OSIS at a glance
OSI SYSTEMS INC (OSIS, SEC CIK 1039065) filed its latest 10-K annual report on August 21, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as August 26, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 30, 2026 (FY2026), OSI SYSTEMS INC (OSIS) reported revenue of $1.8 billion (up 4.3% from FY2025) and net income of $154.7 million. Diluted EPS was $8.95.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding OSI SYSTEMS INC (OSIS) shares worth $2.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $1.8B
- +4.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $2.1B · −1 vs prior quarter
- Latest 8-K
- Aug 20, 2026
- Item 2.02 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 30, 2026
Business Overview
- Vertically integrated manufacturer of specialized electronic systems for homeland security, healthcare, defense, aerospace with three divisions: Security, Optoelectronics and Manufacturing, Healthcare
- Expanded turnkey security screening services including managing full-service checkpoint operations at several U.S. airports under TSA's Screening Partnership Program
- Introduced advanced SaaS platforms integrating security inspection data with external databases for remote screening operations across multiple global regions
- Consolidated backlog grew to $1.9 billion as of June 30, 2026, up from $1.8 billion in prior year, signaling strong order pipeline
- Workforce of 7,806 employees globally with 42.2% female and 52.7% ethnically diverse U.S. workforce, highlighting ongoing focus on diversity and inclusion
Management Discussion & Analysis
- Revenue $1.786B, up 4.2% YoY; Security $1.248B (+4.3%), Optoelectronics $375.3M (+7.7%), Healthcare $162.7M (-3.4%)
- Gross margin 33.2% vs 34.3%, SG&A 15.6% vs 17.0%, R&D 4.4% vs 4.3%, impairment charges $16.6M vs $5.3M
- Best performing segment: Security division revenue +$51.8M driven by services; worst: Healthcare revenue down $5.6M mainly patient monitoring
- Operating cash flow $275.9M vs $97.6M; Capex $30.6M vs $23.8M; share repurchases $271.9M vs $80.4M; $38.0M income taxes; $359.8M cash at year-end
- Management highlights risks: geopolitical tensions (Middle East, Russia-Ukraine), supply chain constraints, inflation, trade policy uncertainty; expects sufficient liquidity for next 12 months
Risk Factors
- Regulatory risk: SAFETY Act coverage limitations by U.S. Department of Homeland Security exposing to liability post-terrorism acts without full legal protections
- Geopolitical threat: Middle East conflict disrupting supply chain, logistics providers and increasing costs, with uncertain duration and potential sanctions impact
- Operational vulnerability: Dependence on single qualified suppliers for key raw materials risking delivery delays and increased manufacturing costs
- Competitive risk: Pressure to lower product prices amid emerging new technologies and market entrants, risking profitability
- Financial risk: Indebtedness including $0.50%-2.25% Convertible Senior Notes may limit cash flow and increase vulnerability to adverse market conditions
AI summary of the OSIS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 31, 2026
Management Discussion & Analysis
- Q3 revenue $453.2M, up 2.0% YoY from $444.3M
- Best segment Optoelectronics and Manufacturing, revenue $93.3M, up 8.9% YoY
- Worst segment Healthcare, revenue $40.7M, down 6.9% YoY
- Gross margin 33.2% vs 33.8% YoY
- Cash $345.2M vs $106.4M; operating cash flow $93.8M vs $97.0M YTD, with $21.3M capital expenditures
Risk Factors
- No material changes to risk factors from the June 30, 2025 Form 10-K
- Carried-forward risks span business, financial-condition, and operating-results uncertainties
- Updated Code of Ethics effective May 1, 2026, clarifying emerging risk areas
- No new Rule 10b5-1 or non-Rule 10b5-1 trading arrangements reported in fiscal third quarter 2026
AI summary of the OSIS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Section 2.02 references forward-looking disclosure liability protections under the Securities Exchange Act
- No fiscal 2026 financial results or operating metrics included in the provided text
Item 8.01: Other Events
- Board-approved authorization for 1 million additional share repurchases
- Total remaining repurchase authorization increased to 1,078,731 shares
Item EX-99.1: Item EX-99.1
- Fiscal 2026 revenue $1.786B, up 4%; non-GAAP EPS $10.35, up 11%
- Q4 revenue declined 4% to $484.1M as Middle East conflicts delayed Security deliveries
Item 2.02: Results of Operations and Financial Condition
- Section 2.02 text contains only forward-looking disclosure disclaimers
- No fiscal 2026 operating results or financial figures provided in the supplied text
Item EX-99.1: Item EX-99.1
- Q3 revenue $453.2M, up 2%; nine-month revenue $1.302B, up 8%
- Non-GAAP EPS $2.60, up 7%; GAAP EPS $2.33, down 3% from higher charges
AI summaries of OSIS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for OSIS
Don't miss the next OSIS filing
- Alerts as it files. A push when OSIS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut OSIS, by share count.
