Osi Systems, Inc. · NASDAQ:OSIS
Osi Systems — Investor Presentation (September 2026)
30 slides from Osi Systems's investor presentation, September 2026
Slide 1: Enabling a safer, smarter, connected world
OSI SYSTEMS • SEPTEMBER 2026 NASDAQ: OSIS Enabling a safer, smarter, connected world. SEPTEMBER 2026
Slide 2: Important Disclosures: Safe Harbor And Non-GAAP Measures
OSI SYSTEMS • SEPTEMBER 2026 Important Disclosures: Safe Harbor And Non-GAAP Measures FORWARD-LOOKING STATEMENTS NON-GAAP FINANCIAL MEASURES This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform This presentation includes certain Non-GAA
Slide 3: A Global Leader In High-Reliability Electronics Solutions For Critical Applications
OSI SYSTEMS • SEPTEMBER 2026 A Global Leader In High-Reliability Electronics Solutions For Critical Applications In Diversified Essential Markets % of OSI net revenues (FY26) FY27 REVENUE GUIDANCE SECURITY OPTOELECTRONICS H E A LT H C A R E $1.875 – $1.930B 70% 21% 9% ▲ 5.0% – 8.1% YoY growth FY26 B
Slide 4: Well-Positioned To Deliver On Accelerating Market Opportunities
OSI SYSTEMS • SEPTEMBER 2026 Well-Positioned To Deliver On Accelerating Market Opportunities C O M P E T I T I V E A D VA N TA G E S FINANCIAL FLEXIBILITY & E X EC U T I O N E XC E L L E N C E Technology leadership, scale, portfolio breadth, turnkey solutions, systems-to- service optionality, vertic
Slide 5: Highly Favorable Security Market Dynamics
Highly Favorable Security Market Dynamics OSI SYSTEMS • SEPTEMBER 2026 Public and private sector mandates for high-performance threat detection screening solutions MARKET Domestic and international mandates 2025 One Big Beautiful Bill Homeland Defense (Golden C ATA LY S T S for airport, port, border
Slide 6: Diversified Revenue Model With Significant Recurring Service Revenues And Record Backlog
Diversified Revenue Model With Significant Recurring And Reoccurring OSI SYSTEMS • SEPTEMBER 2026 Service Revenues And Record Backlog Provide Visibility PRIMARY SIGNIFICANT RECURRING / REVENUE STREAMS RECORD BACKLOG ($M) R E P E AT S E R V I C E R E V E N U E PRODUCTS (% OF TOTAL DIVISION REVENUE)*
Slide 7: Focused Execution Driving Step-Change In Scale And Earnings Power
OSI SYSTEMS • SEPTEMBER 2026 Focused Execution Driving Step-Change In Scale And Earnings Power Fiscal years ended June 30 REVENUES ($M) NON-GAAP EPS* ($) FY27 FY27 Guidance Guidance ▲5% - 8% ▲8% - 11% ▲4% ▲11% ▲11% $1,786 $10.35 $1,713 ▲15% ▲20% Impacted by COVID-19 $9.36 $1,539 ▲31% ▲8% $8.13 ▲9% ▼
Slide 8: Strong Cash Flow And Liquidity Provide Flexibility For Continued Investment
OSI SYSTEMS • SEPTEMBER 2026 Strong Cash Flow And Liquidity Provide Flexibility For Continued Investment Record FY26 Operating Cash Flow. FY22 - 25 Cash flow reflects working capital investments to support growth. Well-positioned going forward for solid cash flow. S T R O N G O P E R AT I N G C A S
Slide 9: Technology Leadership Is A Primary Competitive Advantage
OSI SYSTEMS • SEPTEMBER 2026 Technology Leadership Is A Primary Competitive Advantage Broad, strategic, and leading technology platforms and product lines provide a highly attractive one-stop-shop advantage State-of-the-art threat detection screening systems TECHNOLOGIES (Partial list) Advanced opti
Slide 10: Strategic Global Vertically-Integrated Footprint
OSI SYSTEMS • SEPTEMBER 2026 Strategic Global Vertically-Integrated Footprint 13 R&D centers • 23 manufacturing sites • 36 sales / service locations R&D M A N U FA C T U R I N G SALES AND SERVICE Number of sites Number of sites Number of sites Americas 9 Americas 15 Americas 18 EMEA 2 EMEA 4 EMEA 11
