What is the 13F Pro Quality Score for OSIS?

13F Pro ranks OSI SYSTEMS INC (OSIS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View OSIS's current score at https://13fpro.ai/company/OSIS (free sign-up required for the full ranking).

Which hedge funds own the most OSIS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of OSIS include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/OSIS as soon as new 13F filings post.

Where does 13F Pro source OSIS data?

All OSI SYSTEMS INC fundamentals and ownership data come directly from SEC EDGAR. OSI SYSTEMS INC files with the SEC under CIK 1039065. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is OSIS in?

OSI SYSTEMS INC (OSIS) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives OSIS's revenue?

Per OSI SYSTEMS INC's latest 10-K filed with the SEC on 2026-08-21, the biggest revenue drivers are: Security ($1,248.0M, +4.3% YoY); Optoelectronics / Manufacturing ($375.3M, +7.7% YoY); Healthcare ($162.7M, -3.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/OSIS.

What are OSIS's largest expenses?

OSI SYSTEMS INC's latest 10-K reports these as the largest expense items: Cost of goods sold ($1,192.9M); Selling, general and administrative ($278.4M, -4.3% YoY); Research and development ($79.1M, +7.8% YoY). Sourced directly from SEC EDGAR filing text for FY2026 (year ended June 30, 2026).

How often is OSIS research updated on 13F Pro?

OSIS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

OSI SYSTEMS INC(OSIS)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Technology →Nasdaqmid

Institutional-grade research for retail investors

SEC EDGAR: CIK 1039065 OSIS stock profile & AI dashboard →

13F Pro Quality Score

59.2/100

Rank #941 of 2,961 stocksTOP 50%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

52.6/100

Profitability

59.3/100

Balance Sheet

76.2/100

Earnings Quality

65.7/100

Free Cash Flow

63.2/100

Institutional Flow

33.1/100

Revenue Scale

60.9/100

Dilution Risk

46.6/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why OSIS Scores 59/100

exact factor attribution · 2026-09-11

OSIS's composite is driven by capital efficiency and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Capital efficiency

+2.6 pts

76th pct

Free cash flow

+2.0 pts

63th pct

Scale

+1.6 pts

61th pct

Earnings quality

+1.6 pts

66th pct

Profitability

+1.4 pts

59th pct

Revenue growth

+0.5 pts

53th pct

Earnings growth

+0.5 pts

60th pct

Shareholder dilution

-0.2 pts

47th pct

Institutional flow

-0.8 pts

33th pct

Latest change (2026-08-21): 55 → 49 · ↓ Free cash flow 39→21; ↓ Revenue growth 71→62

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

OSIS Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for OSI SYSTEMS INC (OSIS), a Technology sector company. 13F Pro's AI-powered ranking engine scores OSIS at 59.2/100 on a 32-signal composite quality model, placing it at rank #941 of 2,961 stocks — the top half of the AI-ranked universe. OSIS scores in the top quartile across balance sheet strength (76.2). Areas of concern include institutional flow (33.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 46.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), OSI SYSTEMS INC reports quarterly revenue of $484.1M, net income of $55.2M, an operating margin of 15.3%. Top institutional holders of OSIS by reported 13-F value include BlackRock, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. OSIS trades on the Nasdaq exchange and files with the SEC under CIK 1039065. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OSIS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for OSI SYSTEMS INC directly from SEC EDGAR. OSI SYSTEMS INC's 13F Pro composite quality score has ranged between 49 and 61 since 2025, currently 59.2 — a stable long-term trajectory across 50 quarterly and live scoring snapshots.

What's Driving OSIS's Business? Latest 10-K Breakdown

✓ 32/32 datapoints verified

AI-extracted from OSI SYSTEMS INC's 10-K filed 2026-08-21 — FY2026 (year ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue grew 4.2% YoY to $1,786.0M on Security and Optoelectronics gains, but gross margin compressed to 33.2% from 34.3% as higher-margin Mexico security revenue fell $148.8M and mix shifted toward lower-margin businesses.

