OSI Systems Inc (FRA:OS2)
€ 179 (0%) Market Cap: 3.12 Bil Enterprise Value: 3.57 Bil PE Ratio: 26.26 PB Ratio: 4.12 GF Score: 86/100
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Q3 2025 OSI Systems Inc Earnings Call Transcript

May 01, 2025 / 04:00PM GMT

Key Points

Positve
  • OSI Systems Inc (OSIS) reported a 10% year-over-year revenue increase to a Q3 record of $444 million, with growth in all three divisions.
  • The company achieved a record Q3 non-GAAP adjusted earnings per share of $2.44.
  • OSI Systems Inc (OSIS) finished the quarter with a record backlog of more than $1.8 billion, providing good visibility for future growth.
  • The company generated record Q3 operating cash flow of $82 million, a significant improvement from the negative cash flow in the same quarter last year.
  • The Optoelectronics and Manufacturing division delivered a standout quarter with revenues growing 15% year over year, surpassing $100 million in sales.
Negative
  • The evolving global trade environment, particularly US tariff policies, introduces uncertainty and potential challenges for OSI Systems Inc (OSIS).
  • The Security division's adjusted operating margin decreased year over year due to less favorable product mix and increased R&D investment.
  • Revenues from Mexico contracts decreased significantly, impacting overall revenue growth.
  • The Healthcare division's adjusted operating margin remains lighter than desired, indicating room for improvement.
  • The tariff environment remains unstable, posing potential risks for future financial periods beyond Q4.
Operator

Thank you for standing by. Hello, and welcome to the OSI Systems, Inc. third-quarter 2025 conference call. I would now like to turn the call over to our Executive Vice President and Chief Financial Officer, Alan Edrick, Mr. Edrick, please go ahead.

Alan Edrick
OSI Systems Inc - Chief Financial Officer, Executive Vice President

Thank you very much. Good morning and thank you for joining us today. I'm Alan Edrick, Executive President and CFO of OSI Systems. And I'm here today with Ajay Mehra, OSI's President and CEO. Welcome to the OSI Systems' fiscal '25 third-quarter conference call.

We are pleased that you can join us as we review our financial and operational results. Please excuse my voice today as I am a bit under the weather. Earlier today, we issued a press release announcing our fiscal '25 third quarter financial results. Before we discuss these results, however, I'd like to remind everyone that today's discussion will include forward-looking statements, and the company wishes to take advantage of the Safe Harbor provisions of the Private

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