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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
10/15/2026: OPXS (1-star) is currently NOT-A-BUY. Pass it for now.
Optex Systems Holdings is a specialized manufacturer focused on providing optical sighting systems and laser filters to the U.S. military. The company is known for its essential role in the supply chain for armored combat vehicles, which provides a level of stable demand. Its primary investment story revolves around its long-term relationships with defense primes and consistent need for its niche products. However, investors must monitor risks related to customer concentration, limited research scale, and potential shifts in defense budget priorities. The stock may suit value-oriented investors interested in the defense sector, provided they understand the volatility inherent in small-cap companies tied to government contracting cycles.
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 stable, predictable defense cycles rather than high-velocity technology scaling. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find opportunities during periods of significant contract announcements or defense spending surges. |
| Value investor | Strong fit | The company often trades at valuations that reflect its small-cap status and niche defense market position. |
| Dividend investor | Mixed fit | While dividends may occur, it is not a primary focus or a reliable, long-term income vehicle. |
| Low-risk investor | Weak fit | Small-cap defense stocks generally carry higher operational and market volatility risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock's small market capitalization makes it susceptible to significant price swings on low volume. |
| Valuation risk | Medium | Valuations are heavily dependent on future contract wins, creating uncertainty in long-term pricing. |
| Competition risk (Defense Contracting) | Medium / high | Large prime contractors could potentially internalize production, though specialized needs often favor external suppliers. |
| Business quality | Medium | The business provides essential, high-quality components but lacks the scale of larger industry players. |
| Dividend income | Low | Dividend payments are irregular and not a core component of the total return strategy. |
| Execution risk | Medium | Success depends on the company's ability to deliver specialized technical products on strict government schedules. |
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 67.55% | Avg. Invested days 30 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2026 |
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 69.88M USD | Price to earnings Ratio 18.59 | 1Y Target Price 15.9 |
Price to earnings Ratio 18.59 | 1Y Target Price 15.9 | ||
Volume (30-day avg) 24.9K shares | Beta 0.57 | 52 Weeks Range 9.04 - 17.76 | Updated Date 10/15/2026 |
52 Weeks Range 9.04 - 17.76 | Updated Date 10/15/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Defense Optics | Periscopes, laser filters, and vehicle sighting systems sold primarily to the U.S. military. | The company earns money by being a key part of the supply chain for U.S. armored vehicle hardware. |
| Geography | Operations are primarily centered in the United States with sales to domestic and foreign defense partners. | Most revenue comes from U.S. government spending, making domestic budget policy the most important factor to watch. |
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 18.59 | Forward PE - | Enterprise Value 68.00M | Price to Sales(TTM) 1.76 |
Enterprise Value 68.00M | Price to Sales(TTM) 1.76 | ||
Enterprise Value to Revenue 1.71 | Enterprise Value to EBITDA 11.94 | Shares Outstanding 6.96M | Shares Floating 4.58M |
Shares Outstanding 6.96M | Shares Floating 4.58M | ||
Percent Insiders 20.95 | Percent Institutions 52.49 |
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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