OSI Systems FY26: revenue +4.3% to $1.79B, net income +3.4% to $154.7M; Q4 hit by Mideast delays

Filed August 21, 2026 · Period ending June 30, 2026 · Compared to 10-K Aug 25, 2025 · ~2 min read

Key Changes

• high

  Net income rose 3.4% to $154.7M (diluted EPS $8.95, +2.8%) on 4.3% revenue growth to $1.79B, as operating cash flow surged to $275.9M from $97.6M driven by collections on large Security projects.

  MD&A: Consolidated Results verify on EDGAR →
• high

  Q4 FY26 results affected by Middle East conflicts: delays in shipments, customer acceptance, project schedules, and new orders. Future escalation could disrupt supply chains and customer fulfillment.

  MD&A: Conflicts in the Middle East verify on EDGAR →
• high

  Gross margin compressed to 33.2% from 34.3% as high-margin Mexico customer revenue fell $148.8M while lower-margin businesses grew; aviation and checkpoint systems also saw margin pressure, partially offset by improved RF profitability.

  MD&A: Gross Margin verify on EDGAR →