Compared to Estimates, OSI (OSIS) Q3 Earnings: A Look at Key Metrics

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Compared to Estimates, OSI (OSIS) Q3 Earnings: A Look at Key Metrics

OSI Systems (OSIS) reported $453.25 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 2%. EPS of $2.60 for the same period compares to $2.44 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $451.45 million, representing a surprise of +0.4%. The company delivered an EPS surprise of +2.7%, with the consensus EPS estimate being $2.53.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how OSI performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Healthcare division: $40.7 million versus the three-analyst average estimate of $41.91 million. The reported number represents a year-over-year change of -6.9%. Revenues- Intersegment eliminations: $-17.72 million versus $-17 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +17.1% change. Revenues- Optoelectronics and Manufacturing division, including intersegment revenues: $111 million versus the three-analyst average estimate of $110.29 million. The reported number represents a year-over-year change of +10.1%. Revenues- Security division: $319.26 million versus the three-analyst average estimate of $317.02 million. The reported number represents a year-over-year change of +1.4%. Non-GAAP basis Operating Income (loss)- Security Division: $58.29 million versus the two-analyst average estimate of $56.33 million. Non-GAAP basis Operating Income (loss)- Corporate/Elimination: $-10.91 million compared to the $-10.35 million average estimate based on two analysts. Non-GAAP basis Operating Income (loss)- Healthcare Division: $0.54 million versus $1.7 million estimated by two analysts on average. Non-GAAP basis Operating Income (loss)- Optoelectronics and Manufacturing Division: $14.96 million versus $14.85 million estimated by two analysts on average.

View all Key Company Metrics for OSI here>>>

Shares of OSI have returned +5.4% over the past month versus the Zacks S&P 500 composite's +10% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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