Slide 11: Security
OSI SYSTEMS • SEPTEMBER 2026 SECURITY PASSENGER BAGGAGE & CARGO PORT & RAIL CUSTOMS & BORDER Global leader in threat detection screening solutions (systems and software) for aviation, ports, borders, critical infrastructure, public venues, major events, missile defense, secure deep sea, terrestrial,
Slide 12: OSI Security Division — A Trusted Global Leader In Threat Detection Screening Systems
OSI SYSTEMS • SEPTEMBER 2026 OSI Security Division — A Trusted Global Leader In Threat Detection Screening Systems And Services B R A N D S : Rapiscan • S2 Global COMPETITIVE MARKETS State-of-the-art people, baggage and parcel 100,000+ A D VA N TA G E S screening, cargo and vehicle inspection, trace
Slide 13: A Top Provider Of Certified Technologies To U.S. Agencies
A Top Provider Of Certified Technologies To U.S. Agencies, OSI SYSTEMS • SEPTEMBER 2026 Private Companies And Organizations (partial list) TO P U . S . A G E N C Y C U S TO M E R S DEPT OF WAR DEPT OF HOMELAND SECURITY DEPT OF STATE DEPT OF JUSTICE Defense Agencies Customs and Border Protection (CBP
Slide 14: Large Growing Global Customer Base Across Four International Regions
Large Growing Global Customer Base Across Four International Regions OSI SYSTEMS • SEPTEMBER 2026 AMERICAS (Non-U.S.) MIDDLE EAST AND AFRICA SEDENA (Mexico) Chilean Customs Abu Dhabi Customs Kuwait National Petroleum Company Mexico City Int'l Airport Peru Ministry of Interior Dubai Int'l Airport Syr
Slide 15: Growth In Three Higher Margin Recurring Security Service Revenue Streams
OSI SYSTEMS • SEPTEMBER 2026 Growth In Three Higher Margin Recurring Security Service Revenue Streams 01 02 03 FIELD SERVICE SECURITY-AS-A-SERVICE SOF TWAR E -AS-A-SE RV I CE Leading inspection integration platform, CertScan®, Largest contributor to recurring revenue. 24/7 Multi-year comprehensive i
Slide 16: Cargo And Vehicle Inspection Systems: Executing On Fast-Growing Global Demand
Cargo And Vehicle Inspection Systems: OSI SYSTEMS • SEPTEMBER 2026 Executing On Fast-Growing Global Demand With Broadest Portfolio FORWARD-LOOKING SPOTLIGHT April 30, 2026, DHS shutdown concluded unlocking >$1 billion in funding for non-intrusive inspection (NII) systems for border security under th
Slide 17: Large-Scale Turnkey Screening Solutions: Market Leader and Recurring Revenue Engine
Large-Scale Turnkey Screening Solutions: OSI SYSTEMS • SEPTEMBER 2026 Market Leader and Recurring Revenue Engine CHARACTERISTICS GROWTH OPPORTUNITIES Large, high-margin, multi-year projects Global demand for large, state-of-the-art, integrated cargo inspection solutions Flexible, service-based Secur
Slide 18: Hold Baggage Screening Systems: RTT 110 Capturing Global Replacement Wave
Hold Baggage Screening Systems: OSI SYSTEMS • SEPTEMBER 2026 RTT 110® Patented Next-Gen Screening Technology Capturing Global Replacement Wave FORWARD-LOOKING SPOTLIGHT Multi-year regulatory – mandated replacement wave in U.S. and global markets MARKET OVERVIEW RAPISCAN RTT OPPORTUNITY EU mandatory
Slide 19: High-Performance Baggage And Parcel Inspection Systems
High-Performance Baggage And Parcel Inspection Systems: OSI SYSTEMS • SEPTEMBER 2026 Well-Positioned Across Expanding Government And Commercial Markets INDUSTRY LEADERSHIP GROWTH OPPORTUNITIES Checkpoint X-ray system – strong worldwide market share Replacement life cycle business Advanced computed t
Slide 20: Trace and Radiation Detection
