OSI Systems Inc. filings document an operating company with common stock listed on The Nasdaq Global Select Market under OSIS and three business divisions: Security, Optoelectronics and Manufacturing, and Healthcare. Form 8-K reports quarterly results and financial condition disclosures, while exhibits furnish related earnings releases.
Other filings cover capital-structure actions, including the issuance and terms of convertible senior notes, and proxy materials describe board and shareholder matters alongside the company's segment profile. The disclosure record ties governance, securities registration, material agreements and operating results to a designer and manufacturer of specialized electronic systems and components.
For OSI Systems, FMR LLC and Abigail P. Johnson each reported beneficial ownership of 1,070,738 common shares, equal to 6.7% of the class as of September 30, 2026. FMR LLC reported sole voting power over 1,069,435 shares and sole dispositive power over 1,070,738 shares; Abigail P. Johnson reported no voting power and sole dispositive power over 1,070,738 shares. One or more other persons were known to have rights to receive or direct dividends or sale proceeds, but no other person's interest exceeded 5% of outstanding common stock.
OSI Systems, Inc. reported first-quarter fiscal 2027 revenue of $403.5 million for the three months ended September 30, 2026, compared with $384.6 million a year earlier. Net income was $24.6 million versus $20.6 million, diluted earnings per share were $1.51 versus $1.18, and operating cash flow was $37.1 million versus $17.1 million.
Management said Middle East conflict disruptions delayed shipments, installations, customer acceptance and project schedules, negatively affecting revenue and operating results. Affected orders had not been canceled to date and remained in backlog with revised delivery schedules. Remaining performance obligations were approximately $2.0 billion at September 30, with approximately 64% expected to be recognized as revenue over the next 12 months.
At September 30, 2026, cash and cash equivalents were $236.3 million, short-term investments were $65.7 million and long-term debt, net was $998.3 million. OSI Systems repurchased 305,559 shares during the quarter; 773,172 shares remained available under the repurchase program at September 30.
OSI Systems (OSIS) reported fiscal 2027 first-quarter revenue of $403.472 million, up 5% year over year. GAAP diluted EPS was $1.51, up 28%, and non-GAAP diluted EPS was $1.66, up 17%. Operating cash flow was $37.088 million, versus $17.137 million a year earlier. Bookings were $583 million, with a 1.4 book-to-bill ratio; backlog reached a record $2.1 billion, versus $1.9 billion as of June 30, 2026.
OSI Systems reaffirmed fiscal 2027 revenue guidance of $1.875 billion to $1.930 billion and increased non-GAAP diluted EPS guidance to $11.28-$11.64 from $11.13-$11.49. The company said Security and Optoelectronics and Manufacturing led performance; Healthcare was soft, and it anticipates a return to growth this fiscal year. Healthcare recorded a GAAP operating loss of $2.388 million, versus GAAP operating income of $1.846 million in the prior-year quarter.
In August 2026, the board authorized 1 million additional shares for the existing repurchase program. OSI repurchased 305,559 shares during the quarter; total capital returned through repurchases was approximately $62 million, with 773,172 shares remaining under authorization as of September 30, 2026.
OSI SYSTEMS INC is identified as the issuer in BlackRock, Inc.’s Amendment No. 3 ownership report. BlackRock reports beneficial ownership of 2,429,562 common shares, or 15.2% of the class. The reported position reflects certain BlackRock business units and affiliates and excludes other units whose holdings are disaggregated under the cited SEC release. The report identifies iShares Core S&P Small-Cap ETF as having an interest exceeding 5% of OSI Systems’ outstanding common stock.
OSI Systems, Inc. is asking stockholders to vote at its December 10, 2026 annual meeting on six incumbent director nominees—Deepak Chopra, Ajay Mehra, William F. Ballhaus, Kelli Bernard, Gerald Chizever and James B. Hawkins—the appointment of Grant Thornton LLP for the year ending June 30, 2027, and an advisory vote on fiscal 2026 named executive compensation. The Board recommends voting FOR each proposal. Holders of common stock as of October 14, 2026 are eligible to vote.
For fiscal 2026, 100% of named executive officer equity awards were performance-based, with long-term awards tied to revenue and operating-income growth. Corporate named executive officer annual cash incentives were tied to adjusted return on equity, which was 26.35% for the year.
OSI Systems Inc. (OSIS) reported that officer Michael Tropeano, President of Rapiscan Systems, received a grant of 287 shares of Common Stock on August 24, 2026, as RSUs issued pursuant to performance-based vesting. On the same date, 99 shares were disposed of via net share settlement to cover tax withholding, with no shares sold into the market. The beneficial-ownership balance was also adjusted to correct an earlier 466-share omission, which did not arise from a new transaction.
For OSI SYSTEMS INC (OSIS), General Counsel Victor S. Sze reported equity compensation activity in common stock on 2026-08-24. He received a grant of 16,845 RSU-based shares that vest based on performance, and 14,999 shares were withheld in a net settlement to cover tax withholding at a reference value of $206.73 per share, with no shares sold. An additional 5,388 shares are reported as held indirectly through the Sze Trust.
OSI SYSTEMS INC (OSIS) reported that Cary M. Okawa, Chief Accounting Officer, received a grant of 908 shares of common stock on 2026-08-24 as part of performance-based RSU vesting. On the same date, 460 shares were withheld in a net settlement to cover tax withholding at $206.73 per share; no shares were sold in the market.
OSI SYSTEMS INC (OSIS) reported that officer Paul Keith Morben, President of the Optoelectronics Division, received a grant of 1,083 shares of Common Stock on 2026-08-24, tied to performance-based RSU vesting. On the same date, 1,331 shares were withheld and tendered to pay tax withholding in a net settlement at a reference value of $206.73 per share, and the company specifies that no shares were sold on the market.