OSI Systems shares dropped 9.44% over the past week after fourth-quarter revenue of US$484.06 million came in slightly below the prior year due to conflict-related delivery delays. Net income rose to US$55.24 million, full-year earnings hit a record, and backlog climbed to about US$1.90 billion, including new multi-year security contracts with U.S. Customs and Border Protection. The company has retired nearly 22% of its shares since 2020 and expanded its buyback authorization, while management issued new FY2027 revenue guidance. Investors are now focused on how quickly the delayed security contracts convert to revenue, with community fair value estimates ranging from about US$165 to over US$315 per share.
OSI Systems IncQ4 revenue slightly below prior year due to conflict-related delivery delays, despite record earnings and backlog.