- Ask anything. An AI agent that reads every OSIS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Morben Paul Keith | A | Aug 24, 2026 | 1,083 | $206.73 |
| MEHRA AJAY | F | Aug 24, 2026 | 19,986 | $206.73 |
| EDRICK ALAN I | A | Aug 24, 2026 | 21,871 | $206.73 |
| MEHRA AJAY | A | Aug 24, 2026 | 20,073 | $206.73 |
| Grindstaff Glenn | F | Aug 24, 2026 | 1,708 | $206.73 |
| CHOPRA DEEPAK | A | Aug 24, 2026 | 20,403 | $206.73 |
| CHOPRA DEEPAK | F | Aug 24, 2026 | 23,540 | $206.73 |
| Grindstaff Glenn | A | Aug 24, 2026 | 1,969 | $206.73 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.7B | $1.8B |
| Gross Profit | - | $587.2M | $593.1M |
| Operating Income | - | $217.5M | $219.0M |
| Net Income | - | $149.6M | $154.7M |
| Gross Margin | - | 34.3% | 33.2% |
| Op. Margin | - | 12.7% | 12.3% |
| Net Margin | - | 8.7% | 8.7% |
| Balance Sheet | |||
| Total Assets | $1.9B | $2.2B | $2.5B |
| Equity | - | $951.1M | $833.0M |
| ROE | - | 15.7% | 18.6% |
| Per Share | |||
| EPS | - | $8.71 | $8.95 |
| Cash Flow | |||
| Operating CF | - | $97.6M | $275.9M |
| CapEx | $22.1M | $23.8M | $30.6M |
Source: XBRL data in OSI SYSTEMS INC (OSIS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate OSIS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $2.10B |
| Q1 2026 | 33 | $2.53B |
| Q4 2025 | 29 | $2.42B |
| Q3 2025 | 31 | $2.26B |
| Q2 2025 | 30 | $2.03B |
| Q1 2025 | 25 | $1.21B |
| Q4 2024 | 23 | $893.3M |
| Q3 2024 | 21 | $360.7M |
- Millennium Management+254.9K (+584%)
- Ameriprise Financial+91.3K (+97%)
- T. Rowe Price Group+55.2K (+21%)
- Goldman Sachs Group+44.6K (+59%)
- BlackRock+22.4K (+1%)
- FMR LLC (Fidelity)−228.9K (-12%)
- Bank of America Corp−129.0K (-48%)
- Invesco Ltd−110.1K (-29%)
- Morgan Stanley−12.4K (-6%)
- Truist Financial−11.4K (-64%)
- Allstate+1.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
OSIS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 10-K | Aug 21, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| SC 13G | Aug 13, 2026 | - | - | |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
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OSIS SEC filings: frequently asked questions
Which institutions hold OSIS stock?
As of June 30, 2026, the largest OSI SYSTEMS INC (OSIS) holders among the 13F filers tracked by SignalX were BlackRock ($558.1 million), FMR LLC (Fidelity) ($380.1 million), Vanguard Portfolio Management LLC ($278.2 million), Vanguard Capital Management LLC ($153.8 million), State Street Corp ($147.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was OSIS's revenue in fiscal year 2026?
For the fiscal year ended June 30, 2026 (FY2026), OSI SYSTEMS INC (OSIS) reported revenue of $1.8 billion (up 4.3% from FY2025) and net income of $154.7 million. Diluted EPS was $8.95. The figures come from the XBRL data in the 10-K.
What are the main risks in OSIS's latest 10-K?
In the 10-K filed August 21, 2026, OSI SYSTEMS INC (OSIS) flagged: Regulatory risk: SAFETY Act coverage limitations by U.S. Department of Homeland Security exposing to liability post-terrorism acts without full legal protections. Geopolitical threat: Middle East conflict disrupting supply chain, logistics providers and increasing costs, with uncertain duration and potential sanctions impact. (AI summary of the Risk Factors section.)
What did OSIS report in its latest 8-K?
OSI SYSTEMS INC (OSIS) filed an 8-K on August 20, 2026 reporting Item 2.02 (Results of Operations and Financial Condition) and Item 8.01 (Other Events). Section 2.02 references forward-looking disclosure liability protections under the Securities Exchange Act.
What are the latest OSIS SEC filings?
OSI SYSTEMS INC (OSIS) filed its latest 10-K annual report on August 21, 2026, a 10-Q quarterly report on May 4, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on August 26, 2026.
What is OSIS's SEC CIK number?
OSI SYSTEMS INC (OSIS)'s SEC Central Index Key (CIK) is 1039065. EDGAR lists every OSIS filing under that number.
Ask anything about OSIS
The research agent reads OSIS's filings, financials, insider trades and 13F holders, then answers with sources.