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Upturn AI Summary - About
Optex Systems Holdings, Inc. Common Stock(OPXS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OPXS
10/28/2026: OPXS (1-star) is currently NOT-A-BUY. Pass it for now.
Optex Systems Holdings is a small-cap defense contractor specializing in precision optical sighting and periscope systems for armored military vehicles. The company benefits from stable, long-term relationships with major defense prime contractors, which provides steady revenue from critical land vehicle programs. Its primary investment story rests on the ongoing modernization of U.S. military combat fleets. However, investors face significant risks related to customer concentration, limited scale, and sensitivity to government defense budgets. This stock may suit investors seeking niche defense exposure, though it lacks the dividend income and diversification of larger defense firms; developments in military procurement cycles should be monitored closely.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is largely tied to specific, cyclical government defense contracts rather than rapid market expansion. |
| Momentum investor | Weak fit | Stock often experiences long periods of low volatility punctuated by contract-related news. |
| Value investor | Mixed fit | Valuation often tracks closely with book value due to the nature of the defense manufacturing model. |
| Dividend investor | Weak fit | The company does not prioritize regular dividend distributions for shareholders. |
| Low-risk investor | Mixed fit | Defense contracts offer stable cash flows but the company's small size increases idiosyncratic operational risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Thin trading volume in the stock can lead to price swings on limited news. |
| Valuation risk | Medium | The stock valuation is sensitive to changes in government procurement cycles. |
| Competition risk (Defense Primes) | High | Large prime contractors have the resources to vertically integrate optical production. |
| Business quality | Medium | The company is a niche supplier with high reliance on a small number of large customers. |
| Dividend income | Low / none | Investors should not expect consistent dividend income from this security. |
| Execution risk | Medium | Timely delivery on military contracts is critical to maintaining financial stability. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 77.03% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 65.56M USD | Price to earnings Ratio 17.13 | 1Y Target Price 15.9 |
Price to earnings Ratio 17.13 | 1Y Target Price 15.9 | ||
Volume (30-day avg) 18.0K shares | Beta 0.57 | 52 Weeks Range 9.04 - 17.38 | Updated Date 10/28/2026 |
52 Weeks Range 9.04 - 17.38 | Updated Date 10/28/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Defense Optical Systems | Periscopes and sighting systems for armored vehicles. | The company gets paid when they deliver optical equipment for military tanks and vehicles. |
| Precision Optical Assemblies | Custom lenses and precision coatings. | They manufacture specialized optical parts for diverse high-precision customers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 17.13 | Forward PE - | Enterprise Value 61.29M | Price to Sales(TTM) 1.65 |
Enterprise Value 61.29M | Price to Sales(TTM) 1.65 | ||
Enterprise Value to Revenue 1.54 | Enterprise Value to EBITDA 10.76 | Shares Outstanding 6.96M | Shares Floating 4.58M |
Shares Outstanding 6.96M | Shares Floating 4.58M | ||
Percent Insiders 20.95 | Percent Institutions 52.15 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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