OSI Systems (OSIS) Investor presentation summary

Business overview and market position

• Generates $1.7B in annual revenue, with 70% from security, 20% from optoelectronics, and 10% from healthcare.

• Operates globally, with sales distributed across the U.S. (33%), EMEA (25%), other Americas (25%), and APAC (17%).

• Recognized as a top player in global screening and detection, with over 100,000 installed systems and a robust R&D pipeline.

• Serves a large, diverse blue-chip customer base, including major government agencies and Fortune 500 companies.

• Maintains a vertically integrated, global manufacturing and engineering footprint for cost efficiency and flexibility.

Financial performance and guidance

• Achieved FY25 revenue of $1.7B, with FY26 revenue guidance of $1.825–$1.867B (6.5%–9.0% growth).

• FY26 non-GAAP adjusted EPS guidance is $10.20–$10.48 (9.0%–12.0% growth).

• Record year-end backlog of over $1.8B, with recurring revenue growing at a 16% CAGR from FY20–FY25.

• Strong operating cash flow (> $500M from FY19–FY23) and low leverage position support ongoing investment.

• Non-GAAP EPS has grown steadily, reaching $9.36 in FY25.

Growth drivers and strategic initiatives

• Benefiting from macro tailwinds in security, optoelectronics, and healthcare markets.

• Strategic investments in acquisitions, capex, and R&D have expanded portfolio and capacity.

• Launch of higher-margin service-based and SaaS revenue models, including CertScan®.

• Expanding recurring revenue streams through service, turnkey operations, and consumables.

• Positioned for growth with a strong balance sheet, cash flow, and available credit.