OSI Systems raises fiscal 2026 EPS guidance as Q2 revenue rises 11% to $464 million
OSI Systems reported fiscal second-quarter 2026 revenue of $464 million, up 11% year over year, and record non-GAAP diluted EPS of $2.58, up 7%. The company raised its fiscal 2026 non-GAAP EPS guidance to $10.30 to $10.55 while keeping its prior revenue guidance unchanged. GAAP diluted EPS was flat at $2.22.
Key points
- Q2 revenue of $464 million, up 11% year over year; GAAP diluted EPS flat at $2.22; non-GAAP diluted EPS of $2.58, up 7%
- Fiscal 2026 non-GAAP diluted EPS guidance raised to $10.30 to $10.55, representing 10% to 13% growth; revenue guidance maintained
- Backlog was $1.8 billion as of December 31, 2025; Security bookings were softer than expected, partly due to the U.S. government shutdown
- Operating cash flow was $62 million in Q2, compared with $52.5 million a year earlier
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:49 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 29, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.