财务业绩 - 第四季度收入创纪录达4.81亿美元，同比增长17%[1] - 全年收入创纪录达15.4亿美元，同比增长20%[1] - 第四季度非GAAP每股收益创纪录2.84美元[4] - 全年非GAAP每股收益创纪录8.13美元，同比增长31%[5] - 截至第四季度末订单量约17亿美元[6] 业务表现 - 安全部门第四季度收入同比增长27%，带动整体业绩增长[7] - 光电子和制造部门第四季度收入创纪录[8] - 医疗保健部门第四季度业绩最强[9] 财务指引 - 公司发布2025财年收入和非GAAP每股收益指引[12] - 公司总收入在2024财年预计达到15.39亿美元，较2023财年增长20.4%[22] - 安全部门2024财年收入预计达到10.43亿美元，较2023财年增长37.2%[22] - 光电子和制造部门2024财年收入预计为3.84亿美元，较2023财年下降0.8%[22] - 医疗保健部门2024财年收入预计为1.71亿美元，较2023财年下降10.0%[22] - 2024财年非GAAP净利润预计为1.41亿美元，较2023财年增长32.3%[28] - 2024财年非GAAP每股收益预计为8.13美元，较2023财年增长31.1%[28] - 2024财年安全部门非GAAP营业利润率预计为18.5%，较2023财年提升1.7个百分点[32] - 2024财年光电子和制造部门非GAAP营业利润率预计为13.9%，较2023财年提升0.1个百分点[32] - 2024财年医疗保健部门非GAAP营业利润率预计为9.3%，较2023财年提升3.2个百分点[32] - 2024财年总体非GAAP营业利润率预计为14.8%，较2023财年提升2.5个百分点[32] 财务数据 - 公司GAAP基础营业收入为1890.61百万美元，占总销售额的12.3%[36] - 重组和其他费用净额为63.91百万美元，占总销售额的0.4%[36] - 收购无形资产摊销费用为167.66百万美元，占总销售额的1.1%[36] - 公司非GAAP基础营业收入为2122.18百万美元，占总销售额的13.8%[36] - 公司制造业部门营业收入占总销售额的11.1%[36] - 公司医疗保健部门营业收入占总销售额的3.5%[36]

Wall Street analysts expect OSI Systems (OSIS) to post quarterly earnings of $2.79 per share in its upcoming report, which indicates a year-over-year increase of 4.9%. Revenues are expected to be $466.48 million, up 13.3% from the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Prior to a company's earnings announcemen ...

OSI Systems (OSIS) shares ended the last trading session 3.2% higher at $150.57. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 7.1% gain over the past four weeks.OSI Systems is benefiting from an expanding order book across its Healthcare, Optoelectronics and Manufacturing and Security Segments.This airport security and full-body scanner manufacturer is expected to post quarterly earnings of $2.79 per share in it ...

OSI Systems (OSIS) is benefiting from an expanding order book across its Healthcare, Optoelectronics and Manufacturing and Security Segments.Building on this momentum, the company recently announced that its Security division has secured an order valued at approximately $17 million from an international customer.The order includes advanced cargo and vehicle inspection systems such as the Eagle P60 high-energy drive-through system and the T60 trailer-mounted vehicle inspection system.OSI Systems will also pr ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it. Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, etc. - ...

Investors looking for stocks in the Electronics - Miscellaneous Components sector might want to consider either TDK Corp. (TTDKY) or OSI Systems (OSIS) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emp ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-23125 OSI SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 33-0238801 (State or o ...

财务数据和关键指标变化 - 第三季度收入同比增长34%至创纪录的4.05亿美元,主要由安全部门的出色表现带动 [9] - 非GAAP调整后每股收益同比增长45%至2.16美元,创下第三季度新高 [9] 各条业务线数据和关键指标变化 安全部门 - 第三季度收入同比增长60%,订单额超过3亿美元,实现超过1的订单增长率 [11][12] - 正在执行两个大型合同:与墨西哥国防部的5亿美元货物和车辆检查系统合同,以及另一个超过2亿美元的货物项目 [13] - 还获得了1亿美元的新货物和车辆检查系统合同 [14] - 航空和检查站业务收入和订单均保持强劲增长 [17][18][19] 光电子和制造部门 - 第三季度收入有所下滑,这是暂时性的,预计第四季度会有改善 [23][25] - 获得了来自医疗设备和国防电子客户的新订单 [24] - 在墨西哥Tecate新建了一个制造基地,可以为客户提供就近制造服务 [25] 医疗保健部门 - 第三季度收入同比下降6%,受到医院资本支出环境的挑战 [26][27] - 获得了一家美国医院6百万美元的监护系统订单 [27] 各个市场数据和关键指标变化 - 安全部门在美国边境检查中发现了价值1.17亿美元的6.5吨冰毒,创历史最大毒品缉获纪录 [15][16] - 航空和货运客户正在进行大规模的安全基础设施投资,公司业务从中获益,预计这一趋势将持续到2025财年及以后 [20] 公司战略和发展方向及行业竞争 - 公司拥有最广泛的产品组合,在货物检查领域已经成为行业领导者 [20][67][68] - 公司正在持续投资于创新和新产品开发,以保持竞争优势 [28] - 全球安全需求持续增长,为公司带来广阔的发展前景 [57][58][67] 管理层对经营环境和未来前景的评论 - 公司对2025财年及以后的发展前景充满信心,订单和管线情况良好 [49][57][58] - 尽管供应链挑战仍存在,但公司已采取措施进行有效管控 [78][79] - 公司将继续通过内生增长、并购以及股票回购等方式进行资本配置 [75] 问答环节重要的提问和回答 问题1 **Josh Nichols 提问** 询问公司2025财年的订单转化情况 [48][49] **Alan Edrick 回答** 公司有很强的2025财年可见性,预计2025财年将实现大部分当前订单的转化 [49] 问题2 **Larry Solow 提问** 询问公司未来几年的订单和利润率情况 [57][58][60][61] **Deepak Chopra 和 Alan Edrick 回答** 公司对未来发展前景充满信心,将继续保持订单和利润率的增长势头 [57][58][60][61] 问题3 **Jeff Martin 提问** 询问公司在国际货物和车辆检查市场的竞争地位 [66][67][68] **Deepak Chopra 回答** 公司在该领域拥有最广泛的产品组合和良好的市场地位,未来发展前景看好 [67][68]

财报业绩 - OSI Systems报告2024财年第三季度财务业绩，Q3营收达到4.05亿美元，同比增长34%[1] - Q3每股收益方面，GAAP稀释每股收益为1.95美元，同比增长54%；非GAAP调整后稀释每股收益创下纪录，为2.16美元，同比增长45%[1] - Q3营业收入同比增长50%[1] - 公司Q3末积压订单约18亿美元[1] - 公司提高2024财年非GAAP调整后稀释每股收益指引[1] - 2024财年前三季度营收达到10.6亿美元，同比增长22%[2] - 2024财年前三季度净收入为8,350万美元，同比增长69%[3] - 公司Q3的订单与账单比率为1.0，Q3末积压订单约18亿美元[4] 预期指引 - 公司重申2024财年营收预期增长超过19%，非GAAP调整后稀释每股收益指引增长超过30%[6] 部门业绩 - 安全部门Q3营收同比增长60%，推动了显著的营业收入增长和调整后营业利润率扩张[5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-23125 OSI SYSTEMS, INC. (Exact name of registrant as specified in its charter) Delaware 33-0238801 (State o ...