Welcome to our dedicated page for Optex Systems SEC filings (Ticker: OPXS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Scanning a 300-page defense-contract filing for Optex Systems can feel like looking through an un-calibrated periscope—critical details on backlog, export controls, or executive stock sales hide in dense technical prose. Optex Systems insider trading Form 4 transactions and defense risk factors matter, yet they’re scattered across multiple forms.
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Optex Systems Holdings, Inc. disclosed that it has released its financial results for the fiscal fourth quarter and full year ended September 28, 2025. On December 17, 2025, the company issued a press release detailing these results and furnished that release as Exhibit 99.1 to this report. The press release, rather than this report, contains the specific revenue and earnings figures for the period.
Optex Systems Holdings, Inc. filed its annual report describing a defense‑focused optics business supplying periscopes, sighting systems and thin‑film coated optical assemblies to U.S. and foreign military and commercial customers. About 90% of revenue in the twelve months ended September 28, 2025 came from U.S. military programs, and roughly 70% from U.S. government agencies and four large defense contractors.
The company highlights multiple recent awards, including a five‑year Abrams sighting system contract with potential value up to $10.2 million, a $5.7 million order for laser filter units supporting XM157 scopes, a $4.3 million BAE Systems order, and several other U.S. prime and DLA contracts. A U.S. government shutdown from October to November 2025 and a continuing resolution through January 2026 slowed awards and may affect fiscal 2026 revenue.
Leadership is shifting as long‑time CEO Danny Schoening plans to resign effective December 20, 2025, with President Chad George becoming President and Chief Executive Officer under a new employment agreement running through December 31, 2028. The board expanded from four to five seats, adding George as a director. As of December 16, 2025, Optex Systems had 6,937,358 common shares outstanding and employed 132 full‑time equivalent staff.
Optex Systems (OPXS) director reported acquiring 4,000 shares of common stock on 11/04/2025 (Transaction Code A). The award is subject to 100% vesting on January 1, 2027, and the NASDAQ closing price on the grant date was $16.74. Following the transaction, the director beneficially owns 98,278 shares directly and 1,887 shares indirectly through Nicoya Fund LLC.
Optex Systems (OPXS) reported an insider transaction: a director and 10% owner acquired 4,000 shares of common stock on
Optex Systems (OPXS) reported an insider equity award. Director Dale Lehmann acquired 4,000 shares of common stock on 11/04/2025 (transaction code A) at the NASDAQ closing price of $16.74 per share.
The grant vests 100% on January 1, 2027. Following the award, Lehmann beneficially owns 122,721 shares, held directly.
Optex Systems Holdings, Inc. (OPXS) will present at the 2025 Annual Gateway Conference on September 4, 2025 at 11:30 a.m. Pacific Time in San Francisco at the Four Seasons Hotel. The company says the slide deck for its presentation will be posted on its investor relations webpage immediately prior to the presentation. The filing is an Item 7.01/8-K notice signed by Karen Hawkins, Chief Financial Officer. No earnings, transaction, or other financial data are included in this notice.
George Chad Michael, identified as President and a director of Optex Systems Holdings Inc (OPXS), reported acquiring 10,000 shares of Common Stock on 08/11/2025. The Form 4 lists the post-transaction beneficial ownership as 10,000 shares held directly. The reported transaction price is stated as $0 in the filing. The form is signed and dated 08/13/2025.
Optex Systems Holdings, Inc. (OPXS) Form 3 shows that Chad George (listed as President and Director-level officer) reported an event dated 08/11/2025. The filing discloses 0 shares of Common Stock beneficially owned in a direct capacity. The form is an initial statement of beneficial ownership and was signed on 08/18/2025.
Optex Systems Holdings Inc. is reported to have a significant minority position held by Punch & Associates Investment Management, Inc. The filer beneficially owns 331,495 shares, representing 4.8% of the outstanding common stock, and reports sole voting and sole dispositive power over those shares.
The filing states these securities are held in the ordinary course of business and were not acquired to change or influence control of the company. The disclosure confirms the position is under the 5% threshold and no shared or group voting/dispositive arrangements are reported.
Optex Systems Holdings, Inc. reported consolidated revenue of $11.110 million for the three months ended June 29, 2025 (up from $9.060 million) and $30.038 million for the nine months ended June 29, 2025 (up from $24.552 million). Net income was $1.510 million for the quarter and $4.122 million for the nine months, compared with $1.261 million and $2.754 million in the prior-year periods. Cash and cash equivalents increased to $4.871 million from $1.009 million, and shares outstanding were approximately 6.9 million.
The company attributes higher revenue to increased periscope production and stronger demand across segments, with periscope production up materially year-over-year. Backlog was $38.3 million as of June 29, 2025, down from $45.6 million a year earlier. Contract loss reserves increased to $423 thousand reflecting higher rework and labor inefficiencies. The Company renewed a $3.0 million revolving credit facility (interest currently 7.10%) with no outstanding balance at June 29, 2025.
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