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OSI Systems, Inc. (OSIS) Presents at Bank of America 33rd...
2026-05-15 · via All Articles on Seeking Alpha

OSI Systems, Inc. (OSIS) Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference May 14, 2026 10:20 AM EDT

Company Participants

Alan Edrick - Executive VP & CFO

Presentation

Unknown Analyst

And I'm here with Alan Edrick at OSI Systems. Thank you for being here with us.

Alan Edrick
Executive VP & CFO

Thank you. Nice to be here.

Question-and-Answer Session

Unknown Analyst

So I'd like to start this fireside chat usually for the audience that sometimes is an industry audience. A little bit of a business overview. What do you guys do?

Alan Edrick
Executive VP & CFO

Yes. So big picture, we have an exciting company. We have 3 divisions. We have a Security division. We have a Healthcare division, and we have an Optoelectronics division, which sort of ties everything together. Really from a big picture perspective, roughly in rough order of magnitude, about 70% of our business is security, a little over 20% is optoelectronics and a little under 10% is our healthcare business. We find that most of the investors are primarily interested in our security business. We believe we're the leading security detection company in the world. And security detection means what we're doing is we're doing security at aviation, at airports, at ports and borders and critical infrastructure, at sporting events and the like.

And over time, we've captured significant market share to become what we believe to be the #1 player in the world. In our optoelectronics space, we do sensors, we make sensors, detectors, other electronic components, and we're an OEM supplier. So we supply to the Fortune 500 in industrials, probably many of the companies who are here at this conference, in aerospace and defense, and medical and a number of other industries. But in addition, our optoelectronics supplies many of the key components that go into our security products