OSI Systems Inc

OSIS is in an early Stage 1 consolidation forming a base after the mid-May capitulation. Post-Capitulation dynamics signal supply absorption and a medium-term bullish bias, but price trades below declining 9/21 EMAs with neutral momentum, so execution is deferred. We will stalk for a pullback into the consolidation support zone or a reclaim of the short EMAs before engaging.

• ↑Q3 revenue hit $453M, security segment up 25% YoY excluding Mexico
• ↑Backlog ~$1.9B supports fiscal ’26 guidance of $1.825–1.867B revenue
• ↓Mexico contract revenues dropped ~50% YoY, straining topline growth