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OSI Systems is a diversified technology company with three core divisions: Security, Healthcare, and Optoelectronics and Manufacturing. The Security division builds inspection systems for airports, seaports, and border checkpoints that scan people and goods using imaging and sensors; the Healthcare division makes patient monitoring and diagnostic equipment that clinicians use to track vital signs; and the Optoelectronics division produces electronic components used in various devices. The company differentiates itself by combining these three lines under one organization and growing through acquisitions like Rapiscan Security Systems and Spacelabs Medical, which broaden its capabilities and markets and provide multiple revenue streams. Its goal is to design, manufacture, and deliver technology-enabled solutions that protect people and infrastructure, support clinical care, and supply high-quality electronic components for multiple industries.
Industries
Hardware
Industrial & Manufacturing
Defense
Healthcare
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Hawthorne, California
Founded
1987
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Total Funding
$2.4B
Above
Industry Average
Funded Over
6 Rounds
OSI Systems reported Q4 revenues of $464.1 million, up 10.5% year on year and exceeding analysts' expectations by 2.4%. The manufacturer of security scanners and patient monitors delivered strong results, beating both revenue and earnings per share estimates. The stock has risen 7.3% since the earnings announcement and currently trades at $289.43. Across the specialized technology sector, the eight tracked companies reported strong Q4 results, with revenues collectively beating consensus estimates by 2.8%. However, share prices have declined 3.8% on average since earnings releases. Arlo Technologies posted the strongest performance, reporting revenues of $141.3 million, up 16.2% year on year and outperforming expectations by 4.2%. The stock has jumped 18.9% since reporting, currently trading at $14.67.
OSI Systems data breach. Key takeaways. * OSI Systems, a California-based defense and security technology company, suffered a ransomware attack on December 25, 2025. * The cybercriminal group INC Ransom claimed responsibility and posted stolen data on the dark web, alleging 250GB of confidential information was exfiltrated. * OSI completed its internal review on February 10, 2026, and began mailing breach notification letters to affected individuals on March 11, 2026. * Approximately 4,910 individuals across the United States had personal information potentially exposed. * If you received a notification letter, California law may entitle you to compensation. The Lyon Firm offers free consultations. What is OSI Systems and how did the breach happen? OSI Systems, Inc. is a technology company based in Hawthorne, California, that designs, manufactures, and sells specialized electronic systems used in airport security, border checkpoints, hospitals, and other critical infrastructure. The company serves clients ranging from U.S. government agencies to global defense and healthcare corporations, making the security of its data systems a matter of particular sensitivity. OSI Systems discovered suspicious activity on its network on December 25, 2025. The company secured its systems and launched an investigation with the help of third-party forensic specialists. Days later, the ransomware group INC Ransom publicly claimed responsibility, posting about the breach on the dark web on December 30, 2025, and stating that 250GB of confidential company and client data had been stolen. OSI completed its review on February 10, 2026, and began mailing data breach notification letters to impacted individuals on March 11, 2026. That nearly three-month gap between discovery and notification is legally significant, and it is one of the issues The Lyon Firm is examining on behalf of affected individuals. What personal information was exposed? The OSI Systems data breach involved sensitive personal information belonging to over 4,900 individuals. While the information impacted varies depending on the individual, sensitive personal identifiable information in OSI's care may have been compromised. OSI's notification letters provide recipients with a list of the specific data types affected in their individual case. For a company deeply embedded in homeland security, defense, and healthcare technology, the categories of employee and client data held within its systems are likely to be extensive. Exposed personal information in breaches of this nature commonly includes names, Social Security numbers, financial account information, government identification numbers, and employment records - all data types that carry serious long-term fraud and identity theft risk. The fact that INC Ransom published stolen data publicly on the dark web adds another layer of exposure. Even if OSI has since secured its systems, data already posted publicly cannot be unpublished. Your legal rights as an affected individual. California's data privacy framework is among the strongest in the nation, and it applies directly here. OSI Systems is headquartered in Hawthorne, California, and is subject to the California Consumer Privacy Act (CCPA) and related statutes governing the protection of personal information. Under California law, companies that collect and store personal data have an obligation to implement reasonable security measures. When a preventable breach occurs affected individuals may have grounds to pursue claims for negligence in data security practices, failure to implement adequate safeguards, delayed breach notification, and violation of California privacy statutes. Statutory damages, compensation for time spent responding to the breach, and damages for the risk of future harm are all potential remedies. Importantly, you do not need to show that your data has already been misused to have a viable legal claim. The unauthorized exposure of your personal information is itself a recognized harm under California law. If you received an OSI Systems data breach notification letter, do not discard it. It is evidence. Contact The Lyon Firm today for a free case evaluation. Why hire The Lyon Firm for data breach cases? When a corporation fails to protect your personal information, you deserve more than a credit monitoring subscription and an apology letter. The Lyon Firm's data privacy practice is built specifically for this moment - holding companies accountable when their security failures put real people at risk. Contact The Lyon Firm today. Please complete the form below for a FREE consultation.
