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Upturn AI SWOT - About
OPXS 
Optex Systems Holdings, Inc. Common Stock (OPXS)
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Upturn Advisory Summary
09/12/2025: OPXS (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 115.4% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
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 domestic and foreign military and law enforcement applications. Founded in 1987, they've evolved into a key player in precision optics.
Core Business Areas
- Optical Sighting Systems: Design, development, and manufacturing of optical and electro-optical sighting systems for military vehicles and weapons.
- Assemblies: Production of optical assemblies, including lenses, prisms, and filters.
Leadership and Structure
Danny Metcalfe is the CEO. The company has a traditional hierarchical structure with departments focused on engineering, manufacturing, sales, and finance.
Top Products and Market Share
Key Offerings
- M1A2 Abrams Tank Sighting Systems: Optical sighting systems for the M1A2 Abrams tank. Market share difficult to pinpoint exactly but they are a major supplier. Competitors include larger defense contractors with optics divisions.
- Periscopes: Various types of periscopes for armored vehicles. Market share data is unavailable. Competitors include other specialized optics manufacturers.
Market Dynamics
Industry Overview
The defense optics industry is driven by military spending and technological advancements in electro-optical systems. Growth is tied to geopolitical factors and defense budgets.
Positioning
Optex Systems is a niche player specializing in ruggedized optical systems for military applications. Their competitive advantage lies in their expertise and established relationships with defense contractors.
Total Addressable Market (TAM)
The global military optics market is estimated to be worth several billion USD annually. Optex Systems occupies a small but critical portion, focused on specific vehicle and weapon platforms.
Upturn SWOT Analysis
Strengths
- Specialized expertise in ruggedized optics
- Established relationships with defense contractors
- High barriers to entry due to specialized technology
- ITAR compliance and security clearances
Weaknesses
- Concentration of revenue in a few key programs
- Dependence on government defense spending
- Smaller size compared to major defense contractors
- Limited diversification beyond military optics
Opportunities
- Expansion into new military vehicle platforms
- Development of advanced electro-optical systems
- Potential for international sales growth
- Acquisitions of complementary technologies
Threats
- Decreases in defense spending
- Technological obsolescence
- Increased competition from larger defense contractors
- Geopolitical instability
Competitors and Market Share
Key Competitors
- L3Harris Technologies (LHX)
- Teledyne Technologies (TDY)
- Elbit Systems Ltd. (ESLT)
Competitive Landscape
Optex Systems operates in a highly competitive market dominated by larger defense contractors. They maintain a niche position through specialized expertise.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends can be analyzed using past financial statements.
Future Projections: Future growth projections are typically available from analyst reports.
Recent Initiatives: Recent initiatives are detailed in company press releases and investor presentations.
Summary
Optex Systems is a specialized optics company focused on defense applications. Its strengths lie in its niche expertise and relationships with defense contractors, but it faces risks due to its dependence on government spending and the competitive landscape. A small TAM and competition may pose challenges for growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Website
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise. Financial data is based on publicly available information, and users should consult official company filings for accurate figures.
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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