← BackOSI SYSTEMS INC · SemiconductorsOSIS
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The short versionA profitable company with steady sales.
Going well
- Profitable
- Sales up 11% last year
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 0% to their holdings in the quarter ending June 2026 (183 bought, 192 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$198.01+0.2% that day
- Company value
- $3.2B
- Share price times all shares
- Price vs profit (P/E)
- 22.0x
- You pay about $22 for each $1 of yearly profit
- Price vs sales
- 1.8x
- Company value is 1.8 times a year of sales
- Cash vs value
- 11%
- Cash as a share of company value
- Debt vs value
- 32%
- Debt as a share of company value
From OSIS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$484.1M-4.1% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.8B, up 4.3% from the 12 months before. Over 5 years, sales grew about 8.0% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.17.9%
- MissDebt under half of equityNot relying on borrowed money.1.19x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.7%
- MissProfitable every yearSteady profits, not one good year.9 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$73.8M
- PassShare count not growingNot diluting owners. Falling means buybacks.-3.9% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.34.3%
- Revenue
- $1.7B
- +11.3% vs prior year
- 5-year growth
- +8.0%/yr
- revenue, per year
- Total debt
- $1.0B
- 1.19x equity
- Current ratio
- 3.15x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $484.1M
- -4.1% YoY
- EPS
- $3.27
- vs $3.03
- Op. margin
- 15.3%
- +0.8 pts
- Gross margin
- 34.7%
- +1.4 pts
- Free cash flow
- $172.8M
- Share count
- -5.3%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
55/ 100
- This week
- 3
- Normal week
- 2.5
- vs normal
- 1.2x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady0.0%Institutions added 0.0% to their holdings. 183 bought, 192 sold. 2 quarters of net buying in a row.
Shares held by institutions19.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.7%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
1.2x · $1.0B debtShares outstandingLatest reported
16MNext reportIn 2 days (est.)Estimated from the same quarter last year
- Results filedAug 20
- Results filedMay 4
- Results filedJan 29
- Results filedOct 30, 2025
- Results filedAug 21, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardPaul Keith MorbenPRES., OPTOELECTRONICS DIV
1,083 shares at $206.73 · $224K
- +11% of holdings
- Now owns 11,386 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
Stock awardCary M. OkawaCHIEF ACCOUNTING OFFICER
908 shares at $206.73 · $188K
- +24% of holdings
- Now owns 4,764 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
Stock awardVictor S SzeGENERAL COUNSEL
16,845 shares at $206.73 · $3.5M
- +18% of holdings
- Now owns 110,606 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
Stock awardMichael TropeanoPRESIDENT, RAPISCAN SYSTEMS
287 shares at $206.73 · $59K
- +6% of holdings
- Now owns 5,102 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
Shares withheld for taxesCary M. OkawaCHIEF ACCOUNTING OFFICER
118 shares at $206.73 · $24K
- -3% of holdings
- Now owns 3,856 shares
- Filed 3 days after trade
Stock awardDeepak ChopraDirector
20,403 shares at $206.73 · $4.2M
- +8% of holdings
- Now owns 274,218 shares
- Filed 1 day after trade
- Also: Shares withheld for taxes