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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
09/16/2026: OPXS (1-star) is currently NOT-A-BUY. Pass it for now.
Optex Systems Holdings, Inc. is a specialized manufacturer of ruggedized optical sighting and surveillance systems primarily serving the U.S. military defense industry. Its main strength lies in its long-standing technical expertise and role as a key supplier for critical legacy armored vehicle platforms. The primary growth opportunity involves diversifying into international markets and integrating advanced sensor technologies for modern battlefield requirements. However, the company faces significant risks from customer concentration, cyclical government defense budgets, and potential competition from large prime contractors. This stock may suit investors seeking targeted exposure to niche defense manufacturing, provided they can tolerate the volatility associated with small-cap government suppliers and infrequent dividend distributions.
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 | The company's growth is tied to the cyclical nature of defense spending rather than rapid expansion. |
| Momentum investor | Mixed fit | Momentum is conditional on positive news regarding major defense contract wins. |
| Value investor | Mixed fit | Valuation is often tied to the cyclical nature of military contract cycles. |
| Dividend investor | Weak fit | The company does not prioritize regular dividend payouts to shareholders. |
| Low-risk investor | Weak fit | Small-cap defense companies face high concentration risk and contract volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Small-cap stocks are susceptible to significant price swings based on thin trading volumes and contract news. |
| Valuation risk | Medium | Investors must assess whether current pricing adequately reflects the risks of a government-contract-dependent business. |
| Competition risk (Defense Prime Contractors) | Medium / high | Large defense contractors may internalize the production of optical components, displacing specialized suppliers. |
| Business quality | Medium | The business relies on specialized technical competence in a niche market, which is a defensive moat but limits scale. |
| Dividend income | Low / none | There is no significant income component to the investment thesis. |
| Execution risk | Medium | Failure to fulfill government contracts on time or within budget can lead to penalties and loss of future work. |
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 09/16/2026 |
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 72.45M USD | Price to earnings Ratio 18.93 | 1Y Target Price 15.9 |
Price to earnings Ratio 18.93 | 1Y Target Price 15.9 | ||
Volume (30-day avg) 33.5K shares | Beta 0.47 | 52 Weeks Range 9.04 - 17.76 | Updated Date 09/16/2026 |
52 Weeks Range 9.04 - 17.76 | Updated Date 09/16/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Defense Optical Systems | Periscopes, sighting systems, and related components for military vehicles. | The company gets most of its money from selling specialized optical equipment to the military. |
| Geography (North America) | Primary manufacturing and sales operations centered in the U.S. | The business is almost entirely focused on U.S. government defense demand. |
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 18.93 | Forward PE - | Enterprise Value 67.66M | Price to Sales(TTM) 1.82 |
Enterprise Value 67.66M | Price to Sales(TTM) 1.82 | ||
Enterprise Value to Revenue 1.7 | Enterprise Value to EBITDA 11.88 | Shares Outstanding 6.96M | Shares Floating 4.58M |
Shares Outstanding 6.96M | Shares Floating 4.58M | ||
Percent Insiders 20.95 | Percent Institutions 52.05 |
Upturn AI Summary
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.
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.
About Optex Systems Holdings, Inc. Common Stock
Exchange NASDAQ | Headquarters Richardson, TX, United States | ||
IPO Launch date 2009-05-04 | President, CEO & Director Mr. Chad M. George | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 140 | Website https://www.optexsys.com |
Full time employees 140 | 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, sight assembly refurbishments, and driver periscope assembly . 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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