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Side-by-side financial comparison of OSI SYSTEMS INC (OSIS) and Ubiquiti Inc. (UI). Click either name above to swap in a different company.

Ubiquiti Inc. is the larger business by last-quarter revenue ($814.9M vs $464.1M, roughly 1.8× OSI SYSTEMS INC). Ubiquiti Inc. runs the higher net margin — 28.7% vs 8.3%, a 20.3% gap on every dollar of revenue. On growth, Ubiquiti Inc. posted the faster year-over-year revenue change (35.8% vs 10.5%). Ubiquiti Inc. produced more free cash flow last quarter ($260.3M vs $55.5M). Over the past eight quarters, Ubiquiti Inc.'s revenue compounded faster (28.6% CAGR vs 7.0%).

OSI Systems, Inc. is an American company based in California that develops and markets security and inspection systems such as airport security X-ray machines and metal detectors, medical monitoring and anesthesia systems, and optoelectronic devices. As of June 2010, the company employs approximately 3,180 personnel globally and includes subsidiary companies Spacelabs Healthcare, Rapiscan Systems and OSI Optoelectronics.

Ubiquiti Inc. is an American technology company founded in San Jose, California, in 2003. Now based in New York City, Ubiquiti manufactures and sells wireless data communication and wired products for enterprises and homes under multiple brand names. On October 13, 2011, Ubiquiti had its initial public offering (IPO) at 7.04 million shares, at $15 per share, raising $30.5 million.

OSIS vs UI — Head-to-Head

Bigger by revenue
UI
UI
1.8× larger
UI
$814.9M
$464.1M
OSIS
Growing faster (revenue YoY)
UI
UI
+25.3% gap
UI
35.8%
10.5%
OSIS
Higher net margin
UI
UI
20.3% more per $
UI
28.7%
8.3%
OSIS
More free cash flow
UI
UI
$204.8M more FCF
UI
$260.3M
$55.5M
OSIS
Faster 2-yr revenue CAGR
UI
UI
Annualised
UI
28.6%
7.0%
OSIS

Income Statement — Q2 FY2026 vs Q2 FY2026

Metric
OSIS
OSIS
UI
UI
Revenue
$464.1M
$814.9M
Net Profit
$38.7M
$233.6M
Gross Margin
32.7%
45.9%
Operating Margin
12.7%
35.9%
Net Margin
8.3%
28.7%
Revenue YoY
10.5%
35.8%
Net Profit YoY
2.3%
70.8%
EPS (diluted)
$2.22
$3.86

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
OSIS
OSIS
UI
UI
Q4 25
$464.1M
$814.9M
Q3 25
$384.6M
$733.8M
Q2 25
$505.0M
$759.2M
Q1 25
$444.4M
$664.2M
Q4 24
$419.8M
$599.9M
Q3 24
$344.0M
$550.3M
Q2 24
$480.9M
$507.5M
Q1 24
$405.4M
$493.0M
Net Profit
OSIS
OSIS
UI
UI
Q4 25
$38.7M
$233.6M
Q3 25
$20.6M
$207.9M
Q2 25
$52.7M
$266.7M
Q1 25
$41.1M
$180.4M
Q4 24
$37.8M
$136.8M
Q3 24
$17.9M
$128.0M
Q2 24
$44.7M
$103.8M
Q1 24
$34.0M
$76.3M
Gross Margin
OSIS
OSIS
UI
UI
Q4 25
32.7%
45.9%
Q3 25
32.0%
46.0%
Q2 25
33.3%
45.1%
Q1 25
33.8%
44.5%
Q4 24
35.1%
41.2%
Q3 24
35.3%
42.1%
Q2 24
32.1%
40.2%
Q1 24
33.6%
35.3%
Operating Margin
OSIS
OSIS
UI
UI
Q4 25
12.7%
35.9%
Q3 25
8.6%
35.7%
Q2 25
14.5%
34.4%
Q1 25
12.7%
34.2%
Q4 24
13.8%
29.8%
Q3 24
8.8%
30.7%
Q2 24
13.1%
27.3%
Q1 24
12.7%
22.6%
Net Margin
OSIS
OSIS
UI
UI
Q4 25
8.3%
28.7%
Q3 25
5.3%
28.3%
Q2 25
10.4%
35.1%
Q1 25
9.3%
27.2%
Q4 24
9.0%
22.8%
Q3 24
5.2%
23.3%
Q2 24
9.3%
20.5%
Q1 24
8.4%
15.5%
EPS (diluted)
OSIS
OSIS
UI
UI
Q4 25
$2.22
$3.86
Q3 25
$1.18
$3.43
Q2 25
$3.04
$4.40
Q1 25
$2.40
$2.98
Q4 24
$2.22
$2.26
Q3 24
$1.05
$2.12
Q2 24
$2.57
$1.72
Q1 24
$1.95
$1.26

