OSI Systems sees fiscal 2027 revenue at $1.875 bln to $1.930 bln
Company expects fiscal 2027 non-GAAP diluted EPS of $11.13 to $11.49
OSI Systems says substantial backlog and opportunity pipeline position it well for fiscal 2027
Analyst coverage and valuation
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the electronic equipment & parts peer group is "buy"
Wall Street's median 12-month price target for OSI Systems, Inc. is $300.00, about 35.8% above its August 19 closing price of $220.92
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 26 three months ago
Result drivers and key details
Middle East delivery delays - Co said Q4 revenue was impacted by delivery delays related to Middle East conflicts
Optoelectronics demand - Optoelectronics and Manufacturing division delivered strong results with Q4 revenue up about 5% year-over-year on broad-based demand
Healthcare improvement - Healthcare division Q4 revenue rose about 5% and margin improved due to operational improvements
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