OSI

Q4 FY2026 EarningsFY26 Q4 results delivered a top-line beat but a slight miss on normalized earnings: revenue reached $1,786M vs. $1,832M (expected mean of ~$1,832M, with the reported value representing the full-year figure), while diluted EPS of $8.95 (GAAP) fell below the $9.24 consensus. The Security division led growth, offsetting a 3.4% YoY decline in Healthcare revenue. Despite the margin pressure from a negative mix shift in Security (Mexico projects), operating cash flow surged 183% YoY to $275.9M, significantly exceeding the $249.5M consensus, supported by improved working capital collections.