Trace and Radiation Detection: OSI SYSTEMS • SEPTEMBER 2026 Capitalizing With Leading Detection Products For Explosives And Precursors, Narcotics, Chemical Warfare Agents, Toxic Industrial Chemicals, And Radiation INDUSTRY LEADERSHIP GROWTH OPPORTUNITIES Suite of industry-leading, patented, and cert
Slide 21: Leading High-Powered RF Over-The-Horizon Radar (OTHR) Solutions
OSI SYSTEMS • SEPTEMBER 2026 Leading High-Powered Radio Frequency (RF) Over-The-Horizon Radar (OTHR) Solutions: Secure Comms And Surveillance With Large Runway FORWARD-LOOKING SPOTLIGHT In Mar 2026, OSI was awarded an initial Homeland Defense (HLD) contract for up to $235 million for production and
Slide 22: Optoelectronics and Manufacturing
OSI SYSTEMS • SEPTEMBER 2026 OPTOELECTRONICS AND MANUFACTURING ELECTRICAL DESIGN PCB DESIGN MANUFACTURING SUB-ASSEMBLY A global leader in cutting-edge, high-reliability electronics and optoelectronics solutions and manufacturing for OEMs addressing the demand for electrification and miniaturization
Slide 23: OSI Optoelectronics & Manufacturing Division
OSI SYSTEMS • SEPTEMBER 2026 OSI Optoelectronics & Manufacturing Division— A Leading Provider Of Advanced, Custom, High-Precision Optoelectronics & Electronics Design, Manufacturing & Assembly B R A N D S : OSI Electronics • OSI Optoelectronics Large global manufacturer of custom semiconductor-based
Slide 24: Highly Favorable Optoelectronics Market Dynamics
Highly Favorable Optoelectronics Market Dynamics OSI SYSTEMS • SEPTEMBER 2026 BROAD-BASED PUBLIC AND P R I VAT E E L E C T R I F I C AT I O N A N D M I N I AT U R I Z AT I O N High demand for advanced, high-reliability AEROSPACE & DEFENSE SECURITY & CRITICAL SEMICONDUCTOR & AI PLATFORMS microelectro
Slide 25: Healthcare
OSI SYSTEMS • SEPTEMBER 2026 HEALTHCARE IN-ROOM PATIENT MONITORING REMOTE CENTRALIZED SURVEILLANCE TELEMETRY ARRHYTHMIA DIAGNOSTICS A leader in connected care solutions for integrated in- facility and remote patient monitoring, diagnostic cardiology, and patient data management. HYPERTENSION CLINICA
Slide 26: OSI Healthcare Division — Global Supplier Of Medical Monitoring Systems & Devices
OSI Healthcare Division— Global Supplier Of Medical Monitoring OSI SYSTEMS • SEPTEMBER 2026 Systems & Devices B R A N D : Spacelabs Healthcare Broad portfolio of connected care solutions for patient monitoring, cardiology, and GROWTH COMPETITIVE remote monitoring OPPORTUNITIES A D VA N TA G E S Expa
Slide 27: Summary
OSI SYSTEMS • SEPTEMBER 2026 SUMMARY A global leader in security screening solutions and services, optoelectronics and manufacturing enabling a safer, smarter, connected world.
Slide 28: OSI Systems — Enabling a Safer, Smarter, Connected World
OSI SYSTEMS • SEPTEMBER 2026 OSI Systems — Enabling a Safer, Smarter, Connected World TECHNOLOGY LEADER WELL-POSITIONED FOR CONTINUED GROWTH Scale and momentum in large-contract awards, record $1.9 billion backlog, and strong business development pipeline Significant market tailwinds driven by the O
Slide 29: Thank You
OSI SYSTEMS • SEPTEMBER 2026 NASDAQ: OSIS Enabling a safer, smarter, connected world. T h a n k Yo u WWW.OSI-SYSTEMS.COM
Slide 30: Reconciliation of GAAP to Non-GAAP Diluted EPS
OSI SYSTEMS • SEPTEMBER 2026 Reconciliation of GAAP to Non-GAAP Diluted EPS DILUTED EPS FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 GAAP Basis* $1.07 $(1.57) $3.46 $4.05 $4.03 $6.45 $5.34 $7.38 $8.71 $8.95 Impairment restructuring, and other 2.37 1.88 0.20 0.35 0.55 0.42 0.44 0.37 0.31 0.97 ch