Just looked at OSI's latest earnings and some of the numbers are pretty interesting. The company pulled in $464 million in revenue for Q2, which beat estimates by about 2.7%. What caught my eye is the security division doing serious work - that segment alone brought in $334.7 million and grew 15.4% year-over-year, crushing the analyst expectations of $318.69 million.

The optoelectronics and manufacturing side also came through with $112.55 million, up 11.7% from last year. But here's where it gets messy - the healthcare division actually took a hit, down 18.6% to $36.53 million. That's a pretty significant drop compared to what analysts were expecting around $44.79 million.

Earnings per share came in at $2.58 versus the $2.52 estimate, so OSI beat on that front too. The real story here seems to be the strength in security and optoelectronics offsetting some weakness in healthcare. Over the past month, OSI stock is up 6.4% while the broader market barely moved, so investors seem to be liking what they're seeing. Worth keeping an eye on if you're looking at this space.