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.
Expected move
No options chain priced for this ticker yet.
Positioning
4 expiries · as of the Sep 20 close
Contracts already committed, not just traded today. Puts against calls, sized by expiry.
355
▼ 1%
Oct 16
26d
0%
172
4
first
Nov 20
61d
first
2
138
0%
Dec 18
89d
0%
348
36
0%
Jan 15
117d
0%
4,625
putscalls
Linked exposure
placeholder
No linked names measured for this ticker yet.
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.
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.