OSI (OSIS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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OSI (OSIS) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

OSI Systems (OSIS) reported $464.06 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.5%. EPS of $2.58 for the same period compares to $2.42 a year ago.

The reported revenue represents a surprise of +2.71% over the Zacks Consensus Estimate of $451.8 million. With the consensus EPS estimate being $2.52, the EPS surprise was +2.38%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $36.53 million versus the three-analyst average estimate of $44.79 million. The reported number represents a year-over-year change of -18.6%. Revenues- Intersegment eliminations: $-19.73 million compared to the $-16.68 million average estimate based on three analysts. The reported number represents a change of +25.2% year over year. Revenues- Optoelectronics and Manufacturing division, including intersegment revenues: $112.55 million versus the three-analyst average estimate of $107.46 million. The reported number represents a year-over-year change of +11.7%. Revenues- Security division: $334.71 million versus the three-analyst average estimate of $318.69 million. The reported number represents a year-over-year change of +15.4%. Non-GAAP basis Operating Income (loss)- Security Division: $59.64 million compared to the $59.53 million average estimate based on two analysts. Non-GAAP basis Operating Income (loss)- Corporate/Elimination: $-9.52 million versus $-10.24 million estimated by two analysts on average. Non-GAAP basis Operating Income (loss)- Healthcare Division: $0.53 million versus the two-analyst average estimate of $2.34 million. Non-GAAP basis Operating Income (loss)- Optoelectronics and Manufacturing Division: $14.49 million compared to the $13.88 million average estimate based on two analysts.

View all Key Company Metrics for OSI here>>>

Shares of OSI have returned +6.4% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform 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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