OSI Systems, which manufactures security scanners and patient monitors, has surged 185% over the past five years to $278.95 per share, more than doubling the S&P 500's 71.8% return. The stock has also gained 18.8% in the last six months, outperforming the index by 15.8 percentage points. The company's revenue grew at a 10.3% compound annual growth rate over five years, whilst earnings per share expanded faster at 14.9% annually, indicating improved profitability. OSI Systems' free cash flow margin increased by 4.5 percentage points during this period to 7.6% over the trailing 12 months. The stock currently trades at 25.4× forward price-to-earnings ratio.
OSI Systems has raised $900 million in contracts with the Mexican Army and Navy, driving significant revenue growth in its Security division, which represents over two-thirds of company revenue. Chief Financial Officer Alan outlined strong U.S. tailwinds, including approximately $1.0–1.1 billion in funding for non-intrusive inspection from the "One Big Beautiful Bill" and placement on a $151 billion IDIQ contract. The company is shifting towards higher-margin recurring services, which currently represent 30% of Security division revenue and carry margins over 10 percentage points higher than product sales. Management highlighted its proprietary "security as a service" model and CertScan software platform. OSI expects a free cash flow inflection through 2026–27 as Mexico product programmes wind down and working capital normalises. The company is expanding manufacturing capacity in Texas to support anticipated growth.
OSI Systems to present at Citi's 2026 Global Industrial Tech and Mobility Conference. Rhea-AI Impact Rhea-AI Sentiment 02/17/2026 - 08:30 AM HAWTHORNE, Calif.-(BUSINESS WIRE)- OSI Systems, Inc. (NASDAQ: OSIS), today announced that it will be presenting at the Citi 2026 Global Industrial Tech and Mobility Conference on Thursday, February 19, 2026 at 1:00 PM ET. To listen to the live webcast of the presentation, please visit the investor relations section of the OSI Systems website. About OSI Systems OSI Systems designs and manufactures specialized electronic systems and components for critical applications. The Company operates through three business segments: Security, Optoelectronics and Manufacturing, and Healthcare. Its Security division delivers advanced inspection systems, turnkey screening solutions, and comprehensive support services to protect people and infrastructure. The Optoelectronics and Manufacturing segment serves as a global supplier of high-performance optoelectronic solutions and precision manufacturing services for leading OEMs. The Healthcare segment focuses on patient monitoring, diagnostic cardiology, and related services with the goal of enhancing clinical care and patient outcomes. Serving customers in over 170 countries, OSI Systems strategically positions its sales, service, R&D, and manufacturing capabilities worldwide to provide fast and efficient delivery and support. For more information on OSI Systems or any of its subsidiary companies, visit www.osi-systems.com. News Filter: OSIS-G OSI Systems, Inc. Ajay Vashishat Vice President, Business Development 310-349-2237 [email protected]
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Industries
Hardware
Industrial & Manufacturing
Defense
Healthcare
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Hawthorne, California
Founded
1987
Find jobs on Simplify and start your career today