Biggest Revenue Drivers

Security$1,248.0M+4.3% YoY

Increase driven primarily by higher service revenues from a growing installed base of cargo/vehicle inspection and aviation/checkpoint inspection systems; product revenue was roughly flat as RF systems gains offset a decline in Mexico product sales

Optoelectronics / Manufacturing$375.3M+7.7% YoY

Increases in both the optoelectronics business ($8.2M) and contract manufacturing business ($18.5M)

Biggest Revenue Drivers

Total revenue: $1,786.0M+4.2% YoY

Security$1,248.0M+4.3% YoY

Optoelectronics / Manufacturing$375.3M+7.7% YoY

Increases in both the optoelectronics business ($8.2M) and contract manufacturing business ($18.5M)

Healthcare$162.7M-3.4% YoY

Decline led by lower patient monitoring sales ($9.6M), service revenue ($1.9M) and supplies/accessories ($1.8M), partially offset by higher cardiology sales ($7.7M)

Largest Expense Items

Cost of goods sold$1,192.9M

Impacted by sales volume and manufacturing-related costs including raw materials, warranty, inventory provisions, freight and tariffs

Selling, general and administrative$278.4M-4.3% YoY

Decrease from favorable FX impact and lower employee compensation, including reduced stock-based comp tied to former CEO's retirement, partly offset by higher bad debt expense

Research and development$79.1M+7.8% YoY

Higher compensation costs to support new product development initiatives, primarily in Security and Healthcare divisions

Impairment, restructuring and other charges$16.6M+213.2% YoY

Included $5.1M employee terminations, $2.1M acquisition-related costs, $1.6M legal charges, and $2.2M/$4.2M non-recurring charges in Security/Healthcare divisions

Margins: Gross margin fell to 33.2% from 34.3% as higher-margin Mexico security revenue declined $148.8M while revenue grew in generally lower-margin businesses, and aviation/checkpoint margins weakened; RF systems partially offset the impact.

Watch Items from the Filing

Middle East conflicts affected Q4 FY2026 operating results through delays in shipment timing, customer acceptance procedures, project schedules and new orders.
Revenue from three significant international security contracts (>$800M awarded FY23-24) is winding down: $404M in FY24, $231M in FY25, and only $79M in FY26 as equipment deliveries are largely complete.
Total debt rose to $1,001.0M from $649.6M, driven by $575.0M of 0.50% convertible notes issued in November 2025, alongside the existing $350.0M 2.25% convertible notes due 2029.
Security division direct sales to the U.S. Government were approximately $207.3 million in fiscal 2026, exposing revenue to government contract termination-for-convenience risk.
Consolidated backlog grew to approximately $1.9 billion as of June 30, 2026, up from $1.8 billion a year earlier.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$484.1M

Net Income

Q2 2026

$55.2M

Operating Margin

Q2 2026

15.3%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+4.3% YoY

$1.79BFY 2026

FY23 $1.28BFY24 $1.54BFY25 $1.71BFY26 $1.79B

Net Income

+3.4% YoY

$154.7MFY 2026

FY23 $91.8MFY24 $128.2MFY25 $149.6MFY26 $154.7M

Operating Income

+0.7% YoY

$219.0MFY 2026

FY23 $135.3MFY24 $189.1MFY25 $217.5MFY26 $219.0M

EPS (Diluted)

+2.8% YoY

$8.95FY 2026

FY23 $5.34FY24 $7.38FY25 $8.71FY26 $8.95

Total Assets

+11.7% YoY

$2.50BFY 2026

FY23 $1.56BFY24 $1.94BFY25 $2.24BFY26 $2.50B

Total Debt

+112.3% YoY

$1.00BFY 2026

FY23 $144.6MFY24 $137.6MFY25 $471.6MFY26 $1.00B

Op. Cash Flow

+182.7% YoY

$275.9MFY 2026

FY23 $94.8MFY24 $-87.5MFY25 $97.6MFY26 $275.9M

Free Cash Flow

+232.6% YoY

$245.3MFY 2026

FY23 $79.0MFY24 $-109.6MFY25 $73.8MFY26 $245.3M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$1.79B +4.3%	$1.71B +11.3%	$1.54B +20.4%	$1.28B +8.0%	$1.18B +3.2%	$1.15B
Net Income	$154.7M +3.4%	$149.6M +16.8%	$128.2M +39.6%	$91.8M	—	—
Operating Income	$219.0M +0.7%	$217.5M +15.1%	$189.1M +39.8%	$135.3M +11.1%	$121.7M +5.5%	$115.4M
EPS (Diluted)	$8.95 +2.8%	$8.71 +18.0%	$7.38 +38.2%	$5.34 -17.2%	$6.45 +60.0%	$4.03
Total Assets	$2.50B +11.7%	$2.24B +15.8%	$1.94B +24.4%	$1.56B +7.8%	$1.44B +4.2%	$1.38B
Total Debt	$1.00B +112.3%	$471.6M +242.9%	$137.6M -4.9%	$144.6M -50.7%	$293.2M +5.8%	$277.3M
Operating Cash Flow	$275.9M +182.7%	$97.6M +211.5%	$-87.5M -192.3%	$94.8M +48.6%	$63.8M -54.1%	$139.1M
Free Cash Flow	$245.3M +232.6%	$73.8M +167.3%	$-109.6M -238.7%	$79.0M +61.6%	$48.9M -60.0%	$122.2M

