TORVANTA
Other · S&P 500 · data as of 2026-10-05

OSIS stock analysis: OSIS

OSIS (OSIS) is an S&P 500 company in Other. It grades weakest on momentum.

The model's view of OSIS · subscribers

Where OSIS ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with OSIS · updated 2026-10-05 · from prices and SEC filings

OSIS price performance

OSIS against the S&P 500, one year
-20%+0%+20%S&P 500 +18%OSIS -17%2025-09-292026-10-05
Year to date-22.4%S&P 500 +14.5% · behind by 36.9 pts
1 year-21.2%S&P 500 +17.0% · behind by 38.3 pts
3 years+69.6%S&P 500 +89.3% · behind by 19.6 pts
5 years+106.7%S&P 500 +91.3% · ahead by 15.4 pts

Total returns with dividends reinvested.

OSIS factor grades

Each grade compares OSIS with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

CValueP/E 22.0x (industry 20.1x)FCF yield 7.2% (industry 6.0%)
C+GrowthRevenue growth +4% (industry +8%)EPS growth +3% (industry +10%)
B-ProfitabilityOperating margin 12.3% (industry 9.6%)ROIC 11.9% (industry 10.1%)
D+Momentum12-month change -21%From 52-wk high -36%

OSIS in plain numbers

OSIS key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$3.4B
Revenue growth (y/y)+4%
Free-cash-flow yield7.2%
Dividend yieldn/a
Next earnings (expected)2026-11-26
Valuation measures
Market value$3.4B
Enterprise value$4.1B
P/E (trailing)22.0x
Forward P/E (Torvanta estimate)21.1x
PEG (Torvanta estimate)4.88
Price / sales1.9x
Price / book4.1x
EV / revenue2.3x
EV / EBITDA15.5x
Financial highlights
Revenue, last 12 months$1.8B
Net income, last 12 months$154.7M
EPS, last 12 months (GAAP)$9.00
Gross margin33.2%
Operating margin12.3%
Net margin8.7%
Return on equity17.3%
Return on invested capital11.9%
Cash$359.8M
Total debt$1.0B
Debt / equity1.20x
Free cash flow, last 12 months$245.3M
Interest cover8.3x
Current ratio3.15x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

OSIS earnings trends

Revenue vs earnings
$0$126.2M$252.5M$378.7M$505.0MSep 2024 Revenue: $344.0MDec 2024 Revenue: $419.8MMar 2025 Revenue: $444.4MJun 2025 Revenue: $505.0MSep 2025 Revenue: $384.6MDec 2025 Revenue: $464.1MMar 2026 Revenue: $453.2MJun 2026 Revenue: $484.1MSep 2024 Net income: $17.9MDec 2024 Net income: $37.8MMar 2025 Net income: $41.1MJun 2025 Net income: $52.7MSep 2025 Net income: $20.6MDec 2025 Net income: $38.7MMar 2026 Net income: $40.2MJun 2026 Net income: $55.2MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 5.2%Net margin: 9.0%Net margin: 9.3%Net margin: 10.4%Net margin: 5.3%Net margin: 8.3%Net margin: 8.9%Net margin: 11.4%0%6%11%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.8$1.6$2.5$3.3Sep 2024 EPS (GAAP, diluted): $1.1Dec 2024 EPS (GAAP, diluted): $2.2Mar 2025 EPS (GAAP, diluted): $2.4Jun 2025 EPS (GAAP, diluted): $3.0Sep 2025 EPS (GAAP, diluted): $1.2Dec 2025 EPS (GAAP, diluted): $2.2Mar 2026 EPS (GAAP, diluted): $2.3Jun 2026 EPS (GAAP, diluted): $3.3Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +12% · Dec 2025 0% · Mar 2026 -3% · Jun 2026 +8%

From the company's 10-Q and 10-K filings with the SEC.

OSIS financials (from SEC filings)

Fiscal yearFY2022FY2023FY2024FY2025FY2026
Revenue$1.2B$1.3B$1.5B$1.7B$1.8B
Net income$115.3M$91.8M$128.2M$149.6M$154.7M
EPS (GAAP)$6.48$5.34$7.36$8.70$9.00
Free cash flow$48.9M$79.0M-$109.6M$73.8M$245.3M

OSIS earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-20$3.27+8%-4%-6.0%
2026-05-04$2.33-3%+2%-17.3%
2026-01-29$2.220%+11%-7.3%
2025-10-30$1.18+12%+12%+12.4%
2025-08-21$3.03+19%+5%+1.2%
2025-05-01$2.40+23%+10%+7.6%

About OSIS

HeadquartersHawthorne, CA
Industry (SEC code)Semiconductors & Related Devices
Fiscal year endsJune 30
Incorporated inDE
Listed onNasdaq
FormerlyOSI SYSTEMS INC

From the company's SEC registration record.

Companies similar to OSIS

CompanyMarket valueP/ERevenue growthOperating margin12-month change
OSIS OSIS$3.4B22.0x+4%12.3%-21%
SLG SLG$3.4Bn/a+8%65.1%-15%compare
AAMI AAMI$3.4B34.1x+24%23.7%+109%compare
HNI HNI$3.4Bn/a+70%2.0%+4%compare
MWA MWA$3.4B15.3x+6%19.4%-15%
VECO VECO$3.4B156.4x-3%2.7%+78%
FIBK FIBK$3.4B11.0xn/an/a+18%

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Frequently asked questions

Is OSIS stock a buy?

Torvanta does not tell individuals what to buy. Its grades for OSIS are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is OSIS's P/E ratio?

OSIS trades at about 22.0 times its last 12 months of GAAP earnings reported to the SEC, and about 21.1 times Torvanta's own estimate of the next 12 months.

When does OSIS report earnings next?

Based on its filing history, Torvanta expects OSIS to report around 2026-11-26.

How has OSIS performed against the S&P 500?

Over the past year OSIS returned -21.2%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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