Optical Instruments & Lenses · SIC 3827

Optex Systems Holdings Inc

OPXS

Watch

Latest revenue

$9.6M

as of 2026-03-29

Latest net income

$1.3M

as of 2026-03-29

Net margin

13.9%

as of 2026-03-29

Price · 5Y

+48.8% / yr 35.0 pts / yr vs S&P 500 623.7% total
Compare:

Live market

delayed ≤15 min
$10.86
1.73%
Market cap
$75.5M
Enterprise value
$75.5M
P/E (trailing)
14.7×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$17.76
52-wk low
$8.35
Beta
Shares out
7.0M

5-year trend

What this company does

AI

Item 1. Business Current Lines of Business We manufacture optical sighting systems and assemblies for the U.S. Department of Defense (“DoD”), foreign military applications, commercial markets, and consumer markets. Our products are installed on a variety of U.S. military land vehicles, such as the Abrams and Bradley fighting vehicles, light armored and advanced security vehicles and the Stryker family of vehicles. We also manufacture and deliver numerous periscope configurations, rifle and surveillance sights and night vision optical assemblies. Our products consist primarily of build-to-customer print products that are delivered both directly to the armed services and to other defense…

AI summary unavailable — showing raw filing excerpt

Generated from OPXS's filing dated 2025-12-17

Key risks

AI

Item 1A. Risk Factors Investing in our common stock involves a high degree of risk. Prospective investors should carefully consider the risks described below, together with all of the other information included or referred to in this Annual Report, before purchasing shares of our common stock. There are numerous and varied risks, known and unknown, that may prevent us from achieving our goals. The risks described below are not the only risks we face. If any of these risks actually materializes, our business, financial condition or results of operations may be materially adversely affected. In such case, the trading price of our common stock could decline and investors in our common stock…

AI summary unavailable — showing raw filing excerpt

Generated from OPXS's filing dated 2025-12-17

Profitability

Gross margin

29.2%

4.1%

Operating margin

17.3%

21.7%

Net margin

12.5%

12.3%

Return on equity

21.2%

5.8%

Return on assets

17.1%

16.0%

Leverage

Debt / equity

0.24×

33.5%

Debt / assets

19.2%

27.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-29

$9.6M-10.3%$1.3M-24.2%13.9%

Q4 2025

2025-12-28

$9.1M+11.6%$242.0K-71.3%2.6%

Q3 2025

2025-09-28

$11.3M+19.6%$1.0M+1.1%9.1%

Q2 2025

2025-06-29

$11.1M+22.6%$1.5M+19.7%13.6%

Q1 2025

2025-03-30

$10.7M+25.9%$1.8M+66.5%16.5%

Q4 2024

2024-12-29

$8.2M+17.7%$844.0K+95.8%10.3%

Q3 2024

2024-09-29

$9.4M$1.0M10.7%

Q2 2024

2024-06-30

$9.1M+26.3%$1.3M+118.9%13.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Optical Instruments & Lenses · SIC 3827

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Insider activity

Insider buying

$0

Insider selling

$4.5M

Net activity

−$4.5M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-11

Chad Michael George

CEO and President

Sale7,035$13.62$95.8K
2026-01-08

Danny Robert Schoening

Director

Sale2,815$13.55$38.1K
2026-01-08

Danny Robert Schoening

Director

Sale26,109$14.11$368.4K
2026-01-07

Danny Robert Schoening

Director

Sale27,946$13.44$375.6K
2026-01-06

Danny Robert Schoening

Director

Sale14,066$13.02$183.1K
2026-01-05

Danny Robert Schoening

Director

Sale5,495$13.08$71.9K
2026-01-02

Danny Robert Schoening

Director

Sale4,451$13.09$58.3K
2026-01-02

Danny Robert Schoening

Director

Sale29,696$13.99$415.4K
2025-06-30

Topline Capital Partners, LP

10%+ owner

Sale47,700$11.68$557.1K
2025-06-30

Topline Capital Management, LLC / Collin Mcbirney

Sale47,700$11.68$557.1K
2025-06-27

Topline Capital Partners, LP

10%+ owner

Sale10,000$11.26$112.6K
2025-06-27

Topline Capital Management, LLC / Collin Mcbirney

Sale10,000$11.26$112.6K
2025-06-27

Rimmy R. Malhotra

Director

Sale15,000$11.01$165.2K
2025-06-26

Topline Capital Partners, LP

10%+ owner

Sale30,945$11.07$342.6K
2025-06-26

Topline Capital Management, LLC / Collin Mcbirney

Sale30,945$11.07$342.6K
2025-06-17

Judd Dayton

Director

Sale1,800$8.95$16.1K
2025-06-16

Judd Dayton

Director

Sale14,077$9.28$130.6K
2025-06-13

Judd Dayton

Director

Sale2,500$9.45$23.6K
2025-06-09

Rimmy R. Malhotra

Director

Sale5,000$9.37$46.9K
2025-06-06

Karen Lea Hawkins

CFO

Sale12,000$9.21$110.5K
2025-06-06

Dale E Lehmann

Director

Sale18,000$9.20$165.6K
2025-06-05

Dale E Lehmann

Director

Sale7,537$9.47$71.4K
2025-06-03

Danny Robert Schoening

President & CEO

Sale14,033$8.78$123.2K
2025-06-02

Danny Robert Schoening

President & CEO

Sale5,967$8.60$51.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns OPXS

Institutional value

$15.7M

Total shares held

1.2M

Distinct holders

15

-24 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1WASATCH ADVISORS LP398.1K$5.3M+132.4K (+49.8%)Added
2LPL Financial LLC255.9K$3.4M+210.2K (+459.9%)Added
3VANGUARD CAPITAL MANAGEMENT LLC198.8K$2.6MNew
4Mink Brook Asset Management LLC64.8K$857.5KNew
5O'SHAUGHNESSY ASSET MANAGEMENT, LLC54.3K$717.8K-18.5K (-25.4%)Trimmed
6RITHOLTZ WEALTH MANAGEMENT40.4K$534.1K-6.4K (-13.6%)Trimmed
7BlackRock, Inc.35.5K$469.6K+5.7K (+19.0%)Added
8VANGUARD FIDUCIARY TRUST CO34.5K$456.1KNew
9World Investment Advisors31.6K$417.9K-26.3K (-45.4%)Trimmed
10DIMENSIONAL FUND ADVISORS LP28.6K$378.2K+7.1K (+33.2%)Added
11ESSEX INVESTMENT MANAGEMENT CO LLC23.1K$305.8K+0 (+0.0%)No change
12MORGAN DEMPSEY CAPITAL MANAGEMENT LLC16.1K$213.2K+106 (+0.7%)Added
13IFP Advisors, Inc4.0K$52.2K+0 (+0.0%)No change
14Vanguard Global Advisers, LLC1.6K$21.7KNew
15AdvisorNet Financial, Inc200$2.6K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once OPXS's latest filing finishes processing.