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

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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 Seifman
JPMorgan 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 Edrick
Executive VP & CFO

Thank you. Thank you for having us.

Question-and-Answer Session

Seth Seifman
JPMorgan 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 Edrick
Executive 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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