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
OSIS
OSIS
UI
UI
Cash + ST InvestmentsLiquidity on hand
$336.7M
$302.8M
Total DebtLower is stronger
$1.0B
$47.5M
Stockholders' EquityBook value
$845.5M
$1.0B
Total Assets
$2.5B
$1.6B
Debt / EquityLower = less leverage
1.19×
0.05×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
OSIS
OSIS
UI
UI
Q4 25
$336.7M
$302.8M
Q3 25
$124.4M
$177.2M
Q2 25
$106.4M
$149.7M
Q1 25
$95.8M
$151.0M
Q4 24
$101.6M
$133.1M
Q3 24
$85.1M
$165.2M
Q2 24
$95.4M
$126.3M
Q1 24
$101.4M
$102.5M
Total Debt
OSIS
OSIS
UI
UI
Q4 25
$1.0B
$47.5M
Q3 25
$442.2M
$133.8M
Q2 25
$471.6M
$250.0M
Q1 25
$473.2M
$340.0M
Q4 24
$474.8M
$406.3M
Q3 24
$476.3M
$552.5M
Q2 24
$137.6M
$708.1M
Q1 24
$877.5M
Stockholders' Equity
OSIS
OSIS
UI
UI
Q4 25
$845.5M
$1.0B
Q3 25
$946.0M
$828.4M
Q2 25
$951.1M
$668.3M
Q1 25
$879.3M
$436.1M
Q4 24
$825.8M
$290.4M
Q3 24
$786.5M
$188.1M
Q2 24
$863.5M
$95.1M
Q1 24
$813.4M
$25.9M
Total Assets
OSIS
OSIS
UI
UI
Q4 25
$2.5B
$1.6B
Q3 25
$2.3B
$1.5B
Q2 25
$2.2B
$1.5B
Q1 25
$2.1B
$1.3B
Q4 24
$2.1B
$1.2B
Q3 24
$2.1B
$1.2B
Q2 24
$1.9B
$1.2B
Q1 24
$1.8B
$1.2B
Debt / Equity
OSIS
OSIS
UI
UI
Q4 25
1.19×
0.05×
Q3 25
0.47×
0.16×
Q2 25
0.50×
0.37×
Q1 25
0.54×
0.78×
Q4 24
0.57×
1.40×
Q3 24
0.61×
2.94×
Q2 24
0.16×
7.45×
Q1 24
33.92×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
OSIS
OSIS
UI
UI
Operating Cash FlowLast quarter
$62.2M
$263.9M
Free Cash FlowOCF − Capex
$55.5M
$260.3M
FCF MarginFCF / Revenue
12.0%
31.9%
Capex IntensityCapex / Revenue
1.4%
0.4%
Cash ConversionOCF / Net Profit
1.61×
1.13×
TTM Free Cash FlowTrailing 4 quarters
$137.2M
$699.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
OSIS
OSIS
UI
UI
Q4 25
$62.2M
$263.9M
Q3 25
$17.1M
$198.5M
Q2 25
$562.0K
$130.4M
Q1 25
$81.6M
$123.6M
Q4 24
$52.5M
$152.4M
Q3 24
$-37.2M
$233.7M
Q2 24
$-29.0M
$231.4M
Q1 24
$-52.1M
$163.9M
Free Cash Flow
OSIS
OSIS
UI
UI
Q4 25
$55.5M
$260.3M
Q3 25
$10.1M
$193.3M
Q2 25
$-5.6M
$125.2M
Q1 25
$77.1M
$120.7M
Q4 24
$47.1M
$150.4M
Q3 24
$-44.9M
$231.1M
Q2 24
$-37.5M
$229.5M
Q1 24
$-57.0M
$160.6M
FCF Margin
OSIS
OSIS
UI
UI
Q4 25
12.0%
31.9%
Q3 25
2.6%
26.3%
Q2 25
-1.1%
16.5%
Q1 25
17.4%
18.2%
Q4 24
11.2%
25.1%
Q3 24
-13.0%
42.0%
Q2 24
-7.8%
45.2%
Q1 24
-14.1%
32.6%
Capex Intensity
OSIS
OSIS
UI
UI
Q4 25
1.4%
0.4%
Q3 25
1.8%
0.7%
Q2 25
1.2%
0.7%
Q1 25
1.0%
0.4%
Q4 24
1.3%
0.3%
Q3 24
2.2%
0.5%
Q2 24
1.8%
0.4%
Q1 24
1.2%
0.7%
Cash Conversion
OSIS
OSIS
UI
UI
Q4 25
1.61×
1.13×
Q3 25
0.83×
0.95×
Q2 25
0.01×
0.49×
Q1 25
1.98×
0.68×
Q4 24
1.39×
1.11×
Q3 24
-2.07×
1.83×
Q2 24
-0.65×
2.23×
Q1 24
-1.53×
2.15×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

OSIS
OSIS

Security Division$334.7M72%
Optoelectronics And Manufacturing Division$92.8M20%
Healthcare Division$36.5M8%

UI
UI

Enterprise Technology$729.0M89%
Service Provider Technology$85.9M11%

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