Just caught OSI Systems' latest earnings report and some of the numbers are interesting. The company pulled in $464M in revenue for Q2, up 10.5% year-over-year, which beat estimates by about 2.7%. EPS came in at $2.58 versus $2.52 expected, so that's a solid beat too.

What caught my eye though is how the different divisions performed. Security division is clearly the growth engine here - $335M in revenue with a 15.4% YoY jump, and it actually beat analyst estimates by a decent margin. Operating income there is holding strong around $60M. But the healthcare side is struggling, down 18.6% YoY to $36.5M, which is well below what analysts were looking for. That's a pretty significant miss on that segment.

Optoelectronics and manufacturing came in at $112.5M, which beat the $107.5M consensus and grew 11.7% YoY. So you've got mixed performance across OSI's business - the security and optoelectronics units are firing, but healthcare is dragging. Stock is up 6.4% over the past month though, so the market seems to be focusing on the positive beats overall. Worth watching how OSI navigates that healthcare headwind going forward.