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Osi Systems Inc. (OSIS) Stock Fundamental Analysis & AI Rating 2026

OSIS Nasdaq Semiconductors & Related Devices DE CIK: 0001039065
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
73% Confidence
AGREEMENT
HOLD
72% Conf
BUY
74% Conf

📊 OSIS Key Takeaways

Revenue: $1.3B
Net Margin: 7.6%
Free Cash Flow: $72.5M
Current Ratio: 3.25x
Debt/Equity: 1.12x
EPS: $5.71
AI Rating: HOLD with 72% confidence
Osi Systems Inc. (OSIS) receives a BUY rating with 73% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.3B, net profit margin of 7.6%, and return on equity (ROE) of 11.1%, Osi Systems Inc. demonstrates strong fundamentals in the Technology sector. Below is our complete OSIS stock analysis for 2026.

Is Osi Systems Inc. (OSIS) a Good Investment?

Claude

OSI Systems demonstrates solid financial health with excellent liquidity (3.25x current ratio), strong interest coverage (25.4x), and consistent profitability (7.6% net margin). However, flat year-over-year net income growth and lack of visible revenue momentum suggest a mature, stabilized business with limited near-term catalysts for expansion.

ChatGPT

OSI Systems delivers double-digit revenue growth with solid operating margins and strong free cash flow from a capex-light profile. Liquidity and interest coverage are robust, supporting resilience despite moderate leverage. Key upside depends on translating growth into sustained margin and ROE improvement.

Why Buy Osi Systems Inc. Stock? OSIS Key Strengths

Claude
  • + Exceptional liquidity position with 3.25x current ratio and $345.2M cash reserves
  • + Very strong interest coverage of 25.4x indicating low financial distress risk
  • + Solid profitability with 32.7% gross margins and consistent 7.6% net margins despite flat growth
  • + Healthy free cash flow generation of $72.5M with stable operating cash flow
  • + Well-managed balance sheet with acceptable debt-to-equity of 1.12x
ChatGPT
  • + Double-digit revenue growth (+11.3% YoY) with 10.8% operating margin
  • + Strong liquidity (3.15x current, 2.31x quick) and high interest coverage (16.1x)
  • + Healthy free cash flow (7.7% FCF margin) with low capex

OSIS Stock Risks: Osi Systems Inc. Investment Risks

Claude
  • ! Zero year-over-year net income growth (0.0% YoY) signals stagnation or maturity
  • ! Elevated leverage with $1.0B long-term debt against $894.3M equity
  • ! Limited revenue growth visibility and operating margin expansion potential
  • ! Free cash flow margin of only 5.6% suggests limited cash conversion efficiency
  • ! Low insider activity (2 Form 4 filings in 90 days) may indicate limited confidence
ChatGPT
  • ! Flat net income YoY suggests margin pressure or cost creep
  • ! Moderate leverage (Debt/Equity 1.19x) may limit flexibility
  • ! Low asset efficiency (ROA 2.3%) and working-capital intensity

Key Metrics to Watch

Claude
  • * Quarterly revenue growth trajectory and segment performance trends
  • * Operating margin expansion or contraction over next 2-3 quarters
  • * Free cash flow consistency and debt reduction pace
  • * Working capital efficiency and cash conversion metrics
  • * Changes in insider buying activity and management confidence signals
ChatGPT
  • * Operating margin
  • * FCF margin

Osi Systems Inc. (OSIS) Financial Metrics & Key Ratios

Revenue
$1.3B
Net Income
$99.5M
EPS (Diluted)
$5.71
Free Cash Flow
$72.5M
Total Assets
$2.6B
Cash Position
$345.2M

💡 AI Analyst Insight

Strong liquidity with a 3.25x current ratio provides a solid financial cushion.

