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OSI Systems, Inc. (OSIS) Presents at JPMorgan Industrials Conference 2026 Transcript

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⚡ Quantum Brief
OSI Systems reported strong fiscal performance in its June 2026 mid-year update, citing sustained revenue, booking, and profit growth, continuing a multi-year upward trend. The company highlighted robust international expansion as a key driver, with overseas markets delivering significant growth and maintaining strong future potential. CFO Alan Edrick emphasized optimism about upcoming quarters, noting the company’s trajectory aligns with its strategic goals during the JPMorgan Industrials Conference presentation. Aerospace and defense sectors were central to the discussion, reflecting OSI’s focus on high-growth industrial segments amid broader market demand. The fireside chat format allowed for real-time Q&A, underscoring investor interest in OSI’s operational momentum and long-term profitability outlook.
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SA Transcripts159.01K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call OSI Systems, Inc. (OSIS) JPMorgan Industrials Conference 2026 March 17, 2026 3:40 PM EDT Company Participants Alan Edrick - Executive VP & CFO Conference Call Participants Seth Seifman - JPMorgan Chase & Co, Research Division Presentation Seth SeifmanJPMorgan Chase & Co, Research Division Good afternoon, everyone. Welcome back to the aerospace and defense track here at the JPMorgan Industrials Conference. I'm Seth Seifman, the aerospace and defense equity analyst here. And we are very grateful to have with us OSI Systems. And we're here with CFO, Alan Edrick. And Alan is going to talk with us about the company. We're going to do a fireside chat, a little bit of Q&A, and we'll ask in the audience for some questions as well. But Alan, thanks very much for coming. I appreciate it. Alan EdrickExecutive VP & CFO Thank you. Thank you for having us. Question-and-Answer Session Seth SeifmanJPMorgan Chase & Co, Research Division Cool. Maybe stepping back before we get into the detailed questions, if you just kind of want to set the scene in terms of where things stand for the company this year, the growth prospects that you see, kind of what you guys are excited about? Alan EdrickExecutive VP & CFO Yes. It's been a great year for OSI Systems. We are a June 30 fiscal year, so we reported half of our year and coming up on our 3-quarter mark right now. Over the last few years, we've experienced very strong growth, both on the top line and the bottom line, and that has continued into this year with strong revenues, strong bookings and strong profits. So we're excited and the prospects ahead of us are very exciting. We've been growing quite a bit internationally. And while those prospects still remain very, very robust, we think

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