Optical Instruments & Lenses · SIC 3827

Optex Systems Holdings Inc

OPXS

Watch

Latest revenue

$9.6M

as of 2026-03-29

Latest net income

$1.3M

as of 2026-03-29

Net margin

13.9%

as of 2026-03-29

Price · 5Y

+48.8% / yr 35.0 pts / yr vs S&P 500 623.7% total
Compare:

Live market

delayed ≤15 min
$10.86
1.73%
Market cap
$75.5M
Enterprise value
$75.5M
P/E (trailing)
14.7×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$17.76
52-wk low
$8.35
Beta
Shares out
7.0M

5-year trend

About OPXS

Business description and risk factors will appear here once OPXS's latest filing is fully ingested.

Profitability

Gross margin

29.2%

4.1%

Operating margin

17.3%

21.7%

Net margin

12.5%

12.3%

Return on equity

21.2%

5.8%

Return on assets

17.1%

16.0%

Leverage

Debt / equity

0.24×

33.5%

Debt / assets

19.2%

27.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-29

$9.6M-10.3%$1.3M-24.2%13.9%

Q4 2025

2025-12-28

$9.1M+11.6%$242.0K-71.3%2.6%

Q3 2025

2025-09-28

$11.3M+19.6%$1.0M+1.1%9.1%

Q2 2025

2025-06-29

$11.1M+22.6%$1.5M+19.7%13.6%

Q1 2025

2025-03-30

$10.7M+25.9%$1.8M+66.5%16.5%

Q4 2024

2024-12-29

$8.2M+17.7%$844.0K+95.8%10.3%

Q3 2024

2024-09-29

$9.4M$1.0M10.7%

Q2 2024

2024-06-30

$9.1M+26.3%$1.3M+118.9%13.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Optical Instruments & Lenses · SIC 3827

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Insider activity

Insider buying

$0

Insider selling

$4.5M

Net activity

−$4.5M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-11

Chad Michael George

CEO and President

Sale7,035$13.62$95.8K
2026-01-08

Danny Robert Schoening

Director

Sale2,815$13.55$38.1K
2026-01-08

Danny Robert Schoening

Director

Sale26,109$14.11$368.4K
2026-01-07

Danny Robert Schoening

Director

Sale27,946$13.44$375.6K
2026-01-06

Danny Robert Schoening

Director

Sale14,066$13.02$183.1K
2026-01-05

Danny Robert Schoening

Director

Sale5,495$13.08$71.9K
2026-01-02

Danny Robert Schoening

Director

Sale4,451$13.09$58.3K
2026-01-02

Danny Robert Schoening

Director

Sale29,696$13.99$415.4K
2025-06-30

Topline Capital Partners, LP

10%+ owner

Sale47,700$11.68$557.1K
2025-06-30

Topline Capital Management, LLC / Collin Mcbirney

Sale47,700$11.68$557.1K
2025-06-27

Topline Capital Partners, LP

10%+ owner

Sale10,000$11.26$112.6K
2025-06-27

Topline Capital Management, LLC / Collin Mcbirney

Sale10,000$11.26$112.6K
2025-06-27

Rimmy R. Malhotra

Director

Sale15,000$11.01$165.2K
2025-06-26

Topline Capital Partners, LP

10%+ owner

Sale30,945$11.07$342.6K
2025-06-26

Topline Capital Management, LLC / Collin Mcbirney

Sale30,945$11.07$342.6K
2025-06-17

Judd Dayton

Director

Sale1,800$8.95$16.1K
2025-06-16

Judd Dayton

Director

Sale14,077$9.28$130.6K
2025-06-13

Judd Dayton

Director

Sale2,500$9.45$23.6K
2025-06-09

Rimmy R. Malhotra

Director

Sale5,000$9.37$46.9K
2025-06-06

Karen Lea Hawkins

CFO

Sale12,000$9.21$110.5K
2025-06-06

Dale E Lehmann

Director

Sale18,000$9.20$165.6K
2025-06-05

Dale E Lehmann

Director

Sale7,537$9.47$71.4K
2025-06-03

Danny Robert Schoening

President & CEO

Sale14,033$8.78$123.2K
2025-06-02

Danny Robert Schoening

President & CEO

Sale5,967$8.60$51.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns OPXS

Institutional value

$15.7M

Total shares held

1.2M

Distinct holders

15

-24 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1WASATCH ADVISORS LP398.1K$5.3M+132.4K (+49.8%)Added
2LPL Financial LLC255.9K$3.4M+210.2K (+459.9%)Added
3VANGUARD CAPITAL MANAGEMENT LLC198.8K$2.6MNew
4Mink Brook Asset Management LLC64.8K$857.5KNew
5O'SHAUGHNESSY ASSET MANAGEMENT, LLC54.3K$717.8K-18.5K (-25.4%)Trimmed
6RITHOLTZ WEALTH MANAGEMENT40.4K$534.1K-6.4K (-13.6%)Trimmed
7BlackRock, Inc.35.5K$469.6K+5.7K (+19.0%)Added
8VANGUARD FIDUCIARY TRUST CO34.5K$456.1KNew
9World Investment Advisors31.6K$417.9K-26.3K (-45.4%)Trimmed
10DIMENSIONAL FUND ADVISORS LP28.6K$378.2K+7.1K (+33.2%)Added
11ESSEX INVESTMENT MANAGEMENT CO LLC23.1K$305.8K+0 (+0.0%)No change
12MORGAN DEMPSEY CAPITAL MANAGEMENT LLC16.1K$213.2K+106 (+0.7%)Added
13IFP Advisors, Inc4.0K$52.2K+0 (+0.0%)No change
14Vanguard Global Advisers, LLC1.6K$21.7KNew
15AdvisorNet Financial, Inc200$2.6K+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once OPXS's latest filing finishes processing.