OSIS Profit Margin, ROE & Profitability Analysis

Gross Margin 32.7%
Operating Margin 11.1%
Net Margin 7.6%
ROE 11.1%
ROA 3.9%
FCF Margin 5.6%

OSIS vs Technology Sector: How Osi Systems Inc. Compares

How Osi Systems Inc. compares to Technology sector averages

Net Margin
OSIS 7.6%
vs
Sector Avg 18.0%
OSIS Sector
ROE
OSIS 11.1%
vs
Sector Avg 22.0%
OSIS Sector
Current Ratio
OSIS 3.2x
vs
Sector Avg 2.5x
OSIS Sector
Debt/Equity
OSIS 1.1x
vs
Sector Avg 0.5x
OSIS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Osi Systems Inc. Stock Overvalued? OSIS Valuation Analysis 2026

Based on fundamental analysis, Osi Systems Inc. shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
11.1%
Sector avg: 22%
Net Profit Margin
7.6%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.12x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Osi Systems Inc. Balance Sheet: OSIS Debt, Cash & Liquidity

Current Ratio
3.25x
Quick Ratio
2.42x
Debt/Equity
1.12x
Debt/Assets
65.0%
Interest Coverage
25.44x
Long-term Debt
$1.0B

OSIS Revenue & Earnings Growth: 5-Year Financial Trend

OSIS 5-year financial data: Year 2021: Revenue $1.2B, Net Income N/A, EPS $3.46. Year 2022: Revenue $1.2B, Net Income N/A, EPS $4.05. Year 2023: Revenue $1.3B, Net Income N/A, EPS $4.03. Year 2024: Revenue $1.5B, Net Income N/A, EPS $6.45. Year 2025: Revenue $1.7B, Net Income $91.8M, EPS $5.34.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Osi Systems Inc.'s revenue has grown significantly by 45% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.34 reflects profitable operations.

OSIS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.6%
Free cash flow / Revenue

OSIS Quarterly Earnings & Performance

Quarterly financial performance data for Osi Systems Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $444.4M $40.2M $2.33
Q2 2026 $419.8M $37.8M $2.22
Q1 2026 $344.0M $17.9M $1.05
Q3 2025 $405.4M N/A $1.95
Q2 2025 $373.2M N/A $2.11
Q1 2025 $279.2M N/A $0.75
Q3 2024 $302.9M N/A $1.27
Q2 2024 $295.6M N/A $0.96

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Osi Systems Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$93.8M
Cash generated from operations
Stock Buybacks
$147.0M
Shares repurchased (TTM)
Capital Expenditures
$21.3M
Investment in assets
Dividends
None
No dividend program

OSIS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Osi Systems Inc. (CIK: 0001039065)

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 4 xslF345X06/form4-05052026_040501.xml View →
May 4, 2026 10-Q osis-20260331x10q.htm View →
May 4, 2026 8-K tm2613470d1_8k.htm View →
Apr 24, 2026 4 xslF345X06/form4-04242026_040401.xml View →
Feb 4, 2026 4 xslF345X05/form4-02042026_040201.xml View →

Frequently Asked Questions about OSIS

What is the AI rating for OSIS?

Osi Systems Inc. (OSIS) has a Combined AI Rating of BUY from Claude (HOLD) and ChatGPT (BUY) with 73% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OSIS's key strengths?

Claude: Exceptional liquidity position with 3.25x current ratio and $345.2M cash reserves. Very strong interest coverage of 25.4x indicating low financial distress risk. ChatGPT: Double-digit revenue growth (+11.3% YoY) with 10.8% operating margin. Strong liquidity (3.15x current, 2.31x quick) and high interest coverage (16.1x).

What are the risks of investing in OSIS?

Claude: Zero year-over-year net income growth (0.0% YoY) signals stagnation or maturity. Elevated leverage with $1.0B long-term debt against $894.3M equity. ChatGPT: Flat net income YoY suggests margin pressure or cost creep. Moderate leverage (Debt/Equity 1.19x) may limit flexibility.

What is OSIS's revenue and growth?

Osi Systems Inc. reported revenue of $1.3B.

Does OSIS pay dividends?

Osi Systems Inc. does not currently pay dividends.

Where can I find OSIS SEC filings?

Official SEC filings for Osi Systems Inc. (CIK: 0001039065) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OSIS's EPS?

Osi Systems Inc. has a diluted EPS of $5.71.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is OSIS a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Osi Systems Inc. has a BUY rating with 73% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is OSIS stock overvalued or undervalued?

Valuation metrics for OSIS: ROE of 11.1% (sector avg: 22%), net margin of 7.6% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy OSIS stock in 2026?

Our dual AI analysis gives Osi Systems Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OSIS's free cash flow?

Osi Systems Inc.'s operating cash flow is $93.8M, with capital expenditures of $21.3M. FCF margin is 5.6%.

How does OSIS compare to other Technology stocks?

Vs Technology sector averages: Net margin 7.6% (avg: 18%), ROE 11.1% (avg: 22%), current ratio 3.25 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI