Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
OPXS 
Optex Systems Holdings, Inc. Common Stock (OPXS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 39.89% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 39.31M USD | Price to earnings Ratio 9.34 | 1Y Target Price - |
Price to earnings Ratio 9.34 | 1Y Target Price - | ||
Volume (30-day avg) 14401 | Beta 0.13 | 52 Weeks Range 5.39 - 10.30 | Updated Date 04/3/2025 |
52 Weeks Range 5.39 - 10.30 | Updated Date 04/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.61 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 11.87% | Operating Margin (TTM) 11.17% |
Management Effectiveness
Return on Assets (TTM) 13.73% | Return on Equity (TTM) 23.81% |
Valuation
Trailing PE 9.34 | Forward PE - | Enterprise Value 39501210 | Price to Sales(TTM) 1.12 |
Enterprise Value 39501210 | Price to Sales(TTM) 1.12 | ||
Enterprise Value to Revenue 1.12 | Enterprise Value to EBITDA 6.92 | Shares Outstanding 6896740 | Shares Floating 3551970 |
Shares Outstanding 6896740 | Shares Floating 3551970 | ||
Percent Insiders 25.3 | Percent Institutions 34.5 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Optex Systems Holdings, Inc. Common Stock
Company Overview
History and Background
Optex Systems Holdings, Inc., through its subsidiaries, manufactures optical sighting systems and assemblies for domestic and foreign military applications. Founded in 1987, the company has evolved from a small optical manufacturer to a supplier of complex optical solutions for defense and law enforcement.
Core Business Areas
- Optical Sighting Systems: Design, development, and manufacturing of optical sighting systems for military vehicles, weapons platforms, and law enforcement equipment.
- Assemblies and Components: Production of optical components and assemblies used in various defense and commercial applications.
Leadership and Structure
The leadership team consists of CEO Bill Bates, and a management team focused on engineering, manufacturing, and sales. The organizational structure is hierarchical, reflecting the nature of its engineering-driven business.
Top Products and Market Share
Key Offerings
- M1A2 Abrams Tank Sighting Systems: Optical systems for the M1A2 Abrams tank. While precise market share is difficult to determine, Optex is a key supplier to the US military for this application. Competitors include larger defense contractors with broader optical capabilities.
- Periscopes and Fire Control Systems: Periscopes and fire control systems for various military vehicles. Competitors are other companies in the defense contracting sector.
Market Dynamics
Industry Overview
The defense optical systems industry is driven by government spending on military and law enforcement equipment. It is characterized by high barriers to entry due to stringent quality and performance requirements.
Positioning
Optex Systems Holdings, Inc. is a niche player within the defense optical systems market, specializing in specific optical sighting solutions. Its competitive advantage lies in its technical expertise and long-standing relationships with key customers.
Total Addressable Market (TAM)
The global military optics market is expected to reach billions of dollars. Optex Systems Holdings, Inc. is positioned to capture a share of this market through its expertise and relationships.
Upturn SWOT Analysis
Strengths
- Specialized expertise in optical sighting systems
- Long-standing relationships with key defense customers
- Established manufacturing capabilities
- Strong technical know-how
Weaknesses
- Relatively small size compared to major defense contractors
- Dependence on government defense spending
- Limited diversification beyond optical systems
- Vulnerable to supply chain disruptions
Opportunities
- Increasing global defense spending
- Expansion into new defense applications
- Strategic partnerships with larger defense contractors
- Technological advancements in optical systems
Threats
- Budget cuts in defense spending
- Intense competition from larger defense contractors
- Technological obsolescence
- Geopolitical instability
Competitors and Market Share
Key Competitors
- LMT
- NOC
- RTX
Competitive Landscape
Optex Systems Holdings, Inc. faces competition from significantly larger defense contractors with broader capabilities. Its advantages include specialized expertise and established relationships. The primary disadvantage is scale.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Requires detailed financial data for analysis of historical growth trends.
Future Projections: Analyst estimates unavailable without a specialized financial data service. Requires access to analyst reports.
Recent Initiatives: Recent initiatives can be identified through press releases and company reports.
Summary
Optex Systems Holdings, Inc. is a niche player in the defense optical systems market with specialized expertise. Its strengths lie in its technical know-how and customer relationships. The company's smaller size and dependence on government spending pose challenges, but opportunities exist for growth through strategic partnerships and expansion into new applications. Close monitoring of defense budget trends and technological advancements is crucial.
Similar Companies
LMT
Lockheed Martin Corporation
LMT
Lockheed Martin Corporation
NOC
Northrop Grumman Corporation
NOC
Northrop Grumman Corporation
RTX
Raytheon Technologies Corp
RTX
Raytheon Technologies Corp
Sources and Disclaimers
Data Sources:
- Company website
- Market research reports
- Defense industry publications
- SEC filings
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Market share estimates are approximate. Financial data should be verified with the company's official filings.
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 128 | Website https://www.optexsys.com |
Full time employees 128 | 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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.