Get alerted when OSIS's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for OSI SYSTEMS INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of OSIS

BlackRock, Inc.
$558.1M2,552,027 sh
FMR LLC
$380.1M1,738,166 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$278.2M1,272,016 sh
Jupiter Topco LLC
$198.1M905,925 sh
VANGUARD CAPITAL MANAGEMENT LLC
$153.8M703,070 sh
LINDEN ADVISORS LP
$152.6M114,046,000 sh
STATE STREET CORP
$147.4M674,053 sh
Capital International Investors
$130.4M596,331 sh
GEODE CAPITAL MANAGEMENT, LLC
$101.4M463,787 sh
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$99.0M452,547 sh

Fund	Value	Shares
BlackRock, Inc.	$558.1M	2,552,027
FMR LLC	$380.1M	1,738,166
VANGUARD PORTFOLIO MANAGEMENT LLC	$278.2M	1,272,016
Jupiter Topco LLC	$198.1M	905,925
VANGUARD CAPITAL MANAGEMENT LLC	$153.8M	703,070
LINDEN ADVISORS LP	$152.6M	114,046,000
STATE STREET CORP	$147.4M	674,053
Capital International Investors	$130.4M	596,331
GEODE CAPITAL MANAGEMENT, LLC	$101.4M	463,787
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME	$99.0M	452,547

Companies Similar to OSIS

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

ALRM

Alarm.com Holdings, Inc.

AI score

Similar quality profile · 15 shared holders

ABSOLUTE INVESTMENT ADVISERS, LLC KIM, LLC SSI INVESTMENT MANAGEMENT LLC

MKSI

MKS INC

AI score

Similar quality profile · 26 shared holders

LINDEN ADVISORS LP Capital International Investors Alberta Investment Management Corp

PRGS

PROGRESS SOFTWARE CORP /MA

AI score

Similar quality profile · 17 shared holders

LINDEN ADVISORS LP SYSTEMATIC FINANCIAL MANAGEMENT LP ABSOLUTE INVESTMENT ADVISERS, LLC

Fabrinet

AI score

Similar quality profile · 23 shared holders

Capital International Investors Hood River Capital Management LLC Clark Capital Management Group, Inc.

ITRI

ITRON, INC.

AI score

Similar quality profile · 22 shared holders

LINDEN ADVISORS LP SYSTEMATIC FINANCIAL MANAGEMENT LP T. Rowe Price Investment Management, Inc.

NTCT

NETSCOUT SYSTEMS INC

AI score

Similar quality profile · 17 shared holders

Clark Capital Management Group, Inc.First Eagle Investment Management, LLC SEGALL BRYANT & HAMILL, LLC

PSN

PARSONS CORP

AI score

Similar quality profile · 19 shared holders

Channing Capital Management, LLC PRIMECAP MANAGEMENT CO/CA/Swedbank AB

HURN

Huron Consulting Group Inc.

AI score

Similar quality profile · 12 shared holders

Boston Partners WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC NORDEA INVESTMENT MANAGEMENT AB

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Technology Companies

View all Technology →

AGILENT TECHNOLOGIES, INC.

AAOI

APPLIED OPTOELECTRONICS, INC.

AAPL

Apple Inc.

ABNB

Airbnb, Inc.

ACCL

Acco Group Holdings Ltd

ACCS

ACCESS Newswire Inc.

ACFN

ACORN ENERGY, INC.

ACIW

ACI WORLDWIDE, INC.

Put OSIS on your watchlist

Track score changes the day OSI SYSTEMS INC files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is OSIS a good stock to buy?

13F Pro's AI-powered analysis of OSI SYSTEMS INC (OSIS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OSIS are available on the OSIS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. OSIS is classified as a mid company.

Which hedge funds own OSIS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OSIS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of OSI SYSTEMS INC's investment landscape.