus Henderson Group Plc, Capital International Investors, State Street Corp, UBS Asset Management Americas Inc, Invesco Ltd., and Geode Capital Management, Llc. Deepak Chopra, the founder and Executive Chairman, is a significant individual shareholder, holding 4.18% of the company's stock, and insider ownership ranges from 5.72% to 13.19%.