Every material Form 8-K OSI Systems filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
OSI Systems issued $500 million of 0.50% convertible senior notes due February 1, 2031, with initial purchasers holding an option for up to an additional $75 million. The notes add debt to the company's balance sheet, and holders may convert into cash and, in some cases, common stock at an initial conversion price of about $353.82 per share.
Principal amount: $500 million, with an option for up to an additional $75 million
Interest of 0.50% per year, payable semi-annually from August 1, 2026; maturity February 1, 2031
Initial conversion price of about $353.82 per share; up to 2,153,260 common shares may be issued on conversion
Company may redeem notes on or after February 6, 2029 if share price exceeds 130% of the conversion price under stated conditions
OSI Systems reported fiscal first-quarter 2026 results for the quarter ended September 30, 2025, with revenue of $385 million, up 12% from a year earlier, and non-GAAP diluted EPS of $1.42, up 14%. The company raised its fiscal 2026 revenue guidance to $1.825 billion to $1.867 billion and its non-GAAP EPS guidance to $10.20 to $10.48, both higher than its prior ranges.
Revenue was $384.6 million, up from $344.0 million a year earlier; GAAP diluted EPS was $1.18, up from $1.05.
Non-GAAP diluted EPS was $1.42, up from $1.25 a year earlier; GAAP net income was $20.6 million, up from $17.9 million.
Fiscal 2026 revenue guidance was raised to $1.825 billion to $1.867 billion from $1.805 billion to $1.850 billion.
Fiscal 2026 non-GAAP EPS guidance was raised to $10.20 to $10.48 from $10.11 to $10.39; operating cash flow was $17.1 million, compared with negative $37.2 million a year earlier.
OSI Systems reported fourth-quarter and fiscal 2025 results for the period ended June 30, 2025, with quarterly revenue of $505 million and GAAP earnings per share of $3.03, both up from a year earlier. The company guided fiscal 2026 revenue to $1.805 billion to $1.850 billion and non-GAAP diluted EPS to $10.11 to $10.39, which points to continued growth for shareholders, though it does not provide GAAP EPS guidance.
Q4 fiscal 2025 revenue was $505 million, up 5% from $480.9 million; GAAP EPS was $3.03, up 19%.
Fiscal 2025 revenue was $1.713 billion, up 11%; GAAP EPS was $8.71, up 18%, and non-GAAP EPS was $9.36, up 15%.
Fiscal 2026 guidance: revenue of $1.805 billion to $1.850 billion (5.4% to 8.0% growth) and non-GAAP diluted EPS of $10.11 to $10.39.
After fiscal year-end, the company expanded its credit facility to $825 million and extended its maturity to July 2030.
OSI Systems entered into a Ninth Amendment to its Credit Agreement with Wells Fargo Bank, N.A. on July 1, 2025, increasing total borrowing capacity from $750 million to $825 million and extending the maturity from December 2026 to July 2030. The company said the amendment provides more favorable pricing, fewer and less restrictive covenants, and greater financial and operational flexibility.
Revolving loan commitment rises from $600 million to $725 million, plus a new $100 million term loan
Maturity extended from December 2026 to July 2030
Wells Fargo Securities, BofA Securities, JPMorgan Chase and PNC Capital Markets served as joint lead arrangers and joint bookrunners
CFO Alan Edrick said the changes support liquidity and the company's growth strategy
Manoocher Mansouri notified OSI Systems on May 27, 2025 that he will retire as President of the Optoelectronics and Manufacturing division effective June 30, 2025, and will continue as Chief Technology Officer of that division. Paul Morben, President of the OSI Electronics business unit, becomes Opto President effective July 1, 2025. The filing describes a division-level leadership transition and reports no financial results.
Mansouri retires as Opto President effective June 30, 2025, and stays on as Chief Technology Officer of the Optoelectronics and Manufacturing division.
Paul Morben, President of OSI Electronics, becomes Opto President effective July 1, 2025.
Morben's biographical details are in the October 25, 2024 proxy statement (page 29), and the filing states he has no related-party interest requiring disclosure.
OSI Systems reported fiscal third-quarter 2025 revenue of $444.4 million, up 10% from a year earlier, with GAAP diluted EPS of $2.40 versus $1.95. The company raised its fiscal 2025 revenue guidance to $1.690 billion to $1.715 billion and non-GAAP diluted EPS guidance to $9.15 to $9.45, both modestly higher than prior ranges.
Q3 FY25 revenue $444.4 million, up 10% from $405.4 million; GAAP net income $41.1 million, or $2.40 per diluted share, versus $1.95 a year earlier
Q3 non-GAAP diluted EPS $2.44, versus $2.16 in the prior-year quarter
Fiscal 2025 guidance raised: revenue $1.690 billion to $1.715 billion (previously $1.685 billion to $1.710 billion); non-GAAP diluted EPS $9.15 to $9.45 (previously $9.10 to $9.40)
Quarter-end backlog over $1.8 billion; operating cash flow $81.6 million versus cash used of $52.1 million a year earlier
OSI Systems reported fiscal second-quarter 2025 results for the period ended December 31, 2024, with revenue up 12% year over year and GAAP diluted EPS of $2.22 versus $2.11 a year earlier. The company raised its fiscal 2025 revenue and non-GAAP diluted EPS guidance, which gives shareholders a higher outlook for the full year.
Q2 FY25 revenue was $419.8 million, up from $373.2 million a year earlier.
Q2 FY25 net income was $37.8 million, or $2.22 per diluted share, versus $36.6 million, or $2.11, a year earlier.
Non-GAAP diluted EPS was $2.42 for Q2 FY25, compared with $2.21 a year earlier.
FY2025 revenue guidance rose to $1.685 billion-$1.710 billion from $1.670 billion-$1.695 billion; non-GAAP diluted EPS guidance rose to $9.10-$9.40 from $9.00-$9.30.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every OSI Systems filing is on SEC EDGAR ↗. 8-K briefs of other companies →