Osi Systems Stock Price, News & Analysis

OSI Systems (NASDAQ: OSIS) announced it will participate in the 14th Annual Roth Technology Conference on November 19, 2025 in New York City.

The company said its participation will include moderated fireside chats, panel discussions, and one-on-one investor meetings as part of a multi-track schedule.

OSI Systems (NASDAQ: OSIS) priced an upsized private offering of $500 million 0.50% convertible senior notes due 2031, increasing from a previously announced $400 million size. Settlement is scheduled for November 20, 2025 with an initial purchasers’ option for an additional $75 million. The initial conversion rate is 2.8263 shares per $1,000 principal (conversion price ≈ $353.82), a ~32.5% premium to the Nov 17, 2025 last sale price. Estimated net proceeds are ≈ $489.4 million (≈ $562.9 million if option exercised). OSI expects to use ≈ $146.1 million to repurchase 546,945 shares and the remainder to repay part of its revolving credit facility and for general corporate purposes.

OSI Systems (NASDAQ: OSIS) announced a proposed private offering of $400.0 million aggregate principal amount of convertible senior notes due February 1, 2031, with an initial purchaser option of up to an additional $60.0 million. The notes will be senior unsecured, accrue interest semi‑annually, be convertible in specified circumstances, and may be settled in cash and, if applicable, shares of common stock.

OSI expects to use up to $175.0 million of net proceeds to repurchase common stock, and the remainder to repay a portion of its revolving credit facility, fees and general corporate purposes. Redemption, repurchase and conversion mechanics and final interest and conversion terms will be set at pricing.

OSI Systems (NASDAQ: OSIS) reported record fiscal 2026 first-quarter results for the three months ended September 30, 2025: revenues $384.6M (up 12% YoY), GAAP diluted EPS $1.18 (up 12% YoY) and non-GAAP diluted EPS $1.42 (up 14% YoY). The company recorded a record Q1 backlog and positive operating cash flow of $17.1M vs. $(37.2M) in the prior-year quarter. Management raised fiscal 2026 guidance to $1.825B–$1.867B revenue and $10.20–$10.48 non-GAAP EPS, citing strong division-level growth: Security +13% revenue, Optoelectronics & Manufacturing +12%, Healthcare +10%.

Management noted a larger opportunity pipeline and will host a conference call and webcast on October 30, 2025 at 1:30 pm PT.

OSI Systems (Nasdaq: OSIS) will hold its quarterly conference call on Thursday, October 30, 2025 at 1:30 pm PT to discuss results for the quarter ended September 30, 2025.

The call will be webcast via the investor relations site at www.osi-systems.com. A replay will be available from 4:00 pm PT on October 30, 2025 through November 14, 2025 at the same investor relations page.

OSI Systems (NASDAQ: OSIS) has secured a significant order worth $37 million for its Security division. The contract involves delivering advanced radio frequency (RF)-based communication and surveillance systems. The systems are designed to support mission-critical operations focused on national security.

OSI Systems (NASDAQ: OSIS) announced that Executive Vice President and Chief Financial Officer Alan Edrick has been named "CFO of the Year" by the Los Angeles Business Journal in the Middle Market Company category. This marks Edrick's third CFO of the Year recognition during his tenure at OSI Systems.

The award acknowledges Edrick's significant contributions to OSI's growth, global expansion, and shareholder value creation. CEO Ajay Mehra praised Edrick's role in establishing OSI as a global leader in security solutions through his excellence in financial management and strategic leadership.

OSI Systems (NASDAQ: OSIS) has secured a significant five-year contract from U.S. Customs and Border Protection (CBP) for its Non-Intrusive Inspection Common Integration Platform program. The contract has an initial value of $1.5 million with a total potential value of $54 million.

The Company's subsidiary S2 Global will provide its CertScan® platform to enhance border security operations, focusing on cargo and vehicle screening efficiency. The platform, already operational in 19 countries and multiple US CBP border crossings, aims to modernize inspection capabilities, accelerate cargo throughput, and enable real-time data sharing across agencies.

Rapiscan Systems (NYSE:OSIS) has launched its new Orion® Road 930DX-V, an advanced dual-view X-ray inspection system designed for mobile security operations. The system, integrated into a mobile van platform, is engineered for detecting concealed weapons, explosives, narcotics, and other contraband.

The technology builds on Rapiscan's extensive experience in threat inspection, featuring dual-view imaging capabilities and operator assist tools for enhanced threat detection. The system targets multiple applications including VIP & event security, customs & border protection, law enforcement, and critical infrastructure protection.