STOCK TITAN

Optex Systems Stock Price, News & Analysis

OPXS Nasdaq

Welcome to our dedicated page for Optex Systems news (Ticker: OPXS), a resource for investors and traders seeking the latest updates and insights on Optex Systems stock.

Optex Systems Holdings, Inc. (NASDAQ: OPXS) is a Richardson, Texas based manufacturer of precision optical sighting systems and assemblies serving domestic and worldwide military and commercial applications. This news page aggregates company announcements, earnings releases, contract awards, and other updates related to OPXS, reflecting its role in the optical instrument and lens manufacturing sector and its focus on Department of Defense applications.

In its news releases, Optex highlights financial results prepared in accordance with GAAP, along with non-GAAP measures such as Adjusted EBITDA, and discusses trends in revenue, gross profit, operating income, net income, working capital, and backlog. Investors can follow announcements of quarterly and annual financial highlights, as well as notices of upcoming earnings calls and investor conference presentations disclosed through press releases and 8-K filings.

Optex’s news flow also features defense-related contract awards and orders, including firm fixed price purchase orders for laser protected periscopes, requirement-type contracts for Abrams-based optical sighting systems, and orders for optical sub-assemblies from long-term commercial customers. These updates provide insight into the company’s backlog, program wins, and demand across its Optex Systems Richardson and Applied Optics Center segments.

Personnel and governance updates are another recurring theme, with announcements covering leadership changes such as the appointment of a new President and Chief Executive Officer, the creation of a Chief Executive Officer role in its bylaws, and the addition of specialized roles like the Director of Optical Coating Technology. By reviewing OPXS news, readers can track developments in executive leadership, optical coating capabilities, and the company’s participation in investor conferences.

For investors and observers of the defense optics space, this page offers a centralized view of OPXS news, from earnings and SEC-related disclosures to contract awards and operational milestones in optical sighting systems and assemblies.

Rhea-AI Summary

Optex Systems Holdings (Nasdaq: OPXS) reported results for the three months ended December 28, 2025, with revenue of $9.145M (up 11.6% YoY) and gross profit $2.096M (gross margin 22.9%, down from 26.0%).

Operating income was $0.15M and net income $0.24M, both lower YoY. Adjusted EBITDA was $0.73M. The company booked $7.9M in new orders and approved a $10M share repurchase program on February 9, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.7%
Tags
none
-
Rhea-AI Summary

Optex Systems (Nasdaq: OPXS) won a $2.19 million contract from a U.S. Government prime contractor to supply optical assemblies supporting an enhanced Night Vision Goggle program.

Deliveries begin in Q2 2026 and run through early 2027. The company reported backlog now exceeds $38 million, and will supply laser protection filters and high-volume thin-film coatings.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.1%
Tags
none
-
Rhea-AI Summary

Optex Systems (Nasdaq: OPXS) will report fiscal 2026 first quarter results and host an investor conference call on February 11, 2026 at 4:30 pm ET. The company provided dial-in numbers and Conference ID OPXSQ126. Earnings release and non-GAAP disclosures will be posted at the investor relations site.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.53%
Tags
Rhea-AI Summary

Optex Systems (Nasdaq:OPXS) announced on January 5, 2026 that Brian Bushnell has been appointed Director of Optical Coating Technology, effective the same date.

Mr. Bushnell joins from Raytheon in McKinney, Texas, where he spent eight years in managerial roles, most recently as Senior Manager of Mechanical Engineering. He holds an MBA from Texas A&M University - Commerce, a Master of Applied Physics from the University of Texas at Dallas, and a BS in Mechanical Engineering from the University of Texas at Arlington.

Optex says he will lead thin-film coating development and operational improvements across visible to infrared optics.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.92%
Tags
none
-
Rhea-AI Summary

Optex Systems Holdings (Nasdaq:OPXS) reported fiscal 2025 results for year ended September 28, 2025 showing a 21.6% revenue increase to $41.3M and gross profit of $12.1M (29.2% margin). Operating income rose to $7.1M and net income applicable to common shareholders was $5.15M (basic EPS $0.75). Adjusted EBITDA improved to $8.03M. Cash climbed to $6.4M with working capital of $21.1M. New orders totaled $36.2M (down 0.5%). The company plans $2.4M capital spending and disclosed an $0.8M asset impairment. CEO Danny Schoening notified resignation effective December 20, 2025; Chad George named CEO effective the same date. Management cited U.S. government funding delays as a potential FY2026 revenue headwind.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-10.9%
Tags
none
-
Rhea-AI Summary

Optex Systems (Nasdaq: OPXS) announced a new contract for Optical Sub-Assemblies with an order value of $2.33M. The contract specifies deliveries from April 2026 through December 2026.

