4 weeks ago
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MarketBeat
Tue, February 24, 2026 astatine 6:48 AM CST 6 min read
OSI Systems (NASDAQ:OSIS) outlined its concern mix, near-term maturation drivers, and borderline and currency travel expectations during a league treatment featuring Chief Financial Officer Alan. The institution described a portfolio built astir 3 divisions—Security, Optoelectronics, and Healthcare—with Security representing the largest stock of gross and nett and progressively supported by recurring work revenue.
Management described OSI Systems arsenic operating across:
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Security, the largest part astatine “over two-thirds” of gross and a higher percent of profit, focused connected information detection for cargo and conveyance inspection astatine ports and borders arsenic good arsenic aviation screening nether the Rapiscan brand.
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Optoelectronics, astir a 4th of revenue, which produces sensors, detectors, and physics components sold to OEM customers crossed aerospace and defense, industrial, automotive, technology, and aesculapian markets. The portion besides supplies components utilized successful OSI’s Security and Healthcare products, which the CFO said supports borderline and proviso concatenation power done vertical integration.
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Healthcare, little than 10% of revenue, selling diligent monitoring and cardiology instrumentality chiefly to mean and ample hospitals. About fractional of the Healthcare concern is recurring gross successful nature, the CFO said.
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OSI said caller Security maturation has been driven heavy by planetary business—particularly Mexico—where the institution received 3 contracts totaling astir $900 cardinal with the Mexican Army and Navy. Those contracts generated important gross successful fiscal 2024 and fiscal 2025, and the CFO said that contempt backlog conversion to revenue, bookings person remained beardown capable that backlog has “generally been increasing” implicit that period.
Looking ahead, absorption expects incremental maturation to skew much toward the U.S. The CFO highlighted borderline initiatives with U.S. Customs and Border Protection (CBP) and said the “One Big Beautiful Bill” is expected to beryllium a “nice windfall,” with important orders anticipated for borderline deployments. The CFO besides pointed to “tremendous opportunities” tied to “Golden Dome,” citing an acquisition completed astir 18 months agone that added vigor frequence (RF) technology.
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Discussing the “One Big Beautiful Bill,” the CFO said it includes backing for non-intrusive inspection (NII) scanning equipment—OSI’s halfway offering. He cited astir $1.0 cardinal to $1.1 cardinal allocated for NII and said the institution is seeing momentum to determination quickly. He besides referenced further backing areas including Border Patrol, biometrics (where OSI believes it is well-positioned), and information for large events specified arsenic the Los Angeles Olympics and the World Cup, noting OSI’s enactment astatine the Paris Olympics and the Qatar World Cup.
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