Q4 FY2026 derived from the annual figures · change vs Q3 FY2026
OSIS kept 11.41% of Q4 FY2026 revenue as profit. Revenue +6.80% on Q3 FY2026, −4.14% on Q4 FY2025.
Revenue
$484M▲ +6.80% q/q
Gross profit
$168M▲ +11.73% q/q
34.70% margin
Cost of revenue
$316M▲ +4.35% q/q
Operating income
$74M▲ +38.85% q/q
15.26% margin
Operating expenses
$94M▼ −3.13% q/q
SG&A $70M
R&D $20M
Other operating $5M
Pre-tax income
$70M▲ +41.75% q/q
Net income
$55M▲ +37.36% q/q
11.41% margin
Tax
$15M▲ +61.39% q/q
Other expense
$4M
Revenue$484M
Gross profit$168M34.70%
Operating income$74M15.26%
Pre-tax income$70M
Net income$55M11.41%
Cost of revenue
$316M · 65.30%
Operating expenses
$94M · 19.43%
Tax
$15M · 3.00%
Other expense leaves
$4M · 0.85%
OSIS files a 10-K for this quarter rather than a 10-Q, so these lines are the full year less the three quarters before it, not figures filed for the quarter ended Jun 30 '26. Ribbon thickness is the dollar amount.
Intraday
▼ −1.95% since 9 AM
9 AM11 AM1 PM3 PM
200201prev198.98197.63
High 201.57 at 9:30 am ET, low 197.63 at 3:45 pm ET.
Positioning
4 expiries · as of the Sep 19 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
357
▲ 1%
Oct 16
27d
▼ 1%
172
0
first
Nov 20
62d
first
0
138
0%
Dec 18
90d
0%
348
36
0%
Jan 15
118d
0%
4,625
putscalls
Earnings history
implied in pale · realized in full ink
4/8reports moved further than the options market had pricedtypically ±9.1% realized vs ±8.1% priced
Aug 20 '26±6.8%
▼ −5.21%×0.76
Q3 FY26±7.9%
▼ −17.01%×2.16
Jan 29 '26±8.7%
▼ −7.27%×0.83
Oct 30 '25±8.4%
▲ +14.21%×1.69
Aug 21 '25±9.2%
▼ −2.46%×0.27
May 1 '25±8.6%
▲ +9.57%×1.11
Show older reports· 2›
Jan 23 '25±7.9%
▲ +14.22%×1.80
Oct 24 '24±7.7%
▼ −3.17%×0.41
2-quarter memory
Event sensitivity
release-day history · not a forecast
PPIproducer prices1.9×up 4 of 9±3.2% vs ±1.7% · 9
NFPjobs report1.5×up 2 of 8±2.5% vs ±1.7% · 8
CPROFcorporate profits1.2×up 6 of 10±1.9% vs ±1.7% · 10
GDPgross domestic product1.0×up 10 of 17±1.6% vs ±1.7% · 17
FOMCrate decision0.9×up 12 of 24±1.5% vs ±1.7% · 24
PCEpersonal income & outlays0.9×up 10 of 17±1.5% vs ±1.7% · 17
CPIconsumer prices0.7×up 5 of 9±1.2% vs ±1.7% · 9
Past release days against OSIS’s ordinary ±1.7% day, from our own stored closes. History, not a forecast; kinds with fewer than six releases are omitted.