Compared to Estimates, OSI (OSIS) Q1 Earnings: A Look at Key Metrics

OSI Systems (OSIS) reported $403.47 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.9%. EPS of $1.66 for the same period compares to $1.42 a year ago.

The reported revenue represents a surprise of +1.54% over the Zacks Consensus Estimate of $397.34 million. With the consensus EPS estimate being $1.64, the EPS surprise was +1.22%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how OSI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Healthcare division: $40.74 million compared to the $41.1 million average estimate based on three analysts. The reported number represents a change of 0% year over year.

• Revenues- Intersegment eliminations: $-19.83 million versus $-17.45 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.

• Revenues- Optoelectronics and Manufacturing division, including intersegment revenues: $109.46 million versus $113.84 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a 0% change.

• Revenues- Security division: $254.25 million compared to the $258.53 million average estimate based on three analysts. The reported number represents a change of 0% year over year.

• Non-GAAP basis Operating Income (loss)- Security Division: $34.34 million versus the two-analyst average estimate of $35.95 million.

• Non-GAAP basis Operating Income (loss)- Corporate/Elimination: $-10.09 million versus $-11 million estimated by two analysts on average.

• Non-GAAP basis Operating Income (loss)- Healthcare Division: $2.45 million versus the two-analyst average estimate of $0.83 million.

• Non-GAAP basis Operating Income (loss)- Optoelectronics and Manufacturing Division: $13.08 million versus $14.24 million estimated by two analysts on average.

View all Key Company Metrics for OSI here>>>

Shares of OSI have returned +3.2% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.