The company said the work supports a long-term commercial customer and noted that Optex's current backlog is in excess of $38 million. The award adds near-term revenue visibility for 2026 production and contributes to the company's announced backlog.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6.88%
Tags
none
Rhea-AI Summary

Optex Systems Holdings (Nasdaq:OPXS) announced that Chad George will become President and Chief Executive Officer effective December 20, 2025. Mr. George was previously President and will assume full executive leadership and a seat on the board.

Mr. George has 20+ years in defense manufacturing and operations, with prior roles at Leonardo DRS and Raytheon, and holds a Bachelor’s in Industrial Engineering and an MBA. Outgoing CEO Danny Schoening, after 13 years as CEO, will remain on the board as Chairman.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-4.88%
Tags
none
-
Rhea-AI Summary

Optex Systems (Nasdaq:OPXS) will report fourth quarter fiscal 2025 financial results on Wednesday, December 17, 2025. The company will host an investor conference call the same day at 5:00 pm ET.

Investors may join by dialing (855) 459-0168 or (973) 413-6114 with Conference Code 367887. Any financial details and non-GAAP disclosures discussed on the call will be included in the earnings release posted under Latest Financial Results at https://ir.stockpr.com/optexsys. A recording of the call will be available on the company homepage at https://optexsys.com.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
5.08%
Tags
-
Rhea-AI Summary

Optex Systems Holdings (Nasdaq:OPXS) reported strong financial results for Q3 2025, with revenue increasing 22.6% to $11.1 million compared to the prior year period. The company achieved net income of $1.5 million, up 19.7% year-over-year.

For the nine months ended June 29, 2025, revenue grew 22.3% to $30.0 million, while net income surged 49.7% to $4.1 million. The company's backlog stood at $38.3 million as of June 29, 2025, and increased to $45.0 million by August 5, 2025, following new contract awards including a $10.2 million five-year contract for optical sighting systems.

The company maintains a strong financial position with $4.9 million in cash, no credit line draws, and working capital of $19.4 million. Growth was primarily driven by higher periscope production and increased customer demand across both operating segments.

[ "Revenue increased 22.6% to $11.1 million in Q3 2025", "Net income grew 49.7% to $4.1 million for the nine-month period", "Operating income increased 43.8% to $5.1 million for nine months", "Strong cash position of $4.9 million with no credit line draws", "New contract awards totaling $14.6 million received after quarter end", "Generated $5.4 million in operating cash flow during nine months" ]
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6.54%
Tags
none
Rhea-AI Summary

Optex Systems (Nasdaq:OPXS), a manufacturer of precision optical sighting systems, has appointed Chad George as its new President, effective immediately. George, who will report to CEO Danny Schoening, joins from Leonardo DRS where he served as Vice President of Operations and Supply Chain.

George brings significant defense sector experience, having worked at Raytheon and Leonardo DRS. He holds a Bachelor's Degree in Industrial Engineering from Oklahoma State University and an MBA from the University of Texas at Dallas. In his new role, George will lead strategic initiatives and explore adjacent markets to drive growth for Optex Systems.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-6.14%
Tags
management

FAQ

What is the current stock price of Optex Systems (OPXS)?

The current stock price of Optex Systems (OPXS) is $14.4 as of February 11, 2026.

What is the market cap of Optex Systems (OPXS)?

The market cap of Optex Systems (OPXS) is approximately 104.8M.
Optex Systems

Nasdaq:OPXS

OPXS Rankings

OPXS Stock Data

104.82M
5.47M
22.66%
35.54%
0.11%
Aerospace & Defense
Optical Instruments & Lenses
Link
United States
RICHARDSON

OPXS RSS Feed