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Upturn AI SWOT - About
OPXS 
Optex Systems Holdings, Inc. Common Stock (OPXS)
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Upturn Advisory Summary
07/11/2025: OPXS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 144.16% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 79.43M USD | Price to earnings Ratio 16.18 | 1Y Target Price - |
Price to earnings Ratio 16.18 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.25 | 52 Weeks Range 5.36 - 11.49 | Updated Date 06/29/2025 |
52 Weeks Range 5.36 - 11.49 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.71 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.06% | Operating Margin (TTM) 20.85% |
Management Effectiveness
Return on Assets (TTM) 14.78% | Return on Equity (TTM) 25.69% |
Valuation
Trailing PE 16.18 | Forward PE - | Enterprise Value 78029439 | Price to Sales(TTM) 2.12 |
Enterprise Value 78029439 | Price to Sales(TTM) 2.12 | ||
Enterprise Value to Revenue 2.08 | Enterprise Value to EBITDA 11.83 | Shares Outstanding 6912920 | Shares Floating 3666095 |
Shares Outstanding 6912920 | Shares Floating 3666095 | ||
Percent Insiders 24.09 | Percent Institutions 34.34 |
Upturn AI SWOT
Optex Systems Holdings, Inc. Common Stock
Company Overview
History and Background
Optex Systems Holdings, Inc. designs, develops, manufactures, and markets optical sighting systems and assemblies for U.S. and foreign military and law enforcement agencies. Founded in 1987, it has grown through acquisitions and organic development to become a key player in its niche market.
Core Business Areas
- Optical Sighting Systems: Designs, develops, manufactures, and markets optical sighting systems and assemblies for military and law enforcement.
- Lens Assemblies: Provides lens assemblies for various applications, including military vehicles and surveillance equipment.
- Infrared Lenses: Designs and manufactures custom infrared lenses for thermal imaging systems.
Leadership and Structure
The leadership team consists of the CEO, CFO, and other key executives. The organizational structure is typical of a manufacturing company, with departments for engineering, production, sales, and finance.
Top Products and Market Share
Key Offerings
- M1A1 Abrams Tank Sighting Systems: Optical sighting systems for the M1A1 Abrams tank. Competitors include larger defense contractors. Market share data is difficult to obtain precisely due to the nature of defense contracts, but Optex is a known supplier to the US military. This product would fall under revenue generated from government contracts.
- Periscopes: Various periscopes for military vehicles and other applications. Again, direct market share is hard to determine, but Optex is a well-established supplier. Competitors include other defense contractors specializing in optical systems.
Market Dynamics
Industry Overview
The industry is driven by defense spending and technological advancements in optical systems. Increased global tensions and modernization of military equipment are key drivers.
Positioning
Optex is a niche player focusing on specialized optical sighting systems. Its competitive advantage lies in its technical expertise and long-standing relationships with military contractors.
Total Addressable Market (TAM)
The global military optics market is estimated to be billions of dollars. Optex, being a smaller player, targets specific segments. Positioned to capture a portion of government contracts for new and retrofit applications.
Upturn SWOT Analysis
Strengths
- Specialized expertise in optical sighting systems
- Long-standing relationships with military contractors
- High barriers to entry in the defense industry
Weaknesses
- Concentration of revenue with a few key customers
- Dependence on government defense spending
- Relatively small size compared to major defense contractors
Opportunities
- Increased defense spending by the US and allied nations
- Development of new optical technologies
- Expansion into related markets, such as law enforcement
Threats
- Budget cuts in defense spending
- Technological obsolescence
- Increased competition from larger defense contractors
Competitors and Market Share
Key Competitors
- L3Harris Technologies (LHX)
- Teledyne Technologies (TDY)
- Elbit Systems Ltd. (ESLT)
Competitive Landscape
Optex Systems Holdings, Inc. operates in a competitive landscape dominated by larger defense contractors. Its advantages are its specialized expertise and established relationships, while its disadvantages include its smaller size and limited resources.
Major Acquisitions
Applied Systems Technology, Inc.
- Year: 2012
- Acquisition Price (USD millions): 5.3
- Strategic Rationale: The acquisition of Applied Systems Technology, Inc. expands Optex's product offerings and customer base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is dependent on defense spending and contract wins. The company's growth has been uneven, reflecting the cyclical nature of the defense industry.
Future Projections: Future projections depend on analyst estimates, which are driven by defense spending forecasts and the company's ability to win new contracts.
Recent Initiatives: Recent initiatives may include investments in new technologies, expansion into new markets, or cost-cutting measures.
Summary
Optex Systems Holdings is a niche player in the military optics market, specializing in optical sighting systems. Its strengths lie in its technical expertise and established relationships with defense contractors. However, it faces challenges due to its reliance on government spending and competition from larger players. The company should focus on diversifying its customer base and investing in new technologies to ensure long-term growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Reports
- Company Website
Disclaimers:
This analysis is based on available information and general industry knowledge. It should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Optex Systems Holdings, Inc. Common Stock
Exchange NASDAQ | Headquaters Richardson, TX, United States | ||
IPO Launch date 2009-05-04 | CEO, COO & Chairman of the Board Mr. Danny R. Schoening | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 141 | Website https://www.optexsys.com |
Full time employees 141 | Website https://www.optexsys.com | ||
Optex Systems Holdings, Inc manufactures and sells optical sighting systems and assemblies primarily for the U.S. department of defense, foreign military applications, and commercial and consumer markets in the United States. It offers periscopes, such as laser and non-laser protected plastic and glass periscopes, electronic M17 day/thermal periscopes, and vision blocks; and sighting systems, including back up sights, digital day and night sighting systems, M36 thermal periscope, unity mirrors, optical weapon system support and maintenance, commander weapon station sights, and sight assembly refurbishments. The company also provides howitzers comprising M137 telescope, M187 mount, M119 aiming device, and XM10 aiming circles; and applied optics center consisting of laser interference filter, optical assemblies, laser filter units, reticles, day windows, and specialty thin film coatings, as well as other products, such as muzzle reference systems, binoculars, collimators, speedtracker, optical lenses and elements, and windows. In addition, it offers various periscope configurations, rifle and surveillance sights, and night vision optical assemblies. The company's products are installed on various types 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. The company offers its products directly to the federal government, prime contractors, and foreign governments. Optex Systems Holdings, Inc was founded in 1987 and is headquartered in Richardson, Texas. Optex Systems Holdings, Inc is a subsidiary of Sileas Corporation.
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